BNY mellon is introducing a mobile dashboard application for its performance and risk analytics services offering.
The mobile app will deliver investment risk, results and exposure data to client iPads to view portfolio and bench market information such as daily and historical returns, top 10 positions and the top five overweight and underweight positions.
“As the need for instant information swells, we continue to integrate our products and services into more convenient, customisable views,” said John Gruber, managing director, global product strategy for BNY Mellon Asset Servicing’s Performance & Risk Analytics group. “The new P&RA Mobile Dashboard gives plan sponsors and fund managers true on-the-go and highly useful information about their investments’ performance, exposures and allocation.”
Results can be viewed as line or bar charts, or in tabular data format. Other features include filters to review investment returns by major asset class, as well as gross or net of fees. Additional views are scheduled for delivery in early 2012.
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