Assess the risk and reward profile of investment strategies
Regardless of the asset classes you oversee, BNY Risk View (“Risk View”) can support your risk measurement and ex-ante (forward-looking) analysis needs to help you make more informed investment decisions. Clients simply log on to our cloud-based platform to see interactive visualizations of value at risk, stress testing, volatility, correlation and more.
Assess the Risk and Reward Profile of Investment Strategies
We offer two methodologies for delivering Risk View, which helps institutional investors quantify and evaluate risk on global, multi-asset class portfolios.
Holdings-Level Service Approach for Risk View
The holdings-level approach to Risk View provides a full revaluation approach using actual investment holdings. As such, clients can get risk transparency into pooled funds, hedge funds and similar types of alternative investments. This bottom-up modeling capability, using security-level detail, supports client needs for sophisticated and robust risk analysis.
Factor-Model Service Approach for Risk View
For some clients, security level data is not readily available. Others may not need ex-ante analysis based on security-level data. By applying advanced factor models to a client’s portfolio returns, we deliver sophisticated risk analytics using a streamlined methodology. Clients get timely and easy-to-access online risk analytics without having to invest significant time and resources into data gathering and model building.
Our Insights
Analysis | Europe
Banks must strike a careful balance between helping to fuel economic activity with loans and keeping their balance sheets on solid ground.
Analysis | ETFs
Mutual funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs) all saw net sales grow in Q1 2024.
Views | Women & Investing
As investors, leaders and specialists - women are increasing their presence across financial services. BNY looks at the growth of women in finance and why inclusivity is needed.
Analysis | ETFs
BNY Mellon Growth Dynamics data shows flow trends to U.S. equity ETFs in the second half of 2023 began to shift, leading to the highest U.S. equity flows in Q4 2023 since the end of 2021.