STP Investment Services

InvestOps 2025 is just a week away, and STP’s Dan Houlihan, Jeff Hooks, and Jason Bolc are ready to talk all things investment operations. Whether you're focused on optimizing workflows, leveraging new technology, or tackling industry challenges, we’d love to connect at Booth 25! Let us know if you'll be in Orlando! https://hubs.li/Q036fwqR0

?? STP Investment Services Expands ComplianceAdvisor to Offer Scalable Compliance Programs! ?? STP Investment Services is proud to announce the expansion of our ComplianceAdvisor platform, now offering tiered solutions to meet the evolving needs of wealth managers, private fund advisers, and exempt reporting advisers. Our new flexible programs—Pro, Plus, and Prime—are designed to grow with your business and streamline compliance. Whether you just need the basics or are seeking comprehensive support, we've got you covered. Key features include: ? Foundational compliance services ? Monthly advisory check-ins and regulatory exam support ? Outsourced compliance functions & CCO role options As the regulatory landscape changes, STP ComplianceAdvisor partners with you to stay ahead while reducing risks. Stay compliant, scale effortlessly, and focus on what matters most—growing your business. Learn more: https://hubs.li/Q0399k3F0

Join us on March 4th to learn how to navigate Form ADV filing requirements. Secure your spot today! ??Register here: https://hubs.li/Q038_ncs0

?? Event-Driven Strategies: The Top Pick for Hedge Fund Allocators in 2025 ?? Event-driven funds are topping the charts as the most sought-after strategy for hedge fund allocators this year! ???? According to a recent Goldman Sachs survey of 358 institutional investors, event-driven strategies are now leading the way—beating out long-short equity strategies for the first time. Why the shift? Experts predict a more active environment for merger activity and corporate maneuvers, making event-driven strategies a key focus for allocators. STP's subject matter expert, David Goldstein notes, "The new managers I’m dealing with are definitely more event-driven," signaling the growing appeal of these funds. ?? Dive deeper into the trends and insights from David and other industry experts in the full FundFire article. https://hubs.li/Q038FSS60

?? David Goldstein Director of Product, Fund Services at STP, shares insights on the rise of co-sourcing in the latest edition of Uncorrelated Alts magazine (pages 50-54). ?? As new fund managers embrace co-sourcing to streamline operations and cut costs, established fund managers are facing a growing demand for operational efficiency, reduced risks, and improved investor satisfaction. But how are they adapting? ?? Dive into the full article to explore the future of fund management in 2025 and beyond. ?? ?? https://hubs.li/Q038GhN80 #FundManagement #CoSourcing #OperationalEfficiency #InvestmentTrends #UncorrelatedMagazine

Inconsistent responses on Form ADV can trigger regulatory scrutiny, erode client trust, and lead to compliance risks. Ensure accuracy and alignment across all disclosures with best practices from STP ComplianceAdvisor. Read more: https://hubs.li/Q038h1ml0

Join us on March 4th at 11 AM ET for a live webinar as we discuss the key components of a smooth SEC registration process. Master the essentials of Form ADV Avoid common registration delays Gain expert compliance insights ??Register Here: https://hubs.li/Q036rp_80

We’re just a week away from the Nicsa Strategic Leadership Forum and STP’s Dan Houlihan and Frank Farnesi will be on-site, ready to connect with you! If you’re attending, let’s set up time to chat: https://hubs.li/Q036QTv-0

UK T+1: The Race to Settlement Starts at Recommendation ‘ZThe UK’s move to T+1 settlement is happening fast—firms must start preparing now. Waiting for final regulations could lead to operational risk. Learn how automation and proactive planning can keep you ahead. Read more: https://hubs.li/Q038ggh40

Growing businesses often face increasing complexity—more accounts, more reconciliations, more reporting. Without the right support, it can feel like driving through a maze. One client scaled from 5,000 to 30,000 accounts while STP seamlessly handled the operational lift. No additional hires. No wasted time. Just frictionless growth. With STP’s Managed Services, firms scale seamlessly without the operational burden—saving time, reducing risk, and keeping growth on track. Read more about how STP can support your business growth: https://hubs.ly/Q036RzW30