StatPro

StatPro is a global provider of portfolio analytics for the investment community. Our cloud based services provide vital analysis of portfolio performance, attribution and risk for hundreds of fund managers, RIAs, CEOs, heads of risk, sales directors, marketing managers and authorized corporate directors. They are now using our cloud services and software products to perform sophisticated analysis, reporting and distribution every day.

With 18 years  of experience and expertise, we believe analytics should be sophisticated yet simple and useful as well as secure. StatPro data coverage includes global equities, global bonds, global mutual funds, most families of benchmarks, FX rates, sector classifications and much else besides.

StatPro has operations in Europe, North America, South Africa, Asia and Australia and more than 300 clients in 25 countries around the world.

StatPro Revolution is a cloud-based portfolio analytics service available to ACDs, custodians, fund administrators, asset managers, heads of sales and marketing, heads of risk and heads of performance enabling them to: 

• increase sales by showing their investment strategy simply and beautifully 

• reduce their costs by having all the information in one place 

• transform their communication with clients by allowing them to see the reports they’re working on easily 

• and generally make their life easier by using cloud computing simply.

Managing money is all about performance. Whether clients want steady, low risk growth or massively leveraged, high risk growth, asset managers have to explain how they are performing. Doing this has always been extremely complicated and expensive. Now it is possible - welcome to the revolution.

StatPro Revolution is a cloud-based portfolio analytics service that combines sophisticated 

• risk measurement 

• performance analysis 

• attribution analysis 

• research 

• reporting 

• sharing 

Delivered as Software as a Service (SaaS) StatPro Revolution gives customers the support they need at a price they can afford.

Click here for Quick Portfolio Sharing Demo

Click here for Quick Portfolio Analysis Demo

Click here for Portfolio Cloning Demo

Board of Directors

Carl Bacon CIPM 1 2 3

Non-executive Chairman

Carl, 49, was appointed Chairman in 2000. Previously he worked as Director of Risk Control and Performance at F&C Investment Management Limited and prior to that was Vice President – Head of Performance at J P Morgan Investment Management Inc. He is a founder member of both the Investment Performance Council and GIPS®, chair of the GIPS Executive Committee, chair of the Verification Sub-Committee, a member of the UK Investment Performance Committee and a member of the Advisory Board of the Journal of Performance Measurement. Carl is a director of the Freedom Index Company and is also the author of “Practical Portfolio Performance Measurement & Attribution”. 

Justin Wheatley

Group Chief Executive

Justin, 47, began his career with Micropal in 1988. In 1991 he set up an agency to sell Micropal products in Switzerland and from there grew the business by expanding it in France and Luxembourg.  In 1994, he founded StatPro to develop portfolio analysis software systems. In 1999 he sold the Micropal agency to raise £1.7 million to fund StatPro’s growth and in May 2000 he floated StatPro by raising £5.0 million to build up StatPro’s international expansion. Since flotation Justin has led several secondary fund raisings, acquired 10 businesses and disposed of two business units. That combined with organic growth have seen StatPro's revenues grow from under £3.0 million to over £30.0 million since 2000.He has day to day responsibility for the Group. 

Andrew Fabian FCA FCT

Group Finance Director

Andrew, 50, was appointed Finance Director in 2000. Prior to joining StatPro, he was Group Financial Controller at William Baird PLC. Andrew has significant experience in the financial services sector, both through senior finance roles at William Baird PLC and De La Rue plc, and also through advising financial institutions as a management consultant at Deloitte & Touche. Andrew is a chartered accountant and qualified corporate treasurer. He is a Fellow of both the ICAEW and the Association of Corporate Treasurers and served for three years on the ACT's governing council. Andrew is responsible for the finance and operations functions at StatPro. Andrew was appointed Company Secretary on 25 January 2012.

Charles Fairbairn ACA 1 2 3

Non-Executive Director

Charles, 49, has many years’ experience in the media sector and in growing entrepreneurial companies. He is currently a director of a number of private companies. He has been a non-executive director of many other AIM listed companies, including Research Now plc that was sold in 2009. Previously he worked for Pearson plc, both as finance director of Pearson New Entertainment Limited, a start-up division with interests in computer publishing which was sold to Apax Partners in 1998 for £142 million, and as Group Chief Accountant.  Charles chairs the Group’s Audit Committee.

Mark Adorian 1 2 3

Non-Executive Director

Mark, 49, was appointed to the Board in 2002. He was previously Managing Director of Standard & Poor’s Fund Services. Mark co-founded Micropal, the global fund performance analysis company in 1986, becoming their Sales & Marketing Director in 1987. In 1992 he became Managing Director of Micropal, and subsequently in 1997 negotiated the sale of Micropal to Standard & Poor’s, a division of the McGraw-Hill Companies. Between 1999 and 2001, Mark was Managing Director of Standard & Poor’s Fund Services, a business created through the merger of Micropal together with two existing Standard & Poor's businesses and another acquisition. His specific responsibilities included the global development of the enlarged entity. Mark chairs the Group’s Nominations and Remuneration Committees.

Stuart Clark 1 2

Non-Executive Director

Stuart, 64, was appointed to the Board in 2009. He has been employed in the financial information industry since 1968. From 1995 to 2009 Stuart held various senior positions at Interactive Data Corporation ("IDC") and served as a member of the board of directors from 2000 to 2009. As President and CEO from 2000, Stuart led the business through nine years of continuous and strong growth, with revenues more than doubling to US$750 million and with profitability and cash flow growing more than threefold. IDC consistently outperformed the market in growth over that period and, at around 30%, had close to the highest EBITA margin amongst major comparable players in its industry. Stuart is also non-executive chairman of Ipreo Holdings LLC, a New York based, leading provider of deal execution platforms, market intelligence and investor communication tools.

1 Member of the Audit Committee

2 Member of the Remuneration Committee

3 Member of the Nominations Committee

Updated from the Statpro Website 20.04.2012