About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Broadridge Adds StatPro Portfolio Analytics to Performance Reporting Platform

Subscribe to our newsletter

Broadridge Financial Solutions has extended its performance reporting platform through a strategic partnership with StatPro Group, a provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry. The inclusion of StatPro analytics is in progress for Broadridge performance clients and is expected to be completed by the end of 2018.

The partnership provides analytics for alternative and traditional asset managers working to meet an increased demand for performance measurement, attribution and risk analytics. The StatPro cloud-based performance and risk platform will streamline the analytics process by automating the upload of client portfolio data, triggering performance calculations instantaneously and making results available for download to Broadridge’s data warehouse to support the investment process and client reporting.

Eric Bernstein, head of Broadridge’s asset management solutions, says: “With its connections to index data providers and aggregators, StatPro will help provide data we believe will add significant value to our clients. Our shared goal is to save time for asset managers, so they can focus on generating returns and serving their clients.”

Justin Wheatley, CEO at StatPro says the partnership will allow Broadridge to provide its clients with StatPro’s portfolio analytics ranging from performance measurement to risk management tools and including complex fixed income analysis using StatPro Revolution, the company’s scalable cloud-based portfolio analytics platform.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Detecting and preventing market abuse

Market abuse – unlawful disclosure of inside information, insider trading, circular trading, “pump and dump” schemes, etc. – poses significant threats to the integrity of capital markets. In 2024, global trading house Trafigura agreed to pay a $55 million fine to the U.S. Commodity Futures Trading Commission (CFTC) for trading with non-public information, manipulating a...

BLOG

Data Hurdles, Expertise Loss Hampering BCBS 239 Compliance

A combination of data management hurdles, talent shortages and poor succession planning are bedevilling banks as they struggle to respond to a long-standing risk data aggregation directive – even after repeated European Central Bank (ECB) criticism of their compliance shortfalls. The Basel Committee on Banking Supervision’s Principles for effective risk data aggregation and risk reporting...

EVENT

Data Management Summit London

Now in its 16th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...