MPI Stylus Pro

Retirement plan analysis, monitoring
and reporting application for advisors

Stylus Pro is the industry’s most comprehensive quantitative investment research, analysis and reporting platform

MPI Stylus Pro is used by both fund selectors and fund sellers and includes invaluable capabilities that mesh into a powerful suite of tools to enable extensive investment analytics and reporting, manager search and rating systems, asset allocation, and portfolio construction.

For more than 25 years, institutional investors, consultants, wealth management firms, asset managers, regulators and advisors have leveraged MPI technology to uncover deeper insights and make smarter decisions in fund selection and monitoring, portfolio risk and product distribution.

Whether you work in asset allocation or models, traditional or alt due diligence, risk management, retail/DC advisory or asset management marketing and sales, MPI Stylus Pro is the tool to take your process to the next level.

Stylus Pro Highlights

  • Stylus Pro’s Dynamic Style Analysis (DSA) provides the most trusted quant analysis in the industry—especially on complex alts, liquid alts and private investments.
  • Advanced risk analysis to help compare portfolios and to best position investment products to clients and prospects.
  • Fully customizable fund rating and surveillance allows assessment of hundreds or thousands of funds at once and quickly identifies the top managers and those with red flags. (More on Stylus Pro fund surveillance)
  • Easily conduct user-defined historic stress tests, regime analysis and hypothetical shocks.
  • Benefit from industry-leading visualization, content customization and publishing capabilities.
  • Employ powerful automation and integration capabilities.

Stylus Pro Capabilities

Investment Analytics & Reporting

Stylus Pro is a powerful solution for analyzing and reporting on fund manager and investment product performance. Due diligence capabilities allow users to generate comprehensive, user-selected, performance-based statistics and publish institutional-quality reports across a variety of digital and print-ready formats.

Learn more about Stylus Pro analytics and reporting

MPI  Stylus

Manager Search & Rating Systems

Stylus Pro includes a monitoring tool that enables users to create and analyze fund peer groups and universes across an unlimited library of pre-set and custom performance-based analytics. With this sophisticated capability, you can identify top funds within a peer group, monitor investment behavior over time and flag sudden changes in behavior.

Learn more about Stylus Pro manager search and rating

MPI prospector

Asset Allocation & Portfolio Construction

Stylus Pro includes a wide array of asset allocation and portfolio optimization models that allow users to construct portfolios, simulate outcomes, incorporate anticipated cash flows, and perform other analyses and comparisons.

Learn more about Stylus Pro asset allocation & portfolio construction

MPI allocator

Want a turnkey reporting solution designed for advisors serving the 401(k)/DC market? Learn about MPI Stylus Web.