Customer List

BI-SAM is proud to have some of the world’s largest, most respected and successful financial services firms as our customers. BI-SAM customers span the globe and are comprised of institutional asset managers, private wealth managers, asset servicers and custodians and asset owners. Below are some of BI-SAM customers that leverage our award-winning B-One platform to streamline operations and improve client service levels.


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Covéa Finance

Covéa Finance is the asset management company of Covéa Group, resulting from the merger of MAAF, MMA and GMF. As of the end of 2011, Covéa Finance manages more than €71 billion assets and offers 75 investment funds with a focus on French mutual funds and institutional portfolios. Covéa Finance uses BI-SAM’s B-One platform for reporting, performance measurement and attribution.



CPR Asset Management

Established in 1989, CPR Asset Management has built its reputation by delivering superior management of fixed income and diversified funds and in 2002 extended their expertise to include equities. CPR Asset Management has more than €18bn in assets under management for institutional investors and financial retailers. B-One is CPR Asset Management’s global platform of choice for performance attribution.




Conning & Company was founded in Hartford, Connecticut in 1912 and quickly developed a reputation as an insurance industry and equity specialist, serving the needs of major institutional investors as well as the senior managements of insurance companies. Conning’s unique combination of asset management, strategic advisory and insurance research serves more than 300 clients worldwide.



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 a legacy attribution system with B-One’s powerful equity attribution solution.



Fiera Capital




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.



Inter Expansion

For over 40 years, Inter Expansion has specialised in employee savings, helping companies and employees to optimize their employee savings programmes. The asset management arm of the group Humanis, Inter Expansion has more than €8.5 billion total assets under management, with more than 500,000 investors.



JP Morgan Asset Management

JP Morgan



J.P. Morgan Asset Management is a leading asset manager for institutions, individuals and financial intermediaries, worldwide.  With investment professionals located around the world, J.P. Morgan provides strategies that span the full spectrum of asset classes including equity, fixed income, cash liquidity, currency, real estate, infrastructure, hedge funds and private equity.



Lloyds TSB Private Banking

Founded in 1765, Lloyds TSB Private Banking delivers exclusive private banking services to the wealthiest individuals across five continents. Their dedicated network of Relationship Managers take a highly personalised approach to wealth management focusing on building a rewarding, long-term relationship with clients from generation to generation. Lloyds TSB’s 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 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.



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.



Oddo Asset Management




Oddo Asset Management is the asset management subsidiary of the Oddo Group.  With assets under management of €15bn and a staff of 110, Oddo AM has, for more than 25 years, been one of the most important independent asset management companies in Europe.  Supported by a team of 40 managers and analysts, it offers its clients a range of funds focused on the main asset classes – equities, bonds and allocation – and gives them the prospect of a long-term commitment, with stable and clear investment processes.



Rothschild & Cie Gestion

Headquartered in Paris, Rothschild & Cie Gestion provides asset management services to French and European institutional clients, external distributors and Independent Financial Advisors. Rothschild & Cie Gestion is one of the major players in conviction-based management in France. We cover a full range of products including equities, fixed-income, convertible bonds and flexible diversified funds. Rothschild & Cie Gestion replaced an existing analytical tool with the B-One Analytics Suite for performance measurement and attribution analysis.




As of December 2014, Schroders manages £300 billion (EUR 386.6 billion/$467.8 billion) on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world.  Clients include corporations, insurance companies, local and public authorities, charities, pension funds, high net worth individuals and retail investors.

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