Northern Trust will integrate BI-SAM’s B-One fixed income attribution models into Passport, the custodian and fund administrators Web portal, strengthening its portfolio analysis capabilities.
Passport users will now be able to further analyze the key determinants of performance with multi-factor, asset-level detail on market and manager decisions affecting the portfolio’s return.
“By integrating the BI-SAM security-level attribution data into our existing product offerings, Northern Trust will be able to provide granular analysis of portfolio returns across a broad range of securities to distill meaningful summaries across manager specific classifications, says Anthony Stevens, practice head for Investment Risk & Analytical Services in the EMEA region at Northern Trust.
Anthony Howland, COO of BI-SAM Ltd, adds: “We are excited that Northern Trust has chosen to work with BI-SAM. We look forward to working with Northern Trust to help them and their clients benefit from our extensive experience in fixed income attribution modeling.”
(CG)