StatPro Seven Portfolio and Investment Performance Measurement
Software
StatPro's investment and portolio
performance measurement module is a best of breed
bond, equity and derivative
performance product.
The software allows users to drill down into portfolio
performance from
- fund-of-fund
- portfolio level
- segment level and
- security level
providing the full spectrum of quantitative analysis to explain
historical performance and feed into the decision making
process.
Flexible security management module
With unlimited security classification available our
investment and portfolio performance measurement
tool allows clients to assign securities based on individual
portfolio management strategies giving them full control on where
and how securities are classified.
All our classifications and changes are date stamped and include
a universe of 40,000 GICS security as well as market index series
classifications.
Holdings and transaction based calculations on the same
platform
The system combines holdings and transaction based calculations
on the same platform giving clients the maximum flexibility
possible. It can run absolute and relative derivative, equity and
bond performance calculations in accordance with GIPS
standards.
Hosted, cost effective solution
Our innovative hosting technology reduces clients IT efforts to
zero and significantly cuts down cost of ownership of our portfolio
analytics modules.
Fully automated, batched processed workflow
The system, controlled via a simple to use interface, will
automate everything, leaving clients to analyze their results.
Advanced equity, derivative & bond reporting
functionality
The performance measurement module is seamlessly integrated
into analytics reporting tools, allowing for easy analysis in
Excel/VBA or other reporting technologies.
To learn more about our equity, derivative and bond
performance solutions please
contact us.
To download screenshots of
our Investment and Portfolio Performance Measurement tool
click on the image on the left.