Business cases
Read some BI-SAM success stories …
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.
Schroders Investment Management’s Performance Measurement, Attribution and Reporting Project
Schroders had been implementing a number of major systems related programmes over the past years, aimed at moving the organisation to a global systems architecture in support of global business processes. With these systems in place, Schroders then started looking to implement a best of breed global, multi-currency performance measurement and attribution system.
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.
