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.



With the planned update to the Global Investment Performance Standards (GIPS®), to which more than 1,600 firms now subscribe to, it is important to know what changes will come and what impact they will have. The goal of the GIPS® 20/20 update is twofold. The first is to consolidate the standards by compiling all the existing… Read more » Read more…

By
Marketing & Technology Director, StatPro

On September 28th 2016, we launched Revolution Performance, the latest expansion to the StatPro Revolution platform. In our brand new infographic we depict how we took Revolution Performance on the road to 13 cities around the world, starting it all off in London. Revolution Performance is our new cloud-based performance measurement and data management solution,… Read more » Read more…

By
Marketing & Technology Director, StatPro

Asset managers are facing a perfect storm. A combination of mounting regulatory pressure, the shift to low capital market returns and increasing competition have left margins looking wafer thin. And as investors turn to low-cost passive fund management in their droves, many asset managers feel compelled to invest in new strategies and markets in order to protect their… Read more » Read more…

By
Marketing & Technology Director, StatPro

There are a number of reasons why asset managers are increasingly looking to integrate their performance measurement and risk analytics systems. At a time when IT budgets are coming under more and more pressure, system consolidation can be a more cost effective option. It’s also easier to implement and maintain compared with separate platforms that may… Read more » Read more…

By
Marketing & Technology Director, StatPro

Global Investment Performance Standards (GIPS®) are ever-evolving to keep up with the fast-changing investment industry. The success of the GIPS® standards is undeniable, with 40 countries now endorsing the standards. More than 1600 firms worldwide have notified the CFA institute of their claim of compliance. This includes 23 of the 25 largest asset management firms… Read more » Read more…

By
Chairman, StatPro

Coming soon: GIPS 20/20, the latest update of the performance standards to which more than 1,600 fund managers around the world now subscribe. Some 10 years after the Global Investment Performance Standards (GIPS) were last updated, the Chartered Financial Analyst (CFA) Institute has recently announced it is now working on a new version of the… Read more » Read more…

By
Marketing & Technology Director, StatPro

In The Art of Perfection series we are exploring what asset managers can learn from the worlds of art, science and studies into the human body. In this second issue: a revolution in accuracy that has redefined time. How precisely can time be measured? Much more since physicists recently created the most accurate clock ever… Read more » Read more…

By
Marketing & Technology Director, StatPro

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…

By
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…

By

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…

By
Marketing & Technology Director, StatPro