- We've partnered with Statpro to provide you a comprehensive performance and risk solution using the award winning Statpro Revolution platform.
- User friendly interface with dashboards and data tables accessible via an online portal.
- Cloud based technology gives you secure, easy access to your investment data anywhere, anytime on any device.
Benefits and features
Access to a best of breed platform
Stay ahead of the competition
- Leverage our specialised analytics and local team of performance experts to support your investment decision making process with confidence.
- Analyse your investment performance down to security level on a look through basis including unitised trusts.
- Access your investment performance analytics on a daily basis enabling you to manage your investment portfolio with up to date information.
- Access to experienced performance specialists to discuss your investment returns.
Tailor reporting to meet your needs
- Flexibility to provide underlying reporting for all your performance analytics needs:
- Performance comparison against any available benchmarks
- Security level contribution to return
- After tax and fee performance reporting
- Custom portfolio aggregation & carve-outs
- Equity Attribution (Multi-currency, Top Down and Bottom Up)
- Fixed Income Attribution
- Attribution throughout your investment structure
- Risk Statistics, derivative support and custom benchmarks
- Various risk-adjusted return measures.
How it works
- We enrich, format, validate and integrate your data.
- Our specialist performance analysts quality assure your data on a daily basis.
- You login to the web portal to access performance insights, analysis and reporting.