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.
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.”