BISAM Insights Blog

"Buy vs Build" in Performance Analytics

To build or to buy? As solution providers, this is an ongoing debate and one for which we certainly have a particular opinion. BISAM regularly speaks with firms to help them answer the question: when it comes to Performance and Risk solutions, should we buy, build or both? And as we’ve all seen in more recent years, the trend has clearly leaned towards the “BUY” of the equation, as outlined notably during the latest Buy-Side Technology North American Summit.

When it comes to Buy or Build, there are a number of things to consider: What is the required time to market? Does the organization have the right skillset? What will be the Total Cost of Ownership for the platform? Etc.

BISAM addressed these points in a detailed white paper just a couple of years ago, and the arguments remain fresh and current in favor of the “buy” trend.

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Topics: Market Trends, Performance & Attribution

Global asset management firm seeks scalable reporting solution that will adapt to its growing and diversifying portfolio

This month's B-One Implementation Success Story looks at the collaborative effort that led this European asset manager to significantly reduce report delivery time and fully eliminate the need for manual post-production reports editing.

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Topics: Reporting, Support & Implementation, Performance & Attribution

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

Unification of Performance and Risk: What Should the Industry Expect?

Posted by Sean Murray, Director of Product Strategy, BISAM on Oct 5, 2016 8:00:00 AM

RIMES hosted their first annual client conference on September 15 in New York City, and invited me to participate on a panel regarding the unification of performance and risk - a topic BISAM has been exploring in some detail throughout 2016.  The panel moderated by David Spaulding touched on many of the more practical challenges of this burgeoning topic.  In fact, David summarized the dimensions of unification as systematic, organizational and formulaic - essentially the technology, operations, and algorithms that will fuel the continued adoption.

A question from the audience has stuck with me since.  What will unification actually look like?  What should the industry demand from the solution providers, and what should the solution providers create?  Let’s explore.

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Topics: Performance & Attribution, Risk Management

Five Competencies that Investors Should Expect From Their Asset Managers

Posted by Erika Alter, Global Head of Commercial Strategy, BISAM on Sep 28, 2016 8:00:00 AM

Meeting the needs of institutional clients is of course a key focus for asset management organizations, and those needs are becoming more sophisticated and more challenging.  The reporting model between asset managers and their institutional clients used to be a ‘standardized push’ model in which clients were given whatever information their managers could provide, when they could provide it, and in the format that they could provide. That’s all changed. Today’s reporting model is a ‘customized pull’ model, with the clients dictating what should be delivered, when and how.

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Topics: Reporting, Performance & Attribution, Risk Management

The Post-POINT Transition Series - Part 3: Decoupling Analytics

Posted by Sean Murray, Director of Product Strategy, BISAM on Sep 21, 2016 8:20:55 AM

Fixed Income Attribution solutions are notoriously data hungry, requiring immense amounts of data from many sources to seamlessly decompose portfolio and benchmark returns. Acquiring the data is just one small part of the equation - equally important is integrating, matching, and validating the data - not to mention ensuring the portfolio managers and external customers are happy with the selections. When it comes to choosing data vendors and data tools, the priority has typically been to focus first on selecting a vendor of index and analytics data that could meet the requirements of internal users and customers, and then simply leveraging that vendor’s data tools for a low (or no) fee.

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

Global Asset Manager Successfully Implements B-One for Overnight Reporting & Account Expansion

Posted by Erika Alter, Global Head of Commercial Strategy, BISAM on Sep 14, 2016 8:00:00 AM

This month’s Implementation Success Spotlight focuses on an institutional asset manager who selected the B-One Performance platform to deliver a scalable reporting solution in support of overnight reporting and expansion of new accounts – all with a streamlined, low risk architecture.

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Topics: Support & Implementation, Performance & Attribution

Most Popular Posts of the Summer - 2016

Posted by Erika Alter, Global Head of Commercial Strategy, BISAM on Aug 30, 2016 8:00:00 AM

From Brexit stress-testing to POINT transitions, the summer of 2016 has been a busy one for our BISAM Insights blog contributors. We have summarized our top five most popular posts of the season to help you ease into this last week of summer. The most-read posts include a B-One implementation success story, pre/post-Brexit FX rate correlations, a discussion re: POINT transition considerations, how to leverage B-One for multi-manager performance reporting, and the rise of the Performance Team's importance across the asset management space, as told by Peter Ellis. We hope you enjoy the insight and expertise of our thought leaders, and we welcome your comments. Enjoy!

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Topics: Performance & Attribution, Risk Management

Ask the Expert: Peter Ellis- The Golden Age of Performance

Posted by Meredith Wade, Intern, BISAM on Aug 17, 2016 8:00:00 AM

BISAM’s Summer Intern, Meredith Wade was fortunate enough to have the opportunity to speak with the seasoned PMAR expert, Peter Ellis, a strategic advisor to BISAM. Peter and Meredith discussed the evolution of the Performance Measurement, Attribution and Risk (PMAR) role in the financial services industry, with Peter sharing his reflections on the industry’s past, its growth, and where he sees the industry heading in the future.

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Topics: Performance & Attribution

Q&A With Sean Murray: The Case for Manager Performance Results

Posted by Erika Alter, Global Head of Commercial Strategy, BISAM on Aug 11, 2016 9:00:00 AM

In recent posts, Sean Murray, BISAM’s Director of Product Strategy, has outlined the correlations between investment performance and manager compensation, the tensions of that dynamic, and the related efficiencies that firms can realize from B-One for measuring and reporting manager results. This week Sean and I further discussed his ideas and the Manager Reporting use case for the BISAM B-One Performance and Attribution system. If you’d like to join our discussion, please share your comments at the end of this post.

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Topics: Reporting, Performance & Attribution