Stone House Consulting

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

5 April 2011 • 7:45 am 0

Verifying the Verifier

How does one go about selecting a firm to verify their claim of compliance with the Global Investment Performance Standards? Stone House Consulting partners Philip Lawton and Holly Miller discussed this topic during a recent webinar hosted by FTF News held on March 16th. Highlights from the webinar were covered in an article by Securities Technology Monitor. A recorded version of the webinar is still available. Click here for more information.

Filed under: Performance Measurement, Press Coverage, Webcast or Podcast, , , , , ,

4 March 2011 • 12:46 pm 0

Overview of the Global Investment Performance Standards

GIPS LogoCFA Institute has made this copyrighted paper, used in the 2011 CFA™ and CIPM® curricula, available gratis to all. Written by Stone House Consulting partner, Philip Lawton, the reading presents the requirements and recommendations of the 2010 version of the GIPS® standards and explains the rationale and application of specific provisions, with particular attention to implementation issues.

Filed under: Hedge Fund / Alternative Investment Management, Performance Measurement, Traditional Investment Management, , , , , ,

27 September 2010 • 3:10 pm 0

Operational Risk #7: Amalgamated Assignments—Segregation of Duties

We’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: Hedge Fund / Alternative Investment Management, Managing the Business, Operational Risk, Outsourcing, Performance Measurement, Traditional Investment Management, , , , , , , , , , , , ,

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, , , ,

18 February 2010 • 11:54 am 0

Hedge Fund Transparency: The Long-Term Implications of Separate Account Management

paperworkHedge fund managers and investors alike have embraced separate account management as a panacea to their operational risk concerns and a quick win in the quest for greater transparency. But they should think again. In their rush to solve one set of problems, investors may be introducing even greater risks to their portfolios and hedge fund managers may be setting the stage for significant business challenges over the long term.

The Long-Term Implications of Separate Account Management

Read the attached excerpt from the February 2010 edition of the CFA Institute’s Investment Performance Measurement Newsletter.

Filed under: Hedge Fund / Alternative Investment Management, Managing the Business, Operations, Performance Measurement, Published Article, , , , , , , , , , ,

10 October 2009 • 3:15 pm 0

Where Does Performance Fit?

Org ChartCFA Institute free podcast from the 2009 Annual GIPS Conference on Sep 23 in Boston.

Panelists include Stephen Campisi, CFA, institutional portfolio manager and principal, Intuitive Performance Solutions; James Edmonds, CFA, global head of performance measurement and client reporting, AllianceBernstein; and Holly Miller, partner, Stone House Consulting. Moderated by Beth Kaiser, CFA, CIPM, director of investment performance standards, CFA Institute.

Filed under: Hedge Fund / Alternative Investment Management, Managing the Business, Performance Measurement, Traditional Investment Management, Webcast or Podcast, , , ,

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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