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Important Update: A Statement About COVID-19 (Coronavirus)

Portfolio BI continues to monitor the coronavirus (COVID-19) outbreak closely and is committed to delivering uninterrupted service to our clients.
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At Portfolio Bl, as at your companies, the well-being and safety of our employees, families, and clients are our highest priority. Portfolio Bl is closely monitoring the coronavirus (COVID-19) outbreak, and our thoughts are with those who have been affected during these unsettling times. With the rapid spread of COVID-19 around the world, it is clear that data and facts will play an essential role in operating efficiently, and creating an organized response to this global health crisis.

We understand that the right data can help firms build confidence in decision making. We believe that data helps ensure firms that they are basing decisions on facts, not fear. As part of our tried and true business continuity plan (BCP), all staff members are currently working remotely and taking business as usual guidelines to ensure there are uninterrupted services to our clients. Because we don't outsource our technology and operational functions, we allow our clients to keep their data in-house and rely less on third-party systems during event-driven market volatility. We are committed to delivering the best possible service to our clients and are confident in our ability to support them during this time.

We have amazing teams across Portfolio Bl that are here for you. Whether it's assisting your organization with ad hoc report requests or discussing how to mitigate operational risk under very trying circumstances, we want you to know that our platforms are designed to be resilient under any conditions. We are committed to delivering uninterrupted services to our clients and have taken proper precautions to continue supporting your business at the highest level.

Let us help support your business to fight this global pandemic. Stay safe and healthy everyone.

About Portfolio Bl

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of LUX FTS and NorthPoint, and backed by Credit Suisse Asset Management's NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We don't just help you access, organize, and analyze your data; we help you act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to your unique business needs. 150 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 25 years.

Interested in learning more? Visit or call +1 646-933-0361.
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