BISAM

BISAM is a provider of multi-asset portfolio analytics and is part of FactSet. Its clients use it to assess investment strategies and serve their own customers while keeping control over security, transparency and process. The stored profile says many large buy-side firms rely on it.

What BISAM offers

• Performance and attribution — measures how portfolios did and why.
• Market risk analysis — examines exposure to market movements.
• Portfolio construction — supports building portfolios.
• GIPS composites management — handles composite reporting under the industry standard.

Who it works with

Buy-side investment firms, including many large ones, that need to evaluate strategies and report to their own clients.

Key facts

• Parent company: FactSet, whose site describes financial data, analytics and AI.