Does a Fair Expense Allocation Model Exist for Market Data?
Steven Longo is a senior technology and operations professional with over 20 years of experience in the financial services industry. He provides consulting on technology management, execution and change management, data management and operational practices, investment tools, technology architecture, IT infrastructure, IT controls, and business strategy. Steven’s experience includes leading operations and IT groups within asset management firms and media companies. He has led strategic and target operating model reviews, data management and operations reviews, systems implementations, infrastructure projects, cost and efficiency programs, team restructures, risk management efforts, IT due diligence assessments, and other activities to support investment teams. Prior to joining Cutter Associates, Steven was Head of Information Technology at Pendal Group Limited. Prior to Pendal, he was General Manager of Group IT Services for Seven Network Limited. He also held numerous technical and management roles at Schroder Investment Management, including Director and COO, and CIO in Australia, Head of IT for Schroder’s North American business in New York, and technical hands-on roles on implementations of portfolio management, unit registry, order management, and trading systems.
Steven holds a Bachelor of Science in Applied Physics and post graduate qualifications in Data Processing, Applied Finance & Investment, and Business Management.
Principal – Data and Performance
Lisa Masten has more than 20 years of experience in the investment management industry, leading projects and designing solutions in the areas of performance and attribution, data management, market data administration, portfolio analytics, and investment accounting. Lisa leads Cutter Associates’ Data and Performance practice, where she advises and designs operating models, selects systems, and implements business and technology solutions. She also organizes the Implementation practice for Cutter, including leading development of its adaptable delivery framework and project toolkit.
Prior to joining Cutter, Lisa was a Senior Manager at Invesco, where she managed a global team responsible for designing and implementing data, performance, and accounting solutions. She has held roles implementing and supporting processes and technology across the front, middle and back office at multiple asset management firms. Lisa holds a Bachelor of Arts in finance and computer science from North Central College in Illinois.