Case studies

Covéa Finance: Integration of a new risk ex-ante and risk ex-post reconciliation methodology to answer growing investors’ needs

Covéa Finance wanted to implement a new risk attribution methodology, developed by a French Think Thank group, which would provide investors with a new set of indicators. From a technical point of view, the challenge was to integrate the new method within the existing framework without any additional operational risk…

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Implementation of a Fixed Income Performance Attribution tool at NATIXIS AM

NATIXIS AM was facing a double challenge: on the one hand the definition of a performance attribution “fixed income” methodology and on the other hand the rapid installation of a tool allowing the analysis of fixed income portfolios.
In order to meet this need for a methodology, NATIXIS AM has been participating in the work of the GRAP (research group in performance attribution) conducted by Deloitte since its creation in 2003. In the second instance, NATIXIS AM contacted BI-SAM Technologies due to its competencies in terms of fixed income performance attribution methodologies and IT developments…methodology and on the other hand the rapid installation of a tool allowing the analysis of fixed income portfolios.
In order to meet this need for a methodology, NATIXIS AM has been participating in the work of the GRAP (research group in performance attribution) conducted by Deloitte since its creation in 2003. In the second instance, NATIXIS AM contacted BI-SAM Technologies due to its competencies in terms of fixed income performance attribution methodologies and IT developments…

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Replace Federal Finance existing system and provide efficient equity attribution calculations & reporting

Federal Finance was facing numerous challenges:

- Lack of functionalities to support attribution,
- Inefficient data aggregation & controls
- Technical issues for the existing system
- Unreliable reporting

Federal Finance decided to replace its existing system with a new onewhich would improve the performance measurement  and equity attribution to provide managers with reliable figures and reports for investors…

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Réalisation : Sismeo agence web Paris