Resources

StatPro Revolution Update – October 2014

Date: October 6, 2014

The latest release of StatPro Revolution includes some great new functionality along with some changes to our menu system, making it easier to find the additional levels of functionality within the product. 

Read more below:

Advanced security classifications

Classify and group your securities with even greater accuracy and flexibility. Our new classifier types will allow you to analyse securities respecting changes over time, to create hierarchies (e.g. fully customized regions), or even configure bands of dynamic values like maturity or PE ratio.

Advanced security classifications

Absolute allocation comparison

A brand new dashboard will allow you to compare the asset allocation of your portfolio using up to four classifiers of your choice. A comparison snapshot is available at the end of the reporting period.

Absolute allocation comparison

 

Currency overlay

Enhancements to our existing multi currency attribution model mean that you can now separate currency hedging decisions and market decisions.

 

New menus

Improvements have been made to the structure of our menu system, making it more user friendly and easier to navigate.

New menus

Log in now to benefit from these new features.

To learn more about 13f-2 watch our webinar replay Part 1: Unpacking the SEC's New Disclosure Rules for Shareholders
Join us for Part 2: Operationalizing the SEC's New Disclosure Rules, for Shareholders on December 12.