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 a world that is changing really quickly, the only strategy that is guaranteed to fail is not taking risks.” Mark Zuckerberg “Risk comes from not knowing what you’re doing.” Warren Buffett What does risk really mean? Often, in investment, when we use the term “risk”, what we really mean is volatility – that is,… Read more » Read more…

By
Marketing & Technology Director, StatPro

Key issues for the middle office in asset management firms today. Over recent months we have explored key data challenges for asset managers and how the new generation of performance measurement systems present real opportunities. In this latest issue of Workflow magazine: Future dynamics in asset management Unprecedented opportunities but a myriad of threats Abnormal… Read more » Read more…

By
Marketing & Technology Director, StatPro

Increasingly, asset managers understand the need to adapt to the opportunities and asset management challenges surrounding big data and analytics tools. This has been a trend for several years and will only gather momentum in 2017. Indeed, in a marketplace where managers are under pressure to deliver bespoke multi-asset investment solutions for clients who are… Read more » Read more…

By
Marketing & Technology Director, StatPro

Looking back at the past two decades, most of us would agree that the rate of technological change has been incredibly high. From the typical consumer’s perspective, progress is made practically on a daily basis, whether we are talking about the iPhone and personal tablets, virtual reality, or smart domestic technology and the Internet of… Read more » Read more…

By
Marketing & Technology Director, StatPro

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