About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

BI-SAM Releases B-One 3.3 Including the SRRI Calculation to Meet KIID Requirements

Subscribe to our newsletter

BI-SAM, a leading provider of data management, performance, attribution, risk, GIPS composites and reporting solutions for the global asset management industry, today announced the release of B-One 3.3, the latest version of its award- winning platform.

B-One 3.3 enables performance and reporting teams to further optimise their production value chains and focuses on helping asset managers meet the additional UCITS IV regulations requirements for KIID and SRRI (Synthetic Risk & Reward Indicator) calculation.

The workflow management capabilities, that provides full management of the report production process, from data collection, data checking and validation to report production and distribution, have been further extended to include:

  • Tasks can be assigned to users, with priorities and deadlines e.g. report publication due dates
  • Users can monitor and manage their own tasks to ensure that deadlines are not about to missed
  • Manager can monitor, using a customisable dashboard, the entire production value chain
  • Managers can re-assign tasks to other staff to deal in peak demand periods

Additionally B-One 3.3 includes the SRRI indicator to help its clients further leverage its performance and reporting platform to meet their UCITS IV obligations to deliver KIID reports.

“The financial market is constantly evolving and investment companies are continually required to meet new standards. BI-SAM, once again, demonstrates its ability to meet clients needs by enhancing its platform to integrate the new regulations requirements.” said Nicolas Frank, Head of Research & Development.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Streamlining trading and investment processes with data standards and identifiers

Financial institutions are integrating not only greater volumes of data for use across their organisation but also more varieties of data. As well, that data is being applied to more use cases than ever before, especially regulatory compliance and ESG integration. Due to this increased complexity of institutions’ data needs, however, information often arrives into...

BLOG

Strong Governance, Privacy Policies Can Negate AI Risks, Informatica Says

Debate about the limitations of artificial intelligence (AI) in data management was stoked further this week when a leading vendor warned that applications built on nascent large language model (LLM) technology could pose an “existential threat” to companies if not deployed thoughtfully. Jason du Preez, vice president of privacy and security at cloud data management...

EVENT

Data Management Summit New York City

Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...