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
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
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
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
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
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
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
Why should you bother with GIPS compliance?
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
GIPS: What’s Keeping You up at Night?
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
StatPro’s Data Center Moves to Toronto
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
Changes to GIPS for Compliance in 2011 (part 3)
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
Changes to GIPS for Compliance in 2011 (part 2)
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 ¶