One of the world’s largest providers of sophisticated investment analysis tools, reporting $10.8* trillion in assets under measurement.

Our goal is to provide comprehensive investment risk services that monitor risk across the investment process with integrated performance solutions for comparing, evaluating and understanding the impact of investment decisions.

Features

  • Learn more about how BNY Mellon Risk View can help institutional investors assess the risk and reward profile of their investment strategies.

    Explore BNY Mellon Risk View

    • Fundamental portfolio characteristics, allocation and risk exposure (country, currency, issuer and sector) for evaluating investment style and fund structure.

     

    • Returns-based risk measures and risk-adjusted returns including total risk, relative risk and downside risk statistics

     

    • Post-trade reporting for monitoring investment policy goals and guidelines.

     

    • Provides a view of key asset and liability metrics, analyzes sources that influence changes in pension funded status

     

    • Returns from the total fund, to individual security level, across all asset classes, with thousands of market and custom indexes.  
    • Performance on alternative strategies with multiple return types including time-weighted, non-lagged time-weighted and internal rates of return. 
    • GIPS® services include composite maintenance, calculations, and reporting to assist clients with the necessary returns, processes, and documentation required for claiming compliance. 
    • Key factors to identify the source of returns against a benchmark or peer group.

     

    • Extensive range of performance universes for comparisons at multiple levels including total fund, asset class and individual manager.

     

    • Detailed insights into asset allocation and capital flows across various asset owner plan and security attributes

    Explore Asset Strategy ViewSM

     

Our Thinking

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Considering the Alternatives

A Practical Look at Enterprise Risk Analysis and Alternative Investments

 The assumptions that are used in incorporating alternative investments into enterprise risk analysis matter. Different approaches to data management can lead to different potential conclusions about the apparent risks within an investment program.

Business Insights

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LATEST

BNY Mellon Endowments & Foundations Study

We’ve analyzed performance and asset allocation trends across a spectrum of E&Fs, who need to balance the two-fold objectives of supporting a stable stream of income while preserving the real purchasing power of their assets in perpetuity.

Frances Barney
05:27

Transparency in Benchmark Costs

Frances Barney, Head of Global Risk Solutions Consulting – Americas, and David Spaulding, CEO and Founder, The Spaulding Group, discuss the launch of “Custodian Guidelines for Transparency in Benchmark Cost,” an initiative that seeks to improve transparency on embedded fees for benchmark data, and enable investors to make informed decisions by understanding the details behind the fees they are paying.

Related Solutions

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