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Leading Canadian investment firm enhances operational excellence with StatPro Revolution

StatPro Group plc (AIM: SOG), a global leader in portfolio analytics services, today announced that Canoe Financial has chosen to integrate StatPro Revolution alongside StatPro Portfolio Management (SPM). Together, these solutions will integrate to provide Canoe Financial with the portfolio accounting and performance reporting capabilities to support operational best practices. Canoe Financial is one of Canada’s fastest growing investment fund companies, managing approximately $ 1.8 billion CAD in assets through its investment products.

StatPro Revolution is a cloud based portfolio performance, attribution, risk and reporting platform. StatPro Portfolio Management is a portfolio accounting system that supports trade decisions, execution record keeping, and NAV calculation. Easily accessible to fund managers and support teams through a web-based interface, the solutions will bring greater transparency to transactions and investment strategies by providing financial return calculations, performance, attribution and reporting.

“Our goal is to provide exceptional service and quality products in order to achieve sustainable growth and deliver superior returns for our clients,” said Nevin G. Markwart, President & CEO, Canoe Financial We cannot achieve this without being 100% confident in the solutions analyzing our instruments. Using StatPro Portfolio Management and StatPro Revolution together will provide Canoe Financial with a comprehensive top down and bottom up analysis of portfolio performance. The data is clean and consistent no matter how we slice it. StatPro will be providing value-add to our business.”

“We work very hard to ensure that our products speak the same language and that our clients have a seamless integration,” states Andrew Peddar CEO, StatPro North America. “We are very pleased that our solutions are able to help Canoe Financial better understand the risk and opportunity in their funds as well as easily prepare reports for clients and regulatory reviews.”