Press release
BI-SAM releases B-ONE's 2.9 version adding significant new functionalities

Paris - 29 July 2009

Version 2.9 of B-One has been released on the 1st of July adding significant new functionality and features to the system. The new functionality includes a new workflow / process management module to enable standard and customised sets of processes to be set-up and automated within any organisation.

It also features new options and flexibility for calculation, set-up & control processes (including many new data management features) and new classification functionality, including portfolio hierarchies. This version also includes new attribution functionality which provides Issuer ...   more »

For those interested a new Performance measurement book has been recently published called " Portfolio Performance Measurement and Benchmarking", written by Jon Christopherson, David Carino and Wayne Ferson. (Published by McGraw-Hill: ISBN: 978-0-07-149665-0)
Its a weighty tome coming in at 466 pages incl index; and includes 11 (out of 33 total) chapters on benchmarks and index related topics. Not sure I have seen a book which has so much detail devoted to benchmarks and indices.
Looking forward to starting the book and writing up a review which I shall include in this blog.
Found the book in my pile of ...   more »

You may have noticed I have not been posting recently...most of July. This was due to me being in France on vacation. I will be updating the blog from now on and hope you haven't missed the updates too much

BTW I have now more than 200 postings on the blog!

Press release
DST Global Solutions appoints Performance Solutions Manager for North America

Boston, MA - 27 July 2009

DST Global Solutions, a leading provider of business solutions and services to the global investment management industry, has today announced the appointment of Jamie Verrengia to spearhead the delivery of its Performance Solutions in North America.

Mr Verrengia has more than 13 years of industry experience and joins from State Street Corporation where he was responsible for the implementation and technical support of global performance measurement and attribution solutions. Mr Verrengia will be responsible for strengthening the performance solution in North America ...   more »

Press release
StatPro signs up leading Canadian Asset Management start-up

London - 27 July 2009

StatPro Group plc, a leading provider of portfolio analytics and data solutions for the global asset management industry, announces that it has signed a multi year deal with Ridgewood Capital Asset Management (RCAM) as a new client for its SaaS hosted services suite.

Toronto-based RCAM, which currently manages in excess of $1b (CAD) for high net worth individuals, foundations, institutions, and First Nations, has licensed, on a SaaS basis, StatPro’s Portfolio Management and Performance Measurement tools.

The Portfolio Management system will enable RCAM to benefit ...   more »