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.



In The Art of Perfection series we are exploring what asset managers can learn from the worlds of art, science and studies into the human body. In this fourth issue: finding “meaning” when it’s not really there. The experience of seeing patterns or connections in random or meaningless data was coined apophenia by the German… Read more » Read more…

By
Marketing & Technology Director, StatPro

Key issues for the middle office in asset management firms today. In an ever-changing environment where costs are under scrutiny and service level expectations are rising, what can asset managers do, not just to keep up, but to get ahead? In issue four of Workflow magazine you’ll find: GIPSⓇ – fair representation, full disclosure The… Read more » Read more…

By
Marketing & Technology Director, StatPro

With the planned update to the Global Investment Performance Standards (GIPS®), to which more than 1,600 firms now subscribe to, it is important to know what changes will come and what impact they will have. The goal of the GIPS® 20/20 update is twofold. The first is to consolidate the standards by compiling all the existing… Read more » Read more…

By
Marketing & Technology Director, StatPro

On September 28th 2016, we launched Revolution Performance, the latest expansion to the StatPro Revolution platform. In our brand new infographic we depict how we took Revolution Performance on the road to 13 cities around the world, starting it all off in London. Revolution Performance is our new cloud-based performance measurement and data management solution,… Read more » Read more…

By
Marketing & Technology Director, StatPro

Asset managers are facing a perfect storm. A combination of mounting regulatory pressure, the shift to low capital market returns and increasing competition have left margins looking wafer thin. And as investors turn to low-cost passive fund management in their droves, many asset managers feel compelled to invest in new strategies and markets in order to protect their… Read more » Read more…

By
Marketing & Technology Director, StatPro

There are a number of reasons why asset managers are increasingly looking to integrate their performance measurement and risk analytics systems. At a time when IT budgets are coming under more and more pressure, system consolidation can be a more cost effective option. It’s also easier to implement and maintain compared with separate platforms that may… Read more » Read more…

By
Marketing & Technology Director, StatPro

Global Investment Performance Standards (GIPS®) are ever-evolving to keep up with the fast-changing investment industry. The success of the GIPS® standards is undeniable, with 40 countries now endorsing the standards. More than 1600 firms worldwide have notified the CFA institute of their claim of compliance. This includes 23 of the 25 largest asset management firms… Read more » Read more…

By
Chairman, StatPro

Coming soon: GIPS 20/20, the latest update of the performance standards to which more than 1,600 fund managers around the world now subscribe. Some 10 years after the Global Investment Performance Standards (GIPS) were last updated, the Chartered Financial Analyst (CFA) Institute has recently announced it is now working on a new version of the… Read more » Read more…

By
Marketing & Technology Director, StatPro

In The Art of Perfection series we are exploring what asset managers can learn from the worlds of art, science and studies into the human body. In this second issue: a revolution in accuracy that has redefined time. How precisely can time be measured? Much more since physicists recently created the most accurate clock ever… Read more » Read more…

By
Marketing & Technology Director, StatPro

How many asset managers have made a serious study of the total cost of ownership (TCO) of their on-premise performance measurement system? The results of such an analysis are likely to come as a shock, particularly when compared to cloud-based solutions offer software-as-a-service and platform-as-a-service products. It is now almost 30 years since the IT… Read more » Read more…

By
Marketing & Technology Director, StatPro