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SteelBridge

Pittsburgh

1725 Washington Road
Suite 305
Pittsburgh, PA 15241

New York

14 Wall Street
20th Floor
New York, NY 10005

London

Suite 10
22 Chandler Street
London SE164XL
United Kingdom

11.30.17

Regulatory Filing Automation & Process Improvement

In 2017, SteelBridge marked its five-year anniversary of successfully filing SEC regulatory disclosures for over 160 funds at a global fund manager. This massive effort has evolved from enhancing a proprietary data warehouse to creating custom calculation engines to integrating over a dozen data sources. “As firms streamline and adapt, our efforts have shifted focus to hands-on training and creating a sustainable, repeatable process,” said SteelBridge Managing Partner James Haluszczak. “We spent years building the tools – now we’re building the teams that use them to make each year a success.”

http://steelbridgeconsulting.com/wp-content/uploads/2017/11/Success-Story-Regulatory-Filing-Automation-and-Process-Improvement_1117.pdf