Do you know the risk and exposure of your portfolios? – UCITS Infographic
We’ve created an infographic that explains the concept behind UCITS and how StatPro Revolution can help you manage exposure and risk in your UCITS and AIFMD funds.
New Cloud Features Reduce TCO While Improving User Experience
This feature not only makes applications more responsive, but also lowers the total-cost-of-ownership for running a system… user experience
Do you have the right toolset to tackle UCITS IV?
Asset managers are facing increasing levels of regulation such as UCITS IV and AIFMD, and this is putting pressure on operating costs and levels of efficiency. The industry needs to ensure it has the
A Love Hate Relationship with Spreadsheets
This got me thinking about the spreadsheet problem in the investment fund industry, specifically in the realm of expense processing… spreadsheet errors
Risk takers and the tools to monitor them
A look at testosterone and cortisol levels. The link between stress and portfolio management and what to be looking out for.
The importance of being open
Having an open approach to investment portfolio analytics across the security master, benchmarks and classifications.
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.