An international Asset Management firm selects BISAM’s B-One solution for portfolio measurement
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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
International Asset Management Firm Implements Leading Provider of Investment Performance, Attribution and Risk Solutions
New York and London, September 20, 2016 – BISAM, the leading provider of sophisticated solutions for performance and attribution, multi-asset risk, GIPS composites management and reporting, today announced that an international asset management firm successfully implemented the B-One platform to meet their evolving business plans and projections for growth.
As part of a company-wide systems architecture review, the firm selected BISAM to replace its incumbent system in favor of B-One’s scalable, flexible, market-leading performance software - and the product’s ability to support overnight reporting requirements, the expansion of new accounts, and the elimination of operational complexity and risk with a simplified architecture.
“We are pleased to have been selected to support the firm’s growing portfolio management requirements, and to have quickly and efficiently delivered the solution they need to deliver accurate, timely performance results,” said William Haney, CEO, BISAM. “The combined expertise of BISAM’s innovative implementation team and the customer’s seasoned performance and technology team helped foster a collaboration of open communication, managed expectations, and efficient planning.”
“The project team delivered a combined GIPS, performance, EQA and FIA implementation on time and on budget. This was a remarkable achievement and reflects the hard work, creativity, problem solving skills and teamwork from all involved,” said the firm’s Head of Performance & Client Reporting. “The B-One solution provides accurate and timely performance and attribution across multiple asset classes, as well as the flexibility to develop additional value-added analysis for our clients and stakeholders.”
B-One is BISAM’s award-winning, market-leading cross-asset solution, designed to centralize performance measurement processes across a single platform, including data management, performance measurement and reporting, attribution and risk factor allocation, and GIPS composite management and compliance.