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Performance and Risk Analytics

Performance and Risk Analytics

As investment demands increase, and asset types become more complex, investors need further insight into performance and risk across their organizations. One of the greatest challenges faced by front and middle office teams is the firm-wide integration, validation, and delivery of consistent data. Together, FactSet and BISAM, a FactSet company, serve critical workflows throughout the portfolio lifecycle by providing consistent performance and risk data.

Scalability, Operational Efficiency, and Accuracy with B-One®

B-One, our multi-asset class solution for performance measurement, is an outstanding complement to FactSet’s portfolio analytics suite and client reporting solutions. With B-One, you can:

  • Consolidate and calculate performance results
  • Leverage data governance rules for access, audit, history, validation, and versioning
  • Align performance calculations with investment processes
  • Support current and future client mandates
  • Reduce operational overhead
  • Enhance the client experience
  • Consistently broadcast accurate performance data to a wider audience

Real World Market Risk and Portfolio Construction with Cognity®

Cognity, an additional market risk solution, can be used for multi-factor modeling, risk budgeting, portfolio construction, stress testing, and real world fat-tail risk measurement. With Cognity, you can:

  • Stay within acceptable VaR exceedance boundaries
  • Precisely identify risk sources
  • Conduct realistic and flexible stress-testing scenarios
  • Accurately estimate probability and severity of tail events for decision support
  • See enterprise views of risk roll-up and breakdowns by specific characteristics or client portfolios
  • Identify “hot” and safe investment spots
  • Leverage flexible, custom portfolio modeling
  • Deliver high-touch consulting services
  • Identify challenges and opportunities in portfolios with adaptive analytics
  • Efficiently analyze strategic asset allocation issues