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Client Testimonies

 

O'Shaughnessy Logo

"Since we started using StatPro Composites in 2008, the platform has enabled our firm to successfully maintain our GIPS compliance and complete four GIPS verifications. We are very satisfied with the advanced functionality that Version 7.0 has provided to our composite calculations. The new platform has reduced the time that that we used to spend reconctiling our accounts, calculating composites and building reports for client consumption. We are pleased to partner with a company that has evolved with trends in technology and GIPS guidelines to provide their clients with a best in breed solution for mission critical operations."

Sandra Hahn-Colbert, CFA. Managing Director and Director of Performance, Risk and Operations,
O’Shaughnessy Asset Management.

 

Vinculum Logo

"We have been hugely impressed with the depth and breadth of the StatPro Revolution portfolio performance and attribution analysis. It is the most comprehensive fund analysis model I think I have ever seen and should be a ‘must have’ tool for any fund selection team choosing funds whether it be for a Wealth Managers, Institutions, Family Offices or Fund of Funds. A fantastic piece of work"

Nigel LEGGE
CEO
Vinculum Fund Management

 

PensPlan Invest logo

"The introduction of the market liquidity risk module in the StatPro Risk Management solution increased the value of our analysis and our clients appreciated the results. In general we found the module to be accurate and the results produced are in line with nature of our portfolios. In addition, the possibility to measure liquidity risk figures under different scenarios and the decomposition in terms of different liquidity risk components allows our Risk management to monitor market liquidity risk effectively and precisely.”

Claudio KOFLER
Head of Risk Management
PensPlan Invest AG - S.p.A.

 

Nomura Asset Management 

“We are one of only a few companies that have completed the GIPS Globalisation process, and believe that “GIPS” compliance gives us a specific competitive edge in the Asia-Pacific region as well as globally. Using StatPro Composites as a solution to help us achieve our GIPS Globalisation objectives has made the process of achieving and maintaining our GIPS accreditation for Japan, Pacific basin and global mandates that much easier.”

Noriaki AKAHIRA
Global Institutional Business Planning Department
Nomura Asset Management

 

UOB Asset Management  

"The recent migration to StatPro’s hosted analytics and data services has transformed our performance analysis and risk measurement capabilities by enabling UOB Asset Management to provide timely, comprehensive and accurate client reporting in a cost effective manner. The hosted services simplified our implementation as StatPro manage the server IT infrastructure, data security and updates. StatPro’s Index Data Services simplify our daily processes by directly transforming and loading index vendor data.”

Jessey TEE
Director of Performance Analysis & Risk Measurement
UOB Asset Management

 

Mainstream BPO Logo 

"Revolution has provided our client’s with excellent value add and gives us a significant competitive advantage in the funds administration services market here in Australia. With Revolution we have been able to provide a value add service to new clients in a more timely manner and at a far lower cost. Our clients are very happy with the comprehensive portfolio analysis, reporting and ad-hoc web access enquiry capability that Revolution provides. They can now “log on” directly to Revolution, to look at their asset allocation, risk performance and attribution in a more timely fashion to assist with decision support."
Martin SMITH
Chief Operating Officer
Mainstream BPO

 

Vontobel logo 

"The local support has a good understanding of our business and strategic goals and has therefore been able to provide high quality assistance with the definition and implementation of appropriate solutions, which are convincing from both, the business and the technical perspective." 


Christian KOENIG
Head of Performance & Risk Analytics
Vontobel Asset Management

 

Aviva logo                                       

"StatPro was able to offer a cost-effective hosting solution which enabled easy deployment to these sites. We are now benefiting from GIPS verification for our offices around the world, improved service level agreements and global support on a 24-hour basis."   


Mark GOODEY
Head of Performance
Aviva Investors

                                                                                          

 

Federated logo           

"Through StatPro's SaaS model, we can effectively manage the cost of GIPS compliance while ensuring improved ongoing performance reporting that ultimately contributes to excellent service for our customers."



Sandy KULIG
Manager of Client Administration
Federated Investors                            

 

BBVA logo                         "The latest SPA release has been key for BBVA Asset Management to achieve the highest standards in Performance Attribution in terms of calculation methodologies, flexibility and reporting. It allowed us to provide our clients, portfolio managers and senior management with the required in-depth information."

Javier EIRIZ
Executive Director
Valuation and Performance
BBVA Asset Management                            

 

Gerifonds logo          

“STATPRO supplied us tools to automate the production of our monthly funds reporting in several languages. Furthermore, the STATPRO team always ensures a quality service by finding solutions to our specific requests."


Christian BEYELER
Chief Executive Officer
GERIFONDS SA, Lausanne

 

BMO logo                                        

"We selected StatPro because it was clear that they had not only in-depth knowledge of the industry and GIPS requirements, but also superior customer service and attention to detail. They were able to help us transition to the StatPro system seamlessly and they continue to provide personalised support, driven by the specific needs of our firm. In addition, we find StatPro's technology to be both reliable and robust." 
Jennifer K. GEORGE
Director, Investment Operations
Harris Investment
Management                                      

 

 
Ridgewood logo                                     "We were looking to provide our staff with the tools they need and our clients with the report they require. As a start-up though, it was out of the question to consider a heavy and costly customised service implementation. We found that StatPro's SaaS suite was ticking all the boxes and its cost was within budget. It will be integral to our day-to-day operations and will be key in assisting us to build the firm."

Paul MEYER
Managing Director and Partner
Ridgewood Capital Asset Management
  

                                    

 

MFC logo           

"We chose StatPro because of the superior functionality of the system as well as its ability to support us on a global basis."


 

Jacqueline ALLARD
Vice President and CAO
MFC Global Investment Management

                                

 

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