List of Factset BISAM B-One Customers
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Since 2010, our global team of researchers has been studying Factset BISAM B-One customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Factset BISAM B-One for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Factset BISAM B-One for Portfolio and Investment Performance and Planning include: Pictet, a Switzerland based Banking and Financial Services organisation with 5000 employees and revenues of $3.41 billion, Schroders, a United Kingdom based Banking and Financial Services organisation with 6071 employees and revenues of $3.21 billion and many others.
Contact us if you need a completed and verified list of companies using Factset BISAM B-One, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Factset BISAM B-One customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Pictet | Banking and Financial Services | 5000 | $3.4B | Switzerland | FactSet | Factset BISAM B-One | Portfolio and Investment Performance and Planning | 2015 | n/a |
In 2015, Pictet implemented Factset BISAM B-One for Portfolio and Investment Performance and Planning. The deployment was executed within Pictet Asset Management in Geneva and focused on operationalizing global Multi-Asset and Alternative Investment reporting workflows using Factset BISAM B-One.
The implementation concentrated on the Multi-Asset reporting module and a performance attribution migration, alongside a modeled client document management workflow. Functional work included drafting functional specifications, conducting gap analysis for performance attribution, and converting user stories into detailed business requirements and solution models to validate design options.
Operational activities included UAT with cross-functional business stakeholders and deep dive quality assurance on the Multi-Asset reporting module, managed by a head of reporting leading a team of six professionals. The rollout established a user workflow tool used by more than 100 users, aligning four departments across multiple regions and clarifying task ownership and sequencing for reporting and client deliverables.
Governance changes emphasized structured requirements, formal UAT signoffs, and a documented review process for reporting outputs, enabling faster identification of bottlenecks. Outcomes recorded in project notes include shortened review meetings, improved client satisfaction through quicker bottleneck resolution, and the successful implementation of a global reporting solution at Pictet.
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Schroders | Banking and Financial Services | 6071 | $3.2B | United Kingdom | FactSet | Factset BISAM B-One | Portfolio and Investment Performance and Planning | 2009 | n/a |
In 2009 Schroders implemented Factset BISAM B-One as its centralized Portfolio and Investment Performance and Planning platform to support the Performance Services team in London and associated reporting for accounts managed in London and New York. Factset BISAM B-One is described in-house as an integrated platform for data control, calculations and reporting for pooled and segregated accounts, and it underpins timely delivery of accurate, reliable performance reporting and analysis to internal clients.
The deployment emphasized core functional modules for performance calculation, attribution analysis, composite reporting and management level reporting, including GIPS composite generation at composite, investment desk and group levels. Factset BISAM B-One was configured to handle standard performance workflows, ad-hoc query resolution and manual attribution where automation did not exist, and the application served as the authoritative calculation engine and reporting store for the Performance Services team.
Operational coverage extended across pooled and segregated products managed in London and New York, with the Performance Services team using the application to service product managers, fund managers, client services, marketing and senior management. The platform supported relationship-oriented delivery, with analysts communicating directly with internal stakeholders to respond to RFPs and ad-hoc analysis requests, and to provide ongoing management reporting to product and client-facing teams.
Governance and operationalization relied on documented procedures, team ownership of individual projects and routine knowledge sharing to maintain quality and consistency in performance outputs. The implementation included embedding process controls around data control and reporting, maintaining procedure notes for management performance reporting, and empowering the Performance Services team to define and implement enhancements to processes and service delivery using Factset BISAM B-One.
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