BI-SAM provides award-winning software solutions for asset owners designed to centralise and streamline portfolio information and results across any number of asset classes and asset managers. The market-leading B-One platform provides a single, integrated solution for performance measurement, attribution, and more. Designed to unify business and investment processes, B-One software solutions for asset owners integrates with middle- and back-office systems and utilises a single data source across all modules, resulting in a more accurate and efficient information across all asset managers, classes and portfolios.
B-One software for asset owners helps you:
- Select the right methodology for your portfolio, classes and asset managers by providing multiple performance measurement and attribution methodologies to choose from, including equity, balanced and fixed income on a daily basis using transaction and buy and hold approaches.
- Support virtually any investment process with flexible classification structures that allow detailed decomposition down to the security level.
- Provide accurate results and quality data via out-of-the-box and customised data controls.
- Gain a single, aggregated view of results across all assets.
- Leverage a centralised, decomposed view by asset manager and asset class.
- Tailor reports to your unique needs with intuitive drag-and-drop tools and flexible customisation/branding options.
- Increase operational scalability and capture valuable KPIs with powerful workflow and deadline management capabilities.
- Achieve optimal turnaround times with automated and exception-based workflow to manage required approval processes and procedures.