Blog

If you are responsible for portfolio oversight, whether you are an ACD or Board Director, it is absolutely critical to understand how the fund is structured, how the fund is performing, what the fund manager is doing, and to monitor the fund continually. The Board of Directors or the ACD has the regulatory responsibility for the fund. At the end of the day it is about investor protection, so the ACD has to understand, in full, what is going on within the fund.

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The simplest ideas are the ones that inspire change the most. StatPro Revolution is based on a simple idea: why not let everyone have access to their own portfolio and let them look at whatever analysis they want, when they want? Why should we have to wait for someone else to send us a report? Who says that the report tells us something that we are interested in or is even up to date? Of course, because in the past, this nice idea was impossible, we put up with waiting, but now it is possible, well what are we waiting for?

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Recent high profile cases in the press are highlighting the lack of oversight of funds within the investment community. Today there is an increased demand for transparency from regulators and clients. Demands for the net asset value (NAV) of a fund to be instantly made available or for stress tests to be run are ever more prevalent, so in 2013, it is imperative that effective oversight can be demonstrated.

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We’ve made some great additions and enhancements to StatPro Revolution. Take a look at the StatPro Revolution App Store, our stock-level equity attribution report and more!

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Carl Bacon, CIPM, explains stock-level attribution, its use for “bottom-up” stock pickers and how it is valuable to stakeholders in the investment decision process.

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Jimi Rajsombat, Head of Risk, StatPro, discusses var, volatility and historical simulation

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The new StatPro Revolution Portfolio Objective Assessment report was designed with Registered Investment Advisors (RIAs) and private wealth managers in mind.

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The ever-increasing importance of portfolio oversight and more flexible reporting in the asset management field cannot be overstated, says David Adams in this Bobsguide feature looking at the regulatory and market drivers for increased oversight and the need for technology assistance.

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The Financial Services Authority (FSA), specifically in the UK, although there are similar bodies in North America, Europe and Asia, have recently recognized that the relationship between those parties responsible for the oversight of a fund and the fund manager is a lot more complex than first anticipated.

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This January release of StatPro Revolution brings with it some great functionality and insightful new dashboards. Stock-level equity attribution, annualized performance, annualized attribution and multi-portfolio analysis.

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