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mpi Stylus Suite For Advisors

Designed specifically for investment advisors, mpi Stylus Suite offers analytical and reporting capabilities that far exceed other providers' institutional products, but at a fraction of the cost.

Utilizing the same platform, analytical engine and interface as our flagship product, mpi Stylus Pro, mpi Stylus Suite delivers performance and flexibility. We feel that Stylus offers a perfect balance of power, price and practicality!

Overview

mpi Stylus Suite allows you to evaluate an investment product or portfolio's style, efficiency and competitive position against its peers. You can generate client and prospect reports that reflect your precise designs.

In as few as four to five steps, you can complete an analysis in less than one minute:

  1. Select the appropriate study template from our template library.
  2. Select one or more products for analysis.
  3. Select a peer group from our peer group database.
  4. Select a benchmark from the index database.
  5. Run the study.

The results of the analysis are organized into sets of related charts and tables that you can customize, changing colors, fonts, titles, or add graphics, such as your logo, and textual commentaries. You can print or export charts, tables, text, and entire reports to other software programs, including Microsoft PowerPoint®, Word®, and Excel®, and to Adobe Acrobat® PDFWriter. Studies may be saved and updated in seconds when new return data becomes available.

Feature Set

Research and Analysis

  • Analytical Engine : Employ the same estimation technology used by our institutional clients and large advisor firms.
  • Exposure Analysis : Evaluate one or more managers, portfolios or individual holdings simultaneously
  • Performance Attribution : Determine and evaluate the components of total return - absolute, ranked, and risk-adjusted.
  • Efficiency Measures : Evaluate a full range of investment efficiency statistics including alpha, beta, Sharpe ratio, and t-stat.
  • Visual Manager Search Application : Search, Select and Monitor managers with our unique Prospector module
  • Visual Control : View a large variety of customizable charts and tables; specify preferred aggregation modes including total, cumulative, time-to-date, rolling window, and discrete period options.

Reporting

  • Choose from an array of print and electronic reporting options to
  • Create precise, individually-designed report page layouts, and include your own logo and art work in your output.

Available Data

  • Included Monthly Manager Databases and Indices
    Mutual Funds: Morningstar
    Separate Accounts: eVestment Alliance
    Indices: Thousands of monthly indices including Russell US Equity, Russell Global, D.J. Wilshire, S&P, S&P/Barra, Barclays Capital, MSCI (basic set), Merrill Lynch, Dow Jones Global, S&P/Citigroup Global, Topix, and Hedge Fund Indices
  • Optional Monthly Manager Data
    Variable Annuities: Morningstar, Lipper
    Separate Accounts: eVestment Alliance, Nelson, PSN, Morningstar
    Hedge Funds: HFR, Barclay, HedgeFund.net, HedgeFund.net, Eurekahedge, Lipper Tass
  • Import proprietary return data

Ease of Use

Get up to speed quickly with an intuitive interface design that is easy to learn and use, with easy-to-follow, comprehensive on-line help, email support and FAQs on our web site.

Training

Take advantage of free weekly web-based training sessions for new users, and attend special classes on reporting held regionally.