English (United Kingdom)

StatPro Regions - North America

Andrew Peddar   Andrew Peddar, CEO North America

Overview

StatPro has a strong footprint in North America employing around 90 people in three offices in Boston, Toronto and Montréal. These offices support a growing demand from the US and Canadian markets, as well as global markets being serviced by the rest of the Group. The North American regional revenue contribution to StatPro Group is around 35% (2009: 38%). Profitability was down in the year due to lower data revenue and increased investment in new products.

The North American Board (“NAB”) is responsible for implementing our regional strategy as well as day-to-day management of the region. The NAB meets every month to review performance and discuss operating matters.

The Revolution begins with the signing of a global custodian

We are very excited about our launch of StatPro Revolution (a cloud-based portfolio analytics platform), with RBC Dexia Investor Services recently signing up for this service.  We expect to leverage our existing relationships with asset managers in North America to promote StatPro Revolution.  Additionally, there is a large market in the Americas for direct subscription for portfolio analytics over the web.  It is therefore very encouraging to see a healthy increase in StatPro Revolution trial accounts from the Americas.

Balanced Scorecard approach to Strategy Implementation

During 2010, we adopted the Balanced Scorecard methodology to strategy planning and execution. This helps us align each and every individual in our operations to a single focus: to be an innovative provider of portfolio analytics and valuation solutions.

SAS70-compliant Data and Hosted Software Platform

We now have around 53% by revenue (2009: 45%) of our software clients in the North American region on the Software as a Service (“SaaS”) platform and our focus is to increase this throughout 2011. To that end, we continue to invest time and money into additional data centre infrastructure and accreditations to ensure that our SaaS backbone is of the highest quality. We expect to have our data and hosted software platform certified as SOC 2 under the new SSAE 16 standard which replaces the SAS70 in mid 2011.

State-of-the-art Co-location Data Centre

Maintaining the confidentiality, integrity and availability of our clients’ data is of paramount importance to StatPro and our hosted platform.  We recently made a strategic decision to move our Toronto and Montréal on-site data centres to the Bell co-location data centre in Toronto. Montréal remains our disaster recovery site.  StatPro Revolution and StatPro Unlimited are in place in the new data centre, as are our SAS70-compliant SaaS systems for new clients.  Over the next few months our existing clients hosted in our on-site Toronto data centre will be transitioned to the new infrastructure. The Bell data centre is a top tier facility and this move will help us achieve even higher levels of service and allow us to grow with our clients’ needs.

Global Hub for Evaluated Data Operations

In addition to housing a SaaS Data Centre, Montréal is also the global hub of our StatPro Unlimited operations. In utilising industry best practices such as ITIL (Information Technology Infrastructure Library), we are able to create, maintain and distribute data on a large scale while meeting the strict deadlines imposed by such time-critical information. All of the data supplied to the StatPro Revolution and StatPro Seven products, as well as to our data-only clients, is produced by the Montréal Data Operations team, working in conjunction with the Milan team.

People

All of these activities and initiatives are only possible with a dedicated and experienced staff.   We’re fortunate that our people are passionate about StatPro and our business.  I’d like to take this opportunity to thank everyone in the region for their hard work in 2010. 

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StatPro Portfolio Analysis and Asset Valuation