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

US Client Goes Live with BI-SAM in Under Four Months

Subscribe to our newsletter

BI-SAM, the leading provider of performance, attribution and reporting software solutions for the global asset management industry, today announces that its B-One solution has been successfully implemented in one of its US clients.

This USD27bn AuM US group selected B-One in July 2010 not only for the quality of its data management, calculations accuracy and reports but also for the expertise of the BI-SAM staff and their specific focus on client satisfaction. The project was to replace the old incumbent system in order to calculate equity attribution, using a transaction based Karnosky and Singer multicurrency approach, and to explore the possibility of using ex-post and ex-ante risk decomposition and attribution in the future for over 150 portfolios.

BI-SAM has proven its capacity to provide this, allowing performance teams to rely on results matching the official portfolio returns, and explaining each and all the investment processes through attribution analysis. B-One has been delivering high quality data checks and controls, becoming the company’s most important piece in the data management system for portfolio and benchmark data consistency checks.

Additionally, the platform’s fully automated process with the workflow capabilities allows for the 150 portfolios to be processed and available the day after the data import. The implementation project, which started in August 2010, was successfully managed until ‘go live’, less than four months later.

“We are pleased with the B-One attribution platform, it delivered insights that were not previously available. The transactional-based system has helped us understand the drivers of our performances at a microscopic level. We believe we made the right decision to work with BI-SAM and their B-One solution.” commented US group’s project manager.

“We are very happy to have succeeded in the delivery of this project on time, with highly accurate calculations and quality reports. This is a great beginning to our partnership with this important client and a good sign for the numerous projects that will be starting in 2011!” said Christophe Volard, BI-SAM Inc’s COO.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Transforming Data Experiences in Quantitative Research and Trading

For quantitative researchers and quant trading teams at banking and capital markets firms, the ability to access, integrate, and share data is critical. Data and how teams collaborate with data underpins the ability to generate alpha, perform execution analyses, and provide a modern and differentiated client experience. However, for most banks, legacy technology stacks and...

BLOG

Alveo expands data partnership with SIX

Alveo, a cloud-based market data integration, analytics and Data-as-a-Service (DaaS) solutions provider, has expanded its global data coverage and feed integrations with the addition of new content from SIX, including sentiment indicators, tax, and regulatory risk data. SIX data sets covering global security master and historical pricing data are already available to users of Alveo’s...

EVENT

Regulatory Reporting Briefing, London

RegTech Insight (from A-Team Group) is proud to announce the launch of its Regulatory Reporting Briefing taking place in London and focusing on: Preparing for the EMIR Re-Fit

GUIDE

Connecting to Today’s Fast Markets

At the same time, the growth of high frequency and event-driven trading techniques is spurring demand for direct feed services sourced from exchanges and other trading venues, including alternative trading systems and multilateral trading facilities. Handling these high-speed data feeds its presenting market data managers and their infrastructure teams with a challenge: how to manage...