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.
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 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.
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.
Fortis Investments, a top-tier asset management company with a truly global footprint, is the autonomous global asset management arm of the Fortis Group. With a broad range of investment products, Fortis provides clients opportunity to choose the appropriate solution based on their individual needs.
Fortis Investments has more than 40 investment centres, 600 investment professionals and 2,000 employees in more than 30 countries and €245 billion in assets under management.
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
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.
La Banque Postale Asset Management
Owned by the La Poste Group, La Banque Postale is a “bank like no other,” driven by the Post Office values of local presence and service. Serving more than 10.4 million active personal customers and 450,000 business customers, they offer a comprehensive range of banking and insurance products and services focused on meeting essential needs at the most reasonable cost. Postale Asset Management uses BI-SAM’s B-One platform for client reporting, risk, and performance attribution.
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.
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 June 2014, Schroders manages £271.5 billion (EUR 339.0 billion/$464.1 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.