BNY Performance Solutions

Spec sheet

Purpose

The solution provides an integrated source for portfolio returns, attribution, benchmark management and GIPS reporting.Read 12 Oct 2026 · bny.com

Intended users

BNY says its data, software and solutions power operations for asset servicing providers and buy-side firms worldwide.Read 12 Oct 2026 · bny.com

Integrations

BNY describes collaborations with a broad network of data and analytics providers and hyperscalers, and reports 169 external data integrations as of March 31, 2026.Read 12 Oct 2026 · bny.com

Security

BNY states that its Information Security Management System is ISO 27001:2022 certified and its program aligns with the NIST Cybersecurity Framework.Read 12 Oct 2026 · bny.com

Headquarters

BNY lists its corporate headquarters at 240 Greenwich Street, New York, NY 10286, United States.Read 12 Oct 2026 · bny.com

Allocation analysis

YesRead 24 Sep 2026 · bny.com

Analytics

It supports daily and monthly returns, attribution and performance drivers across equity, fixed income and multi-asset strategies, plus risk metrics such as volatility and Sharpe ratio.Read 11 Oct 2026 · bny.com

Asset class coverage

multi_asset_alternativesRead 24 Sep 2026 · bny.com

Audit controls

The Performance Book of Record includes audit trails, version control and data integrity features.Read 11 Oct 2026 · bny.com

Auditability

Performance tracking from individual securities to entire books includes built-in audit trails, version control and data integrity.Read 12 Oct 2026 · bny.com

Benchmark management

The page describes customizable benchmarks, automated composite creation, and GIPS and compliance reporting.Read 11 Oct 2026 · bny.com

Benchmarks and composites

Users can customize benchmarks, automate composite creation and streamline GIPS and compliance reporting.Read 12 Oct 2026 · bny.com

Delivery model

BNY describes its broader Data & Analytics offering as SaaS-based and cloud-native, with flexible architecture intended to support global expansion.Read 12 Oct 2026 · bny.com

Managed services

Additional managed services can handle data operations tasks, and the page lists managed hosted services as available 24/7.Read 12 Oct 2026 · bny.com

Performance analytics

It tracks daily and monthly returns and provides attribution and performance drivers across equity, fixed income and multi-asset strategies, with risk metrics including volatility and Sharpe ratio.Read 12 Oct 2026 · bny.com

Performance reporting

YesRead 24 Sep 2026 · bny.com

Portfolio coverage

Its Performance Book of Record centralizes daily or monthly tracking across portfolios, asset classes and levels from individual securities to entire books.Read 11 Oct 2026 · bny.com

Portfolio views

Drill-through analytics include public and private market insights tailored to a portfolio’s exposure profile.Read 12 Oct 2026 · bny.com

Reporting

It supports tailored reports delivered by email or web portal, including dynamic visuals for regulatory disclosures, marketing and client updates.Read 12 Oct 2026 · bny.com

Risk analysis

YesRead 24 Sep 2026 · bny.com

Unified performance data

The offering brings returns, attribution, benchmark management and GIPS reporting into one integrated performance source.Read 11 Oct 2026 · bny.com

Where Specifiction places it

• Investment Compliance Software#6 of 327.3
• Portfolio Management Software#78 of 816.8