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Elke Fidler
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Fund administrators gain improved transparency, strengthened fund oversight and a new value add to their service with StatPro Revolution

StatPro Group plc (AIM: SOG), a global leader in portfolio analytics and reporting services, today announced significant growth in the fund administration market, citing that 11 fund administrators globally have rolled out StatPro Revolution’s service as a key component of their business strategy. The adoption of the cloud based portfolio analytics platform enables fund administrators to capture and retain clients at a time when shrinking margins, regulation and client attrition are big threats to the traditional business model.

The detailed analysis and the always-on availability of the cloud service provide an unparalleled level of transparency and access. With a single data feed the fund administrator can upload client data into the platform, run granular analysis and feed critical performance reports to their fund manager clients.

Thalius Hecksher, Global Head of Business Development at Apex Fund Services, quotes: “At Apex Fund Services we are seeing a growing number of small to medium sized asset managers looking to launch their own funds. In the current environment they can find themselves up against high start- up costs at the initial stage, which has a large impact on their TER (Total Expense Ratio). Simply put, emerging managers cannot afford to have their own in house risk compliance solution so they look to outsource. As our business evolves to a fund solutions organization we service this burgeoning market and existing clients by enhancing the value of our service, positioning ourselves as a one-stop shop using the analytics and reporting functions in StatPro Revolution.”

The granular analyses, such as VaR and risk stress tests, and the consistency of the data in the StatPro Revolution platform, support oversight committees and boards of directors when making judgement calls about fund management. Fund performance reports can be shared easily on demand to such committees to ensure that fund managers are complying with mandates.

“StatPro Revolution is an empowerment tool. It allows us to challenge, question and interrogate data. We see a holistic view of our exposures rather than getting different reports from different managers,”says Daniel Rotherford, Investment Fund Officer at L&G Unit Trust Managers.

StatPro Revolution enables fund managers to gain operational efficiencies by streamlining cumbersome portfolio risk and performance measurement with zero upfront installation cost and zero hassle. Fund managers report that StatPro Revolution protects and has increased the amount of AUM their clients have entrusted them to service and has enabled them to attract new clients.

“Our successful fund administration business is largely built upon our ability to develop customized tools and solutions for our clients. Leveraging StatPro Revolution has become an integral part of our service offering,” says Frank Watson, President of Fairview Investment Services. “The insightful portfolio analytics and robust performance reports provide our clients with the data that they need to focus on their primary objective, managing money, and build their confidence in our services.”