Manager Search & Rating Systems
Retirement plan analysis, monitoring
and reporting application for advisors
A dynamic tool, including powerful visualizations, enabling users to analyze fund peer groups and universes across an unlimited library of pre-set and custom performance-based analytics.
Manager Search & Rating Systems
MPI Stylus Pro includes powerful manager search and rating capabilities that drive a range of functionality for our clients. Whether your goal is to select and monitor top performing funds within a particular category or you are looking to improve your team’s product development and competitive positioning capabilities, Stylus Pro delivers deeper insights and helps improve investment outcomes.
Allocators, regulators, lenders and prime brokers can also use Stylus Pro as a surveillance tool to flag sudden changes in fund or product performance. This is the same technology that the U.S. Securities and Exchange Commission licensed from MPI to conduct mutual fund and hedge fund surveillance.
Fund Monitoring Dashboard
Key Benefits
- Leverage visualization capabilities in data analysis to identify individual funds and products within larger peer groups and universes.
- Identify and examine the relationships between manager and product characteristics that can escape traditional or non-visual analysis.
- Monitor fund or product behavior over time to identify sudden changes in performance.
- Produce institutional-quality reports highlighting individual fund or product performance relative to the larger peer group.
Key Features
- Create custom rating systems and monitor the behavior of funds and products within those systems.
- Highlight subsets of funds or products within your selected fund universe and analyze across a virtually unlimited number of metrics.
- Seamlessly identify individual funds and products for more in-depth analysis.
- Create custom peer groups for your analysis and report templates.
- Leverages the same data acquisition, analysis, design, reporting and scalability functionality as Stylus Pro’s core investment analytics and reporting capabilities.
Premium Features
Achieve more, whether you want to gain deeper insights into complex product behavior, enrich your analysis by incorporating proprietary data, or streamline report generation through advanced automation services. Choose the features that are right for your organization, and MPI can ensure they are tailored specifically to meet your firm’s needs.
Automation
MPI’s automation capabilities turn Stylus Pro into a powerful and flexible publishing engine, enabling single-click production of fact sheets, reports and other marketing materials.
- Automate almost any function of the software with StylusScript, MPI’s scripting language.
- Print large, automated publishing jobs directly to PDF and, if desired, merge or append them to other PDF documents.
- Adds batch processing capabilities, including MPI Publisher.
Advanced Analytics
The advanced analytics module allows you to create your own custom analytics and access MPI’s patented Portfolio Calibration resampling technique to automate scenario-based stress testing on your portfolio, and to enjoy many other unique features.
- Create proprietary manager rating systems, score cards or user-defined analytics and calculations.
- Use indicators to clearly identify distinct groups or specific managers on charts.
- Simultaneously analyze and visualize multiple frontiers to stress-test portfolios in different economic environments.
- User-Defined Optimization Variables: Create optimal portfolios using any metric you choose, including manager rating, yield, fees, operational risk, and others.
- Estimate manager or portfolio loss thresholds with our returns-based Value at Risk (VaR) functionality.
Database Integration
This capability enables you to integrate proprietary performance and qualitative data with your Stylus solution for conducting custom investment analysis.
- Seamless import and export of custom proprietary and third-party data that can be associated with individual managers or products through MPI Dictionaries.
- Enhance or expand your MPI database with proprietary or third-party databases for more dynamic analysis and reporting.
- Use SQL statements to create customized charts and tables using information from proprietary linked databases.
High-Frequency Analysis
Capture additional portfolio dynamics, detect shifts more quickly with daily data, and analyze a broad range of products using daily indices across various asset classes and countries.
Dynamic Style Analysis
Achieve a more transparent view of opaque or complex investment strategies, funds and products using MPI’s patented Dynamic Style Analysis capability, a major enhancement to traditional returns-based quantitative analysis.
- Works even with very limited historical data.
- Delivers more accurate results and quicker detection of style shifts.
- Provides superior detection of leverage and shorting.
- Adds unique predictability measures and factor selection model.
Custom Language Support
This capability allows users to modify text that appears in Stylus Pro charts, tables and dialogs to suit organizational preferences, including foreign languages.