Outsourcing Services

We provide comprehensive and market-leading outsourcing solutions to the investment management community. In particular, we deliver high quality, global solutions for asset managers to outsource their middle and back-office functions.

Our goal is simple — to help make you more efficient. To that end, we employ talented experts who work collaboratively with you to deliver one of the industry's most powerful and innovative range of outsourcing services.

BNY Mellon OnCoreSM Service Offering

The OnCore service and platform offers our clients the option to select from among our Asset Servicing technologies around trade processing, data warehousing, accounting, performance measurement and trading to create a comprehensive solution. Our OnCore solution provides the ability to select services along an investment servicing continuum from traditional software installation through business process outsourcing.

Our Functionality

  • Event processing – security trading support; trade communications; post-trade compliance; corporate actions; and OTC derivatives support.
  • Inventory maintenance – cash management; portfolio recordkeeping; custodian reconciliation; collateral management.
  • Performance & Analytics – performance measurement; GIPS composite maintenance; performance attribution; performance comparison, analytics; and ex-ante risk measurement.
  • Information management – data maintenance; data services; internal reporting; data warehouse.
  • Client support services – produce and distribute end-client statements and billing invoices; end client web portal.
  • Risk management services – risk monitoring, including counterparty and issuer exposure, operational risk and investment process risk.
  • Front office support – the BNY Mellon Front Office Services Group works closely with our clients' front office and pairs our robust technology solution with proven business operations.

Invested in You

Turn to BNY Mellon for exceptional dedication, experience and support throughout the investment process.

ForeSight

ForeSight

We strive to anticipate, identify, and analyze industry trends, financial news and events and to inform you of our findings.

Visit ForeSight and get the latest insights from today's industry leaders »

Collaborative Outsourcing Models

Workbench

Outsourcing has become an important consideration for investment managers as they evaluate their current business models and renew their focus on core competencies.

Download Using Collaboration to Build Reliable Middle-Office Outsourcing Models »