STP Investment Services - ALTALLO Digest
17 articles
Other
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
Fund Administration
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
Regulation
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
Operations
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
Member News
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: At launch, internal operations can feel manageable. But as funds grow, investor demands rise, structures multiply, and complexity compounds. Often faster than internal teams can adapt.
Fund Services
STP Investment Services: Named winner in Fund Administration category at 2026 WealthBriefing WealthTech Americas Awards
Tags: Awards, Fund Administration
STP Investment Services: How are you choosing your outsourcing partner?
Tags: Outsourcing, Fund Administration
Compliance
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
Fund Operations
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