Growth DynamicsSM

Interpret Trends. Strengthen Partnerships. Discover Opportunity. 


Help power your growth with extensive data sets sourced directly from data sponsors. Growth Dynamics is designed to help answer key product demand questions to better anticipate product trends. Built on more than a decade of asset and sales information from 900+ broker dealers and RIAs, this web-based solution provides the data needed to help construct and execute data-driven strategies to effectively help grow business and manage risk - while optimizing strategic relationships.

 

 Innovative Analytics,

 Actionable Insights


The Growth Dynamics' team of sales and product professionals leverages data as a strategic asset to help inform your distribution strategy of mutual funds, ETFs, SMAs, alternatives and annuities.

 

Don't just follow the trends, lead them. Growth Dynamics' unique sources of packaged product data support sales, marketing, strategy, finance and product management teams to better understand demand and the competitive landscape, and to uncover opportunities.

  • Platform Transparency: Leverage platform-level detail to tailor your sales strategies for wholesalers and national accounts.
  • Assess Performance Opportunity: Identify, track, and assess competitors’ product performance and generate a better understanding of your product’s relative competitive strength across multiple metrics.
  • Branch & Financial Advisor Analytics: Sharpen your engagement with key financial firms and advisors.
  • Thought Leadership and Research: A strategic view of product wrapper and category trends to better understand industry themes and growth opportunities.

Solutions

Sales teams can assess the relative strength of product lineups using key comparative metrics that help articulate value propositions (e.g. sales performance, risk profile, expense, Morningstar rating).

Product and marketing teams can leverage competitive transparency to evaluate ETF, mutual fund, and SMA positions and flows at the asset class and product level across branches and territories.  Use custom territories to conduct wholesaler review and assess compensation schemes. 

Enhance your clients’ experience and your teams’ efficiency through digital enablement, consolidation of compliance processes and automated reporting across investment managers and subadvisors. 

 

Compliance and due diligence staff can perform efficient subadvisor certifications and investment manager reviews with better reporting and intuitive analytics, helping them to better mitigate risk and manage relationships.

 

The tool is customizable and can be adapted to meet other data collection needs including wholesaler contact information or wholesaler activity data as part of a direct engagement program.

Our Insights

Active ETFs Show Resilience Amid Tariff Turmoil
Analysis  |  ETFs

Net sales of active exchange-traded funds (ETFs) amounted to $9.9 billion in the first quarter of 2025, exceeding the $9.4 billion in net sales generated by passive ETFs, partly because of reallocations by home offices to active products.

Record ETF and SMA sales as active ETFs and custom index shine
Analysis  |  ETFs

Record-setting 2024 flows for exchange-traded funds (ETFs) and separately managed accounts (SMAs) were driven by both equities and fixed income, the latest BNY Growth Dynamics℠ data shows.

Active ETF and taxable fixed income SMA growth accelerates
Analysis  |  ETFs

BNY Growth Dynamics℠ data shows active taxable fixed income has emerged as a key growth category for separately managed accounts (SMAs), with net sales exceeding the previous two years combined. Active ETFs are also thriving, with demand fueled by new products.

Surging models propelled active ETFs to record highs
Analysis  |  ETFs

Wirehouse Exchange-Traded Funds (ETFs) showed historic surge in inflows during Q2 2024. Separately managed accounts (SMAs) also enjoyed robust growth, picking up market share from mutual funds.

Our Solutions

ETF Services

Global Reach. Hands-On Support. 

Ready to grow your business? Speak to our team.