BI-SAM has developed high-level training facilities in order to offer its customers optimum use and administration of its tools.
Courses deal with either technical or business-related subjects; they are intended for different profiles, and are organised in two levels: “Beginner” and “Advanced.”
Technical profiles:
Beginner training (IT or implementation users)
- Course 1 (1 day)
Administration: This training is for global system administration: security, profiles, rights, parameterisation, interfaces, etc.
- Course 2 (1 day)
Operations: People for whom this course is intended are the operations team in charge of launching and administering the operational procedures: batches, purges, archiving, etc.
Advanced training (IT)
- Course 1 (1 day)
N-tier architectures, parameterisation and administration of the application server, building up Web services, etc.
Business user profiles:
Beginners training (data, reporting and performance team users)
- Course 1 (1 day)
Introduction and basic course (theory):
> Markets and financial instruments
> Asset management and principles of measuring investment funds profitability
> Basics of performance attribution
- Course 2 (2 days)
Usage (practical course):
This course is intended for those who use our various tools on a daily basis:
> Report creation
> Industrialisation of reporting batches
> Executing calculations
> Analysis of results
> Output
Advanced training (expert users from the performance and management teams: performance/risk masters)
- Course 1 (1 day)
"Equities/derivatives" performance attribution
> Principles
> The Brinson Hood Beebover model
> The Brinson Fachler model
> Chain–linking algorithms
> Particular features of internationally invested portfolios
> The GRAP model
> The Singer and Karnosky model
- Course 2 (2 days)
Fixed income attribution
> Particular features of fixed income attribution
> Different fixed products and their specific characteristics
> The successive portfolios model
> The successive spreads model
>The combined model Bi-Sam and Ixis
> Balanced portfolios
- Course 3 (1 day)
Risk attribution
> Basics of risk
> What is risk attribution?
> Ex-ante risk
> Ex-post risk
> Risk attribution
> Ex-ante/ex-post risk relation and risk control
To better understand the concepts and develop practical competence, scenarios on real portfolios are analysed in workshops with the use of our tools.
Other specific courses can be organised at the company site if required.