PORTFOLIO CONSULTATION SERVICE
BNY PinPointSM
BUILDING BETTER PORTFOLIOS
BNY PinPointSM is intended for and available for use by Financial Professionals only. Members of the General Public
cannot access or have the availability to use this tool and cannot be provided with any output/reports generated by this tool.
A TOOL FOR ADVISORS
Greater portfolio insights that enhance conversations with your clients.
BNY PinPointSM is a robust consultation service for advisors, powered by a dynamic analytical tool, designed to give you greater portfolio insights that enhance conversations with your clients.
Our team of investment professionals will work with you to analyze your clients’ portfolios which will help you to assess their needs, based on their investment objectives, appetite for risk, and their unique circumstances.
AWARD WINNING
2023 FinTech Award1
BNY Investments is the proud recipient of the 2023 FinTech Breakthrough Award in the “Best Overall FinTech Software”
for our digital Client Experience (CX) program, with its focus on data, transparency and accessibility. The flagship in our CX program is
BNY PinPointSM, an analytical tool designed to give advisers greater insights into portfolios.
What Do I Get?
A bespoke report that lets you talk to your clients about how to potentially enhance their portfolios
Harnesses a wide range of risk
and performance analytics.
Uncover opportunities.
Exposes structural weaknesses.
Helps to ensure that each portfolio has exposure to an appropriate level of risk to seek the desired return.
BNY PinPointSM
in under 3 minutes
in under 3 minutes
BNY PinPointSM provides a wide
range of services
Analysis on total portfolio asset allocation
Analysis on specific asset classes
Manager research
Outcome or objective-based investing
Macro-environmental trends and risks
Adviser-specific risk analysis
Tactical insights
Working with you, for you and your clients
Working with you, for you and your clients
As an advisor, I need...
Partnership with experts, with an experience that is personalized to my needs
BNY PinPointSM helps me to...
BNY PinPointSM has been designed and developed by professionals across BNY Investments specifically to meet advisor’s needs.
Your engagement with BNY PinPointSM is tailored to suit you. This is a truly collaborative process in which we work with you to analyze your clients’ portfolios which will help you to assess their needs, based on their investment objectives, appetite for risk, and their unique circumstances.
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 encompasses sector, market capitalization, regional exposure, style, duration, credit quality and maturity.
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. We can use our own market views and incorporate your own ideas into the scenarios.
The ability to communicate portfolios insights with my clients
As well as a consultation, BNY PinPointSM gives you comprehensive insights that you can use to help manage your next meeting or in conversations with your clients.
An experience that is highly personalized,
dynamic and visual
This is designed to be a long-term partnership between us and the advisor, in which we 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.
Identify opportunities, highlight structural weaknesses, and understand the right amount of risk exposure for the desired return
Meaningful Analysis that delivers practical solutions
BNY PinPointSM is designed to deliver insights that will lead to better, more informed decisions and ultimately to more resilient, refined portfolios for your clients.
BNY PinPointSM looks through your portfolio to analyse its underlying holdings, thereby gaining a full picture of its strengths, weaknesses, possible opportunities and potential threats.
One of its key functions includes “What if..?” analysis in which the portfolio is stress-tested against varying market situations to see how it might behave. 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.
Comprehensive and clear with real substance
Your bespoke report from BNY PinPointSM
BNY PinPointSM’s 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.
BENCHMARK
- BLOOMBERG US AGG BOND TR USD 45%
- S&P 500 TR USD 20%
- RUSSELL 200 TR USD 10%
- MSCI EAEF NR USD 25%
This comprehensive report includes:
- Performance and risk analysis
- Key performance drivers/attribution
- “What if…?” scenario analysis
- Portfolio breakdown analysis
- Fund analysis
- Portfolio snapshot
What makes BNY PinPointSM different?
Your Portfolio Report
Highly engaging visual design that contains only the most relevant content for advisors to provide a more compact, efficient leave-behind.
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.
Matthew Hutchinson, CFA
BNY Investments
Portfolio Solutions Group
Head of Portfolio Solutions
James Macey
BNY Investments
Portfolio Solutions Group
Senior Investment Strategist
Gregory Allison
BNY Investments
Portfolio Solutions Group
Investment Strategist
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 BREAK THROUGH 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 perspective of evaluation for the award nominations.
BNY PinPointSM is intended for and available for use by Financial Professionals only. Members of the General Public cannot access or have the availability to use this tool. All investments involve risk including the possible loss of principal. Asset allocation and diversification cannot assure a profit or protect against loss. There can be no assurance that an investment strategy based on the tool will be successful.
Important: The projections or other information generated by the tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. The tool cannot predict a portfolio’s risk of loss due to, among other things, changing market conditions or other unanticipated circumstances.
The tool will be used with a financial professional who will set the parameters of the analysis, and is not a proposed investment strategy or a comprehensive financial plan. This tool is being provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions.
The tool does not take into account the particular investment objectives, restrictions, or financial, legal or tax situation of any specific investor, nor does it purport to be comprehensive or intended to replace the exercise of an independent review regarding any investment, asset class or other financial decision. Financial professionals are responsible for making their own independent judgment as to how to use this information.
BNY and its affiliates are not responsible for any subsequent investment advice given based on the information supplied. This is not investment research or a research recommendation for regulatory purposes as it does not constitute substantive research or analysis. BNY accepts no liability for loss arising from use of this tool.
BNY Investments Portfolio Solutions Group partners with financial professionals in a consultative fashion to support more informed investment choices. With a focus on portfolio solutions, the team engages with financial professionals across the country and delivers innovative financial professional education programs at industry conferences. Drawing from the breadth of BNY Investments, the Portfolio Solutions Group brings a diverse investment background to assist financial professionals with risk management, portfolio construction, alternative beta, manager due diligence, and macroeconomic research.
BNY Investments is one of the world’s leading investment management organizations, encompassing BNY's affiliated investment management firms and global distribution companies. BNY Mellon Securities Corporation, 240 Greenwich St., New York, NY 10286 is the distributor of BNY Mellon funds and is a registered broker-dealer and subsidiary of The Bank of New York Mellon Corporation.
BNY is a corporate brand of The Bank of New York Mellon Corporation.
IS-609011-2024-09-19