StatPro Performance & Attribution (SPA)

StatPro Performance and Attribution (SPA) is a versatile portfolio analysis, performance measurement and attribution tool. It allows users to decide what level of analysis to perform for each portfolio and provides the necessary reporting to communicate the impact of the investment decision-making process. SPA uses holdings and optionally transaction data to calculate accurate returns that will match the accounting data. The system calculates security-level performance, compares the portfolio positions to the benchmark and performs attribution at all levels of detail from security upwards. Calculations can be supplied for any periodicity (quarterly, monthly, weekly, daily or ad hoc periods). The periodicity can also be different for each account and can change over time.

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