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

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

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

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

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

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

Industry Training Best Practices. Your firm’s performance and credibility are critical to maintaining clients and attracting new ones. It’s not an outrageous exaggeration to say not having GIPS compl

Our webinar on GIPS compliance raised some interesting questions that got us thinking: why should asset managers comply with GIPS? On the flip side of that coin, what is it about not complying with GI

What does the change mean for our existing/prospective clients and to StatPro’s hosted business model? 1. StatPro recently made a strategic decision to move our Toronto and Montreal on-site Data Cente

by guest blogger – David Spaulding, President of The Spaulding Group. Today we return with a look at changes to return and risk calculations. Return and risk calculations. There have been several chan

by guest blogger – David Spaulding, President of The Spaulding Group. Today’s post will discuss disclosing compliance. Disclosing compliance. The claim of compliance statement has been changed (see ¶

by guest blogger – David Spaulding, President of The Spaulding Group. Firms that claim compliance with the Global Investment Performance Standards (GIPS®) will soon be obligated to comply with the new