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.



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

Effective management of massive quantities of data pose a significant challenge to asset management firms. Yet given the right tools, middle offices can add real value to their organizations. There are now more sources of information in greater volumes and with higher degrees of complexity than ever before. And, at the same time there are… Read more » Read more…

By
Marketing & Technology Director, StatPro

The asset management industry is under intense pressure to handle more data, more often, and with complete transparency. As Ellen Shubert, Chief Advisor, Deloitte Investment Management, says in one of the firm’s recent outlook reports: “Data is the hottest topic by far. Every meeting I go into right now is about data – the amount… Read more » Read more…

By
Marketing & Technology Director, StatPro

With trading volumes down on pre-crisis years, how is it that asset managers have ended up with huge increases in data and calculation requirements? The answer lies somewhere between increased risk management requirements and regulatory demands for more frequent reporting. Other factors include the level of corporate bond issues (especially in emerging markets) and the… Read more » Read more…

By
Marketing & Technology Director, StatPro

The middle office will remain fundamental to the effective operation of asset management businesses but it will also face fundamental challenges. Bigger and bigger data First and foremost the sheer weight of data passing through the middle office is likely to significantly increase. For example, consultants PwC have calculated that assets under management will rise… Read more » Read more…

By
Marketing & Technology Director, StatPro