STP Investment Services: Our Head of Compliance, Lori Weston, contributed to a recent Private Equity Law Report article on the SEC's 2026 Reg Flex Agenda.
Tags: SEC, Private funds, Compliance, Form PF
STP Investment Services - ALTALLO Digest
46 articles
Regulation
Events
STP Investment Services: Our team will be at the Future Proof Festival in Huntington Beach from September 14-17 to discuss the future of investment operations.
Tags: Fund Administration, Compliance, Events, Investment Operations
Fund Administration
STP Investment Services: Our David Goldstein shares a practical approach for managers considering a switch in fund administrators.
Tags: fund administration, due diligence, operations, risk management
STP Investment Services: The countdown to T+1 is officially on.
STP Investment Services: The way firms deliver disclosures to investors could be changing.
STP Investment Services: 🎙️ What if compliance wasn't a separate function, but a fully integrated part of your practice?
STP Investment Services: Asset managers are rethinking how technology, operations, and data teams work together.
STP Investment Services: Great conversation, Sam Levine !
STP Investment Services: Fee billing is one of the most important processes in fund administration.
STP Investment Services: Emerging managers may be seeing more opportunities to get in front of allocators earlier than ever before.
STP Investment Services: Many emerging fund managers believe they're ready to raise capital because they have a strategy and a launch plan.
STP Investment Services: The SEC's latest Risk Alert on economic conflicts of interest reinforces a reality many firms already know: regulatory findings ar...
STP Investment Services: Trade settlements are one of the most critical, but often misunderstood parts of the investment lifecycle.
STP Investment Services: Reconciliation is one of those functions that quietly powers the entire investment operations engine… until something breaks.
STP Investment Services: We’re in NYC today at the Uncorrelated Manager Growth Summit.
STP Investment Services: We’re at ALTS NY today talking all things fund administration.
STP Investment Services: Managed services is now STP's fastest-growing vertical by revenue.
STP Investment Services: Operational maturity is no longer a secondary consideration.
STP Investment Services: We promoted Patrick Conroy to the newly created role of Head of Product Strategy & Transformation.
Tags: People, Promotions, AI
STP Investment Services: Looking forward to being at Uncorrelated Newport in July!
STP Investment Services: We were selected by Principal Financial Group to provide custody, fund accounting, and administration services for its fund platform.
Tags: Custody, Fund Accounting, Outsourcing, Partnership
STP Investment Services: Partnerships like these are what make our industry stronger.
STP Investment Services: ALTSNY, we’re coming! Excited to be in New York connecting with leaders across the alternative investment community.
STP Investment Services: You’re not happy with your fund administrator.
STP Investment Services: As the SEC continues to operate without a full slate of commissioners, the upcoming departure of Hester Peirce raises important qu...
STP Investment Services: As asset managers expand into private markets, digital assets, and other alternative investments, operational complexity continues...
STP Investment Services: Fund administrators talk about growth in terms of assets under administration or client count.
STP Investment Services: STP on why accurate fund accounting starts with clean books and tax lot tracking, not just data access
STP Investment Services: STP discusses the importance of a robust accounting infrastructure for accurate financial reporting, emphasizing clean books and reliable tax lot tracking over mere data access.
Tags: Accounting, Data Management, Financial Reporting
STP Investment Services: The SEC is increasing its scrutiny of private markets, emphasizing liquidity, valuation, fees, and conflicts, which necessitates robust controls and transparent compliance from firms.
Tags: SEC, private funds, private credit, compliance
STP Investment Services: T+1 in Europe is closer than it appears — and it won't look like the U.S. transition. With multiple markets, currencies, and time zones, post-trade processing windows could shrink by up to 90%. Firms treating T+1 as a deadline risk falling behind; firms treating it as an operational gate are already moving.
Tags: T+1, Settlement, Europe, Operations
STP Investment Services: Most Chief Compliance Officers are managing three roles at once: Building the program. Executing oversight. Handling day-to-day review work.
STP Investment Services: We’re proud to share that we’ve been recognized with the Excellence in Employee Experience award at the CHRO Confex & Awards 2026.
STP Investment Services: BlackRock’s latest Aladdin enhancements reflect a broader industry shift toward AI‑driven investment operations.
STP Investment Services: Co‑investments and continuation vehicles promise flexibility and customization, but they also reveal something most GPs don’t anticipate.
STP Investment Services: Great turnout for "Tales From the Crypto Initiative: Investing in Digital Assets" with Cynthia Kelly at the Investment Adviser Association Compliance Conference today!
STP Investment Services: How are you choosing your outsourcing partner?
Tags: Outsourcing, Fund Administration
STP Investment Services: Named winner in Fund Administration category at 2026 WealthBriefing WealthTech Americas Awards
Tags: Awards, Fund Administration
STP Investment Services: Fund Administration looks a lot different in 2026. What used to be a quiet back-office function is now a strategic driver.
Tags: Fund Operations, Fund Administration
STP Investment Services: Lori Weston, Head of Compliance, shared her insights in a recent Financial Advisor Magazine article on the SEC's renewed focus on marketing rule compliance.
Tags: Compliance, SEC, Marketing Rule
Risk Management
STP Investment Services: We explored how firms can balance investor flexibility with long-term portfolio integrity as evergreen fund adoption accelerates.
Tags: liquidity management, evergreen funds, investor relations, portfolio management
Data & Analytics
STP Investment Services: In our latest blog, we explore why ownership structure, not performance reporting, is often the biggest blind spot in managing generational wealth.
Tags: family office, reporting, wealth management, technology