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.



For obvious reasons, many of the largest asset management firms struggle with massive data volumes, silos and processes. Reconciling the data can sometimes feel like searching for two identical needles in a giant haystack.   In other words: very time consuming and expensive. This is why large firms need a joined up and single view… Read more » Read more…

By
Marketing & Technology Director, StatPro

An integrated approach is key for effective performance and risk management, but can also do a great deal to help operational efficiency. Boutique asset managers, especially, hold the tight running of their ships in high regard. After all, they do not have big budgets to squander on unwieldy processes. They also need to work with… Read more » Read more…

By
Marketing & Technology Director, StatPro

Generating a single copy of the data around performance attribution coupled with comprehensive analysis of risk, has become an essential capability for boutique asset managers. Several key industry trends are driving this: A shift toward risk-factor based allocation approaches. Pressure from asset owners for a deeper understanding of both performance and risk profiles. The need… Read more » Read more…

By
Marketing & Technology Director, StatPro

Seeing multiple attributions of both performance and risk is increasingly important for asset managers to make the right decisions and add value. On the one hand, a clear understanding of risk is an integral part of the decision making process to help asset managers assess the potential cost of their investments. On the other hand,… Read more » Read more…

By
Marketing & Technology Director, StatPro

Powerful central data sources are now key to placing risk analytics at the centre of asset management businesses. One reason for this is the complex risk matrix that asset managers now need to factor into their investment models. As long ago as 2013 EY’s Risk Management for Asset Management survey listed no less than 20… Read more » Read more…

By
Marketing & Technology Director, StatPro

Remain or leave? Head or Heart? A personal viewpoint I wrote a personal view that we should not Brexit but Fixit on 7th April. For me it is entirely logical that we should stay in the EU. Since then the arguments have seemed at times to have descended into an inchoate noise on both sides…. Read more » Read more…

By
CEO, StatPro

Using risk and performance attribution data together to gain better visibility is no new thing – it has been on the agenda since before even the global financial crisis. But until recently, technology has simply not allowed for a single source of performance and risk analysis to be displayed in an easily readable format and… Read more » Read more…

By
Marketing & Technology Director, StatPro

On 23rd June we will witness a major EU referendum: UK residents will vote to leave or remain in the union. The latest polls suggest national sentiment is too close to call, so how should large asset management firms prepare for a possible Brexit? While most political and economic pundits have turned to historic precedents or… Read more » Read more…

By

Asset managers are under increased pressure to provide a more vibrant picture of past, present and future activity, with underlying data to support decisions made. For boutique managers operating on more limited resources, this represents a real challenge. How can they create more detailed analysis and reports that satisfy the needs of clients and the… Read more » Read more…

By
Marketing & Technology Director, StatPro

Combining risk and performance attribution analytics in a single view gives a much better picture to the front office. That’s because asset managers can get an instant view of how the money from previous investments was made, how that compared with what was expected and the level of risk if similar action is taken in… Read more » Read more…

By
Marketing & Technology Director, StatPro

Technology is now available that makes it possible to combine multi-asset class performance and risk analytics into a single system. This has been described as a middle office Holy Grail, as successive generations of teams have struggled to reconcile the outputs from siloed legacy systems and labored to make manual workarounds in order to produce… Read more » Read more…

By
Marketing & Technology Director, StatPro