BISAM Insights Blog

GIPS® Compliant Asset Manager Successfully Implements New B-One Reporting Solution

Posted by Florent Josset, Lead Implementation Manager, BISAM on Oct 19, 2016 10:18:42 AM

After becoming GIPS certified, this mid-sized asset manager turned to BISAM for an enriched reporting solution to slash their reporting time while simultaneously producing precise and in-depth attribution reports.

View the implementation success story to learn

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Topics: GIPS Composites, Reporting, Support & Implementation, Performance & Attribution

BISAM's Customer Success Stories

Posted by Erika Alter, Global Head of Commercial Strategy, BISAM on Feb 16, 2016 9:00:00 AM

In our 2015 year-end interview with BISAM’s CEO William Haney noted the firm’s evolving collaboration with our customers as his proudest accomplishment during his first year as CEO.

I’m proud of the many steps we have taken toward forging even stronger relationships with our clients and broadening our presence globally and across market segments. This has benefited BISAM across a number of our teams, and ensures we are set up to further innovate for our clients in 2016.

As evident in our current series of Customer Success Stories, BISAM believes that ongoing collaboration with our customers is key to ongoing innovation, further improving our service and support, outlining future product roadmaps and understanding the trends that drive our customers’ thinking and operations. In return, we can continue to enable the world’s leading asset managers to improve operational efficiency, reduce their reliance on manual data management processes, and empower their teams to perform better with accurate and timely investment performance results.*

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Topics: GIPS Composites, Reporting, Performance & Attribution

Pictet AM Interview: The Value of GIPS® Compliance

While the number of GIPS® verified asset managers rises, a very specific set of skills around understanding, managing and maintaining GIPS compliance becomes necessary to set-up longer term GIPS strategies. Having the right processes, data, technology and team in place is critical for ongoing compliance.

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Topics: GIPS Composites

What's New With GIPS Standards?

Posted by John Simpson on Oct 6, 2015 9:42:00 AM

A summary of the CFA Institute's 19th Annual GIPS Standards Conference

CFA Institute hosted the 19th Annual Global Investment Performance Standards (GIPS®) Conference in beautiful Coronado Bay, California (just outside of San Diego) on September 17-18, 2015.  As usual, the conference was a great opportunity to meet up with colleagues, network, and see what is going on in the performance measurement industry.  Just under 400 people attended the conference, making it an excellent opportunity to reacquaint with old friends, as well as make new connections.

So what was new with respect to the GIPS Standards?  The quick answer is, not much, if you are asking what has changed since this time last year.  That said, there were some indications of changes and proposed changes coming down the pike.  Here’s a summary:

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Topics: GIPS Composites