Stone House Consulting

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

3 March 2011 • 10:13 am 0

IT/Ops Cooperation, Investor Communication and Social Media

FTF News LogoIn part two of FTF News’ Q&A with Holly Miller, Stone House Consulting’s founding partner, discusses how to get IT and operations to work together effectively, the survey on investor communication and operational risk that Stone House is conducting with Infonic AG and innovative ways buy-side firms can leverage social media. Part one of the Q&A is here.

Filed under: Benchmarking / Surveys, Managing the Business, Operations, Press Coverage, Technology, , , , , ,

24 November 2010 • 9:09 am 0

For Whom Should We Give Thanks?

See our guest blog entry at The Bull Run: Where FinTech Talks.  And have a Happy Thanksgiving!

Filed under: Benchmarking / Surveys, Hedge Fund / Alternative Investment Management, Published Article, Traditional Investment Management

16 October 2010 • 9:34 am 0

Survey on Operational Risk, Investor Communication and Requirements

Investors’ demands for transparency and concerns about operational risk have risen over the last several years.  Is the post-meltdown focus on due diligence in selecting managers and greater demand for specific information a lasting change or just a temporary phenomenon?

Stone House Consulting, in conjunction with Infonic AG (the makers of HedgeSphere), is conducting a survey focused on operational risk and investors’ requests for more and clearer information about their managers’ investment strategies, controls, and results.  The survey is designed to address questions like: Read the rest of this entry »

Filed under: Benchmarking / Surveys, Hedge Fund / Alternative Investment Management, Operational Risk, Traditional Investment Management, , , , , , ,

11 October 2010 • 12:20 pm 1

Operational Risk #9: Poor Planning and Slow Response Times—Changes in the Firm, the Marketplace and the Regulatory Environment

The 325-year-old stone houseWe’re sorry—the article you are looking for is no longer available on our website.  However, it is included in our book, The Top Ten Operational Risks: A Survival Guide for Investment Management Firms and Hedge Funds.  Purchase your paperback copy or Kindle version!

Filed under: Benchmarking / Surveys, Hedge Fund / Alternative Investment Management, Managing the Business, Operational Risk, Outsourcing, Technology, Traditional Investment Management, , , , , , , , , , , ,

3 November 2009 • 3:22 pm 0

Survey of Buy-Side Industry Trends

Survey ImageMargins in the investment management industry are under siege, facing threats from both directions – lower fees and rising costs. The Glass Hammer / Stone House Consulting Survey of Buy-Side Industry Trends indicates that while regulators are contributing to the cost pressures, the industry’s own client base, together with the investment consulting firms that advise those clients, are a key factor in the equation. Not only are investors demanding greater due diligence, improved risk monitoring and controls, but they are calling for lower fees without any concession on the performance expectations, high levels of customization and quality client service they have always required.
Read the rest of this entry »

Filed under: Benchmarking / Surveys, Hedge Fund / Alternative Investment Management, 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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