Global Risk Solutions

The art and science of investment analysis — get clarity and insight out of complex information.

  • New Frontiers of Risk: Revisiting the 360° Manager

    In collaboration with Nobel Prize winning economist, Dr. Harry Markowitz, BNY Mellon's Investment Services and Investment Management groups have combined resources with HedgeMark International, LLC to provide an inside look into the institutional investment risk management field.

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Invested in You

Contact Frances Barney

For more information on our investment performance measurement, analytic and risk services, contact:

Frances Barney, Managing Director
Global Risk Solutions
»

Or the Asset Servicing Team »

  • Trends in Environmental, Social, and Governance Investing

    Demand for greater transparency and closer investment monitoring has driven the sophistication of risk management and compliance programs. One area that has seen a growing focus is Socially Responsible Investing or Environmental, Social, and Governance screening. Fund Sponsors, recognizing that societal concerns are impacting investment decisions, are adopting ethical considerations within the investment management process.

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  • The Journal Interview: Frances Barney

    In a recent interview with the Journal of Performance Measurement, Frances Barney, Managing Director - Global Risk Solutions, discusses topical trends in risk and analytics.

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  • Grasping GIPS - Understanding New Global Investment Performance Standards

    Global Investment Performance Standards (GIPS®) underwent major revisions in 2011. Bruce Feibel, Managing Director, BNY Mellon Asset Servicing, talks about the impact of the changes and how these revisions, along with existing GIPS provisions, help investment managers transparently present and communicate performance information to prospective investors.

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  • Evolution in Risk Reporting: What's Next?

    The process of measuring, monitoring, and reporting risk has taken on increased importance during the past decade. In particular, the financial crisis of 2008-2009 highlighted the need for portfolio-level and firm-level risk management and hastened the pace of adoption of a formal risk management infrastructure for investment management firms.

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  • Evolution of Risk - CFA Institute Take 15 Interview

    Frances Barney, Managing Director - Global Risk Solutions, discusses the Evolution of Risk during the GIPS Standards Annual Conference hosted by the CFA Institute on October 27-28, 2011. The interview was conducted as part of the CFA Institute Take 15 Series.

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  • Risk Roundtable Interview

    The topic of risk has grown tremendously given the recent market turmoil. The Journal of Performance Measurement gathered a distinguished group of risk professionals to participate in an interview that examines how risk is measured/managed, provides opinions on value-at-risk, and discusses what the future holds for this type of analysis.

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  • VARred and Feathered: Value at Risk and the Global Financial Crisis

    The ability to clearly communicate lessons learned about the role of VAR in the near collapse of our financial system will be an appreciated skill for anyone involved in investment risk measurement and management for years to come.

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  • Derivative and Risk Management Practices Utilized by Institutional Investors

    The collapse of global credit markets that followed from the failure and impairment of various financial intermediaries ultimately spawned what is broadly referred to as the 2008 financial crisis. Leading up to the recent crisis, investor risk tolerances were generally quite high and derivative instruments were viewed as affording their users the ability to target specific risks. Against this backdrop, BNY Mellon conducted a survey, with the purpose of evaluating attitudes toward derivative instrument use, risk postures and risk management practices.

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  • BNY Mellon Asset Servicing Delivers New Private iQ™ Benchmark Service to Institutional Investors

    April 26, 2011 — BNY Mellon, the global leader in investment management and investment services, announced that in conjunction with today's launch of Private iQ™ by the Burgiss Group it will be the first global custodian to make this new private capital benchmarking service available to institutional clients. Private iQ provides information and tools to help clients analyze the behavior and performance of private capital markets. Subscribers will be able to benchmark private equity managers, compare asset classes, and stay informed about macro-level changes in the investment environment.

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Trends in Asset Allocation: Institutions Respond to Changing Markets

Understanding trends in asset allocation is crucial as new markets and investment opportunities continue to present themselves through increasing globalization. This paper explores key trends in asset allocation and helps answer an important question that is top of mind for many institutional investors: How does my fund allocation compare to others? It also explains the major differences in how various fund types allocate their assets as well as the similarities in allocation between fund types.

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SURVIVAL TACTICS

Portfolio Leverage Ratio

Portfolio leverage can be created through the use of borrowing, through investing the proceeds from short sales or through the use of derivative instruments. Leverage provides investors risk and opportunity. As a leading provider of performance and risk analytics, many clients are asking BNY Mellon Asset Servicing how we measure leverage as there is no current industry standard. To demystify the concept of leverage, this paper provides a straightforward approach to calculating and monitoring portfolio leverage. Leverage is defined as the creation of exposure greater than the capital invested.

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Workbench Mobile

With our newly launched Workbench Mobile application, BNY Mellon Asset Servicing clients are able to easily view and monitor a wide range of account investment and performance data, industry news updates, and more.

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Workbench Mobile Highlights »

Client Education

BNY Mellon provides a team of dedicated resources for our clients' continuous education. The Institute for Client Education provides access to a number of topics in a variety of learning methods targeted for all levels of your organization.

Learn more about our client education opportunities and online learning management tool »

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Our thought leadership materials are not intended as investment, tax or legal advice, but to the extent they may be deemed to be a financial promotion under non-US jurisdictions, they are provided for use by professional investors only and not for onward distribution to, or to be relied upon by, retail investors. Products and services may be provided in various countries by the subsidiaries and joint ventures of BNY Mellon. Each is authorized and regulated as required within each jurisdiction. This should not be construed as an offer or solicitation of securities or services or an endorsement thereof in any jurisdiction or in any circumstance that is otherwise unlawful or not authorized.