Corporate News

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Standard & Poor’s Basic Fund Package has been added to MPIÕs extensive menu of third party database options. This package is available to existing and new clients at no additional charge. The Basic Fund database provides monthly returns and sixty-six quantitative and qualitative datafields for over 17,000 equity, bond, and money market mutual funds. S&PÕs Basic database will be rolled-out to existing clients as a three-month trial and new clients will receive the database bundled with the application. Please note that this package will be complemented by a fee-based Expanded Fund Package in the very near term.

MPI Client Services is pleased to report the successful launch of its MPI Learning Program. The first course offering, MPI Stylus Pro Comprehensive, was held in December and January in Burlington (MA), New York (NY), and Chicago (IL). Nearly thirty client partners, across sixteen firms, participated in the 2-day, hands-on program. Each session benefited from a unique mix of user experiences and interests, making for a productive and diverse learning environment. At the end of each course, clients were invited to complete a course evaluation to share their thoughts and opinions on the program and Stylus in general. In the words of one client, ÒThe active hands-on approach was excellent – it kept me interested and involvedÓ. As we expected from our exceptional clientele, however, there were many wonderful suggestions for improving and enhancing the workshop as well.

The new template contains two alternative one page reports using Blue Heron Consulting’s Strategy Performance Indices (SPI) in the Style Outline. The template may be used to examine the explanatory power of using investment strategies as well as style to describe and evaluate managers’ performance. Details are available for clients here.

MPI Client Services is pleased to present its first regional training course offering as part of the expanding “MPI Learning Program”. Five domestic and one international location will be included in the initial roll-out phase of the program: Boston, New York, Chicago, San Francisco, Seattle, and London.

As a precursor to MPI’s Regional Training Workshop series poised to begin in December, the MPI Client Services Team introduced a new learning program comprised of 11 thematic online training sessions. The sessions are modular in format and present users with a top level overview of specific areas of the application. The duration of each session is roughly 1-hour and will be hosted by a Client Servicing Professional. To view the expanded program, please click here.

Lipper Analytical’s Variable Underlying Fund and Variable Subaccount Databases are now available for download and use within MPI Stylus. Included with 120 months of historical performance data are approximately forty qualitative fields to help support variable annuity research and reporting objectives. To inquire further, please contact John Lampe of Lipper Analytical at (303) 405-7403.

A number of new database-specific templates are developed for use with MPI Stylus Pro. The templates are based on eVestment Alliance and Hedge Fund Research databases, and can be used as manager due diligence overview reports and product profile factsheets. Details are available for clients here.

MPI conducted a seminar in Manhattan at the Midtown Hilton on May 14th. Seminar agenda can be found here. MPI’s research and development efforts over the past several years in the areas of alternative investments and returns-based style analysis have proven quite timely. The dramatic rise in hedge funds and diminished manager transparency have escalated the need for more advanced research and risk management applications. In that spirit, the program format is designed as an educational workshop that illustrates how to successfully apply MPI’s technology using well-known hedge fund stories such as Long Term Capital, Soros Quantum Fund and others as case studies. Additionally, we will introduce our new Hedge Fund Engine, as well as our new asset allocation module for Stylus Pro, MPI Allocator.