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Norwalk, CT Office Head Office

45 Glover Avenue - 7th floor
Norwalk
CT
US

Portware, LLC Office

233 Broadway, 24th Floor
New York
NY
US

BISAM - Paris, France Office

43-47 Avenue de la Grande Armée
Paris
FR

Telephone

203.356.3576

Contact

Karen Ashley
[email protected]
Video: Automation to drive evolution of financial services
Asset management

Video: Automation to drive evolution of financial services

11m | By Tom Lemmon, Reporter

Video: Automation to drive evolution of financial ...

In this bobsguide video, sponsored by FactSet, Drake Bushnell, VP director of content and technology solutions strategy at FactSet and Byron Bianco, m...

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The future of fiduciary responsibility
Banking

The future of fiduciary responsibility

5y | By Fran Reed, Independent Consultant

The future of fiduciary responsibility

Fran Reed, Global Regulatory Strategy, FactSet  In early 2015, the Obama White House Council of Economic Advisors reported that high investment c...

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Fintech and impeccable data combine to meet analytics demand of investment professionals
Insurance

Fintech and impeccable data combine to meet analytics demand of investment professionals

5y | By Brenda Tsai, Executive Head of Marketing Communications

Fintech and impeccable data combine to meet analyt...

In the popular and political press, 2016 is sometimes and facetiously referred to as the year in which “facts don’t matter”. But in ...

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Think regional, buy global
Asset management

Think regional, buy global

6y | By Benjamin McCormack, Senior Vice President, North America

Think regional, buy global

Recently, I have witnessed a trend towards the globalisation of client reporting system procurement, where asset managers select one vendor then utili...

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The price of success
Asset management

The price of success

6y | By Simon Cornwell, Sales Director

The price of success

It was interesting to read Citisoft’s recent blog concerning the need for fair and equitable prices between investment management firms and soft...

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Turning a cost center into a profit center
Asset management

Turning a cost center into a profit center

6y | By Benjamin McCormack, Senior Vice President, North America

Turning a cost center into a profit center

Client reporting platforms have for some time now been viewed from a very narrow perspective: a cost center with little or no revenue-generating poten...

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Why you should try before you buy
Asset management

Why you should try before you buy

6y | By Simon Cornwell, Sales Director

Why you should try before you buy

The challenging regulatory environment and increasingly demanding mandates from institutions are driving asset management firms toward new and efficie...

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Market Practices & Trends in Investment Performance Analysis Executive Summary
Asset management

Market Practices & Trends in Investment Performance Analysis Executive Summary

7y | By Peter Ellis, Managing Director

Market Practices & Trends in Investment Performanc...

Context BI-SAM is funding a program of research into the business practices that are employed by performance teams within asset management organisatio...

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Achieving Best Practice in Performance Measurement and Analysis
Asset management

Achieving Best Practice in Performance Measurement and Analysis

7y | By Peter Ellis, Managing Director

Achieving Best Practice in Performance Measurement...

To paraphrase the renowned Irish physicist Lord Kelvin: “If you cannot measure it, you cannot improve it.” The concept behind Lord Kelvin&...

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