Testimonials
See what some of our clients have to say about our services…
“Marcuard Family Office has used MPI Stylus Pro for more than 10 years and was able to benefit from the improved functionality and usability during this time. The outstanding support and flexibility in the system to customize output fulfills the needs of our families – these are key reasons why our organization chose MPI as a partner. Moreover, the architecture of MPI Stylus Pro provides seamless integration not only in our information technology environment, but also in our workflows, which results in high efficiency and a high level of quality. I can recommend MPI as a company and their software to every organization that requires a reliable and competent partner whose focus is on solutions and supports its clients in an extremely proactive manner.”
Simon R. Minder, MBA, MAS
Junior Partner & Chief Information Officer
Marcuard Family Office Ltd.
"As a large U.S. Public Pension Plan that is constantly evaluating current and prospective external asset managers, we have found MPI Stylus Pro to be central to our performance evaluation and risk monitoring analytics. Stylus Pro's flexibility and dynamic analytical engine allows us to customize reports to suit our needs for both long only and absolute return portfolios. Customer support has not only been available to answer our questions, but has helped to highlight the advanced functionality in Stylus Pro to improve our processes. Whether we are producing reports for our Board of Directors or performing market research, Stylus Pro's institutional-quality platform delivers."
Nathan Chesley
Investment Analyst
Utah Retirement Systems
"In one package, MPI Stylus provides the most comprehensive suite of returns-based analytical tools I have encountered. Stylus' regression methodology has helped us to better understand and validate our managers' competitive advantages and differentiate our products against our key competitors. The system's flexibility and ease of use has meant less time running data and more time analyzing it. Customer service has been outstanding, helping us operate at the edge of our creativity. Stylus has quickly become an application our group cannot live without."
Scott E. Couto, CFA
Senior Vice President
Director, Investment Product Management
Evergreen Investments
"Our firm is a registered investment advisor and our niche clientele is professional fiduciaries (trustees, conservators and guardians) who must comply with prudent investor laws. Those laws generally require the fiduciary to diversify the investment of his client s assets and manage risk, as well as return. Stylus is the first and, to date, only tool that has enabled us to effectively employ the principles of Modern Portfolio Theory to develop diversified equity portfolios with historic risk of loss ranging between that of intermediate-term and long-term bonds, yet with five-year returns in the teens. As a direct result of the applications Stylus has made possible for us, we have become nationally recognized experts in fiduciary investing and sought-after speakers at state and national fiduciary conventions. Stylus has made us who we are today."
Lee H. Anke
Principal
Prudent Investors Network, Inc.
"Stylus has proven to be a very powerful and flexible analytical tool that provides outstanding output, limited only by the user's imagination. Stylus allows us to share perspectives on our own funds with both clients and prospects, and allows us to gain valuable insights into our competition as well. We have been very pleased with the product and MPI 's support."
Kevin Sullivan, CFA
Sr. Vice President, Portfolio Advisor
Putnam Investments