BISAM Insights Blog

Spotlight on the B-One Scalability Initiative

In 2016, BISAM launched a new scalability initiative to ensure that as our customers’ processes evolve and their businesses grow, they can confidently rely on B-One to scale with them. We now have a proven process in place to ensure a continuous path of progress so that our customers can successfully scale their operations with their business. Following is an at-a-glance summary that looks at how BISAM’s B-One development team partnered with two particular customers to help them achieve vastly improved operations, processing and response times. You can download the detailed case study via the button below.

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Topics: Support & Implementation

BISAM Implementations - Future State Initiative

Posted by Erika Alter, Global Head of Commercial Strategy, BISAM on Jan 4, 2017 8:01:55 AM

In 2016, the BISAM Professional Services team launched its Future State Initiative, a project dedicated solely to continuously improving and advancing the implementation process through the development of an implementation toolkit comprised of best practices and frameworks. This initiative has empowered the Professional Services team in their ongoing efforts to steadily reduce costs, increase efficiency, and improve consistency of BISAM solution implementations. Following is a summary of the initiative, as outlined by Tamara Palamakumbura. Tamara manages BISAM's UK and Northern European implementation team, and has expertly led the Future State Initiative for BISAM.

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Topics: Support & Implementation

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

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

Mid-Size Asset Manager Seeks Vendor-Supported Reporting Solution

Posted by Nina Sharpe, Head of Sales Engineering, BISAM on Aug 9, 2016 10:01:08 AM

This is the first in a series of monthly case studies that highlight some of BISAM’s recent B-One implementation projects. Our Professional Services team have selected the success stories that they think best demonstrate BISAM’s commitment to innovation and customer collaboration. 

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Topics: Reporting, Support & Implementation

Implementing Performance Systems – Innovations of 2015

Posted by BI-SAM's Professional Services Team on Dec 22, 2015 9:00:00 AM

An asset management firm will usually implement a new performance system once every 10 years. BI-SAM’s Professional Services Group implements a new performance system multiple times every year. This means that BI-SAM’s Professional Services Group has more depth of experience and know-how in the area of implementing and upgrading performance systems than is usually found in most asset management organizations. So as we approach the end of the year, we thought it would be interesting to look back at 2015 and highlight some of the areas where the team has provided advice and guidance to our client base, and share this with the readers of the BI-SAM Insights blog.

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Topics: Support & Implementation, Performance & Attribution

Industry Challenges in 2016: Harnessing the Old to Make Way for the New

A time for looking back

December is the month in which we reflect back on the year that is almost behind us, and look forward to the one that is almost upon us. It’s a time for objective analysis of the things that we could have done better, and for forming the resolutions that will guide us over the next 12 months.

As you look back at 2015 what would you say are the big challenges and trends in performance and risk that were headline news during the year?

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Topics: Support & Implementation

Fixed Income Attribution - We Can Make It Easier To Implement

Posted by BI-SAM's Professional Services Team on Nov 10, 2015 9:00:00 AM

In our previous blog post we discussed the use of attribution analysis and fixed income attribution methodologies to analyze bond portfolios. Surprisingly, attribution analysis is not widely used for bond portfolios; and of those using fixed income attribution, many are dissatisfied to some extent with the results it produces. The reasons often given are that it’s hard to understand and it’s hard to implement.

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Topics: Fixed Income Attribution, Support & Implementation

Moments of Truth

Posted by Richard Irons on May 26, 2015 9:00:00 AM
I was boarding a transatlantic flight recently when a person in front of me was prevented from taking her bag onto the plane because it exceeded the dimensions for cabin baggage. The interaction became quite heated and ended with the passenger saying that she was going to write to the CEO of the airline.
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Topics: Support & Implementation