The enhancements offer new interactive capabilities enabling clients to customize, drill-down, and gain insight into their portfolio returns. The company’s new Interactive Performance Report (IPR) makes these new features available to institutional clients through Workbench, BNY Mellon Asset Servicing’s information delivery portal.
IPR allows users to view and customize a wide range of performance-related data by options, including rate of return by account or asset class, and to drill-down on select data by asset classification such as by country, sector, or industry. Performance and attribution results can now be viewed for daily, weekly, and custom time periods. A new ‘drill across’ feature allows clients to delve deeper into market values and cash flows used to derive investment returns.
For more information, visit www.bnymellon.com.