Source: BNY Mellon
BNY Mellon, the global leader in investment management and investment services, has introduced its Interactive Analytics Report (IAR), the next generation of interactive reporting tools on the company's WorkbenchSM web platform.
With the new functionality, BNY Mellon Asset Servicing clients can now view and customize their investment analytics results using easy, click-through online screens.
Accessible through Workbench by more than 50,000 BNY Mellon clients, IAR replaces over 20 individual reports run by users. Asset owners can view their investment analytics while visually depicting their portfolio's fundamental characteristics - by country, asset type, quality ratings, or equity ratios.
Results are shown in graphs and charts that display historical and projected analyses of client investment plans. Users can also drill down into underlying asset data to gain further granularity into the characteristics that make up their portfolios.
"Our Interactive Analytics Report brings a new capability that can serve as a foundation for improved risk management," said John Gruber, managing director, global product strategy for BNY Mellon's Performance & Risk Analytics group. "It helps our clients open a window into their investments, which can lead to greater insight, stronger analysis, and more informed decision-making."
IAR is BNY Mellon's latest launch of enhanced technology products that offer clients useful, dynamic reporting features. In December, the company released Report Solutions, an online library of report templates that help clients with preparing regulatory filings and other custom reports.