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5 October 2015
New York, United States

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.

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Press Releases