1. AWARD WINNING CLOUD-BASED
PORTFOLIO ANALYTICS

2. StatPro Revolution is a sophisticated and complete
portfolio analytics service. Our unique value proposition
is that with full control, you can easily provide access
to portfolio analysis to as many users as you want for
no extra cost. This multi-asset class, award winning
analytics platform helps our clients...
Reduce costs
What is StatPro Revolution?
Increase sales and
assets under management
Improve client service
Meet tough regulations
2 3statpro.com/revolution

3. INCREASE SALES AND AUM
Key Benefits of StatPro Revolution
REDUCE COSTSIMPROVE CLIENT SERVICE MEET TOUGH REGULATIONS
“We were exhaustive in our search
for a complete performance solution,
and are pleased to have contracted with
StatPro. We believe this to be a best
of breed solution…”
Meagen Burnett
Chief Operating Officer
Prudential Investment Managers
4 5
“Fund managers rely on accurate and
timely information on which to base complex
decisions that affect the performance of
funds and the prosperity of investors.”
Karl Midl
Director, Relationship Management
and UK Business Development
Capita Asset Services Fund solutions
360 degree view of any portfolio
from anywhere
Dynamic and interactive analysis
from portfolio to security level
Ability to provide clients and
stakeholders with controlled access
to online analysis and reporting
Being able to interpret the drivers of your
performance and risk using such an interactive
tool and being able to provide this to your key
stakeholders is a great way of demonstrating your
investment process and portfolio story.
Replace manual ad-hoc reporting
processes with a controlled digital
communication channel
Provide tailored analysis and
reporting rather than a one size
fits all report
Add value over static PDF
reports with interactive online
analysis
Provide controlled access to flexible and interactive
analysis to both internal and external stakeholders
adding additional value over and above static
point in time reports. Remove inefficient manual
processes for dealing with ad-hoc information
requests and deliver controlled signed-off self-
service access to portfolio analysis.
Manage regulated funds directly
within the platform
Produce required data and
reports with online collaboration
and sign-off
Visual overview of all regulated
funds showing any potential
breaches with the ability to drill
down into the details
With a growing regulatory background to the
global investment management industry, StatPro
Revolution provides the ability to manage regulated
funds in the most cost efficient way. The online
collaboration and sign-off features allow you to stay
in control of your risk monitoring process no matter
where you and your team are located,
Dramatically reduce your
portfolio analysis costs versus
terminal based systems with
no per user or site costs
Lower your total cost of ownership
with no local IT systems to manage
Maintain higher levels of service
without increasing headcount
StatPro Revolution is designed to reduce your
costs. There are no per user or per site licenses,
just a simple per portfolio model based on your
analytics requirements.

4. COMPLETE PORTFOLIO ANALYTICS
Multi-asset class calculation and analysis of performance,
attribution, contribution, ex-post/ex-ante risk, and compliance
in a single cloud-based platform.
SIMPLE DATA INTERFACE
Match data models to individual portfolios
or investment processes. Support for simple
holdings files, market values or pre-calculated
weights and returns for complete flexibility.
COVERAGE OF COMPLEX ASSETS
StatPro has the ability to cover complex assets
thanks to our dedicated pricing team and data
service based in Milan. This data coverage includes
amongst others, credit default swaps, VIX options
and futures, convertible bonds and mortgage
backed securities.
FULLY INTEGRATED MARKET DATA
Integrated coverage of over 3.2million global
securities including equities, bonds, mutual
funds, FX forwards, futures, options, OTCs and
more. Most families of benchmarks also available
including MSCI, FTSE, NASDAQ, Russell and the
license free Freedom Index.
CLOUD-BASED WITH
ZERO IT FOOTPRINT
No hardware or software to manage. Simple
secure access via your web browser or tablet from
any location. Seamless updates to the platform
with no costly upgrade projects to manage.
AWARD WINNING
RISK LIMITS MONITORING – UCITS IV & AIFMD
Award winning and cost effective compliance designed for regulated UCITS
and AIFMD funds. Complete risk limits monitoring covering VaR, commitment,
netting, hedging, and liquidity risk.
FLEXIBLE REPORTING AND
DISTRIBUTION CAPABILITIES
Create PDF or Excel reports with multiple language
support. Access our powerful Web API for programmatic
data extraction or use Revolution-i for interactive or
automated data extraction directly into local file formats
including MS Word or Excel templates.
ADVANCED
ATTRIBUTION ANALYSIS
Support for top-down single and multi-level
attribution models with advanced currency
overlay and bottom-up attribution with stock
picking decomposition analysis.
UNLIMITED USERS AND SITES*
Create unlimited user roles and access permissions
to suit any user requirements. Provide controlled and
fully audited access to portfolio analysis to internal and
external stakeholders.
*fair usage policy applies
6
Key Features of StatPro Revolution
7statpro.com/revolution

5. MULTI-ASSET CLASS ANALYTICS
AND MARKET DATA INTEGRATION
StatPro Revolution is a platform. From a single
browser window you can access portfolio
performance, attribution, contribution, allocation,
risk, and compliance analytics. Market and index
data is fully integrated allowing you to focus on
the analysis rather than data management tasks.
StatPro Revolution covers over 3.2million global
securities including equities, fixed income, mutual
funds, listed futures contacts, FX forwards, inter-
bank deposits, options and OTCs. We also cover
most families of benchmarks including MSCI,
Russell, FTSE, NASDAQ and also the license free;
Freedom Index.
StatPro Revolution supports multiple data models.
This gives you the flexibility to choose which
data model suits which portfolio and investment
process. Our data models include; holdings based,
market values, pre-calculated weights and returns
from StatPro Seven, or pre-calculated weights and
returns from other performance systems.
9
ONLINE DISTRIBUTION
& REPORTING
StatPro Revolution gives you the ability to manage
the platform at a very granular level. Supported
by unlimited user roles, your administrator can
define roles and permissions that suit anyone’s
requirements within the system. It’s about
managing users, content and access rather than
managing software.
You can securely provide access to portfolio
analytics to key stakeholders, whether they are
internal or external to your business. This allows
you to provide portfolio analysis and compliance
capabilities to anyone within your organization
in a fraction of the time of a traditional software
deployment. By providing access to those
outside your organization you can add a whole
new digital communication channel to your
investment process, without adding headcount.
There are various options when it comes to
reporting and extracting data from the StatPro
Revolution platform. You can create unlimited
reports directly within the system and output them
to PDF or Excel in multiple languages. You can use
our powerful Web API to programmatically extract
data to use with local downstream systems, or
you can use Revolution-i to automatically extract
data into a variety of formats including editable MS
Word or Excel report templates, XML, SQL or access
database files.
GRADE ‘A’ TECHNOLOGY
The StatPro Revolution platform is built on
years of cloud development experience. We
started from scratch and built everything from
the ground up. This allowed us to implement
new development and release processes
meaning updates to the platform are seamless
for our clients. We generally make five or six
releases a year and our roadmap is driven by
our client’s requirements. Our data centers
and development processes are certified to
internationally recognized security standards
such as ISO27001:2013 and SSAE16
We have averaged over 99.95% uptime over
any given year since we launched in 2011 and we
publish our availability stats online. We conduct
strenuous security and disaster recovery testing
each year. StatPro Revolution is an award
winning Software as a Service platform and is
leading the next generation of portfolio analysis
and reporting solutions.
8
The StatPro Revolution Platform
99.95%UPTIME
statpro.com/revolution

6. Award-winning risk limits and
commitment leverage monitoring
COMPLIANCE CHALLENGES
• Monitoring of regulated funds
• Coverage of assets
• Selection of an appropriate
methodology for measuring risk
• Tracking and documentation of
the risk management process
• Reporting to various stakeholders
• Engaging with multiple departments
and users in different locations
KEY MODULE BENEFITS
• Award-winning risk limits and
commitment leverage monitoring
• Cost effective UCITS and AIFMD
compliance reporting
• Visual and transparent analysis
of regulated funds
• Centralized reporting content
and management
Client Support
1110
CALL TRAINING CHAT
KEY MODULE FEATURES
• Calculation of UCITS-AIFMD
commitment numbers
• Commitment leverage including after FX
netting, IR duration netting and exclusions
• Automatic flagging of commitment rules
• Stress testing with access to over
1,300 pre-defined stress scenarios
• Clean back-testing monitoring with breaches
shown in graphical and tabular view
• Automatic generation of reports with
full support from our Web API and
Revolution-i reporting module
• Centralized reporting and content
management with full audit trail
and online comments support
EVENTS FORUMS ONLINE
CALL
StatPro has expertise in offices
around the world, so if you need
additional help just call us.
TRAINING
From initial user sessions to
advanced analysis workshops,
we provide training and
consulting packages direct and
onsite from our experienced
and qualified teams.
CHAT
Get in touch by raising a
help ticket via the embedded
support portal.
FORUMS
See the online forum
for product manuals,
methodologies and detailed
Excel prove-outs or to request
or vote for new features.
EVENTS
We hold product update
events around the world to
introduce new features or to
discuss specific industry topics
such as compliance or risk.
See www.statpro.com/events
for more details.
RESPONDING TO THE NEW REGULATORY LANDSCAPE
Regulations are increasing the pressure on asset managers, leading to higher costs and complexity within
their management systems. This increased focus on compliance at a global level will continue to grow and
firms will need to ensure they can successfully meet these challenges. StatPro’s risk limits and commitment
leverage monitoring module calculates the commitment exposure of a portfolio, satisfying the complex rules
designed for derivative instruments, including pre-defined UCITS and AIFMD (Annex IV) reports.

7. FRANKFURT
GERMANY
BOSTON
UNITED STATES
TORONTO
CANADA
MONTREAL
CANADA
CAPE TOWN
SOUTH AFRICA
SYDNEY
AUSTRALIA
HONG KONG
HONG KONG
LONDON
UNITED KINGDOM
PARIS
FRANCE
LUXEMBOURG
LUXEMBOURG
MILAN
ITALY
CONTACT YOUR REGIONAL STATPRO OFFICE
StatPro business
STATPRO HAS BEEN IN THE BUSINESS OF PORTFOLIO ANALYTICS SINCE 1994
StatPro is a global provider of award winning portfolio analytics solutions for the investment community.
The Group’s cloud-based platform provides vital analysis of portfolio performance, attribution, risk and
compliance. Thousands of investment professionals use StatPro’s premium services directly or through
a fund administrator or partner to perform advanced portfolio analysis, data management, reporting
and online distribution every day. This multi asset-class, analytics platform helps StatPro’s clients increase
assets under management, improve client service, meet tough regulations and reduce costs.
With over 20 years’ experience combining technology and industry expertise, StatPro believes portfolio
analytics should add value, insight and competitive advantage while being flexible, scalable and cost
effective. The Group’s integrated and global data coverage includes over 3.2 million securities such
as equities, bonds, mutual funds, FX rates, futures, options, OTCs, sector classifications and much else
besides. StatPro also covers most families of benchmarks including MSCI, FTSE, Russell, NASDAQ
and the license free Freedom Index.
StatPro has grown its recurring revenue from less than £1 million in 1999 to around £29 million at
31 December 2014. StatPro floated on the main market of the London Stock Exchange in May 2000
and transferred its listing to AIM in June 2003. The Group has operations in Europe, North America,
South Africa, Asia and Australia, and approximately 500 clients in 37 countries around the world.
Approximately 80% of recurring revenues are generated outside the UK.
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info@statpro.com | statpro.com
StatPro Group plc is a public limited company registered in England. Registration number: 2910629