Performance reporting solution for asset managers
08 September 2014 Lake Success
Image: Shutterstock
Broadridge and BI-SAM have launched the Broadridge Investment Management Solutions Performance Reporting for institutional asset managers.
The solution allows asset managers access to performance and attribution as part of an integrated suite that includes order management, portfolio management, risk reporting and a data warehouse.
Investment managers using the solution will receive customised daily performance calculations, powered by BI-SAM鈥檚 B-One performance calculation engine and Broadridge鈥檚 investment management technology.
The solution provides complete performance reporting and attribution analysis across multiple asset classes and dimensions of the business, including real time-weighted returns at multiple levels, internal rates of return at fund level, benchmark comparisons and market segment decomposition.
The solution also displays performance metrics conveniently in summary grids and charts, which can be viewed on mobile devices.
鈥淭here is increasing demand across the investment management industry for more extensive performance reporting and measurement, deliverable without the need to significantly increase technology and operational support,鈥� said Bennett Egeth, president of Broadridge Investment Management Solutions.
鈥淥ur solution enables hedge funds and investment managers to meet complex reporting needs through an integrated and customisable tool that eliminates data silos and allows them to increase operating scale and focus more on enhancing their returns and raising new assets.鈥�
鈥淐lients are looking to consolidate their providers and simplify their infrastructure. This is a major step towards that.鈥�
Alexandre Harkous, CEO of BI-SAM, said: 鈥淏y combining our award-winning B-One庐 platform with their unmatched technology, Broadridge鈥檚 clients will benefit from a powerful, integrated performance reporting solution that helps firms identify and track sources of performance regardless of asset type or portfolio construction.鈥�
The solution allows asset managers access to performance and attribution as part of an integrated suite that includes order management, portfolio management, risk reporting and a data warehouse.
Investment managers using the solution will receive customised daily performance calculations, powered by BI-SAM鈥檚 B-One performance calculation engine and Broadridge鈥檚 investment management technology.
The solution provides complete performance reporting and attribution analysis across multiple asset classes and dimensions of the business, including real time-weighted returns at multiple levels, internal rates of return at fund level, benchmark comparisons and market segment decomposition.
The solution also displays performance metrics conveniently in summary grids and charts, which can be viewed on mobile devices.
鈥淭here is increasing demand across the investment management industry for more extensive performance reporting and measurement, deliverable without the need to significantly increase technology and operational support,鈥� said Bennett Egeth, president of Broadridge Investment Management Solutions.
鈥淥ur solution enables hedge funds and investment managers to meet complex reporting needs through an integrated and customisable tool that eliminates data silos and allows them to increase operating scale and focus more on enhancing their returns and raising new assets.鈥�
鈥淐lients are looking to consolidate their providers and simplify their infrastructure. This is a major step towards that.鈥�
Alexandre Harkous, CEO of BI-SAM, said: 鈥淏y combining our award-winning B-One庐 platform with their unmatched technology, Broadridge鈥檚 clients will benefit from a powerful, integrated performance reporting solution that helps firms identify and track sources of performance regardless of asset type or portfolio construction.鈥�
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