Performance, Risk and Analytics

Explore Exposure and Structural Analysis

With Exposure and Structural Analytics (“Analytics”), institutional investors get a single and consistent set of data to help them get an in-depth understanding of allocation and risk exposure by country, issuer, sector and more.

Key Features:

• Fundamental, portfolio and security level characteristics
• Coverage on over 60,000 equities and 200,000 fixed income securities
• Allocation and exposure analysis for evaluating investment style and fund structure
• Capabilities that can help investors manage, monitor and analyze ESG and other sustainability metrics across their portfolio

Learn more about how BNY Risk View can help institutional investors assess the risk and reward profile of their investment strategies.

Returns-based risk measures and risk-adjusted returns including total risk, relative risk and downside risk statistics

Learn about how BNY’s powerful tools and expert support can help you monitor investment activities.

• Returns from the total fund, to individual security level, across all asset classes, with thousands of market and custom indexes.  
• Performance on alternative strategies with multiple return types including time-weighted, non-lagged time-weighted and internal rates of return. 
• GIPS® services include composite maintenance, calculations, and reporting to assist clients with the necessary returns, processes, and documentation required for claiming compliance. 
• Key factors to identify the source of returns against a benchmark or peer group.

Learn more about how our extensive range of peer group universes can help clients make appropriate and detailed performance comparisons—whether at the total fund, asset class or individual manager level.

Detailed insights into asset allocation and capital flows across various asset owner plan and security attributes.