Lake Success
08 September 2014
Reporter: Catherine Van de Stouwe

Performance reporting solution for asset managers


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’s B-One performance calculation engine and Broadridge’s 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.

“There 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,” said Bennett Egeth, president of Broadridge Investment Management Solutions.

“Our 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.”

“Clients are looking to consolidate their providers and simplify their infrastructure. This is a major step towards that.”

Alexandre Harkous, CEO of BI-SAM, said: “By combining our award-winning B-One® platform with their unmatched technology, Broadridge’s 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.”

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