Growth DynamicsSM

Anticipate Trends. Discover Opportunity.


Not all data is equal. Power your future growth with deep data sets and predictive insights. Growth DynamicsSM answers your key product demand questions and helps anticipate product trends. Built on more than a decade of asset and sales information from 900+ broker dealers and RIAs, this web-based, modular business-intelligence solution unites BNY Mellon’s powerful distribution insights with dynamic, predictive capabilities.

BNY Mellon was named 2021 Nicsa NOVA Award Winner for Innovation in Distribution for Growth Dynamics. Learn more

Innovative Analytics, Deep Data Insight

Growth Dynamics leverages data as a strategic asset to power and answer product distribution questions. 

Don't just follow the trends, anticipate them. Growth Dynamics unites both historical and predictive insights by combining data science and comprehensive data sets, so you can construct action-oriented strategies. The solution’s API-enabled technology and interactive interface is designed to help you:

  • Better understand product and distribution profiles
  • Consolidate efforts at scale across your organization
  • Confidently construct action-oriented strategies 
  • Compare your firm’s results to the industry data

The forward-looking solution uses artificial intelligence to analyze BNY Mellon’s unique sources of mutual fund and ETF data to help different types of users across sales, marketing, strategy, finance and product management better understand what drives demand, how markets are ranking, how their firms compare to the industry, and where momentum is predicted. 

Cohesive Capabilities 

Assess the relative strength of your product lineup using key comparative metrics (e.g., performance, risk, expense, Morningstar rating) across varying geographies.


Use the dynamic My Firm capability to assess your firm’s competitiveness and measure success across targeted markets.


Evaluate performance and positioning for ETFs, mutual funds, and SMAs by territory, branch and, in some cases, financial advisor (based on your firm's eligibility).


Detailed historical flows for ETFs and mutual funds portray sales and market rankings across various dimensions and categories, so you can evaluate demand, create targeted strategies, and prioritize product creation.

With historical patterns of net flows and one- and three-month projections for national and localized sales patterns, you can fine-tune and prioritize sales and marketing campaigns based on forward momentum.


Align product development with the key demand drivers in specific marketplaces. Drive digital strategies using common demand preferences. The application’s machine-learning schema identifies distinct behavioral patterns in the U.S., which contain multiple markets with similar product demands and sensitivities.

Intelligent Dashboard is a secure, web-based, business intelligence tool that gives you and your stakeholders the right information at the right time. It turns massive amounts of data into actionable metrics, delivered when you need them.


Intelligent Dashboard helps you monitor key performance indicators and make data-driven decisions on your tactical and strategic objectives. Its customized dashboards provide an easy-to-read scorecard to help you manage more effectively. You can establish and monitor thresholds (and receive exception-based email alerts if thresholds are breached), allowing you to effectively support compliance, regulatory and audit roles.


Intelligent Dashboard eliminates the need for complex spreadsheets and individual manipulation of data. Your management team can view the same results in an easy-to-read format. Teams across your organization can use this tool, including:


  • Sales and distribution management
  • Compliance
  • Treasury
  • Securities lending
  • Executive fund management
  • Price optimization
  • Sales performance


Spend more time on strategic tasks—not on manual data gathering activities. Our Due Diligence Workflow Solution consolidates compliance processes and automates reporting across investment managers and subadvisors.


For investment managers who impose rigorous requirements for subadvisor approval, the Subadvisor Certification feature delivers a secure, web-based certification process to approve and monitor all of your subadvisor relationships. Your compliance staff will have better analytics and reporting and enhanced risk mitigation, and you will spend less time and fewer resources certifying managers.


The Investment Manager Assessment feature is designed for broker-dealers seeking to continuously evaluate and qualify investment managers and their offerings. It is a customizable solution featuring an automated Request for Proposal (RFP) process, manager onboarding capability and ongoing manager due diligence. This feature transforms paper-based, labor-intensive manual processes into a modernized workflow that reduces operational expenses, improves documentation and helps you manage risk performance.


Our Insights

Rebounds and Remixes Shaping Packaged Products

BNY Mellon Growth Dynamics data shows a continued rebound of fund flows into equity exchange-traded funds and separately managed accounts while mutual funds continue to see outflows.

Rapid Recovery Reverses the Trend

Exchange-traded funds continue to pick up share in the packaged-products space as investors come back from the sidelines, BNY Mellon Growth Dynamics shows. 


Signs of a Turning Tide

BNY Mellon Growth Dynamics data shows signs of an emerging reversal of a consistent pattern of mutual fund outflows and exchange-traded fund inflows.

A Year of Persistent Distribution Shifts

The distribution landscape for packaged products remained broadly consistent throughout 2022, according to BNY Mellon Growth DynamicsSM data. However, a new year of complex market and macroeconomic conditions lies ahead.  

Our Solutions

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