BISAM Insights Blog

Rise of the Robots

Posted by Sean Murray, Director of Product Strategy, BISAM on Apr 5, 2017 8:39:47 AM

BISAM was pleased to present at last week’s Portfolio Risk and Performance Measurement forum hosted by Financial Research Management. Our presentation focused on integrated performance and risk, and the role technology has played (and continues to play) in shaping the topic. We presented a number of options a firm should consider as they deploy performance and risk technology, and the pros and cons of each option.

Read More

Topics: Data Management, Market Trends, Performance & Attribution, Risk Management

The Elegance of Simplicity: Basic Tenets of Technology

Posted by Sean Murray, Director of Product Strategy, BISAM on Mar 1, 2017 8:30:00 AM

I recently saw the movie La La Land, and it got me thinking about the current state of technology in our industry.  You’re probably thinking “he’s nuts - how could a blockbuster musical possibly align with technology in our industry?”  Easy: the elegance of simplicity.

Read More

Topics: Data Management, Market Trends, Performance & Attribution, Risk Management

ETFs and Hidden Risks in your Portfolio

Posted by Sean Murray, Director of Product Strategy, BISAM on Feb 8, 2017 8:30:00 AM

An article published recently on FT.com detailed the rise in use of ETFs as an alternative to actively managed (or passively managed) Mutual Funds. The piece, ETFs are Eating the Stock Market, notes that the reasons investors choose ETFs over Mutual Funds are well understood, and can be summarized as broad investment allocation across segments with low fees.  The article goes on to surmise that ETFs are here to stay, even with a presumed turnaround in active management in 2017. So for those firms selecting ETFs as a quick and easy way to gain exposure to a specific segment, what might be the overall impact on your portfolio, and how can you prepare for the potential of hidden (and unintended) risks?

Read More

Topics: Data Management, Performance & Attribution, Risk Management

Case Study: End to End Investment Performance Analysis

Posted by Erika Alter, Global Head of Commercial Strategy, BISAM on Feb 1, 2017 8:33:23 AM

Today’s blog post summarizes how BISAM collaborated with the performance team and their front office counterparts at a large global insurance firm to deliver a robust performance and attribution platform for complex data management, performance measurement, reporting and multi-asset attribution.  The resulting solution enabled the performance team and portfolio managers to evaluate and enhance their investment strategies, while maintaining high levels of security, transparency, process control and operational scale. 

Read More

Topics: Data Management, Reporting, Performance & Attribution

Ask the Expert: Data Governance and Transparency with Lisa Conner

Posted by Erika Alter, Global Head of Commercial Strategy, BISAM on Nov 10, 2016 9:00:00 AM


This week Lisa Conner, Head of Data Management at BISAM, and I discuss the importance of enterprise-wide agreement on data governance and management, and the importance of transparency across all data sources.

Read More

Topics: Data Management

The Post-POINT Transition Series - Part 2: Data Considerations

Posted by Lisa Conner, Head of Data Management, BISAM on Aug 4, 2016 7:00:00 AM

In the world of Risk and Performance and Attribution, the players are buzzing – what is going on with Bloomberg LP and the acquisition of Barclays POINT and the Barclays Fixed Income indices? 

Read More

Topics: Data Management, Fixed Income Attribution, Performance & Attribution, Risk Management, Barclays POINT Transition Series

Ask the Expert: Data Management with Lisa Conner

Posted by Meredith Wade, Intern, BISAM on Jul 6, 2016 10:09:57 AM

 

Note from the BISAM Blog Editor, Erika Alter: Summer is here, and intern season is upon us! I’m pleased to introduce BISAM’s Insights intern, Meredith Wade, a rising Junior at Villanova University, who is pursuing a double major in Accounting and Economics. Today, Meredith shares her interview with BISAM’s Head of Data Management, Lisa Conner.

Last week, I had the pleasure of sitting down with Lisa Conner, BISAM’s Head of Data Management. Lisa and I discussed how her perception of data management has changed since her arrival at BISAM just over one year ago.  Following BISAM’s acquisition of FinAnalytica earlier this year, Lisa shifted into a more strategic role with a focus on both Performance and Risk data and analytics, and her outlook on data strategy has evolved accordingly. We discussed the future of data management, regulation, and compliance in the financial services industry.

Read More

Topics: Data Management

Fixed Income Attribution – The Edge Is In the Data

Posted by Lisa Conner, Head of Data Management, BISAM on Nov 17, 2015 9:37:48 AM

This month, the BI-SAM Insights Blog has been tackling the specific challenges posed by fixed income attribution, and a recent comment from a reader regarding the importance of good data got me thinking about not only the complexities of fixed income attribution, but of the complexities and multiple considerations that come with managing fixed income data.

So for the sake of today’s post, let’s agree on a basic premise - in the world of fixed income securities and data, a minor change can result in millions of dollars in cost differential.  In other words, you better get the data right!

Read More

Topics: Data Management, Fixed Income Attribution

The "Butterfly Effect" in Client Reporting

The butterfly effect is a term used in chaos theory to describe situations where there is a highly sensitive dependence between the internal components of a system, such that a small change in one part of the system results in significant and disproportionate consequences in the other.

Read More

Topics: Data Management

Data Visualization

I was recently on holiday and decided to go for a long walk in the country guided by a set of detailed instructions. Things didn’t go well. Despite the detail of the instructions, I became a bit disorientated and uncertain as to where I actually was. Fortunately, I had a GPS app on my phone which had a detailed map and so I was able to work out exactly where I was, where I had gone wrong, and how to get back on to the right path. This made me realize that it isn’t sufficient to have a set of detailed written instructions when you head out on a 20-mile hike, you need a visual frame of reference so that you can position yourself, and the instructions, with respect to the landscape, i.e. a map.
Read More

Topics: Data Management