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.



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…

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Marketing & Technology Director, StatPro

By Damian Handzy and Carl Bacon Professional risk managers are a curious combination of artist, scientist and practitioner, simultaneously employing intuition, complex mathematical analysis and hard-earned experience. It’s no wonder, then, risk management is awash in many creative and innovative approaches to both measuring and managing different types of risk. The type of person attracted… Read more » Read more…

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Many Asset Managers don’t have a way of measuring different asset classes on the same platform and this can lead to some serious issues. But using a single, capable platform managers can vary their risk-analysis methodologies and still ensure they are working with an accurate and consistent dataset. Take a look the SlideShare presentation below… Read more » Read more…

By
Marketing & Technology Director, StatPro

  Past performance may be no guide to the future, but asset managers and investors still want meaningful data that tells them what has (or hasn’t) been achieved. Moreover, that data increasingly needs to be presented in different and more sophisticated ways to provide genuinely telling insights. This is where the new breed of performance… Read more » Read more…

By
Marketing & Technology Director, StatPro

“Asset managers today face a fundamental and indisputable fact: the world they are analyzing in order to make and execute investment decisions is increasingly complex and rich in data.” – An Asset Manager’s Guide to Data and Digital Disruption An asset manager’s middle office is the engine on which the business depends for visibility and… Read more » Read more…

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Marketing & Technology Director, StatPro

“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…

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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…

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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…

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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…

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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