Peer Group Universes

The market intelligence you need to compare your performance to the appropriate peer group.

 

Institutional investors and asset managers need timely information to help them make detailed performance comparisons against peers with similar investment objectives. We offer an extensive range of peer group universes to allow comparisons at multiple levels, including total fund, asset class and individual manager.

Capabilities

One of the premier fund-level peer comparison services available in the U.S. and Canada, our Master Trust Universes are invaluable for making comparisons of performance results for corporate defined benefit, public fund, Taft-Hartley, endowment, foundation, and healthcare operating plans.

These universes allow fund and plan managers to make valid, relevant performance comparisons and assist financial institutions with the marketing of their offerings.

Our Insights


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July 2020

BNY Mellon Endowments and Foundations Study 2020

Key trends in performance and asset allocation for a universe of 93 endowments and foundations using aggregate data from BNY Mellon’s Asset Strategy View®.


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