STP Investment Services: We are proud to see our SVP and Head of Go-To-Market, Rachel Pham, recognized by Women We Admire for her leadership and impact.
Tags: Awards, Leadership, People
STP Investment Services - ALTALLO Digest
44 articles
Hiring
Events
STP Investment Services: We are excited to attend and sponsor Uncorrelated AltsOps 2026 in a few weeks.
Tags: Alternative Investments, Operations, Compliance, Fund Services
STP Investment Services: We're heading to the 2026 NSCP National Conference in Orlando from October 25-28.
Tags: Compliance, Risk Management, Events
STP Investment Services: We're back for day two of TSAM, The Summit for Asset Management, and ready to talk all things operations.
Tags: asset management, operations, conferences
STP Investment Services: We are at ALTSDC 2026 in Washington, DC this week to discuss alternative investment growth strategies.
Tags: alternative investments, fund administration, middle office, events
STP Investment Services: Our team is looking forward to joining BNY's Data & Analytics Global Client Forum in London on October 14-15.
Tags: data & analytics, technology, london, conferences
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
Compliance
STP Investment Services: We created a 90-second video on how to prepare for an SEC exam with little warning.
Tags: SEC, RIA, CCO, Compliance
STP Investment Services: Happy National Compliance Officer Day to all the dedicated professionals who help firms manage risk and stay ahead of regulations.
Tags: Compliance, People
STP Investment Services: Our Head of Compliance, Lori Weston, spoke with FundFire about the SEC's proposal to rescind the Pay-to-Play Rule.
Tags: SEC, Pay-to-Play, Regulation, Compliance
STP Investment Services: The SEC and CFTC have again extended the compliance date for the 2024 Form PF amendments, now to July 1, 2027.
Tags: Form PF, SEC, CFTC, Compliance
Operations
STP Investment Services: Our Head of Wealth Product & Solutions, Dean Lasalandra, shared his insights with FundFire on the growing private markets.
Tags: Private Markets, Data & Analytics, Workflows, STP
STP Investment Services: Our latest article explores why family office modernization requires more than another platform.
Tags: family office, data, technology, operations
Technology
STP Investment Services: We help family offices see the complete picture of generational wealth, moving beyond asset-level reports to map ownership through time and people.
Tags: Family Office, WealthTech, Generational Wealth, Data & Analytics
Other
STP Investment Services: Happy Labor Day from all of us at STP Investment Services.
Tags: Labor Day, Team, Appreciation
STP Investment Services: When the industry moved to T+1 settlement in 2024, the focus was on getting through the transition successfully.
STP Investment Services: Secondaries fundraising may be slowing in 2026, but liquidity pressure across private markets continues to shape investor behavior...
STP Investment Services: The SEC's decision to rescind its longstanding "no deny" policy marks a significant shift in the agency's approach to enforcement...
STP Investment Services: Excited to announce our partnership with Greenboard!
Risk Management
STP Investment Services: Our latest article explores why fee calculation governance matters and how tiered fee schedules can impact reported performance.
Tags: performance, fees, GIPS, reporting
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
Regulation
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
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.
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