FIDUCIARY TRUST COMPANY INTERNATIONAL SELECTS BI-SAM’S B-ONE® SOLUTION
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
Private Wealth and Asset Management Company Chooses the Leading Provider of Investment Performance Measurement & Attribution Solutions
BI-SAM, the leading provider of sophisticated digital solutions for performance, attribution, risk, GIPS composites management and reporting, today announced that Fiduciary Trust Company International has selected its B-One platform to meet its investment performance measurement and attribution requirements.
Fiduciary Trust Company International is a member of the Franklin Templeton Investments family of companies. The private wealth manager will implement the B-One platform across multiple performance measurement processes, including total return analysis, portfolio decomposition metrics, composites, and attribution for Fixed Income, Equities and ex-post risk. Further, BI-SAM’s B-Portal reporting platform will be leveraged across the organization, empowering the firm’s portfolio and account managers with timely and accurate performance results.
“We are pleased to have been selected by Fiduciary Trust Company International to support their performance measurement processes,” said William Haney, CEO, BI-SAM. “Performance measurement is not a one size fits all process, particularly when it comes to the complex requirements specific to the private wealth management space. Our solutions empower performance teams to confidently deliver accurate and timely results to their internal and external clients.”
B-One is BI-SAM’s award-winning, market-leading cross-asset solution, designed to centralize performance management processes across a single platform, including data management, performance measurement and reporting, attribution and risk analysis and GIPS composite management and compliance.