On a Clear Day
Imagine this. You are an investment professional whose responsibilities include presenting and explaining performance to institutional clients, and you have just wrapped up a 15-minute presentation to
Foggy Thinking
It is really interesting speaking with different companies in the financial markets. Some people really get the new cloud technology but for most people they are still a bit lost in the fog. It isn’t
When the Going Gets Tough, the Tough Get Attribution
At our annual company away day earlier this summer, we engaged in heady discussions about StatPro Seven, our flagship middle office analytics solution, and StatPro Revolution, our new cloud-based plat
Enquiring Minds Want to Know…about Revolution
We recently ran our first in a series of webinars: 3 Reasons to Use Cloud Technology for Portfolio Analytics and Reporting, which proved to be a great success. Many tuned in to get a better understand
Morningstar 2011: Technology, where were you?
Following the Morningstar Conference, we’ve caught our breath and reflected on what we saw, did and heard on the show floor and in the discussion sessions. We’ve also thought a lot about what we didn’
Technology and the RIA: Very, Very Cool
It’s been a whirlwind three days in The Windy City. Between demos, breakout sessions and keynotes, we’ve had some great conversations with advisors and fund managers about how technology is helping th
Dispatch from Morningstar
Real interest rates and getting real about portfolio analytics In today’s keynote session by PIMCO leader and living legend Bill Gross, we heard about the looming threat to advisors who overweight in
Morningstar: Hot, hot, hot
It’s nearly 100 degrees in Chicago, and things are heating up inside the McCormick Place Convention Center, as we get ready to unveil Revolution cloud based portfolio management software to over 1000
Lights, Camera, Revolution
With only a week to go before Morningstar, we’re gearing up to officially debut Revolution to the North American market. Our cloud-based platform for portfolio analytics and reporting has been in beta
Why the Front Office Needs a Revolution
Join the StatPro Revolution The front office is in need of a revolution. And those who don’t embrace change will lose competitive advantage, fast. Bringing Portfolio Analysis and Reporting into the Cl
A Battle Royal: Broker vs. Independent
The importance of 3rd Party Pricing Examined The debate between referencing broker pricing or independent pricing has been raging among asset managers in recent years. Broker pricing is often arrived
CAP Gets Dirty – Pricing, That Is
Some of you may have seen the news late last week that StatPro has launched several new features as part of its Complex Asset Pricing (CAP) service. For those of you who missed the news on the Financi