Stone House Consulting

Strategic, operational and IT consulting for investment managers and hedge funds

20 July 2010 • 7:00 am 1

Philip Lawton, Leading Performance Expert, Joins Stone House Consulting

FOR IMMEDIATE RELEASE

TUESDAY, 20 JULY 2010 – THORNTON, PA

Stone House Consulting LogoStone House Consulting, LLC announced that Philip Lawton, formerly head of the Certificate in Investment Performance Measurement (CIPM®) program at CFA Institute, has joined the firm as a partner.

Holly Miller, founding partner of Stone House Consulting, said, “Investment managers and hedge funds that excel in analyzing and communicating results have a competitive edge in gathering and retaining assets. Philip’s expertise and thought leadership strengthen our ability to guide firms toward best practices in performance and risk evaluation and client reporting.” Miller also said that Lawton’s knowledge of investment operations and his background in managerial accounting are a great fit with Stone House’s emphasis on improving manager profitability through benchmarking and service-based cost analyses.

Philip Lawton - Photo Read the rest of this entry »

Filed under: Performance Measurement, Press Release, , , ,

8 July 2010 • 11:50 am 0

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 it is critical to squeeze every last drop of value out of limited resources, firms cannot afford to ignore their processing efficiency any longer. And with all the heightened attention to operational risk, firms that fail to take a fresh look at workflows do so at their own peril. The good news is that re-examination of an organization’s operational efficiency usually has a very short payback period.

Read the rest of this entry »

Filed under: Hedge Fund / Alternative Investment Management, Operations, Traditional Investment Management, ,

Operational Risk, Investor Communication and Requirements Survey

Please participate in our industry survey on operational risk, investor communication and requirements. The survey is open to investors, managers, custodians, prime brokers, fund administrators, auditors, software vendors, consultants, verifiers and all other industry participants. In appreciation for your time, participants will receive a summary report of survey results and will be entered into a drawing to win a flip camera. Additional details on the survey can be found here.

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