Proactive Investors - Run By Investors For Investors
Market: AIM
52-week High/Low: 87.00p / 71.00p
Sector: Software & Computer Services
Market Cap: 53.73M
Phone: +44 (0)20 8410 9876
Address: Mansel Court, Mansel Road, Wimbledon, London SW19 4AA.


StatPro is a global provider of portfolio analytics for the investment community. Our cloud based services provide vital analysis of portfolio performance, attribution and risk. Hundreds of investment professionals use our cloud services directly or through a fund administrator/partner to perform sophisticated analysis, reporting and distribution every day.


Watch this short overview of StatPro Revolution. See how you can simply log in and focus on your portfolio analysis, distribution and sales


Deal SOG Tax Free* Losses can exceed
your initial deposit
*subject to change and depends on individual circumstances.


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Big picture - Why invest in StatPro

StatPro Snapshot

StatPro is a global provider of portfolio analytics for the investment community. Our cloud based services provide vital analysis of portfolio performance, attribution and risk for hundreds of fund managers, RIAs, CEOs, heads of risk, sales directors, marketing managers and authorized corporate directors. They are now using our cloud services and software products to perform sophisticated analysis, reporting and distribution every day.


With 18 years  of experience and expertise, we believe analytics should be sophisticated yet simple and useful as well as secure. StatPro data coverage includes global equities, global bonds, global mutual funds, most families of benchmarks, FX rates, sector classifications and much else besides.


StatPro has operations in Europe, North America, South Africa, Asia and Australia and more than 300 clients in 25 countries around the world.


YOUR HIRED! A revolutionary interview



StatPro Revolution is a cloud-based portfolio analytics service available to ACDs, custodians, fund administrators, asset managers, heads of sales and marketing, heads of risk and heads of performance enabling them to: 

increase sales by showing their investment strategy simply and beautifully 

reduce their costs by having all the information in one place 

transform their communication with clients by allowing them to see the reports they’re working on easily 

and generally make their life easier by using cloud computing simply.


Managing money is all about performance. Whether clients want steady, low risk growth or massively leveraged, high risk growth, asset managers have to explain how they are performing. Doing this has always been extremely complicated and expensive. Now it is possible - welcome to the revolution.


StatPro Revolution is a cloud-based portfolio analytics service that combines sophisticated 

risk measurement 

performance analysis 

attribution analysis 





Delivered as Software as a Service (SaaS) StatPro Revolution gives customers the support they need at a price they can afford.




Click here for Quick Portfolio Sharing Demo


Click here for Quick Portfolio Analysis Demo


Click here for Portfolio Cloning Demo




Board of Directors


Carl Bacon CIPM 1 2 3 - Non-executive Chairman

Carl, 49, was appointed Chairman in 2000. Previously he worked as Director of Risk Control and Performance at F&C Investment Management Limited and prior to that was Vice President – Head of Performance at J P Morgan Investment Management Inc. He is a founder member of both the Investment Performance Council and GIPS®, chair of the GIPS Executive Committee, chair of the Verification Sub-Committee, a member of the UK Investment Performance Committee and a member of the Advisory Board of the Journal of Performance Measurement. Carl is a director of the Freedom Index Company and is also the author of “Practical Portfolio Performance Measurement & Attribution”. 


Justin Wheatley - Group Chief Executive

Justin, 47, began his career with Micropal in 1988. In 1991 he set up an agency to sell Micropal products in Switzerland and from there grew the business by expanding it in France and Luxembourg.  In 1994, he founded StatPro to develop portfolio analysis software systems. In 1999 he sold the Micropal agency to raise £1.7 million to fund StatPro’s growth and in May 2000 he floated StatPro by raising £5.0 million to build up StatPro’s international expansion. Since flotation Justin has led several secondary fund raisings, acquired 10 businesses and disposed of two business units. That combined with organic growth have seen StatPro's revenues grow from under £3.0 million to over £30.0 million since 2000.He has day to day responsibility for the Group. 


Andrew Fabian FCA FCT - Group Finance Director

Andrew, 50, was appointed Finance Director in 2000. Prior to joining StatPro, he was Group Financial Controller at William Baird PLC. Andrew has significant experience in the financial services sector, both through senior finance roles at William Baird PLC and De La Rue plc, and also through advising financial institutions as a management consultant at Deloitte & Touche. Andrew is a chartered accountant and qualified corporate treasurer. He is a Fellow of both the ICAEW and the Association of Corporate Treasurers and served for three years on the ACT's governing council. Andrew is responsible for the finance and operations functions at StatPro. Andrew was appointed Company Secretary on 25 January 2012.


Mark Adorian 1 2 3 - Non-Executive Director

Mark, 49, was appointed to the Board in 2002. He was previously Managing Director of Standard & Poor’s Fund Services. Mark co-founded Micropal, the global fund performance analysis company in 1986, becoming their Sales & Marketing Director in 1987. In 1992 he became Managing Director of Micropal, and subsequently in 1997 negotiated the sale of Micropal to Standard & Poor’s, a division of the McGraw-Hill Companies. Between 1999 and 2001, Mark was Managing Director of Standard & Poor’s Fund Services, a business created through the merger of Micropal together with two existing Standard & Poor's businesses and another acquisition. His specific responsibilities included the global development of the enlarged entity. Mark chairs the Group’s Nominations and Remuneration Committees.


Stuart Clark 1 2 - Non-Executive Director

Stuart, 64, was appointed to the Board in 2009. He has been employed in the financial information industry since 1968. From 1995 to 2009 Stuart held various senior positions at Interactive Data Corporation ("IDC") and served as a member of the board of directors from 2000 to 2009. As President and CEO from 2000, Stuart led the business through nine years of continuous and strong growth, with revenues more than doubling to US$750 million and with profitability and cash flow growing more than threefold. IDC consistently outperformed the market in growth over that period and, at around 30%, had close to the highest EBITA margin amongst major comparable players in its industry. Stuart is also non-executive chairman of Ipreo Holdings LLC, a New York based, leading provider of deal execution platforms, market intelligence and investor communication tools.



Jane Tozer MBE OBE(13) - Non-Executive Director

Jane, 64, began her career with IBM, after which she was CEO of Softwright Systems Ltd., taking it from start-up to trade sale. Jane has since held a portfolio of non-executive directorships including quoted technology companies, investment trusts, the John Lewis Partnership, the DWP and the MoJ, and technology start-ups. She has also acted as advisor to various public sector bodies and investment banks. Jane is currently a non-executive director of F&C Global Smaller Companies plc, JP Morgan Income & Growth plc, Elexon Ltd, Asthma UK, the Information Technologists' Company Charitable Trust and her local Citizen's Advice Bureau. She also runs ITNEA, a networking association for Chairmen and Non-Executive Directors of quoted technology companies, and is a member of the Warwick Business School Advisory Board. Jane was awarded an MBE for services to the IT sector in 1991, and an OBE for services to the public service and voluntary sector in 2009.



1 Member of the Audit Committee

2 Member of the Remuneration Committee

3 Member of the Nominations Committee




Last updated on 16 July 2014 unless otherwise indicated

Number of shares                     % of share capital

Liontrust Asset Management 12,         843,304 19.0%

Herald Investment Management         7,657,784 11.3%

AXA Framlington                             7,388,750 10.9%

JMBT Wheatley                             7,433,672 11.02%

Artemis Investment Management       6,798,037 10.1%

Brown Brothers Harriman & Co       3,423,273 5.1%

MC Adorian                                       2,956,148 4.38%



In addition to the above interests, JMBT Wheatley has an interest in 307,580 ordinary shares in family trusts, being a trustee and potential beneficiary of the trusts.


Last updated on 16 July 2014 unless otherwise indicated

Number of shares %

CR Bacon              822,000 1.22%

JMBT Wheatley      7,433,672 11.02%

AM Fabian               264,647 0.39%

MC Adorian               2,956,148 4.38%

SJ Clark                90,000 0.13%

JE Tozer                24,752 0.04%

Secretary and Registered Office

StatPro Group plc

A Fabian

StatPro House

81-87 Hartfield Road


London SW19 3TJ

United Kingdom

Tel: +44 (0)20 8410 9876

Fax: +44 (0)20 8410 9877


Company Registration no: 2910629

Incorporated in England & Wales


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Ernst & Young LLP

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