BNY Mellon IM launches portfolio analysis service

Aims to enable advisers to pinpoint strengths and weaknesses in portfolios


BNY Mellon Investment Management (BNY Mellon IM) has rolled out a model portfolio analysis service aimed at intermediary clients in the UK and Europe, Portfolio Adviser can exclusively reveal.

BNY Mellon PinPoint provides insights aimed at helping advisers to make informed investment decisions to build more resilient and refined model portfolios, while considering factors including their clients’ investment objectives, risk appetite and time horizon.

The service also provides advisers access to asset class research, risk factor analysis, stress testing based on current market conditions and historical performance data, manager research, objective-based investing, global macro context and market analysis, and tactical insights.

Advisers can compare one fund with another or see the impact from combining funds in a portfolio using the service.

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PinPoint launched in the US two years ago and, after what BNY Mellon IM global head of distribution Matthew Oomen described as a huge take up among advisers, it plans to grow the service to Emea.

Oomen told UK Adviser: “Markets are more complex than ever and what clients need is greater insight into how their portfolio is constructed and how it would behave in different macro scenarios.”

“We created BNY Mellon PinPoint to help advisers position their portfolios for any market environment based on sophisticated risk analytics with a seamless, customisable digital experience. This experience also includes access to the full breadth of services, products and investment capabilities of BNY Mellon, which touches 20% of the world’s investable assets.”

“With BNY Mellon PinPointSM, we’re delivering a client-centric investment solution,” added Eric Hundahl, Head of Portfolio Strategy at BNY Mellon IM.

“From our initial rollout of the tool in the U.S., the feedback we received was positive – information was easy to digest, and the actionable steps communicated in order to strengthen portfolios were a game changer. We look forward to rolling this out to clients in the UK and Europe.”

In August, BNY Mellon launched the BNY Mellon Multi-Asset Moderate Fund, which is managed by head of mixed assets at Newton IM Paul Flood.

It followed the launch of its FutureLegacy multi-asset range back in February.

This story originated on our sister title, UK Adviser.

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