
BISAM Acquires FinAnalytica
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 on Premium features.
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 on Premium features
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 to discuss a subscription.
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
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Combined Offering Empowers the Buy-Side with Acclaimed Best-in-Class Performance, Attribution and Market Risk Analytics
BISAM, the leading provider of sophisticated digital solutions for performance, attribution, GIPS compliance and reporting, today announced that it has acquired FinAnalytica, a multi-asset class solution for market risk, portfolio construction and investment decision analytics for the buy-side.
BISAM’s acquisition of FinAnalytica responds to a growing demand for unified performance and risk. This market requirement is driven by several key industry trends including a shift toward risk-factor based allocation approaches, pressure from asset owners for a deeper understanding of both risk and performance profiles, and the race for higher performing investment strategies.
“In today’s environment where spikes in volatility are the ‘new normal,’ FinAnalytica stands out for its unique approach to tail risk and customizable factor models,” said William Haney, CEO, BISAM. “Their multi-asset risk analytics are a key differentiator and a very natural fit with BISAM’s existing capabilities.”
“The middle office has become more closely aligned with the front office in recent years, and so too has the risk budgeting process within the investment process,” said Boryana Racheva-Iotova, President, FinAnalytica. “The buy-side can clearly benefit from more efficient data management, which comes with having best-in class performance, attribution and risk from a single provider.”
FinAnalytica has been awarded six U.S. patents for their risk analysis, including methodologies for risk budgeting, a new approach for valuing derivatives, a portfolio construction technique using fat-tailed models, and an approach for determining which risk characteristics explain the behavior of risk factors. The firm has published over 20 research papers, including their Foundation Research Paper, Stable ETL Optimal Portfolios and Extreme Risk Management.