Performance, Risk and Analytics

One of the world’s largest providers of sophisticated investment analysis tools


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.

Capabilities

Explore Exposure and Structural Analysis

 

With Exposure and Structural Analytics (“Analytics”), institutional investors get a single and consistent set of data to help them get an in-depth understanding of allocation and risk exposure by country, issuer, sector and more.

Key Features:

  • Fundamental, portfolio and security level characteristics
  • Coverage on over 60,000 equities and 200,000 fixed income securities
  • Allocation and exposure analysis for evaluating investment style and fund structure
  • Capabilities that can help investors manage, monitor and analyze ESG and other sustainability metrics across their portfolio

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

Learn about how BNY’s powerful tools and expert support can help you monitor investment activities.

  • 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.

Our Insights

Tech-Driven Alpha in Private Markets
Analysis  |  Alternatives

Surveyed asset owners share how AI tools help address complexity and improve outcomes in alternative investments. Represents $1T in AUM.

Navigating Real-Time and Cross Border Payments
Trends  |  Payments

Explore real-time payments, regulatory trends, liquidity management and the modern infrastructure needed to support them. BNY provides some insights.

Trade finance automation: Banks driving digital change
Trends  |  Payments

Unlock the potential of digital payments as demand skyrockets. Gain insights into innovative payment strategies for business growth.

A market in transition: Optimizing CLO and credit fund operations
Trends  |  Technology & Innovation

Explore how credit managers can optimize private credit and CLO operations through data, automation, and technology to drive growth and meet rising demand.

Our Solutions

Intermediary Analytics

Business intelligence solutions designed to maximize the interactions of asset managers and broker dealers in their respective product distribution efforts.

Global Custody Services

Global custody and accounting services built upon the industry's first single multi-currency systems platform.

Ready to grow your business? Speak to our team.