Why stock-level attribution by Carl Bacon CIPM
Carl Bacon, CIPM, explains stock-level attribution, its use for “bottom-up” stock pickers and how it is valuable to stakeholders in the investment decision process.
Looking at Market Risk
Jimi Rajsombat, Head of Risk, StatPro, discusses var, volatility and historical simulation
A proposed new report for investment advisors
The new StatPro Revolution Portfolio Objective Assessment report was designed with Registered Investment Advisors (RIAs) and private wealth managers in mind.
Examining the Technology Options for Portfolio Oversight
The ever-increasing importance of portfolio oversight and more flexible reporting in the asset management field cannot be overstated, says David Adams in this Bobsguide feature looking at the regulato
In the interest of the investor – leveraging technology for portfolio oversight
The Financial Services Authority (FSA), specifically in the UK, although there are similar bodies in North America, Europe and Asia, have recently recognized that the relationship between those partie
StatPro Revolution Update – January 2013
This January release of StatPro Revolution brings with it some great functionality and insightful new dashboards. Stock-level equity attribution, annualized performance, annualized attribution and mul
The oversight crackdown – a view from the software vendor
Much has been made of the recent lessons learned by Directors as 2012 saw financial regulators flex their muscles. Until then it had been so easy right?! Today, that approach may not hold up—not when
Portfolio Oversight from StatPro – Infographic
We believe portfolio oversight should be further up the agenda in the investment industry. Our infographic makes this complex topic a little more straightforward too.
Newsletter: Winter2012
Why StatPro Seven clients, Fund Administrators such as WAY Group & our new partners, Linedata are joining the revolution.
SaaS is for satisfied clients
The biggest pleasure of switching to a SaaS (“Software as a Service” with a multi-tenant deployment) platform for our products (in the form of StatPro Revolution) is the increase in the quality of ser
6 reasons why StatPro Seven clients are evaluating StatPro Revolution
As regulations force the need for transparency, clients are demanding more information faster. Having the data you need at your fingertips to share your story is important when it comes to building tr
StatPro Revolution Update – 50th Release
Our 50th release includes a host of useful features and functions from increased coverage to new portfolio types and an intuitive portfolio summary page.