Products January 11, 2012

BNY Mellon Introduces Mobile Dashboard App

 

BNY Mellon introduced its Performance & Risk Analytics (P&RA) Mobile Dashboard application.

 

 

Reported by

P&RA Mobile Dashboard, which went live in December, makes the new features available to institutional clients through Workbench Mobile, BNY Mellon Asset Servicing’s information delivery portal.

Using P&RA Mobile Dashboard, clients can view key portfolio and benchmark information on their iPads, including Daily Returns, Historical Returns, Top 10 Positions, Top 5 Overweight Positions and Top 5 Underweight Positions. Results can be viewed as line or bar charts, or in tabular data format.  

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

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.   



“As the need for instant information swells, we continue to integrate our products and services into more convenient, customizable 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.” 


 

Deals & People January 11, 2012

Cassidy Retirement Group Hires Consulting Actuary

David J. Kershner, FSA, EA joined Cassidy Retirement Group (CRG) as a consulting actuary.
Reported by

Formerly a senior consulting actuary with Towers Watson and partner with Ernst & Young, Kershner brings more than 25 years of experience working with retirement plan sponsors throughout the U.S. His experience includes all aspects of pension and retirement plan consulting, especially planning and analysis in funding and expense valuations, multi-scenario projections, plan design studies, mergers and acquisitions, plan governance and union negotiations.

Kershner’s professional credentials include Fellow of the Society of Actuaries (FSA), Enrolled Actuary (EA) and member of the American Academy of Actuaries. He holds a BA in mathematics from York University in Toronto.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

«