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

FactSet Acquires BISAM to Extend Portfolio Performance and Risk Capabilities

Subscribe to our newsletter

FactSet has extended its capabilities in portfolio performance, multi-asset risk and Global Investment Performance Standards (GIPS) management and reporting through the acquisition of BISAM Technologies from Aquiline Capital Partners at a cost of $205.2 million.

The acquisition adds BISAM’s B-One cross-asset performance measurement solution, which complements FactSet’s portfolio analytics and client reporting, as well as BISAM’s Cognity product, which builds out FactSet’s risk analyses for derivatives and quantitative portfolio construction. BISAM’s 160 employees will join FactSet.

Commenting on the acquisition, Phil Snow, CEO at FactSet, says: “As investment processes and asset types become more complex, the financial community is seeking increased insight and transparency on performance and risk. Over the past 20 years, we have continuously invested to evolve our analytics solutions through innovation, acquisition and strategic relationships. The combination of BISAM and FactSet allows us to better serve critical workflows throughout the portfolio lifecycle and fulfill our clients’ need for more consistent performance and risk data.”

Christophe Volard, global head of product development, performance and attribution, and a co-founder of BISAM, adds: “Joining FactSet provides BISAM with an opportunity to create scale and bring our industry-leading performance and risk systems to a broader market.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unlocking Transparency in Private Markets: Data-Driven Strategies in Asset Management

As asset managers continue to increase their allocations in private assets, the demand for greater transparency, risk oversight, and operational efficiency is growing rapidly. Managing private markets data presents its own set of unique challenges due to a lack of transparency, disparate sources and lack of standardization. Without reliable access, your firm may face inefficiencies,...

BLOG

Data’s Evolution Continues From Cost to Core Asset: DMS New York City 2025 Preview

Modern Chief Data Officers are not only the guardians of financial institutions’ data estates, they are also the caretakers of their single-biggest asset. With every part of an organisation’s business now dependent on data, the custody of its digital information is every bit as critical to operations as the management of trading teams or even...

EVENT

Data Management Summit London

Now in its 16th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Entity Data Management Handbook

Following on from the success of our Regulatory Data Handbook, A-Team Group is pleased to introduce its new Entity Data Management Handbook which is available for free download. This Handbook is the ultimate guide to all things entity data: Why Entity Data is important A full review of Legal Entity Identifiers (LEIs) Where they came...