For most of my career, I have thought of myself as of a financial services “operations guy,” focused on operational efficiency and client services, getting the right value for the price of technology that I...

The idea that the risk and return characteristics of global assets can be neatly decomposed into common driving factors is highly appealing to today’s demanding investors.

For many years, investment management professionals have discussed risk and performance as being ‘two sides of the same coin’ and the convergence of the two functions within asset managers. Risk is managed...

Calculating accurate performance attribution in the fixed income markets is a crucial element to success. Not only is fixed income attribution vital to inform, support and defend investment decisions, but...

Our latest blog highlights some key takeaways from an interview with Damian Handzy, Global Head of Risk at StatPro, at the 2018 FTF Performance Measurement Europe Conference in London. 

By providing investment data management automation systems for top asset management firms worldwide, those of us at Confluence have a close-up view of the back-office challenges these firms continue to...

This post is an excerpt from an article in the most recent volume of the Journal of Performance Measurement written by Carl Bacon, CIPM, StatPro Chief Advisor, Ian Thompson, Ph.D., Global Head of Portfolio...

StatPro Group plc, the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, capped off 2018 with: a new strategic partnership with...

With two major acquisitions made in 2016 and 2017 respectively, integrating these platforms into our flagship platform, Revolution, is progressing nicely with several big rollouts coming in 2019.

Workflow: Key issues for the middle office in asset management firms today