Blog articles

The StatPro Blog provides information and opinion about the portfolio analysis and performance measurement industry. Our authors are experts from within StatPro and other organisations specializing in research and trends affecting the asset management sector.



The global financial crisis of 2008 prompted a regulatory response that has spawned a multiplicity of new acronyms, terminology and jargon that sometimes sounds like an altogether different language. And while much of this regulation has focused on the banking sector, every other area of the financial services industry – including asset management – has… Read more » Read more…

By
Marketing & Technology Director, StatPro

Over the coming months The Art of Perfection will explore what asset managers can learn from the worlds of art, science and studies into the human body. First in the series: something you would never see without changing the way you look.   Her finger is a millionth of a meter long. A single strand… Read more » Read more…

By
Marketing & Technology Director, StatPro

More than 150 years ago, the pioneer of computerization, Charles Babbage, recognised a crucial truth: machines given incorrect information will provide incorrect answers. “Garbage in, garbage out”, as this concept is sometimes known.   It’s an idea with which many asset managers are all too familiar: while they recognize the need to generate more actionable… Read more » Read more…

By
Marketing & Technology Director, StatPro

When it comes to measuring and analyzing performance in the asset management industry, the quality of both source and calculated data is of paramount importance.   Ensuring that data is accurate, consistent and in a format that can be easily interpreted and processed by a company’s systems is one of the biggest challenges faced by… Read more » Read more…

By
Marketing & Technology Director, StatPro

Asset managers face unprecedented opportunities in today’s fast-moving marketplace. There are also a myriad of threats. On the one hand, the outlook for growth is strong. 89% of asset managers surveyed by State Street recently are looking forward to profitable growth and demand for new products, and services from investors is increasing. But cost pressures… Read more » Read more…

By
Marketing & Technology Director, StatPro

Workflow is the treadmill of asset management. This isn’t to un-glamourize it: it’s an essential component as the data around thousands of portfolios flow in.  With the right workflow, asset managers can control the entire process, identify any rogue errors, and deliver perfect from beginning to end. Take a look at our SlideShare presentation to… Read more » Read more…

By
Marketing & Technology Director, StatPro

Flexibility and advanced functionality are the watchwords of any modern middle office when it comes to performance measurement. Without the flexibility to increase workload, the middle office cannot service an ever expanding set of stakeholders. And without best of breed functionality that digs down through processes and workflows to the underlying data, any service becomes… Read more » Read more…

By
Marketing & Technology Director, StatPro

Ask any asset manager about their dream system for the middle office and the response would typically include three words: fast, accurate and efficient. With this functionality in place, the daily workflow can be streamlined allowing teams to focus on more interesting and valuable activity around performance analytics. In an ideal world, the right checks… Read more » Read more…

By
Marketing & Technology Director, StatPro

“Making the complex simple” is an ambition of the asset management industry that somehow never seems to materalize. As far as performance measurement is concerned, this is an intrinsically difficult area made worse by multiplying data sets and systems – many of which are too slow to handle the volume of data coming down the… Read more » Read more…

By
Marketing & Technology Director, StatPro

In a recent report, Ernst & Young created its “Top 10 action list to achieve better risk management”. One suggestion is that leading managers will continue to be those firms which can exercise complete control over their data. In this SlideShare presentation we take a closer look and explore how technology can not only improve… Read more » Read more…

By
Marketing & Technology Director, StatPro

The benefits of combined performance and risk analytics are well documented, but until recently have been an impossible ambition. Cloud technology is changing all of this, creating new opportunities for all asset managers, including smaller firms. In our slideshare presentation this week we look at how the cloud can be a big enabler for boutique… Read more » Read more…

By
Marketing & Technology Director, StatPro