Client list
BI-SAM has clients across the four major segments: Insititutional Asset Manager, Private Wealth Manager, Asset Servicer and Asset Owner. Below is a list of some for our clients.
| Asset Managers | Wealth Managers | Asset Servicers |
|---|---|---|
Aberdeen AM Aviva Investors BNP Paribas IP Capital Generation Partners Covea Finance CPR AM Federal Finance Fiera Sceptre FIM AM HSBC Global AM Inter Expansion JP Morgan AM La Banque Postale AM Natixis AM Nomura AM Rothschild & Cie Gestion Schroder IM Standard & Poor's | Lloyds International Private Bank | HSBC Securities Services Nomura Prime Services Northern Trust |
Barclays
In France, Barclays specialises in financial solutions and investment for high worth private individuals and international customers residing in France. Barclays Asset Management France selected BI-SAM’s Reporting Suite, based on Microsoft technology TM and aimed at small to medium sized asset managers. This solution allows Barclays AMF to automate its “Mutual Funds”, as well as its “Employees Savings Funds” reporting.
Covéa Finance
Covéa Finance is the asset management company of Covéa Group, “Groupe d’Assurance Mutualiste” resulting from the merger of MAAF, MMA and GMF. Further to the merger with MMA Finance in May 2010, Covéa Finance is managing more than EUR 70 billion assets under management, mainly French mutual funds and institutional portfolios, and has chosen BI-SAM for its reporting, performance and attribution calculation needs.
CPR Asset Management
Established in 1989, CPR Asset Management has built its reputation over the years by delivering superior management of fixed income and diversified funds. Since 2002, they have extended their expertise to equities. The stock selection process is based on a systematic analytical methodology.As of 30 December 2005, assets under management for institutional investors and financial retailers totalled €18bn. CPR Asset Management selected B-ONE as a global platform for performance attribution.
Federal Finance
Federal Finance is the specialist investment management arm of Credit Mutual Group, a large French Retail banking group. The company creates and manages SICAVs, Investment Funds and Funds for employee savings, and pride themselves on their constant innovation and rigorous expertise. Federal Finance replaced an existing attribution system with BI-SAM’s Equities/ Balanced Atrribution tool.
Fiera Sceptre
With $ 30 billion of assets under management, Fiera Sceptre is an independent investment management company, offering high quality and highly capitalized services to its clients.
FIM Asset Management
FIM is a Finnish investment services provider owned by its personnel. FIM offers individual and versatile investment, savings and asset management services. The FIM group consists of parent company FIM Corporation and subsidiaries FIM Bank Ltd and FIM Asset Management Ltd. FIM Bank Ltd has been granted permission to operate as a credit institution and the right to act as a Finnish deposit bank. In addition to the head office in Helsinki, FIM has regional offices in Jyväskylä, Kuopio, Lahti, Oulu, Tampere and Turku. FIM also operates in Stockholm, Sweden.
Fortis Investments
Fortis Investments is the autonomous global asset management arm of the Fortis group. Fortis Investments is a top-tier asset management company with a truly global footprint. The broad range of investment products we manage means that our clients can choose the appropriate solution to their individual needs. Fortis Investments’ core company values are centred around innovation, performance and client focus.
We have over 40 investment centre, 600 investment professionals worldwide, more than 2000 employees in over 30 countries and EUR 245 billion in assets under management.
Inter Expansion
For over 40 years, Inter Expansion, first paritarian organization specialized in employee savings, helps companies and employees to optimize their employee savings schemes.
As Asset management arm of the group Humanis, (one of the largest groups of social welfare systems specialized in pension schemes), Inter Expansion is also the legitimate expert in long-term management and therefore involved in social issues. Independent from the banking world, Inter Expansion manages the savings entrusted to him in the exclusive interest of investors, excluding risky Asset classes and achieving high performance standards.
(Figures as at 31.12.2010)
- 2500 reference customers
- 500,000 investors
- 8.5 billion € of financial assets under management
- 2.5 billion € of assets under management in employee savings plans
- 512 million Euros in SRI managed assets
JP Morgan Asset Management
J.P. Morgan Asset Management is a leading asset manager for institutions, individuals and financial intermediaries, worldwide. Our investment professionals are located around the world providing strategies that span the full spectrum of asset classes including equity, fixed income, cash liquidity, currency, real estate, infrastructure, hedge funds and private equity.
La Banque Postale Asset Management
After an institutional RFP managed by an external consultant, followed by a proof of concept, La Banque Postale Asset Management (LBP AM), with 32 Billion AUM, has decided that BI-SAM is the best choice for its reporting, risk, and performance attribution needs.
Lloyds TSB Private Banking
Lloyds TSB Private Banking delivers exclusive private banking services to the wealthiest individuals across five continents. Our dedicated network of Relationship Managers take a highly personalised approach to wealth management focusing on building a rewarding, long-term relationship with our clients from generation to generation.
Our experts provide advice based on individual client needs, delivering high-quality solutions which include: banking services, investment management, wealth structuring solutions, advisory services, credit and lending solutions.
NATIXIS Asset Management
NATIXIS Asset Management Group is one of the principal asset managers in France and also a subsidiary of NATIXIS Global Asset Management. The total assets under management reached €600 bn at June 30, 2007. The Group brings together the expertise of a diverse line-up of affiliated investment managers and distribution companies based in Europe, the United States and Asia in a single organization dedicated to protecting and enhancing wealth for individuals and institutions.
Nomura Asset Management
Nomura Asset Management (NAM) manages some US$ 346 billion of assets (as at 30 June 2011) and is best known within a European context for its expertise in the management of Far Eastern equity portfolios. We manage assets for some of world’s largest institutions such as corporate and state pension schemes, insurance companies, asset managers, investment trusts, Private Banks, Central Banks and Sovereign Wealth funds.
Northern Trust Company
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking solutions to corporations, institutions and affluent individuals. For more than 120 years, we have evolved with the changing needs of our clients and our world.
As of June 30, 2011, Northern Trust Corporation had:
- $97 billion in banking assets
- $4.4 trillion in assets under custody
- $684.1 billion in assets under management
Rothschild & Cie Gestion
Rothschild & Cie Gestion manages a range of OPCVMs (approximately a hundred funds), which through different modes of management, cover all credit classes and all geographical areas of the world. Rothschild & Cie Gestion selected B-ONE to replace its existing analytical tool.
Schroders
Schroders is a global asset management company with £113.3 billion (EUR 133 billion) under management as at 30 June 2009. Our clients include corporations, insurance companies, local and public authorities, charities, pension funds, high net worth individuals and retail investors.
www.schroders.com
