Powerful Tools, Expert Support
BNY’s Investment Compliance Monitoring services helps clients effectively monitor investment policy goals and guidelines and delivers the transparency and control needed to support your governance and risk management practices.
Post-Trade, Rules Based Services
- Create a compliance monitoring program that’s aligned to your stated investment objectives and your need to manage specific risk elements
- Detect and promptly address issues and investment breaches
- Access comprehensive reporting to support your compliance process, analyze the activity of investment managers and communicate with stakeholders
CUSTOMIZED
Equity positions in your portfolio are scored based on a scale of zero to one hundred—making it simple to understand and communicate how your portfolio is performing against key sustainability metrics
COMPREHENSIVE
We use an extensive range of security attributes to help construct customized, complex, multi-level guidelines to monitor your investment mandates
ESG INTELLIGENT
Provides the capability to screen your investments against a wide range of Environment, Social and Governance (ESG) criteria covering sensitive business issues
Our Insights
A recent article from Global Custodian shows how BNY is helping clients reveal unseen possibilities with new technologies, collaborations and a philosophy that data has become the world’s most important asset class.
Recently appointed Head of Trust & Depositary for Ireland at BNY, David Kelly, shares his thoughts on the investment funds and Depositary landscape in Ireland as we exit COVID-19 enforced lockdowns.
Our Solutions
Performance, Risk and Analytics
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.
Global Custody Services
Global custody and accounting services built upon the industry's first single multi-currency systems platform.