The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Northern Trust and BI-SAM Announce Agreement to Integrate Attribution Models for Fixed Income

Northern Trust and BI-SAM today announced an agreement to integrate BI-SAM’s B-One Fixed Income Attribution models into Northern Trust’s multi-faceted web portal, Passport.

The agreement with BI-SAM, a leading provider of software and services to the global performance, attribution and reporting industry, will strengthen Northern Trust’s fixed income portfolio analysis capabilities for custody and fund administration clients. Integrating BI-SAM’s attribution models with Passport’s tools will allow investors to further analyze the key determinants of performance with multi-factor, asset-level detail on market and manager decisions affecting the portfolio’s return.

“After a detailed review of global fixed income attribution models, BI-SAM appeared as an ideal solution for Northern Trust,” said Anthony Stevens, Practice Head for Investment Risk & Analytical Services in the EMEA (Europe, Middle East and Africa) region at Northern Trust. “By integrating the BI-SAM security-level attribution data into our existing product offerings, Northern Trust will be able to provide granular analysis of portfolio returns across a broad range of securities to distill meaningful summaries across manager specific classifications.”

“We are excited that Northern Trust has chosen to work with BI-SAM,” said Anthony Howland, Chief Operating Officer of BI-SAM Ltd. “We look forward to working with Northern Trust to help them and their clients benefit from our extensive experience in fixed income attribution modelling.”

Related content

WEBINAR

Recorded Webinar: Solvency II – Now the pain begins. How to fix your Solvency II workarounds

This webinar has passed, but you can view the recording by registering here. Many insurance companies and asset managers scrambled to meet the January 2016 implementation deadline for Solvency II. But now the pain begins as firms look toward longer-term solutions to managing data for reporting and compliance to take place of the short term...

BLOG

IHS Markit Adds Data Dictionary for EDM Platform

IHS Markit has released a data dictionary designed to help business users gain greater visibility of their data. The Data Dictionary has a web-based interface that allows users to see what data is available within their organisation, and a portal that includes data governance metadata covering how the data is defined, where it has come...

EVENT

Virtual Briefing: ESG Data Management – A Strategic Imperative

This briefing will explore challenges around assembling and evaluating ESG data for reporting and the impact of regulatory measures and industry collaboration on transparency and standardisation efforts. Expert speakers will address how the evolving market infrastructure is developing and the role of new technologies and alternative data in improving insight and filling data gaps.

GUIDE

Entity Data Management Handbook – Seventh Edition

Sourcing entity data and ensuring efficient and effective entity data management is a challenge for many financial institutions as volumes of data rise, more regulations require entity data in reporting, and the fight again financial crime is escalated by bad actors using increasingly sophisticated techniques to attack processes and systems. That said, based on best...