Investment analytics platform with asset allocation, portfolio construction, and optimization capabilities. Includes returns-based style analysis, factor modeling, and optimization tools for strategic and tactical asset allocation.
More about Markov Processes International (MPI)
Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
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Multi-Asset Support Ability to handle multiple asset classes (equities, fixed income, real estate, alternatives, etc.). |
MPI Stylus Pro supports multi-asset analytics for asset allocation and portfolio construction, indicating it can handle equities, fixed income, alternatives, and more. | |
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Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift. |
Platform supports optimization and tactical asset allocation, which implies dynamic and potentially automated rebalancing features. | |
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Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.). |
Product has detailed constraint control as part of optimization and allocation capabilities (see platform literature for 'constraints' reference). | |
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Tax Optimization Incorporation of tax-efficient asset allocation techniques. |
No information available | |
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Cash Management Management of cash positions as part of allocation decisions. |
No information available | |
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Model Portfolio Support Ability to build, track, and manage model portfolios. |
Stylus Pro offers model portfolio management, as outlined in its feature set and case studies. | |
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Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes. |
Scenario/what-if analysis is an advertised analytic capability, supporting forward-looking allocation outcome analysis. | |
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Optimization Engine Speed Average speed of running optimization calculations. |
No information available | |
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Flexible Asset Universes Easily define, update, and manage the investable universe. |
Users can define and update investable universes for portfolio construction. | |
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Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.). |
Supports multiple quantitative optimization techniques, as claimed in platform documentation. |
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Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors. |
Has factor modeling and analytics, which include analysis of portfolio exposures to risk factors. | |
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VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios. |
No information available | |
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Stress Testing Run stress scenarios based on historical or hypothetical shocks. |
Stress testing and scenario analysis are promoted capabilities. | |
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Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation. |
Downside risk statistics like maximum drawdown and Sortino ratio are standard metrics in portfolio analytics; platform claims to offer broad risk metric toolset. | |
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Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics. |
No information available | |
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Custom Risk Models Ability to integrate custom or third-party risk models. |
No information available | |
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Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached. |
No information available | |
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User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets. |
No information available | |
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Correlation Analytics Calculation and visualization of asset and factor correlations. |
Product supports correlation and factor analytics as part of factor modeling and returns-based analysis. | |
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Risk Attribution Attribution of portfolio risk by asset, sector, or factor. |
Risk attribution by source is listed among Stylus Pro's capabilities. |
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Gross & Net Performance Calculation Support for calculating gross and net of fee returns. |
Gross and net performance calculations are supported in reporting framework. | |
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Time-weighted Return Calculation of time-weighted performance metrics. |
Standard and custom time-weighted return calculation available. | |
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Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR). |
IRR/money-weighted returns supported in advanced performance analytics. | |
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Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels. |
Per-asset/sector/strategy attribution analysis is a core part of the attribution system. | |
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Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks. |
Product provides benchmark configuration and comparisons. | |
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Peer Group Analysis Ability to analyze performance relative to peer funds/managers. |
No information available | |
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Performance Drift Alerts Automated notifications of performance or allocation drifts. |
No information available | |
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Periodicity Options Support for daily, monthly, and custom period return calculations. |
System supports daily, monthly, and custom date range reporting. | |
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Custom Reporting Templates Design and generate custom performance and attribution reports. |
Custom templates for reporting and attribution are standard in Stylus Pro per marketing materials. | |
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Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance. |
Product supports decomposition of performance into alpha and beta as part of attribution analysis. |
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Multi-vendor Data Feeds Support for ingesting data from major market data providers. |
No information available | |
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Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds). |
No information available | |
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Corporate Actions Processing Accurately processes corporate actions relevant to allocations. |
No information available | |
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Data Quality Checks Automated checks for missing or erroneous data. |
Data quality checks are included in documentation and data management workflows. | |
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Data Latency Typical delay between data availability and system update. |
No information available | |
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Historical Data Coverage Length of available clean historical data for analysis. |
No information available | |
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User Data Import/Export Ability to import custom data sources and export data/results. |
Data import/export (CSV, Excel, custom formats) featured in product documentation. | |
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APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.). |
APIs for integration and data access are covered in the product's technical documentation. | |
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Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors). |
No information available | |
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Auto Update Frequency Frequency of automatic data updates. |
No information available |
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Intuitive User Interface User interface is designed for clarity, efficiency, and low error rates. |
Stylus Pro emphasizes ease of use and workflow clarity in product marketing. | |
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Customizable Dashboards Users can personalize home screens and dashboards. |
Customizable dashboards are shown on product screenshots and documentation. | |
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Multi-device Support System can be accessed via web, desktop, and mobile. |
Web and desktop access supported; mobile compatibility is unclear. | |
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User Roles & Permissions Fine-grained access and permissions by user type. |
User role customization is built into platform account management. | |
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Help & Documentation Comprehensive help, guides, and contextual documentation available. |
Comprehensive guides and contextual documentation available (reference to help center and knowledge base in marketing materials). | |
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Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items. |
No information available | |
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UI Response Time Average time for UI page or report to load. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (WCAG, etc.). |
No information available | |
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Language Localizations Supports multiple language options for global teams. |
No information available | |
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Dashboard Widgets Availability of customizable dashboard widgets for key metrics. |
No information available |
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Custom Report Builder Drag-and-drop or code-based custom report creation. |
Stylus Pro offers custom report builder with drag-and-drop features and advanced reporting scripting. | |
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Scheduled Report Delivery Ability to schedule and automate report distribution. |
Scheduled and automated report delivery is referenced in reporting and client communication documentation. | |
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Interactive Charts Real-time, interactive visualizations of data and scenarios. |
Real-time interactive visualizations are highlighted in marketing and user interface examples. | |
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Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis. |
Drill-down from portfolio through constituent analysis is a standard analytics workflow (see platform overview). | |
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Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint). |
Exports available in PDF, Excel, CSV, PPT formats as per product documentation. | |
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Regulatory Reporting Automated generation of compliance and regulatory reports. |
No information available | |
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Comparison Views View and compare multiple portfolios or strategies side by side. |
Supports side-by-side portfolio comparison and analysis. | |
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KPI Dashboards Tailorable dashboards with key performance indicators. |
Customizable KPI dashboards are available according to user configuration references. | |
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Time to Generate Reports Average time to produce standard analytic reports. |
No information available | |
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Templated Compliance Reports Prebuilt compliance and client-ready reporting templates. |
Prebuilt compliance and client-ready reporting templates are available, supporting fast regulatory response. |
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Order Management System Integration Native integration with OMS for seamless trade execution. |
Integration with OMS and trading systems is mentioned as a possible configuration/feature. | |
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External Portfolio Management Systems Interfaces with other portfolio or risk management platforms. |
Interfaces with third-party portfolio and risk systems per partner integration references. | |
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Data API Availability RESTful or web services APIs for data push/pull. |
APIs for data push/pull are part of the integration toolkit. | |
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Customizable File Imports Support for custom file format/data structure ingestions. |
Custom import format support included in onboarding/integration documentation. | |
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Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems. |
No information available | |
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Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support. |
No information available | |
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Mobile App Integration Works with dedicated or third-party mobile applications. |
No information available | |
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Batch Data Upload Time Max time required to batch-upload large datasets. |
No information available | |
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Portfolio Export Compatibility Exports compatible with leading accounting or custody solutions. |
Export formats compatible with leading custodial and accounting solutions per product brochure. | |
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Plug-in Support Ability to extend capabilities via plug-ins or add-ons. |
No information available |
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Data Encryption in Transit TLS or equivalent encryption for all transmitted data. |
TLS and similar security methods are now standard for all financial data transmissions; vendor asserts compliance. | |
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Data Encryption at Rest Stored data is encrypted on disk. |
MPI documentation claims that data at rest is encrypted as part of standard platform security. | |
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Role-based Access Control Access governed by granular roles and permissions. |
Role-based access controls are available in enterprise user management features. | |
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Audit Logs Detailed and immutable records of data and user activity. |
Product provides detailed audit logs per compliance reference in documentation. | |
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Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001. |
MPI is SOC 2 certified (as disclosed on vendor website). | |
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Two-factor Authentication Enables two-factor authentication for user logins. |
Two-factor authentication is an option for enhanced login security per product security FAQ. | |
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Data Retention Policy Management Configurable data retention and deletion policies. |
No information available | |
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Privacy Controls Configurable settings for user and client privacy preferences. |
User and client privacy settings are configurable per technical overview. | |
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Security Patch Frequency Average frequency of security patch deployment. |
No information available | |
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Secure API Access APIs have robust authentication and authorization. |
API access is authenticated and secured, matching best practice for secure APIs. |
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Concurrent Users Supported Max number of simultaneous users. |
No information available | |
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Portfolio Size Capacity Number of assets that can be handled in a portfolio. |
No information available | |
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Real-time Data Update Frequency Max frequency at which live data is updated and displayed. |
No information available | |
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Batch Calculation Speed Speed when running batch analyses (e.g., overnight jobs). |
No information available | |
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Cloud Deployment Option Supports cloud or SaaS deployment models. |
MPI offers both SaaS/cloud and on-premises options for Stylus Pro. | |
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On-prem Deployment Option Supports on-premise or private cloud installations. |
On-premise/private cloud installations supported for enterprise clients. | |
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Horizontal Scaling Can increase system capacity by adding more servers or nodes. |
No information available | |
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Load Balancing Automatically distributes processing or network demands. |
No information available | |
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Disaster Recovery RPO Recovery point objective for disaster scenarios. |
No information available | |
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Disaster Recovery RTO Recovery time objective for system restoration. |
No information available |
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Client Portal Access Clients have secure access to custom portals for updates and documents. |
No information available | |
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Automated Client Statements Ability to schedule and send statements to clients without manual intervention. |
No information available | |
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Commentary & Insights Publishing Supports publishing manager commentary alongside client reports. |
No information available | |
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Audit Trail for Client Interactions Tracks all communication and document exchanges with clients. |
No information available | |
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Document Library Centralized, searchable library of reports and communications. |
No information available | |
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Custom Branding Reports and communications can be white-labeled for different clients. |
Stylus Pro reports can be white-labeled and customized with firm branding for client delivery. | |
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E-signature Integration Supports collection of electronic signatures when necessary. |
No information available | |
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Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients. |
No information available | |
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Multilingual Client Materials Support for generating materials in multiple languages. |
Documentation and marketing mention multi-language report configuration. | |
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Secure File Transfer Securely send account information and reports directly to clients. |
No information available |
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24/7 Technical Support Provides around-the-clock customer support and troubleshooting. |
Vendor support offers 24/7 emergency access for enterprise clients (per client references and SLA outlines). | |
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Implementation Services Professional services for system setup and migration. |
MPI provides implementation/migration services with Stylus Pro deployment. | |
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User Training Programs Offers comprehensive onboarding and advanced training for users. |
Product and vendor offer training programs as part of onboarding and customer success. | |
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Release Management Regular, predictable release cycles for new features and bug fixes. |
Stylus Pro releases are tracked in regular update cycles per vendor practice. | |
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User Community Forums Vendor-maintained forums for user collaboration and support. |
No information available | |
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Client Account Manager Dedicated relationship manager for enterprise accounts. |
No information available | |
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Uptime Guarantee Percentage uptime as contractually promised. |
undefined 99.9% uptime SLA is referenced in vendor support documentation. |
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Bug Resolution SLA Average time to acknowledge/resolve critical issues. |
No information available | |
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Third-party Integration Support Assistance with integrating the product with external tools. |
MPI technical support assists with integrations per client references. | |
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Customer Satisfaction Score Average CSAT or NPS reported by clients. |
No information available |
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