IT/Ops Cooperation, Investor Communication and Social Media

In part two of FTF News’ Q&A with Holly Miller, Stone House Consulting’s founding partner, discusses how to get IT and operations to work together effectively, the survey on investor communication and operational risk that Stone House is conducting with Infonic AG and innovative ways buy-side firms can leverage social media. Part one of theContinue reading “IT/Ops Cooperation, Investor Communication and Social Media”

Managing the Increased Risks Associated with Outsourcing

Stone House Consulting provides 15 practical suggestions for managing the increased risks that may be introduced by outsourcing.  This slideshow was presented on Wednesday, 2 March 2011 at the 5th Annual OpRisk Conference in New York by Holly Miller, founding partner of Stone House Consulting.

Investors’ IT Savvy, STP and the Cloud

In advance of chairing tomorrow’s 5th Annual OpRisk Conference in New York, Stone House Consulting’s founding partner, Holly Miller, is interviewed by Eugene Grygo of FTF News in a two-part series.  Read what she has to say in this first conversation about the role IT plays during investor due diligence, hidden risks in straight-through processingContinue reading “Investors’ IT Savvy, STP and the Cloud”

Stone House Consulting Releases its First Book–THE TOP TEN OPERATIONAL RISKS: A SURVIVAL GUIDE FOR INVESTMENT MANAGEMENT FIRMS AND HEDGE FUNDS

Press Contacts: Deborah Eisenberg / Matthew Chisum Cognito +1.415.946.8820 stonehouse@cognitomedia.com Advanced Praise Offered by Leading Industry Executives including Bruce J. Feibel, CFA, Managing Director, BNY Mellon and Bill Bogle, Partner and Chief Compliance Officer, NEPC LLC Available Now in Paperback and Electronically via Amazon Kindle Thornton, Penn. – December 13, 2010 – Stone House Consulting, LLC,Continue reading “Stone House Consulting Releases its First Book–THE TOP TEN OPERATIONAL RISKS: A SURVIVAL GUIDE FOR INVESTMENT MANAGEMENT FIRMS AND HEDGE FUNDS”

Operational Risk: A Photo Really Does Speak 1,000 Words

An ‘alert reader’ sent us this link to a photo of JPMorgan’s London trading floor, which last week suffered from a plumbing problem–presumably from the floor above. We recommend anyone interested in operational risk click to see the photo and then envision your own trading desk or client files. We suspect JPMorgan may appreciate theContinue reading “Operational Risk: A Photo Really Does Speak 1,000 Words”

Operational Risk #5: Naïve Reliance on Technology—The Downside of Automation

We’re sorry—the article you are looking for is no longer available on our website.  However, it is included in our book, The Top Ten Operational Risks: A Survival Guide for Investment Management Firms and Hedge Funds.  Purchase your paperback copy or Kindle version!

Operational Risk #2: The Blind Leading the Blind—Overextended and Underqualified Managers

We’re sorry—the article you are looking for is no longer available on our website.  However, it is included in our book, The Top Ten Operational Risks: A Survival Guide for Investment Management Firms and Hedge Funds.  Purchase your paperback copy or Kindle version!

Are You Making the Most of Your Technology?

Proper systems implementations always require a complete review of the relevant operational workflows. Likewise, effective systems training will focus on those same workflows. Yet all too often, investment management firms pay inadequate attention to designing and optimizing their operational flows and fail to harness the full capabilities of expensive, best-in-class applications. These days, when itContinue reading “Are You Making the Most of Your Technology?”

Stone House Consulting and Investit Partner to Offer Strategic Benchmarking and Consulting Services to Traditional and Alternative Investment Managers

FOR IMMEDIATE RELEASE TUESDAY, 1 JUNE 2010 – NEW YORK AND LONDON Stone House Consulting, LLC and Investit Ltd today announced a strategic partnership to provide traditional and alternative investment managers with a suite of consultancy services, industry research, best-practice benchmarking and self-assessment tools. These products and services are designed to help managers gather assetsContinue reading “Stone House Consulting and Investit Partner to Offer Strategic Benchmarking and Consulting Services to Traditional and Alternative Investment Managers”