Performance Measurement
Global performance measurement helps you to understand the structure of your investment portfolio as compared against established benchmarks and peer samples.
As one of the world’s leading providers of performance measurement to the institutional trust and custody marketplace, BNY Mellon Asset Servicing's Performance & Risk Analytics technology platform calculates $6 trillion US in domestic and global portfolios. These calculations adhere to Association for Investment Management and Research (AIMR) performance presentation standards.
Performance & Risk Analytics' performance methodology uses time and dollar weighted rates of return for flexible time periods. Rates are calculated using information from our multicurrency accounting system, ensuring a high degree of accuracy. An automated reconciliation with our clients’ investment managers reduces the likelihood of information discrepancies.
With global performance measurement you can:
- Monitor investment strategies.
- Improve your efficiency and timeliness by receiving online reports the next business day.
- Conduct analysis at the asset class, economic sector, industry sector, country and security level.
- Leverage leading-edge benchmarking capabilities through access to more than 6,000 online indexes, and create custom blended benchmarks.
- Assess performance with attribution analysis that helps you evaluate your investment process, its strengths and weaknesses and value-add opportunities.