Testimonies
Franck IBALOT |Performance and Risks responsible at Covéa Finance
“B-One is the solution we use to measure and analyze our portfolios performance and attribution for several years now. We benefit from BI-SAM’s expertise both in terms of technology and know-how in the field of performance and reporting. The whole portfolio data (inventories, transactions, calculated indicators) are stored into B-One and, as risk attribution data requirements are the same as for performance attribution, we have obviously capitalized on B-One to establish our risk allocation.”
Jean-Marc LE NAUTOUT |Head of performance and reporting
“BI-SAM’s solutions thanks to their rich functionality have enabled us to substantially reduce our production schedule. The ease of use and integration of their products, in addition to the competences and speed of the BI-SAM team have changed the way we work and increased our output.”
Maher HEMISSI |Vice President Performance, Risk Measurement & IT at Fiera Sceptre
“At the end of the selection process, BI-SAM was the best and obvious partner for our performance measurement and attribution project. We have been really impressed by the B-One product functionalities which fully answer our needs and more importantly will allow us to provide a superior service to our clients. Their North American implementation team will ensure a full service during the pilot and implementation phases and beyond”.
Raoul Konnos |Chief Investment Officer
“B-One® provides an excellent solution for our business, providing in depth analysis of our investment process for both our Investment Managers and Clients. We were particularly impressed with B-One’s transaction-based analysis that fits well with FIM’s active asset portfolio management style.”
Olivier BOMBOIRE |Global Head Performance, Risk & Client Fund Report
“BI-SAM solutions enable us to respond to international and multi lingual requirements. several procedures will be enhanced thanks to the comprehensiveness and originality of these tools. And there’s special praise for the competence and motivation of BI-SAM’s team.”
Pierre-Marie CHARLIN |Head of performance analysis & reporting solutions
“BI-SAM’s solution was selected based on their ability to industrialise the reporting’s production/supply chain and also the performance attribution calculation capabilities. The solution eases data access and enables us to offer our clients detailed analysis.
Moreover, given the merger between Natixis AM and Natixis Investor Servicing activities, B-One enabled us to double our production whilst maintaining reactivity and performance.”
John LEYERS |Head of fund data services, Schroders Luxemburg
“Schroders Luxembourg manages hundreds of portfolios for an international clientele with high reporting expectations. The BI-SAM solution enables us to control each step in report publication: from data management through to the customisation and dispatch of client reports in 10 languages, including several atypical languages. In addition to the technology, I rely on a team of consultants whose prime concern is always to ensure a project’s success.”
Alex Mc NAUGHTON |Head of performance services Schroders UK
“We needed an innovative solution to improve our workflow and our teams’ independence. After a global call for proposals including a workshop, BI-SAM was unanimously selected to meet our needs. In our view, BI-SAM presented the best performance allocation tool of its generation. Its implementation as a global platform (London, Luxembourg, Singapore and New York) is an additional advantage in developing an international management company such as Schroders IM.”
