Benefits and features

Access to a best of breed platform

  • 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.

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.

Investment risk analytics
Our investment risk service ensures you're aware of the risk impacts of future events.

Monitoring your investment mandates
Ensure your investment portfolios are compliant with their investment mandate.

Administering your over-the-counter derivatives
An end to end derivative service providing operational support for collateral management activities to help reduce risk and maximise liquidity.

Asset Servicing

Visit Asset Servicing for our full range of products and services.

We're ready to help you

Peter Hele, Head of Business Development 03 8641 1668

Mon-Fri 8am - 5pm (AEST/AEDT)