Carl Bacon, CIPM is interviewed by the CFA Institute
Portfolio analysis tools
StatPro provides detailed portfolio analytics products for the front and middle office enabling portfolio risk measurement, attribution and reporting. Check out our products that can help you keep clients happy while being compliant, accurate and confident with the latest prices. Our comprehensive data coverage of over 500,000 assets includes an ever increasing number of securities, covering global markets including evaluated bond prices. Our data service is renowned for its high quality and dependable service. Speaking to a knowledgeable person when you have a price challenge makes all the difference in the world.
StatPro Revolution is a cloud-based portfolio analysis and reporting system which allows you to do more, faster, for less: complete analytics, instant deployment, at a lower cost. See how online portfolio analysis can save you money.
From raw data to user friendly, quality rich information. It’s about reference data, corporate actions, industry classification codes and asset pricing.
From portfolio accounting and detailed analysis through to reporting and communicating with clients, StatPro understands the right portfolio management software is a key component to achieving your investment goals.
Equity attribution from security level to total fund level and everywhere in between.
Yield Curve based Fixed Income Attribution with unrivaled analytical flexibility.
Assessing integrated market and credit risk, counterparty risk and liquidity risk, simply and hassle free.
A multi-lingual and multi-currency tool for composite and account reporting to achieve and maintain Global Investment Performance Standards compliance.
The powerful rules engine supports: all regulatory requirements, breach management, client mandates, risk and house rules.
Create your reports, the way you need them and in a way your clients will love.