Mellon enhances reporting toolkit

Source: Mellon Financial

Mellon Analytical Solutions (MAS), a leading global provider of performance measurement, analytic, and attribution services, has announced the next generation of its Report Writers capability, the group's report writing and query tool that helps institutional investors build customized reporting and analysis for performance and analytics.

Mellon currently provides an extensive range of standard reporting options to a global client base but has recognized a growing trend within the industry for clients to have more control of their investment reporting. This extends to both look and feel and the underlying content of reporting.

"Client demands are becoming more sophisticated, and Report Writers gives them unmatched access to the depth and breadth of data they need, when they need it," said Greg Stewart, director of product management and investor performance for Mellon Analytical Solutions. "Querying information for customized reporting has never been easier."

Providing a rich user experience, Report Writers gives clients ultimate control for output design by providing user-defined data selections and sorting capabilities. Building on the wealth of performance and security level analytic information already available, new key features and functionality include:
  • Access to over 100 different summary level analytics for both equity and fixed income asset classes, including commonly used fundamentals such as price-to-earnings, price-to-book, dividend yield, duration and quality ratings
  • Ability to combine summary level performance and analytic data on the same report
  • Easily select between summary and/or security level analytics during the report creation process
  • Integrated scheduling and output distribution capabilities to enable users to specify the frequency of and delivery mechanism (FTP, e-mail and local drive) of queries and reports


"The addition of summary level analytics and the improved output distribution and scheduling capabilities for Report Writers reinforces our commitment to developing powerful and comprehensive Web-based tools," added Stewart.

The robust Report Writers tool, along with other MAS products and services, are available through Mellon's Workbench integrated portal, which provides ready access to data through any Internet connection.

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