PORTFOLIO CONSULTATION
BNY PINPOINTSM
Explore new perspectives on your model portfolios in a bespoke report that can be tailored for you.
BUILDING BETTER PORTFOLIOS
A portfolio analysis tool for advisers: greater portfolio insights that enhance conversations with your clients.
BNY PinPointSM enables the comparison of historical portfolio data
against benchmarks selected by the client for illustrative purposes.

Data-driven Insights
BNY PinPointSM is a sophisticated tool which provides factual, data-driven insights, allowing financial professionals to evaluate their portfolio performance to help them make informed decisions.

Global & Holistic
Our team will work with you to use BNY PinPointSM to analyse your model portfolios. The analysis can illustrate sector, market capitalisation, regional exposure, style, duration, credit quality and maturity, depending on your instructions.
What makes BNY PinPointSM different?

Your Portfolio Report
Highly engaging visual design that contains only the content you consider most relevant to provide a more compact, efficient report.

Dynamic and Visual
Dynamic, interactive, visual charts that summarize the changes between current and hypothetical portfolios, packaged for you in your report.

What-IF...? Scenarios
Includes a wide variety of “What-if...?” scenarios to compare performance between benchmark, current, and hypothetical portfolios to illustrate how they would have performed under various scenarios.
BNY PinPointSM can be used to provide:
Analysis on total portfolio asset allocation
Analysis on specific asset classes
Historical performance of model portfolios
Fund analysis
Macro-environmental trends and risks
Customized stress test analysis
What do you get?
A report that lets you talk to your clients about how to potentially enhance their portfolios. The report could help you to:

Harnesses a wide range of risk and performance analytics.

Identify opportunities.

Identify structural weaknesses.

Assess whether each portfolio has exposure to an appropriate level of risk to seek the desired return
Collaborative Process
This is designed to be a long-term partnership between us and the adviser, in which BNY PinPointSM enables the adviser/financial professional to revisit the analytical process regularly- typically every six to twelve months – to reassess the portfolio, based on the prevailing market backdrop and the client’s evolving needs.
Enables the adviser to potentially identify opportunities, highlight structural weaknesses, and understand the right amount of risk exposure for the desired return.
Meaningful analysis that enables the adviser to assess practical solutions. BNY PinPointSM is designed to deliver insights that could lead to better, more informed decisions and ultimately to more resilient, refined model portfolios for your clients.
BNY PinPointSM delivers illustrative, historical comparisons based on input data. The tool looks through your model portfolio to analyse its underlying holdings, enabling you to identify strengths, weaknesses, possible opportunities and potential threats.
One of its key functions includes “What if..?” analysis in which the model portfolio is stress-tested against varying market situations using historical data to see how it might behave. Depending on your instructions, these situations include typical scenarios seen throughout the economic cycle – from bull or bear markets to scenarios of high or low growth, high or low volatility, and rising or falling interest rates – and also a range of exceptional historical events such as specific currency crises, oil crashes, and sovereign debt crises.
Working with you, for you and your clients
As an advisor I need | BNY PinPointSM helps me to... |
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Partnership with experts, with an experience that is personalized to my needs | Your engagement with our Portfolio Solutions team is tailored to suit your needs. Our team will work with you to use BNY PinPointSM to analyse your model portfolios and the report can be tailored to include the most pertinent sections for you. |
Detailed but clear analytics of my clients’ investments. I want to understand ways to improve and make more robust portfolios | BNY PinPointSM analyzes the existing portfolio using a comprehensive range of risk and portfolio analytics to identify opportunities and structural weaknesses.
It drills down to gain an in-depth understanding of each portfolio to create a comprehensive snapshot. This analysis can illustrate sector, market capitalisation, regional exposure, style, duration, credit quality and maturity depending on your instruction. |
To understand how my clients’ portfolios will perform under periods of market stress | BNY PinPointSM stress-tests the portfolio to see how it might behave in response to a wide range of market scenarios. |
The ability to communicate portfolios insights with my clients | BNY PinPointSM enables you to develop comprehensive insights that you can use to help manage your next meeting or in conversations with your clients. |
Your report from BNY PinPointSM
Comprehensive and clear with real substance
BNY PinPointSM exhaustive analysis culminates in a bespoke report that can be tailored for each advisor to provide them with their preferred content and level of detail.

This comprehensive report includes:
Performance and risk analysis
Key performance drivers/attribution
“What if…?” scenario analysis
Portfolio breakdown analysis
Fund analysis
Portfolio snapshot
Meet the team
Nicolas Reuland, CFA1
Investment Strategist
Portfolio Solutions
Matthew Hutchinson, CFA1
Head of Portfolio Solutions
Sebastian Vismara
Senior Global Macro Economist
1 CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
IN GOOD COMPANY
We’re proud of our people and the work we deliver. Every milestone we achieve inspires us to build on our longstanding legacy of success.
FINTECH AWARD1
BNY Investments is the proud recipient of the 2023 FinTech Breakthrough Award in the “Best Overall FinTech Software” category.
1 FinTech Award: The FinTech Award was open to all individuals, companies and organizations involved in producing fintech products and services. FinTech Breakthrough judges have earned a reputation for fairness and credibility and are committed to determining the BREAKTHROUGH nominations for each award category. Judges are senior-level, experienced FinTech professionals that have personally worked within the financial services space, including journalists, analysts and technology executives with experience in a range of financial technologies and perspectives. From successful technology startups to veteran industry leaders, the panel of judges bring a balanced perspectives of evaluation for the award nominations.
The value of investments can fall. Investors may not get back the amount invested.