Peer Group Universes

The market intelligence you need to compare your performance to the appropriate peer group.

 

Institutional investors and asset managers need timely information to help them make detailed performance comparisons against peers with similar investment objectives. We offer an extensive range of peer group universes to allow comparisons at multiple levels, including total fund, asset class and individual manager.

Capabilities

One of the premier fund-level peer comparison services available in the U.S. and Canada, our Master Trust Universes are invaluable for making comparisons of performance results for corporate defined benefit, public fund, Taft-Hartley, endowment, foundation, and healthcare operating plans.

We provide this service to institutional investors to help them identify trends in allocation and performance and provide attribution vis-à-vis peer groups. At the core of this service is a rich repository of data based on assets that we custody for clients. We normalize this data to provide market intelligence to clients so that they can have more focused conversations with stakeholders during the investments process. For more information, please explore Asset Strategy View.

These universes allow fund and plan managers to make valid, relevant performance comparisons and assist financial institutions with the marketing of their offerings.

Our Insights

Disruptive Forces on Credit Cards, and Changes in the Digital Payment Landscape
Digital and Technology

Disruptive Forces on Credit Cards, and Changes in the Digital Payment Landscape

Milken Global Conference 2023: Macroeconomic Environment & Banking Sector
Market trends

Explore key discussions from BNY’s CEO Robin Vince and Investment Management CEO Hanneke Smits on banking failures and macroeconomic conditions at the Milken Conference.

The Importance of Financial Literacy: From Education to Action
Digital and Technology

Discover how financial literacy education helps individuals make sound investment decisions and manage resources effectively.

The World’s Most Important Asset

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.

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.

Hedge Fund Services

BNY provides an integrated hedge fund services solutions designed to fully manage the administrative requirements of both onshore and offshore hedge funds.

Ready to grow your business? Speak to our team.