BISAM Insights Blog

Ask the Expert: "Top Down/Bottom Up" Performance Reconciliation with Sean Murray

Posted by Erika Alter, Global Head of Commercial Strategy, BISAM on Jul 1, 2016 9:48:27 AM

Introducing BISAM's "Ask the Expert" blog series. This latest thought leadership program taps both internal and external experts within the BISAM community to discuss key points of interest and innovation in buy-side analytics, covering everything from Performance and Attribution and Market Risk, to Data Management, Implementation and Technology. As always, we hope you find the series to be informative, and we invite you to submit your own questions for the expert via the comment form below.

This week, to launch our new series, I was pleased to sit down with BISAM Expert, Sean Murray, Director of Product Strategy for BISAM's B-One solution. For our inaugural post, I asked Sean to share some of the latest trends he's seeing when it comes to our customers' "non-traditional" use of B-One. Following is my Q&A with Sean.

Read More

Topics: Reporting, 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.*

Read More

Topics: GIPS Composites, Reporting, Performance & Attribution

The Top Three Mistakes in Client Reporting

This is the second post describing some of my key takeaways from Osney Media’s Client Reporting and Communications Conference, which I chaired at the end of November. Last week’s post looked at whether it’s time to rethink the overall approach to regulations. This week’s post looks at the growing disconnect between investment managers and their clients, in the context of client reporting.

At the conference I chaired several panel sessions where the panellists were senior representatives from a range of institutional investors. It was clear to me that a disconnect is developing between managers and their clients. And so I have summarized my main takeaways from these panel sessions as the top three “mistakes” that managers are making with client reporting.

Read More

Topics: Reporting