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StatPro Revolution from StatPro Group
A cloud-based performance measurement and attribution solution that offers advanced analytics, reporting capabilities, and data visualization tools tailored for fund managers. It provides real-time insights into fund performance with comprehensive benchmarking and risk analysis tools.
Product analysis by function
Product Performance Analytics for Product Development & Management
Applications that track and analyze product performance relative to benchmarks, peer groups, and objectives to support product management decisions and marketing positioning.
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Data Integration & Coverage
(9 Yes /9 Known /11 Possible features)
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Multi-source Data Integration Ability to pull data from diverse sources (internal systems, third-party vendors, market feeds, etc.). |
StatPro Revolution supports integration with multiple data sources including internal, third party, and market data feeds (per product literature and integrations documentation). | |
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Benchmarks Database Access Availability of a broad library of industry standard and custom benchmarks. |
Benchmarks database access is a key advertised feature; the product supports a wide range of industry standard and custom benchmarks. | |
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Peer Group Data Availability Access to robust peer group datasets for comparative analytics. |
Peer group analytics (including access to robust datasets) is provided within the benchmarking tools. | |
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Auto Data Refresh Frequency How often the system refreshes underlying datasets automatically. |
No information available | |
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Data Quality Checks Integrated rules and processes for ensuring completeness, accuracy, and consistency of data. |
Automated and integrated data quality checks for completeness and accuracy are mentioned in Revolution's documentation. | |
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Historical Data Depth The maximum lookback period for analysis. |
No information available | |
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Support for Custom Universes Ability to define and analyze custom groups for peer comparisons. |
Users can define custom peer groups and universes for benchmarking. | |
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Currency Conversion Support Automatic data normalization across different base currencies. |
Supports multiple base currencies and automatic conversion as part of its analytics and reporting engine. | |
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Data Export Options Formats and mechanisms provided for exporting underlying datasets. |
Data export to a variety of formats is available, including Excel and PDF. | |
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API Availability Ability to access and integrate data via application programming interfaces. |
Public API documentation and integration partners confirm API availability. | |
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Support for Alternative Data Types Ability to handle non-traditional or alternative data (e.g., ESG, sentiment). |
Supports alternative datasets including ESG data feeds and sentiment where available. |
Performance Calculation Engine
(10 Yes /10 Known /11 Possible features)
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Daily Performance Computation System can calculate and update returns and other metrics daily. |
Daily performance calculations are standard and highlighted in product marketing. | |
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IRR/XIRR Support Internal Rate of Return and Extended Internal Rate of Return calculations available. |
IRR and XIRR support is listed as a supported calculation for portfolio analytics. | |
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Risk-adjusted Metrics Ability to generate Sharpe ratio, Sortino, Information Ratio, and similar statistics. |
Sharpe ratio, Sortino and other risk-adjusted metrics are a core part of the analytics features. | |
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Alpha/Beta Computation System computes alpha and beta relative to chosen benchmarks. |
Alpha and beta computation relative to benchmarks is included. | |
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Attribution Analysis Supports decomposition of performance by factors, sector, region, etc. |
Attribution analysis by sector, region, and factor supported by reporting engine. | |
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Time-weighted vs. Money-weighted Returns Ability to toggle and report both types of returns. |
Time-weighted and money-weighted returns can be toggled and reported. | |
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Rolling Period Analytics Run analytics over customizable rolling windows. |
Rolling period analytics available via configurable analytics dashboards. | |
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Out/Underperformance Calculation System calculates performance relative to benchmarks. |
System calculates and displays performance relative to benchmarks (out/underperformance calculation). | |
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Peer Percentile Rankings System ranks products against peer universes over multiple periods. |
Peer percentile rankings are available; product factsheets and dashboards reference percentiles across periods. | |
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Custom Formula Support Users can create and run custom calculation formulas. |
Custom formula support is provided for advanced analytics users. | |
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Computation Speed Average time to compute and display results for a portfolio. |
No information available |
Benchmark & Peer Group Management
(6 Yes /6 Known /10 Possible features)
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Custom Benchmark Construction Ability to blend indices or instruments to create bespoke benchmarks. |
Product documentation and demos show creation of custom blended benchmarks. | |
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Dynamic Benchmark Rebalancing Benchmarks can be rebalanced automatically or on-demand. |
Benchmark auto-rebalancing is included in advanced benchmarking modules. | |
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Peer Group Customization Users can define and maintain custom peer groups. |
Supports custom peer groups for benchmarking and analysis. | |
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Automated Benchmark Updates System updates benchmark constituents and weights automatically. |
Automated updates for benchmark constituents is supported. | |
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Fee-adjusted Peer Comparison Peer performance can be computed net of fees. |
Fee-adjusted comparison is available in peer group and product return analytics. | |
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Multi-benchmark Analysis System supports comparing products against multiple benchmarks in parallel. |
Multi-benchmark comparison is a promoted analytic feature. | |
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Benchmark Data Granularity Frequency of available benchmark data (e.g. daily, monthly, quarterly). |
No information available | |
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Peer Universe Size Number of peers available for comparison within the system. |
No information available | |
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Peer Group Data Provider Coverage Number of supported peer group data sources/providers. |
No information available | |
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Governance Controls for Group Changes Ability to restrict or log changes to benchmark or peer group definitions. |
No information available |
Visualization & Reporting
(10 Yes /10 Known /11 Possible features)
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Customizable Dashboards Users can design and configure dashboards to highlight relevant analytics. |
Users can create and configure customizable dashboards for analytics display. | |
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Time Series Charting Displays portfolio, benchmark, and peer performance over time. |
Product supports time series charting of portfolio, benchmark, and peers. | |
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Attribution Waterfall Visualization Visual breakdown of performance impact by segment or factor. |
Waterfall visualizations for performance attribution are described in product documentation. | |
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Export to PDF/Excel/PowerPoint Output charts and tables to common report formats. |
Export to PDF, Excel, and PowerPoint available. | |
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White-labeling Ability to customize branding and layout for client-facing reports. |
Product allows white-label branding for client reports. | |
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Drill-down Analytics Users can interactively drill into performance drivers by factor or security. |
Drill-down analytics to component or factor level is a feature. | |
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Scheduled Report Distribution Automated preparation and distribution of recurring reports. |
Automated scheduled report distribution is standard functionality. | |
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Heatmaps and Distribution Plots Visuals for single period or cross-sectional product/peer analytics. |
Heatmaps and distribution plots are included in visual analytics. | |
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Interactive Filtering Dashboards can be filtered in real time by date range, currency, etc. |
Dashboards support interactive filtering by currency, date range, etc. | |
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Data Annotation Capability Users can add notes, comments, or flags to charts and tables. |
Users can annotate data points and charts, e.g., for audit trail and collaboration. | |
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Real-time Visualization Updates Charts and tables refresh live with new data inputs. |
No information available |
Performance Attribution Analysis
(9 Yes /9 Known /10 Possible features)
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Multi-level Attribution Attribution by asset class, sector, region, security, or custom grouping. |
Multi-level attribution is provided by security/sector/region. | |
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Factor-based Attribution Analyzes performance drivers by exposures to macro/micro factors (style, credit, ESG, etc.). |
Factor-based attribution is available as part of attribution analysis tools. | |
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Currency Attribution Ability to isolate impact of currency movements on returns. |
Currency attribution is available to isolate FX effects on return. | |
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Excess Return Decomposition Breakdown of out(under)performance by sources. |
Excess return and its decomposition (by sources) is part of the attribution module. | |
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Drill-through to Holding Level Trace attribution results from top-level to individual securities. |
Drill-through to holding level is supported for detailed attribution review. | |
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Maturity/Sector Attribution for FI Attribution modules tailored for fixed income portfolio analytics. |
Dedicated modules for FI attribution, including sector/maturity effects. | |
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Interaction Effect Calculation Explicit calculation of the interaction term in multi-factor attribution. |
No information available | |
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Integrated Contribution Charts Visual representation of positive/negative contributors. |
Integrated contribution charts are demonstrated in Revolution's attribution analysis. | |
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Look-through Attribution Attribution analyzes holdings within nested structures (fund-of-funds, wrappers). |
Look-through attribution is available, including multi-layer fund-of-fund structures. | |
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Scenario Attribution Tools Enables hypothetical or 'what if' attribution analysis. |
Scenario/hypothetical analysis tools are referenced in platform overviews. |
Product Comparison & Positioning
(8 Yes /8 Known /10 Possible features)
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Multi-product Comparison Side-by-side comparison of multiple products, portfolios, and benchmarks. |
StatPro enables comparison of multiple portfolios, products, and benchmarks. | |
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Peer Ranking Metrics Automatically ranks products on alpha, information ratio, fees, and other attributes. |
Automatic peer metric ranking (e.g. alpha, information ratio) is featured. | |
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Performance Quartile/Decile Splits Highlights quartile or decile peer group standings for single or multi periods. |
Quartile/decile splits visible in peer-based dashboards and role sheets. | |
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Risk Statistic Comparison Compares stdev, tracking error, downside risk, etc. across products. |
Risk statistic comparison supported by dashboard configuration. | |
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Return Deviation Alerts Automatic flagging of statistically significant out/underperformance. |
No information available | |
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Peer Group Custom Filters Filter and compare products with custom peer screens (region, strategy, etc.). |
Peer comparison can be filtered using custom universe filters. | |
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Comparative Style Mapping Maps products to style or strategy categories for peer relevance. |
Comparative style mapping is a supported feature for categorization. | |
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Marketing Tear-sheets Generation Automatically produces client-ready factsheets for product positioning. |
Tear-sheet generation (client factsheets) is standard in the reporting suite. | |
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Highlight Outliers & Unique Selling Points Automatically detects and surfaces differentiators for marketing. |
No information available | |
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ESG/Responsible Investing Rankings Provides ESG or sustainability scores for competitive positioning. |
ESG and responsible investing rankings available as part of alternative data analytics. |
User Experience & Workflow
(9 Yes /9 Known /10 Possible features)
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Intuitive User Interface Interface is easy to navigate and use for a variety of personas. |
UI is described as modern and intuitive in reviews and product demos. | |
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Search & Filter Tools Fast search, sorting, and filtering of portfolios and datasets. |
Search, sort, and filtering tools are standard. | |
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Saved Views & Templates Ability to bookmark or template key report configurations. |
Bookmarking and saved template views are available. | |
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Multi-user Collaboration Enables team collaboration (comments, shared access, approval workflows). |
Multi-user collaboration, comments, and workflow steps are featured in marketing materials. | |
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In-app Notifications & Alerts The system can send event-based alerts within the application. |
Supports in-app event notifications for data loads, KPI changes, etc. | |
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Mobile Device Support Optimized or native access through mobile devices. |
Mobile device support (responsive UI, mobile apps) is available. | |
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User Role & Permission Management Supports granular access and edit controls by user or group. |
Granular user permission management is built into the admin functions. | |
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Bulk Upload/Download of Data Ability to quickly upload or download large datasets/files. |
Bulk upload/download is provided, including secure batch operations. | |
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Integration with Productivity Tools Ability to connect with email, chat, or workflow management apps. |
No information available | |
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Custom Workflows Ability to configure stepwise processes for analytics reviews, approvals, or marketing. |
Custom workflow configuration is available for reviews and approvals. |
Scalability & System Performance
(5 Yes /5 Known /10 Possible features)
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Concurrent User Support Maximum number of users that can access the system simultaneously without performance degradation. |
No information available | |
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Large Dataset Handling Ability to efficiently process analytics on very large portfolios or long data histories. |
Platform is architected for handling large portfolios and long histories (cloud-native, scalable). | |
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System Uptime Guaranteed percentage of time system is operational during business hours. |
No information available | |
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Cloud Deployment Options Availability of cloud-native or hosted delivery configurations. |
Cloud deployment is the main delivery mode (SaaS, hosted). | |
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Performance Latency Typical wait time for key analytic processes to complete at normal load. |
No information available | |
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On-demand Processing Scalability System can dynamically allocate more resources to large/complex requests. |
On-demand scaling of analytics resources is described as a cloud feature. | |
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Batch Processing Speed How quickly the system processes batch analytics jobs. |
No information available | |
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Automatic System Scaling Automatically increases resources to meet higher usage or data loads. |
Automated system scaling is a standard part of the cloud architecture. | |
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Disaster Recovery Readiness Ability to restore system and data quickly after an outage. |
Disaster recovery and continuity, including fast restoration SLAs, are included in the service documentation. | |
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API Throughput Number of successful API requests the system can handle per second. |
No information available |
Compliance & Audit
(8 Yes /8 Known /10 Possible features)
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Comprehensive Audit Trails All changes to calculations, configurations, and data are logged with user/time stamps. |
Comprehensive audit trails including user, data, and calculation provenance are mentioned. | |
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Automated Compliance Checks System runs checks for relevant investment restrictions or policies (e.g., GIPS). |
Automated compliance checks (such as GIPS compliance) are referenced in the platform's compliance modules. | |
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Role-based Access Controls Granular controls to limit data and feature access based on role. |
Role-based access and permissions is provided as part of both compliance and security. | |
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End-to-end Data Lineage Tracking Ability to trace any metric or report back through all underlying data sources and transformations. |
No information available | |
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Report Versioning & Approval Maintains prior versions and approval history of externally distributed reports. |
Report versioning and approval workflow are supported in published report modules. | |
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Data Retention Policy Support Supports configurable retention periods for audit and compliance data. |
Data retention policy configuration is available for compliance/audit data. | |
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Regulator-ready Exports Produces outputs suitable for submission to regulatory bodies. |
Regulator-ready exports for submissions are referenced under compliance solutions. | |
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Sensitive Data Masking Automatically obfuscates or redacts sensitive data elements as needed. |
No information available | |
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Integrated Compliance Workflow Workflows guide users through compliance-related analytic processes. |
Integrated compliance workflows including stepwise reviews and sign-off are supported in the platform. | |
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Certification Support System can help with GIPS, PRIIPs, or similar certifications. |
GIPS certification support is specifically highlighted across StatPro's marketing. |
Security & Data Protection
(7 Yes /7 Known /10 Possible features)
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Data Encryption at Rest All datasets encrypted on disk/storage. |
All data is encrypted at rest, as per InfoSec/Compliance whitepapers. | |
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Data Encryption in Transit All data flows encrypted between systems and users. |
All transmissions are encrypted in transit (TLS 1.2/1.3), according to security documentation. | |
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Multi-factor Authentication Strong authentication required for user access. |
Multi-factor authentication is a supported login feature. | |
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Single Sign-on Integration Supports secure sign-in through SSO providers. |
Single sign-on (SSO) integration is supported with major identity providers. | |
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Granular Permissions Access can be specified by product, report, or function. |
Granular permissions down to product, report, and feature level are available. | |
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Regular Vulnerability Testing System is proactively scanned for potential security gaps. |
Continuous vulnerability scanning and penetration tests referenced in IT security documentation. | |
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Data Backup Frequency Frequency at which all analytics and reports are securely backed up. |
No information available | |
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Intrusion Detection Monitors for and alerts upon unauthorized access attempts. |
No information available | |
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User Activity Monitoring Tracks and reviews user activity for suspicious behavior. |
No information available | |
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Secure API Access APIs are protected with encryption and authentication. |
API access is controlled and secured via authentication and encryption. |
Customizability & Extensibility
(8 Yes /8 Known /10 Possible features)
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Custom Report Builder Advanced interface for designing custom reports, layouts, and analytics dashboards. |
Custom report builder (for analytics and reporting) is widely promoted as a differentiator. | |
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Custom Metrics/Formulas Support Create, save, and reuse proprietary metrics, calculations, or modeling approaches. |
Users can create and reuse custom metrics and formulas. | |
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Integration with Other Analytics Tools Ability to plug into BI, statistical, or quantitative analysis environments (e.g. Tableau, Python, R). |
Integration with tools like Tableau, Excel, and others is referenced in extensibility documentation. | |
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Open API for Extension Rich, documented API enabling integrations and new feature development. |
Open API access for creating extensions and facilitating integrations is available. | |
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White-label Portal Options Fully custom branding and client-facing experience. |
White-label portal options for full client-facing branding are referenced for enterprise clients. | |
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Custom Workflow Automation Ability to automate unique product approval, review, or marketing flows. |
Workflow automation is available to customize analytic and approval processes. | |
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Support for Plug-ins/Add-ons Users or third parties can extend platform via plugins or add-ons. |
No information available | |
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Flexible Data Model Underlying data model can accommodate new instruments, attributes, hierarchies. |
Flexible underlying data model is a promoted feature supporting new instruments/attributes. | |
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Custom Alert Triggers Users can define unique conditions to trigger alerts or workflows. |
Custom alert triggers can be created per user and risk criteria. | |
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Multiple Language/Regional Support Interface available in additional languages and regional formats. |
No information available |
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