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STP Develops Proprietary Performance Measurement Dashboards

March 1st, 2017

WEST CHESTER- Investment managers utilize historical performance returns to control their investment process, build financial models and manage risk. Historical performance returns help investment managers evaluate the efficacy of their investment strategy and establish goals for future performance. To assess the skill of an investment manager, the portfolio returns must be compared to the returns of an appropriately constructed benchmark. With these facts in mind, it is clear that expeditious access to historical portfolio and benchmark returns is critical to the investment process. STP Investment Services utilizes an industry-leading platform to calculate performance returns for our clients. When combined with our experienced performance measurement team and proprietary interactive dashboards, we are able to deliver accurate and timely performance measurement to our clients.

STP Investment Services calculates daily portfolio and composite level returns for all of our clients. STP also offers monthly benchmark and custom benchmark returns, GIPS composite returns and attribution. Fully customized reports and client reporting packages are available via our web-based client portal. With the development of our performance measurement dashboards, our clients have greater flexibility in how they interact with their performance returns.

STP Investment Services has developed interactive, web-based performance dashboards that enable our clients to access detailed performance returns via our client portal. Our performance dashboards allow our clients to see daily and monthly portfolio returns, monthly benchmark returns, GIPS composite returns, beginning and ending market values, cash flows and opened/closed accounts during a specified period. Dynamic performance period filtering and the ability to drill down into a particular account or composite allows our clients to quickly obtain the data they need on demand.

PerformanceMeasurementDashboards

STP Investment Services’ performance dashboards give our clients on-demand access to their performance returns. This data is critical to the successful implementation of their investment strategies and to assess risk and investment skill. Combined with our fully customizable suite of performance reporting, our STP portal gives our clients unprecedented command of their data.

About STP Investment Services

STP Investment Services (STP) is a capital markets focused service organization specializing in middle and back office investment operations outsourcing, fund services, reporting & data management, global development/support and innovative software solutions for investment management firms. We offer a collaborative partnership to our clients providing scalable and transparent middle and back office solutions to investment managers. Clients are able to focus on their core business objectives by partnering with STP and leveraging our uncompromising commitment to service via our people, process, and technology platform.

For more information, visit STP Investment Service’s website at http://stpis.com/ and follow us on LinkedIn or Twitter @STPIS!

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