Buy-Side Technology Awards 2015: Best Buy-Side Performance Measurement and Attribution Product—BI-SAM

bisam-performance
Richard Hill, Bill Haney (BI-SAM), and Victor Anderson

Ask any buy-side firm about their raison d’être and performance is likely to feature prominently in pretty much every response, irrespective of the size of the firm, the complexity of its investment strategies and operations, and the number of years it has been in existence. After all, if, as a money manager, performance does not demand the majority of your focus and you do not fixate on extrapolating that performance accurately, transparently and reliably—not to mention its attribution in order to understand the active return within a portfolio—then it’s probably time to look for a new occupation. When it comes to the buy side, performance is everything. Period.

Given the prominence that performance and attribution activities enjoy at buy-side firms, catering to this need by way of providing asset managers with technology and services to manage those functions has brought about the establishment of a highly competitive market dominated by a handful of well-established vendors vying for a piece of the action. That BI-SAM walks away with its eighth straight win in this intensely competitive category, speaks volumes about its knowledge of the intricacies of the subject, its attention to detail from both a service and technology perspective, and its ability to sign new clients, and crucially, retain existing ones. 

B-One, BI-SAM’s flagship offering and the platform responsible for delivering its eight wins, is a performance, attribution, risk and reporting platform, designed to streamline investment processes by integrating middle- and back-office systems. It uses a single data source across all of its modules in order to help improve clients’ performance measurement, data management, operational risk and attribution, client reporting, and composite management and GIPS-compliance activities.

During 2015, BI-SAM signed its first Asia-based buy-side client, a significant move, given its traditional European and US focus, while on the technology front it released BI-SAM GO, a new web-based offering designed to provide buy-side firms with daily and transactional performance and attribution analytics, alongside cleansed and validated data. It also appointed a new CEO, Bill Haney, at the start of January, who succeeded erstwhile CEO, Alex Harkous. 

As expected, BI-SAM has added more bells and whistles to its all-singing all-dancing B-One platform during 2015—certainly there are too many enhancements to list here—but it is its extensive European and US buy-side client roster that is most striking. Buy-side firms are well known for scrutinizing user-lists before inking contracts; a quick glance down BI-SAM’s list of household names will reassure even the most hesitant of prospective clients.    

That BI-SAM walks away with its eighth straight win in this intensely competitive category, speaks volumes about its knowledge of the intricacies of the subject, its attention to detail from both a service and technology perspective, and its ability to sign new clients, and crucially, retain existing ones.
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