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.



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

“The last two years have seen an extraordinary amount of change in the asset management industry. The industry’s ability to renew itself has never been more important.” Conrad Kozak, JP Morgan Since the beginning of February we have started to ask how recent changes will impact on decisions made by COO’s and their teams on… Read more » Read more…

By
Marketing & Technology Director, StatPro

Middle offices producing ad hoc reports based on data pulled in from disparate legacy systems still takes place. But, increasingly, this approach falls short of client and regulatory demand. Read the short slideshare presentation below to explore why leading asset managers are embracing closer collaboration through a single enterprise web-hosted data source. Review the need… Read more » Read more…

By
Marketing & Technology Director, StatPro

Don’t Brexit Fixit! A personal viewpoint One good thing about the British referendum on 23rd June on whether to stay or leave the European Union, is that it has got everyone talking about it. Now we need to get serious about why to stay or leave. The people who are passionately against the EU have… Read more » Read more…

By
CEO, StatPro

Historically, investment updates have been provided through monthly reporting on paper, especially at the institutional level. But, as technology has advanced, the opportunity for asset managers to report daily has become the norm. In other words, middle office reporting is no longer a static internal customer service activity that happens via a PDF once every… Read more » Read more…

By
Marketing & Technology Director, StatPro

The asset management industry will continue to face strong headwinds in the years to come, with the need to change the way it operates fundamentally important. For middle offices, there are huge challenges on the horizon, but not without opportunities to gain significant competitive advantage. Click through our short slideshare presentation to find out five… Read more » Read more…

By
Marketing & Technology Director, StatPro

The middle office was once tasked solely with processing front office data. Not anymore. Today middle office teams are not only expected to feed into execution and settlement processes. They also need to service the demands of the sales team, the risk and regulations teams, and contribute to the wider strategic servicing ability of the… Read more » Read more…

By
Marketing & Technology Director, StatPro

We all know the average middle office is inundated with vast amounts of data. But in today’s competitive market, simply processing large volumes is not enough anymore. Moving forward, the best asset management firms will be positioned to do more with the data: shaping it, interpreting it, and offering real analytical insight. Click through our… Read more » Read more…

By
Marketing & Technology Director, StatPro