CIBC Mellon's Workbench Expands Portfolio Options

September 25, 2001( - Institutional investors and their investment managers can now monitor their investments from anywhere in the world through CIBC Mellon's new online product, Workbench.

Investment managers will be able to access this browser-based, real-time reporting and global market information tool by logging onto the group’s new Web site.


The Workbench site provides access to cash, custody and accounting reports with search capabilities and a report scheduler. Other features include:

  • single sign-on access,
  • customizable home page,
  • enhanced client security, and
  • online support

In addition, it has a reference library that includes

  • global news updates,
  • market profiles,
  • market commentaries,
  • currency analysis, and
  • an online global settlement and trading guide

Future enhancements include delivery of corporate action notification and response system, performance measurement, and analytical reporting through the site.

Workbench is first being released to CIBC Mellon’s investment manager community, with complete rollout to all CIBC Mellon clients by early next year.

CIBC Mellon is a corporate services provider of domestic and global custody, securities lending, multi-currency accounting, performance measurement, investment analytics, information delivery and foreign exchange services.

The Mellon group of companies represents more than US$2.8 trillion in global assets under custody, administration and management.