Growth DynamicsSM

Interpret Trends. Strengthen Partnerships. Discover Opportunity. 


Help power your growth with extensive data sets sourced directly from data sponsors. Growth Dynamics is designed to help answer key product demand questions to better anticipate product trends. Built on more than a decade of asset and sales information from 900+ broker dealers and RIAs, this web-based solution provides the data needed to help construct and execute data-driven strategies to effectively help grow business and manage risk - while optimizing strategic relationships.

 

 Innovative Analytics,

 Actionable Insights


The Growth Dynamics' team of sales and product professionals leverages data as a strategic asset to help inform your distribution strategy of mutual funds, ETFs, SMAs, alternatives and annuities.

 

Don't just follow the trends, lead them. Growth Dynamics' unique sources of packaged product data support sales, marketing, strategy, finance and product management teams to better understand demand and the competitive landscape, and to uncover opportunities.

  • Platform Transparency: Leverage platform-level detail to tailor your sales strategies for wholesalers and national accounts.
  • Assess Performance Opportunity: Identify, track, and assess competitors’ product performance and generate a better understanding of your product’s relative competitive strength across multiple metrics.
  • Branch & Financial Advisor Analytics: Sharpen your engagement with key financial firms and advisors.
  • Thought Leadership and Research: A strategic view of product wrapper and category trends to better understand industry themes and growth opportunities.

Solutions

Sales teams can assess the relative strength of product lineups using key comparative metrics that help articulate value propositions (e.g. sales performance, risk profile, expense, Morningstar rating).

Product and marketing teams can leverage competitive transparency to evaluate ETF, mutual fund, and SMA positions and flows at the asset class and product level across branches and territories.  Use custom territories to conduct wholesaler review and assess compensation schemes. 

Enhance your clients’ experience and your teams’ efficiency through digital enablement, consolidation of compliance processes and automated reporting across investment managers and subadvisors. 

 

Compliance and due diligence staff can perform efficient subadvisor certifications and investment manager reviews with better reporting and intuitive analytics, helping them to better mitigate risk and manage relationships.

 

The tool is customizable and can be adapted to meet other data collection needs including wholesaler contact information or wholesaler activity data as part of a direct engagement program.

Our Insights

Active ETFs and SMAs Thrive as Mutual Funds Lose More Ground
Analysis  |  ETFs

Mutual funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs) all saw net sales grow in Q1 2024.

AI equity impact: already irrational?
Macro and Investing  |  Artificial Intelligence

Speculation on the influence of Artificial intelligence (AI) pervades every corner today. Few industries seem untethered from its potential impact, likewise global productivity. BNY Mellon’s Global Economic and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.

U.S. equity ETFs rebound as small caps take the spotlight
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.

UK wallet watch
Macro and Investing  |  Consumer Spending

2023 was a year of high inflation, interest rate increases and an ongoing cost-of-living crisis. Discover more with BNY Mellon Investment Management's wallet watch.

Our Solutions

Data Vault

Open, cloud-native, and flexible, Data Vault can help you rapidly collect, connect, store, govern and distribute data across your organization.

ETF Services

Global Reach. Hands-On Support. 

Ready to grow your business? Speak to our team.