StatPro Inc., a global leader in portfolio analytics and reporting services today announces that StatPro Revolution’s latest feature, model portfolios, can be used by investment advisors to quickly and easily create and rebalance hypothetical asset allocations, illustrating the performance of a chosen investment strategy.
As instrument weights in the portfolio "drift", registered investment advisors (RIAs) need to monitor their asset allocations and rebalance their portfolios at specified intervals in order to continue to meet clients’ needs. Model portfolios can be uploaded as a % of the pre-defined market value (e.g. US$ 100,000,000), rather than as number of stocks or bonds, making rebalancing quick and convenient.
Additionally, model portfolios can also be used in StatPro Revolution as benchmarks for other portfolios (e.g. for “what-if” analysis or back-testing).
Whilst working with RIAs, StatPro understands that increasing competition means money managers need quick and affordable access to performance, risk and allocation analysis. Andrew Peddar, COO, StatPro states: “We know the process of rebalancing portfolios has previously taken RIAs considerable time and effort to perform manually. With StatPro Revolution’s model portfolios the tedious task of rebalancing a portfolio is automated and simple meaning RIAs can concentrate their efforts on client service.”
StatPro Revolution is available online from any web browser; there is no software to be installed and no complicated set-up procedure. Anyone can have online, secure access within seconds. Sharing can be extended beyond the organization to clients and prospects, helping the RIA to retain and pitch funds and services, helping grow AUM.
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