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.



The benefits of combined performance and risk analytics are well documented, but until recently have been an impossible ambition. Cloud technology is changing all of this, creating new opportunities for all asset managers, including smaller firms. In our slideshare presentation this week we look at how the cloud can be a big enabler for boutique… Read more » Read more…

By
Marketing & Technology Director, StatPro

When evaluating performance and risk, large asset management firms need a big picture that is clear of irrelevance and obsolete calculation. They need a single data set that enables them to analyze past and future investments, over every asset class. In this slideshare presentation, we ask why this still presents a real challenge for many… Read more » Read more…

By
Marketing & Technology Director, StatPro

Why front and middle office collaboration is what’s needed now Never before has there been such a need for collaboration across the asset management enterprise. Insistent demands for data consistency, speed of risk assessment and performance measurement and efficiency pressures, all combine to require ever-closer working between front and middle offices. Data consistency Without a… Read more » Read more…

By
Marketing & Technology Director, StatPro

Key issues for the middle office in asset management firms today. Since the beginning of February we explored how recent changes will impact on decisions made by COO’s and their teams on the floor responsible for performance measurement, risk analytics and compliance with the regulators. The launch of Workflow magazine back in May was hugely… Read more » Read more…

By
Marketing & Technology Director, StatPro

For obvious reasons, many of the largest asset management firms struggle with massive data volumes, silos and processes. Reconciling the data can sometimes feel like searching for two identical needles in a giant haystack.   In other words: very time consuming and expensive. This is why large firms need a joined up and single view… Read more » Read more…

By
Marketing & Technology Director, StatPro

An integrated approach is key for effective performance and risk management, but can also do a great deal to help operational efficiency. Boutique asset managers, especially, hold the tight running of their ships in high regard. After all, they do not have big budgets to squander on unwieldy processes. They also need to work with… Read more » Read more…

By
Marketing & Technology Director, StatPro

Generating a single copy of the data around performance attribution coupled with comprehensive analysis of risk, has become an essential capability for boutique asset managers. Several key industry trends are driving this: A shift toward risk-factor based allocation approaches. Pressure from asset owners for a deeper understanding of both performance and risk profiles. The need… Read more » Read more…

By
Marketing & Technology Director, StatPro

Seeing multiple attributions of both performance and risk is increasingly important for asset managers to make the right decisions and add value. On the one hand, a clear understanding of risk is an integral part of the decision making process to help asset managers assess the potential cost of their investments. On the other hand,… Read more » Read more…

By
Marketing & Technology Director, StatPro

Powerful central data sources are now key to placing risk analytics at the centre of asset management businesses. One reason for this is the complex risk matrix that asset managers now need to factor into their investment models. As long ago as 2013 EY’s Risk Management for Asset Management survey listed no less than 20… Read more » Read more…

By
Marketing & Technology Director, StatPro

Remain or leave? Head or Heart? A personal viewpoint I wrote a personal view that we should not Brexit but Fixit on 7th April. For me it is entirely logical that we should stay in the EU. Since then the arguments have seemed at times to have descended into an inchoate noise on both sides…. Read more » Read more…

By
CEO, StatPro

Using risk and performance attribution data together to gain better visibility is no new thing – it has been on the agenda since before even the global financial crisis. But until recently, technology has simply not allowed for a single source of performance and risk analysis to be displayed in an easily readable format and… Read more » Read more…

By
Marketing & Technology Director, StatPro