One Small Step for a Service Team…
two of our service teams achieved certification under the Service Capability and Performance (SCP) Standards for excellence in customer service and …
How to perform better portfolio oversight
If you are responsible for portfolio oversight, whether you are an ACD or Board Director, it is absolutely critical to understand how the fund is structured, how the fund is performing, what the fund
StatPro Revolution Update – May 2013
Our latest release of StatPro Revolution includes some great functionality, additions and enhancements.
Come Blog with Us
What’s the Confluence Blog about? In short, expert views on topics fund administrators care about, with fresh blog content published regularly, and the chance to create a dialogue with you, our reade
Every portfolio is a network
The simplest ideas are the ones that inspire change the most. StatPro Revolution is based on a simple idea: why not let everyone have access to their own portfolio and let them look at whatever analys
Portfolio oversight explained by industry experts
Recent high profile cases in the press are highlighting the lack of oversight of funds within the investment community. Today there is an increased demand for transparency from regulators and clients.
StatPro Revolution Update – March 2013
We’ve made some great additions and enhancements to StatPro Revolution. Take a look at the StatPro Revolution App Store, our stock-level equity attribution report and more!
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