Optional Packages
Money managers, broker dealers, consultants, custodians, plan providers, administrators, third party marketers, advisors and plan sponsors can save time and money by automating your performance and risk reports. Take the next step. Maintain the quality and sophistication of your reports, but dramatically reduce the man hours required to put your best foot forward.
Advanced Reporting
Take your reporting capabilities to the next level with advanced features designed to meet the exacting needs of client reports and marketing materials.
- Advanced Table Formatting – create individual or special cell formatting to better identify specific managers/portfolios, emphasize certain statistics or data, etc.
- Dynamic Object Scripting – dynamically control characteristics of report elements including report pages, charts, tables, memos inside a chart and stationary objects.
- Prospector Database – define and use in Stylus a new dynamic Prospector database which can represent a subset of a vendor/ proprietary database by filtering it down and extending the number of fields with pre-calculated statistics.
- Linked Memos –create a set of linked memos that allow the text to flow from one page to another instead of stopping when page limits are reached.
- Merged Tables – append and combine different existing tables.
Automation
MPI’s automation capabilities turn Stylus Pro into an incredibly powerful and flexible publishing engine, allowing "one click" production of fact sheets, reports, marketing materials, etc.
- Automate almost any function of the software with StylusScript.
- PDF Creation & Merge – print large, automated publishing jobs directly to PDF and, if desired, merge or append them to other PDF documents.
- Batch Processing capabilities, including "mpi Publisher".
Advanced Database
Users who require exceptional flexibility and ease of use in working with their proprietary databases will find many useful features in this module.
- Open Database Link – turn Stylus into a true integration platform by allowing access to any number of proprietary databases (personal and corporate), seamlessly integrating them into the system. Users can then utilize in-house performance and qualitative data on thousands of products or accounts, regardless of their location.
- Database Merge – the ability to correct or expand an existing MPI database
- SQL – Use SQL statements to create customized charts and tables using information from proprietary linked databases. MPI provides only minimal support for SQL projects.
- Prospector Database – define and use in Stylus a new dynamic Prospector database which can represent a subset of a vendor/ proprietary database by filtering it down and extending the number of fields with pre-calculated statistics.
Advanced Analytics
Although Stylus Pro already offers an unparalleled analytic package, this module provides even more features, specifically the power to create custom manager ratings, scorecards or other custom analytics, among other features.
- Advanced Prospector – create proprietary rating systems or calculate your own custom calculations; utilize “indicators” to clearly identify distinct groups or specific managers on Prospector charts.
- Advanced Allocator – incorporate other metrics into an optimization: manager ratings, yield, fees or turnover, for example, in addition to or instead of expected return; create studies containing multiple efficient frontiers; utilize a more complex system of constraints to tailor the optimization.
- VaR – MPI's unique, returns-based Value at Risk (VaR) functionality estimates loss thresholds for a Manager or Portfolio. This is complemented with backtesting capabilities that identify the parameters that most accurately predict VaR for a given Manager or Portfolio. Marginal and Component VaR facilitate the identification of pockets of risk concentration and the effect of different exposures on overall VaR.
- Prospector Database – define and use in Stylus a new dynamic Prospector database which can represent a subset of a vendor/ proprietary database by filtering it down and extending the number of fields with pre-calculated statistics.
Hedge Fund Analytics
Dynamic Style Analysis (DSA) – A major breakthrough in returns-based style analysis (RBSA) for alternative investments using pattern recognition technology and other advanced techniques. Click here for more details about DSA.
- Works with even very limited historical data
- More accurate results, quicker detection of style shifts
- Superior detection of leverage and shorting
- Unique Predictability measures and factor selection model
High Frequency Analysis
Capture additional portfolio dynamics; detect shifts more quickly with daily data and analyse a broad range of products using daily indices across various asset classes and countries.
Custom Language Support (CLS)
This module allows one to modify text that appears in Stylus Pro charts, tables and dialogs to suit organizational preferences, including foreign languages.
Enterprise Package
The package includes Advanced Reporting, Automation, Advanced Database, Advanced Analytics and Custom Language Support. This suite of tools is designed to significantly enhance an institution's use of our mpi Stylus Pro Suite. With this package, an institution can dramatically improve its ability to integrate multiple databases, rate investment products, automate large-scale publishing of reports and graphics to the web and work in alternate languages. Please see our mpi Enterprise Platform for more information.
