Asset and Investment Automation
Automated asset allocation and investment operations across fund-of-fund investment structures
OUR VALUE
BNY helps streamline management of simple and complex fund-of-fund structures, reducing friction and enabling clients to execute investment strategies with confidence.
PRODUCT HIGHLIGHTS
Our solutions include cash allocation, rebalancing and cash funding of simple to complex multi-tiered fund-of-fund structures with built-in compliance checks, look-through analysis and end-to-end order management. This enhances efficiencies, reduces risk and delivers transparency with control.
Investment Automation
Automation of fund-of-fund investment operations enables clients to set targets, tilts, glidepaths and operating ranges, plus automate cash allocations, cash movements and rebalancing.
Custom Allocation Models
Customized asset allocation models allow discretionary and algorithmic portfolio management on one platform. Allocations can be automated for scale and consistency and judgment applied in complex models.
Compliance and Control
Portfolios and policies can be compared on one dashboard. Dual authorizations, tolerance bands, target weights and compliance checks can be set, with detailed compliance alerts and audit trails.
CLIENT VALUE
Automation reduces errors and operational risk, while enhancing consistency and accuracy. Our solutions offer scalability, portability, full look‑through visibility and stronger governance.
Efficiency at Scale
Straight-through processing reduces manual work across cashflow, trading, and settlement workflows. Exception led processing and standard integrations boost throughput and support growth.
Lower Risk, Faster Launch
Automating allocation and order lifecycles helps improve timeliness and lower operational risk. Forward‑looking analysis and simulations can help spot liquidity and compliance issues before execution.
Adaptability for Growth
We offer a scalable foundation that adapts as fund‑of‑fund structures evolve, providing support for new products, clients, asset classes and multi‑level investment models, even as complexity grows.
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