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On a Clear Day

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

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On a Clear Day

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

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On a Clear Day

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’

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On a Clear Day

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

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On a Clear Day

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

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On a Clear Day

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

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On a Clear Day

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

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On a Clear Day

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

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On a Clear Day

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

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On a Clear Day

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

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