BI-SAM’s award winning B-One platform establishes a recognised source of master data for producing time series performance returns and reports, delivers a comprehensive level of performance measurement and attribution analysis in terms of quality of output, content and timeliness, while offering customers maximum scalability.

“Since the start of 2013, we have seen an increase of 33% in our UK customer base and we expect this trend to continue.” said Peter Ellis, general manager EMEA “In order to serve this growing market, we have added top talent across the organisation, including doubling our UK based Account Management team, and we will be moving key product specialists from our head office to our new expanded London office.”

“We are excited about the growth we are seeing in this market, and are pleased with the expansion that is occurring under Peter Ellis’s leadership.” said Alexandre Harkous, chief executive officer of BI-SAM “The UK market has been a key growth area for BI-SAM, with this expansion we can better serve the needs of the asset management community.”

BI-SAM’s award winning B-One platform establishes a recognised source of master data for producing time series performance returns and reports, delivers a comprehensive level of performance measurement and attribution analysis in terms of quality of output, content and timeliness, while offering customers maximum scalability.

“To support our growing business in the region, we are expanding our team in Hong Kong, and Sydney, and opening a new office in Singapore” said Alexandre Harkous, chief executive officer of BI-SAM . “The APAC region has been a key growth area for BI-SAM; with this expansion we can better serve the growing demand for our market leading performance and attribution platform.”

Ian Thompson, who has held leadership positions in product management and client services at BI-SAM for more than 7 years has been promoted to Executive Regional Director APAC and will be based in BI-SAM’s Hong Kong office.

BI-SAM’s award winning B-One® platform offers customers maximum scalability, while reducing the overall cost of supporting growth in fund/portfolio volumes,  establishes a recognised source of master data for producing time series performance returns and reports, and delivers a comprehensive level of performance measurement and attribution analysis in terms of quality of output, content and timeliness.

“To support the growing demands of our performance analysis team, and to maintain and improve the level of service to clients and stakeholders as our businesses in both the Netherlands and the United Kingdom grow, we sought a comprehensive platform that supported diverse asset classes, provided maximum scalability and enabled greater efficiencies throughout our organisation” said  Anne Harrison, European Head of Performance, Kames Capital  “After an extensive evaluation process, we found BI-SAM’s B-One® platform meets our requirements.”

“We are pleased to welcome Kames Capital to the BI-SAM family” said Alexandre Harkous, chief executive officer of BI-SAM “Our B-One® platform is designed to provide leading edge functionality and flexibility in a single instance for asset managers with multiple locations globally. We look forward to working with Kames to help them achieve their goals and grow their business.”

About Kames Capital and Aegon Asset Management

Kames Capital is a specialist investment management company with EUR 65 billion¹⁾ under management and approximately 270 employees. The business manages fixed income, equity, property and multi-asset investments for individual and institutional investors in the UK, Europe and Asia.

Kames Capital focuses on assets and markets where it has experience and genuine expertise, combining its fund managers’ talents with a proven investment process which is not constrained by any single investment style. Kames Capital aims to outperform in all market conditions by taking advantage of the opportunities that occur throughout the business and market cycles.

Kames Capital is an Aegon Asset Management (AAM) company. AAM is a globally operating investment manager and a 100% owned subsidiary of Aegon N.V. AAM invests more than EUR 250 billion worldwide on behalf of financial institutions, pension funds, insurance companies and individual investors. Approximately 1,400 people work at Aegon Asset Management.

BI-SAM, the leading provider of data management, performance, attribution, risk, GIPS® and reporting solutions for the asset management industry, today announced the appointment of Elizabeth Durkee as Chief Marketing Officer.

Ms. Durkee, who has over 20 years’ experience as a strategic marketing leader in financial services, will lead BI-SAM’s global marketing functions including a customer-focused marketing strategy, brand development, and communications efforts. She will focus on generating and leveraging customer insights, building brand awareness in new markets, and implementing a systematic and strategic global marketing organization within BI-SAM.

Ms. Durkee joins BI-SAM from SunGard Financial Systems, where she served as vice president and global head of marketing for SunGard’s asset management business. Previous roles include senior management positions at well-known companies such as Eagle Investment Systems, a part of BNY Mellon, Bear Stearns and Smith Barney. In these roles, Ms. Durkee has maximized global marketing, sales, and business development efforts to achieve success.

“BI-SAM’s proven ability to provide innovative solutions and services, coupled with the rich industry expertise and commitment to its customers is tremendously inspiring and promising for the future of the business. I am pleased and excited to be part of an organization that boasts those credentials and is poised for such rapid growth,” said Ms. Durkee.

“Elizabeth is a vital addition to our Executive Committee at a time when BI-SAM is growing quickly and expanding globally. BI-SAM has been actively investing in operations and bringing top talent onboard to expand into new markets and maintain momentum as we evolve our global business,” said Alexandre Harkous, CEO of BI-SAM. “Elizabeth brings a wealth of experience to the role and we are confident in her abilities to help lead BI-SAM as we expand our global operations.”

BI-SAM, a leading provider of data management, performance, attribution, risk, composites and reporting solutions for the global asset management industry, today announced the launch of its web-portal application, B-Portal, available within its award winning B-One platform.

Working extensively with leaders in the Asset Management industry, BI-SAM has developed a solution to improve the analysis and distribution of data results through one single tool optimizing internal and external share of information.

BI-SAM’s B-Portal offers a configurable and adaptive, secure web interface that delivers accurate and validated analysis of performance, attribution, risk, and GIPS composites data.  Through its mobile connection and strong interactivity, the interface ensures easy access and provides internal teams and external clients with secure and customizable data.

B-Portal has been created to simplify the daily user’s experience by providing detailed views of funds, easy access to all portfolios, benchmark, indices; strong interaction with data (filtering, drill down, and global parameters); customizable dashboards, and external reports and presentations. Through B-Portal, it becomes easier to get a refined view of funds and performance data, as users can set up their own dashboards and focus on results and analysis. B-Portal optimizes information provided to clients and prospects, and improves operational efficiency by reducing manual input.

“B-Portal has been developed to deliver a highly flexible interface in a single application in line with all internal functions’ requirements. With the addition of the B-Portal, we continue to enhance our award winning B-One platform with innovative solutions to meet the increasing needs of our customers” commented Alexandre Harkous, BI-SAM CEO.

BI-SAM, the leading provider of data management, performance, attribution, risk, GIPS® and reporting solutions for the asset management industry, announced today the appointment of Sean Murray as Head of Account Management and Sales Engineering for the Americas.

Mr. Murray will lead the integrated account management and sales engineering function, focusing on strategically growing the new customer base in the America’s  and ensuring existing customers achieve the full value of their investment in BI-SAM products and services. The account management team serves as the customer’s advocate, and partner in helping them achieve their business goals.

“The rich functionality and constant innovation that defines BI-SAM, coupled with an impressive customer base, is what attracted me to the role. I look forward to working with our customers to maximize their investment in our award winning B-One platform” said Sean Murray.

“With the addition of Sean, we continue to build out the BI-SAM Americas team to support our customer’s needs for best of breed solutions and services. In Sean we have found someone who not only has a deep understanding of platform and process, but also of the demands our customers face” added Sami Juma, General Manager Americas.

Mr. Murray joins BI-SAM from Eagle Investment Systems where he was the Head of Sales Engineering. Previously, he held customer facing roles in sales engineering and professional services at companies such as DST International and Misys.

Mr. Murray will be based in BI-SAM’s Boston office.

Paris-based BI-SAM, like Rimes and Markit EDM, has reaped the rewards of maintaining its focus on its target market—buy-side performance measurement and attribution—although, in recent years, it has added client reporting and risk functionality to its B-One flagship platform, cementing its place as one of the go-to providers in what has become a fiercely competitive market. Its reach is no longer limited to Europe: In the past two years, BI-SAM has made inroads into the lucrative US buy-side market, signing not only an impressive number of new clients, but bulgebracket names to boot.

The vendor’s North America team, which includes local technical support, now stands at 14, while its EMEA operation has a headcount of 78, 16 of whom are based in the UK. Earlier this year, BI-SAM pulled off something of a coup when it announced that Peter Ellis, a veteran in the performance space with stints at buy-side consultancy Investit and Deutsche Asset Management, had been appointed COO of its EMEA business.
But perhaps BI-SAM’s greatest asset is its constant enhancement of B-One, allied with the transparency by which it manages that process. Enhancements for the last 12 months include an ex-ante multifactor risk model for fixed income, supporting a framework for the analysis of fixed income investment processes; a composites module for enhanced reporting, workflow, and control facilities including a new Microsoft Excel add-in tool; and a workflow feature allowing business managers to analyze delays, identify production value-chain weaknesses, and manage key
performance indicators (KPIs).

Future initiatives include fixed-income attribution enhancements to ensure analysis across all US instrument types, including asset- and mortgage-backed securities (ABSs and MBSs); a web portal, the first version of which is scheduled for late this year, while version two is planned
for the second quarter of 2013; a Rimes Technologies application programming interface (API), planned for early 2013; and a multifactor graphics processing unit (GPU)-based Monte Carlo offering, providing clients with a view of their risks and the ability to define investment strategies accordingly. The system will evaluate probabilistic risk indicators on investment portfolios, including a range of multi-sector risk factors. Finally, BI-SAM is planning to establish regional B-One community groups after the success of the group established by its London user group to help focus on clients’ current and future functional and operational needs.

Paris – November 20^th 2012, BI-SAM, a leading provider of data management, performance, attribution, risk, composites and reporting solutions for the global asset management industry, today announced the release of its second issue of BI-SAM Insights.

In the first volume of the Insights series, BI-SAM emphasized the fact that investment managers should look for six sources of strategic value in their operating platforms. The second issue extends this analysis to demonstrate why the middle office is the area where most strategic value can be derived from operating platforms.

The new issue, entitled “The strategic importance of the middle office and its operating platforms” identifies the key contribution made by middle office functions within investment management companies. Once viewed as a service function and the bridge between the front and the back office, the middle office is now an enabler of commercial success. It has a strategic role to play because it can enrich the value created in the front office. To deliver this contribution, however, it will be necessary for firms to achieve a higher degree of integration in their operating platforms.

“Industry trends are leading to the growth in the importance of the middle office. This is where the key functions of governance, quality control, quality assurance, and client communications are located. Investment managers can enhance the strategic value of their operating platforms by increasing the degree of platform integration in support of middle office functions. The firms that do this will be in the best position to meet the future challenges in the asset management industry”, commented Peter Ellis, EMEA General Manager at BI-SAM and author of the report.

To receive a copy of the report, please visit the website: www.bi-sam.com.

New York – November 09th, 2012 – BI-SAM Technologies, the leading provider of data management, performance measurement and attribution, composites and client reporting solutions for the asset management industry, announced that it had expanded its Americas headquarter in New York City to better meet the needs of the group’s expansion in the region.

In response to demand for its asset management solutions, BI-SAM has been actively investing in its operations in America. The expanded New York City facility will have triple the office space and include additional meeting and conference rooms to support the firm’s continued expansion in North and South America.
Commenting on the new office opening Sami Juma, General Manager said, “The opening of this new facility is an important step for BI-SAM and reflects our commitment to service our customers in the North and South American markets. Our New York City office will position BI-SAM to successfully expand its presence in the Americas and will be complemented with other office openings in the region over the coming months.”

Christophe Volard, Managing Director, added that “We have been heavily investing in the North American market in the past years and are very proud many US asset managers trust our product and services. Based on our recent successes, BI-SAM teams will continue to grow and this new office space is part of our long term strategy in the region.”

BI-SAM’s New York City office is now located at the following address:

295 Madison Avenue

11th Floor

New York, NY 10017

Main: +1 646-590-0300

BI-SAM, the leading provider of performance measurement, attribution, composites and client reporting solutions for the global investment management industry, today announced that its B-One platform has been voted “Best Performance Measurement & Attribution Product” at the 2012 Buy Side Technology Awards ceremony for the fifth consecutive year.

Hosted by Buy-Side Technology, these awards recognise the leading technologies and vendors in their area of expertise. The selection process employs an auditable and transparent methodology underpinned by the input and experience of a panel of judges comprised of industry consultants and editors from Buy Side Technology.

BI-SAM’s B-One platform was selected on the basis of its advanced functionality as well as the strategic direction of its product roadmap and development initiatives. The award also recognized the operational and organisational changes that have been implemented in support of BI-SAM’s global client base, and a growing number of client wins.

“We are extremely honoured and delighted to be awarded the best performance measurement & attribution product for the fifth consecutive year. The award validates our strategy, which includes global expansion of our business, particularly in the Americas and Asia-Pac. We have great ambitions for the coming years and will continue to invest heavily in our B-One platform and drive our strategic plan forward. We are committed to delivering the best solutions and services to our customers”, commented Alexandre Harkous, BI-SAM CEO.

Victor Anderson, Editor-in-Chief of the Buy Side Technology magazine, commented “BI-SAM’s efforts to continuously enhance its product with new functionality and its growing global client base have been important factors in the jury’s decision. Unsurprisingly, the company has again won this year the ‘Performance & Attribution’ award, with additional functionality such as the ex-ante multifactor risk model for fixed income or the new workflow features allowing production managers to analyse delays, identify production value chain weaknesses and manage KPIs. Over the years, the BI-SAM group has shown the ability to understand asset managers’ needs and address them through a combination of top-end technology and outstanding service. BI-SAM deserves this award because of its B-One platform, its attention to clients’ satisfaction, and the firm’s continued global expansion, notably in North America.”