Asset Servicing Thought Leadership

Commentary by Mike Barry
President, Plan Advisory Services Group

Keep up-to-date with the many regulatory issues affecting U.S. pension plans with commentary by Mike Barry of Plan Advisory Services Group.

This paper reviews common lending strategies, examines certain sources of risk and ways to measure it, and articulates our organization's position.

Providing Confidence In Troubled Times — As they seek to better understand and manage the risks and value in their portfolios, investors are looking for more support than ever from their custody and investors' services providers.

This paper examines advancement in Behavioral Economics, Cognitive Studies of the human brain, and the science of Complex Adaptive Systems as they apply to financial services and risk management.

The business of securities lending was turned on its head by the events of 2008. Going forward, new dynamics are taking shape for inventory and collateral management and in defining the role of the agent lender.

This paper shows how various characteristic data can be compared in the context of universe peer groups and provides insight into the structure and performance of individual manager portfolios. Further, by incorporating peer and index comparisons over time, the visual representation of data illustrates a compelling case for including fundamental analysis in investment manager comparisons.

By centralising administrative duties and reducing management costs, pooling has made it easier and more cost effective for multinationals to oversee plans that are scattered around the globe.

Managing pension assets in a volatile market.

Has the financial crisis provided the push Latin America needs to expand sovereign wealth?

The financial crisis has felled many financial firms and those still standing are ramping up their efforts to work with more accurate and timely data.

Implementation of the European Union Directive on Institutions for Occupational Retirement Provision (IORP)

This paper outlines what BNY Mellon Asset Servicing considers to be the best practices of reporting performance for private investments and marketable assets.

A panel of BNY Mellon ETF experts offer their insights on the rapidly evolving ETF market.

Marked by slow growth and limited appeal in their earliest days to today's period of unprecedented differentiation and exponential asset gathering, ETFs offer perhaps the finest example of how the forces of evolution can impact the financial marketplace.

Nordic institutional investors and asset managers have gained recognition for their innovative investment strategies. What is less widely understood is how the middle and back office has kept pace with this level of innovation.

Are you a fund sponsor seeking to launch a short-enabled strategy? Adoption of the optimal service solution, before the product is launched, will enhance the likelihood that your short-enabled portfolios will enjoy maximum returns and achieve their potential for growth in the years to come.

Institutional investors are flocking to short-enabled strategies in an effort to increase a portfolio's efficiency and provide better alpha opportunities while retaining the transparency not available in standard hedge funds.

BNY Mellon Asset Servicing executives speak about opportunities and challenges facing the Bermuda insurance market — Reactions Magazine, February 2008

Volatile credit markets have made generating alpha a much more complex proposition. With market risks uncertain, hedge funds are now turning to their operations for improved efficiency, increased transparency and greater accuracy to manage risk and enhance performance.

Mutual fund boards have always conducted 15(c) reviews of management fees. This study details nine steps toward enhancing advisory contract review.

Bulk-annuity consolidators are generating a lot of press, but how does the investment management industry view their chances of long-term success? How can we estimate their impact on the investment management industry at large?