INSIGHTS

See patterns others can't

White papers, opinions and policy pieces

Proprietary data-driven research and surveys

Macro and markets commentary, investing strategy

Views from around our industry with the latest insights on trading, collateral, funding and liquidity

INSIGHTS

Aerial View: the making of a money squeeze?

Echoes of 2019’s repo market dislocation and concerns about small and mid-size bank weakness have returned, just when a soft landing is within the Fed’s grasp. What needs to be done to avert a liquidity crunch?

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ABOUT US

Our Clients

We are proud of our client relationships, and we are stronger because of them. Read our client stories and learn about the many ways we work to make a difference in our communities and beyond.

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Internship Program

An 8-10 week opportunity for undergraduate students to experience a variety of functional areas within financial services.

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Analyst Program

A 24-month program that offers you growth, development and exposure to impactful projects across many areas of financial services.

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APRIL 2024

BNY Mellon Quarterly Earnings - First Quarter 2024

BNY Mellon is off to an encouraging start for the year, with a solid financial performance, and all our businesses building on their momentum from last year.  In the first quarter, we delivered double-digit EPS growth as well as pre-tax margin and ROTCE expansion on the back of positive operating leverage. 

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Annual Report 2023

FEBRUARY 2024

BNY Mellon Annual Report 2023 - Building on Opportunity

The unique role we play in the financial system comes with tremendous responsibility, and our success is critical not only to our clients’ success, but also the global economy at large. Read our 2023 Annual Report which highlights how we're building on opportunity.

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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.

 

Download Subadvisor Certification Solution Brief (PDF)
Download Investment Manager Assessment Brief (PDF)

Our Insights

Stock market, ETF investments concept. 3D illustration

U.S. Equity ETFs Rebound as Small Caps Take the Spotlight

A surprising first half of the year led to significant ETF growth in the second half of 2023.

Stock market chart and a particle earth.

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.

Close up of stock market chart and worried atmosphere on a dark background.

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. 

 

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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.

Our Solutions

Data Vault

Open, cloud-native, and flexible, Data Vault can help you rapidly collect, connect, store, govern and distribute data across your organization.

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ESG Data Analytics

Customize your investment portfolio to meet clients’ individual ESG factor preferences.

 

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Ready to grow your business?

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