Discover our thought leadership pieces
The strategic importance of the middle office and its operating platforms
Middle office functions can help to reduce costs, monitor and control risks, increase revenues, and improve the overall level of client satisfaction. For this reason, investment managers need to view their operating platforms as a source of strategic value rather than simply as a source of cost. In this paper, we show an operating platform that is a source of strategic value.
The asset management industry: key current challenges and operational answers
This paper explains the role for operating platforms in the investment management firm of the future.
Pension Fund’s Operations: the other side of the coin with USS
Howard Brindle, Chief Operating Officer at Universities Superannuation Scheme (USS), talks to BI-SAM about the USS Asset Management department structure and how performance is measured and reported.
Buy-Hold Attribution Loading Fixed Income Holdings
Throughout the investment management industry, the use of what is commonly referred to as “performance attribution analysis” allows for the dissection of an investment portfolio’s return relative to its benchmark index. This level of information can provide very insightful feedback to the portfolio manager, as well as to existing and prospective clients of the investment strategy.
The new risk reconciliation methodology: a case study with Covéa Finance
As a result of studies conducted in 2008 and 2009, the “Club Ampere” (Asset Management PErformance & REporting) has developed a risk attribution methodology to increase the transparency between asset managers and investors. Franck Ibalot, Head of Performance and Risk at Covéa Finance and member of the Club Ampere answered some questions about the Ampere methodology and its practical application.
The GIPS® Standards or how to restore investors’ faith in Investment Management
Article written by Anthony Howland, member of the Promotion & Awareness Subcommittee of the GIPS Executive and former COO of BI-SAM.
The NF343 by Infocert: the new client reporting certification
In order to meet investors’ requirements and provide them with an accurate reporting document including precise and relevant information on their investments as well as guaranteeing quality and accuracy of data, the independent certification body Infocert has published standards on reporting quality under the name NF 343.
Financial risk analysis: the different views of asset management
This white paper summarises the steps and methodologies for a proper risk analysis within an asset management company.
Fixed income attribution: proposal of a new methodology
This white paper describes the “Combined Methodology” for fixed income attribution, a combinaison of the “Successive Portfolios” and “Successive Spreads” methodologies.