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6/9/09:  The Bank of New York Mellon and Investor Analytics Form Strategic Alliance Extension of relationship strengthens focus on risk transparency and other solutions to meet growing regulator and investor demands. Read the full story »

2/20/09:  Balanced funds' returns affected by market environment in 2008 Bond pooled funds buck the trend with International Bond Funds achieving returns of 33.6% in Q4 and 51.2% over 2008 Read the full story »

2/11/09:  All Segments of the US Master Trust Universe End 2008 in the Red, According to BNY Mellon Asset Servicing US plans post negative returns for fifth straight quarter. Read the full story »

12/15/08:  High market volatility impacts currency overlay performance in third quarter LONDON, December 15, 2008 – Statistics released today by BNY Mellon Asset Servicing show that median excess returns for currency overlay managers were negative during the third quarter of 2008. During this period, currency overlay managers returned on average -0.84%, which is the lowest return that that BNY Mellon has recorded since the company started to measure currency overlay manager performance in 2001. Read the full story »

12/4/08:  Unprecedented market turbulence impacts pooled fund of hedge funds in third quarter Fund of hedge fund managers outperformed UK and Overseas Equity pooled funds Read the full story »

11/26/08:  BNY Mellon Asset Servicing announces CAPS pooled pension fund update for October 2008 LONDON, November 25, 2008 – BNY Mellon Asset Servicing, the global leader in securities servicing, has today announced the CAPS pooled pension funds performance results in the UK for the month of October 2008. Read the full story »

11/10/08:  Market Volatility Impacts All Segments of the US Master Trust Universe, according to BNY Mellon Asset Servicing BOSTON, November 10, 2008 – The median plan for the 509 corporate, foundation, endowment, public, Taft-Hartley and healthcare plans that make up the BNY Mellon Master Trust Universe posted a combined -8.89% return for the third quarter of 2008, representing the fourth consecutive quarter of negative returns. Of the plans in the universe, only 39% posted a return that either matched or exceeded the custom policy return of -8.27%, a contrast to recent quarters when the majority of plans beat the universe policy. Read the full story »

11/3/08:  BNY Mellon Asset Servicing Names John Gruber Head of Global Product Management for Performance & Risk Analytics BOSTON, November 3, 2008 – BNY Mellon Asset Servicing, the global leader in securities servicing, has named John Gruber as head of Global Product Management for its Performance & Risk Analytics (P&RA) product line Read the full story »

9/16/08:  Pooled fund of hedge funds rebound in second quarter of 2008 LONDON, September 16, 2008 – Statistics published by BNY Mellon Asset Servicing show that results for pooled fund of hedge fund managers in the second quarter of 2008 were back in positive territory, with the median fund returning 2.4%. This compared with -4.0% for the previous quarter Read the full story »

8/12/08:  BNY Mellon Asset Servicing Announces New Service for Composite Management BOSTON, August 12, 2008 – BNY Mellon Asset Servicing, the global leader in asset servicing, has introduced a new service for investment managers and financial institutions that comply with the Global Investment Performance Standards (GIPS) in their reporting process. Read the full story »

7/24/08:  Balanced pooled funds see second consecutive negative quarter of 2008 LONDON, July 24, 2008 – Results from BNY Mellon Asset Servicing’s quarterly CAPS survey show that balanced pooled funds failed to achieve a positive median return for the second consecutive quarter. Over this period balanced pooled funds returned -1.6%, which combined with poor performance in the previous quarter, means that over a one year period the median return was -8.2%. Read the full story »

7/16/08:  BNY Mellon Asset Servicing Announces New 130/30 Large Capitalization Universe BOSTON, July 15, 2008 – BNY Mellon Asset Servicing, the global leader in asset servicing, has introduced a 130/30 Large Capitalization Peer Group Universe through its Performance & Risk Analytics (P&RA) product line. The new universe allows institutional investors both to compare managers overseeing 130/30 strategies as well as to compare the 130/30 Large Cap Universe’s performance against a traditional “long-only” universe. Given the higher management fees typically associated with long/short strategies, the comparisons can help investors determine the cost-benefit of these alternative investment vehicles. Read the full story »

6/25/08:  BNY Mellon Asset Servicing and Wilshire Associates Extend Strategic Alliance NEW YORK and LONDON, June 25, 2008 – BNY Mellon Asset Servicing, the global leader in securities servicing, and Wilshire Associates Incorporated, a leading global investment technology, financial services and consulting firm, announced today that they have extended their strategic alliance. Read the full story »

6/13/08:  Currency overlay managers see mixed results in first quarter of 2008 LONDON, June 13, 2008 – Statistics released today by BNY Mellon Asset Servicing show that Currency Overlay funds had mixed results in the first quarter of 2008. During the quarter, excess returns ranged from 4.48% to -2.38%, and the overall median return was -0.01%. Read the full story »

5/27/08:  BNY Mellon Asset Servicing announces CAPS pooled pension fund update for April 2008 LONDON, May 27, 2008 – BNY Mellon Asset Servicing, the global leader in securities servicing, has today announced the CAPS pooled pension funds performance results in the UK for the month of April 2008. Read the full story »

5/15/08:  95% of Plans in the U.S. Master Trust Universe Start 2008 in the Red, according to BNY Mellon Asset Servicing Healthcare plans lead the pack, beating benchmark by more than 200 basis points Read the full story »

5/7/08:  Balanced pooled funds see first negative quarter in two years LONDON, April 28, 2008 – Results from BNY Mellon Asset Servicing show that balanced pooled funds failed to achieve positive returns during the first quarter of 2008. Over this period the median return for these funds was -7.9%, the first negative return we have seen since Q2 2006. Read the full story »

5/7/08:  Pension funds’ UK equity weightings at lowest ever level LONDON, March 31, 2008 – New research from BNY Mellon Asset Servicing reveals that in 2007, UK pension funds’ holdings in Global Equities fell for the eighth consecutive year from 62.7% to 55.1%. This decline is largely due to funds continuing to reduce their weightings in UK Equities, which fell from 34.4% to 28.7%. This is the lowest ever allocation to this asset class. Overseas Equities also fell, from 28.3% to 26.4% and the split between UK and Overseas Equity is now almost 50/50. Read the full story »

5/7/08:  Currency Overlay falters in the final quarter of 2007 says LONDON, March 13, 2008 – For the second consecutive quarter, currency overlay managers failed to add value says BNY Mellon Asset Servicing. Despite this, managers still achieved an excess return over the year of 0.26%, as a result of stronger performances in the first half of 2007. Read the full story »

5/7/08:  Inflation outpaces balanced pooled fund returns for second consecutive quarter LONDON, January 22, 2008 – Statistics revealed by BNY Mellon Asset Servicing show that during the final quarter of 2007, balanced pooled funds achieved a median return of 1.0%. This is the second consecutive quarter that managers have failed to achieve real rates of return. Results were however, more favourable over a one-year period with the average fund returning 7.1%. This represents a real rate of return of 3.1% against the retail prices index. Read the full story »

1/22/08:  Swing in fortune for UK pension funds as credit crisis reverses first half gains Asset allocation to corporate bonds may have peaked. Read the full story »

1/22/08:  Inflation outpaces balanced pooled fund returns for second consecutive quarter Weightings in UK Equities reach an all time low at the end of 2007 Read the full story »

1/3/08:  Funds achieve fifth year of positive returns, says BNY Mellon Asset Servicing Estimates released by BNY Mellon Asset Servicing today show that the average pension fund achieved an estimated return of 6.8% for the year ending 31 December 2007. This is the fifth consecutive calendar year of positive investment performance for UK pension funds, after the slump at the beginning of the decade. Read the full story »

12/12/07:  Currency overlay continues to outperform over longer term despite showing negative Q3 returns LONDON, December 12, 2007 – Statistics released today by BNY Mellon Asset Servicing show that for the first time in 12 months, currency overlay managers failed to achieve a quarterly positive median excess return. The median excess return for the quarter ending 30 September 2007 was -0.42%; this is the lowest return seen since Q2 2004. Read the full story »

11/29/07:  Pooled fund of hedge funds outperform UK Equity and Property in Q3, despite negative returns Statistics released today by BNY Mellon Asset Servicing show that for the first time in 12 months, pooled fund of hedge funds failed to achieve a quarterly positive return. During the third quarter of 2007, the median return for pooled fund of hedge fund managers was -0.8%. Despite this, these funds still outperformed other key investment sectors during the quarter, including UK Equity (-2.6%) and Property (-0.9%) pooled funds. Read the full story »

11/23/07:  CAPS pooled pension fund update for October 2007 BNY Mellon Asset Servicing, the global leader in securities servicing, has today announced the CAPS pooled pension funds performance results in the UK for the month of October 2007. Pooled performance Balanced pooled funds achieved a median return of 3.1% in October 2007 (2.9% in September 2007). Over one, three and five years to 31st October 2007, Balanced pooled funds returned 12.7%, 15.7% p.a. and 13.7% p.a. respectively. Over 10 years to 31st October 2007 these funds have returned 7.3% p.a. Active UK Equity managers returned 4.6%, net of fees, for the month. This was 0.3% ahead of the FTSE All-Share index of 4.3%. Net median performance against index performance for October 2007 is detailed below: Read the full story »

11/8/07:  Inflation outpaces balanced pooled fund returns in third quarter Statistics released today by BNY Mellon Asset Servicing show that for the first time in 12 months, balanced pooled funds failed to achieve a real rate of return. During the third quarter of 2007, funds achieved a median return of 0.1% against a return of 0.3% for the retail prices index. Read the full story »

9/27/07:  CAPS pooled pension fund update for August 2007 BNY Mellon Asset Servicing, the global leader in securities servicing, has today announced the CAPS pooled pension funds performance results in the UK for the month of August 2007. Pooled performance Balanced pooled funds achieved a median return of -0.3% in August 2007 (-2.3% in July 2007) Over one, three and five years to 31st August 2007, Balanced pooled funds returned 10.3%, 14.8% p.a. and 11.4% p.a. respectively Over 10 years to 31st August 2007 these funds have returned 6.6% p.a. Active UK Equity managers returned -0.7%, net of fees, for the month. This was 0.4% behind the FTSE All-Share index of -0.3% Read the full story »

9/10/07:  Currency overlay managers deliver strongest performance for over two years LONDON, September 10, 2007 – Statistics published by BNY Mellon Asset Servicing show that currency overlay managers achieved a median excess return of 0.78% during quarter two of 2007. This represents the third consecutive quarter of average outperformance and is the strongest return over the last 10 quarters (since the end of 2004). Read the full story »

9/3/07:  Pooled fund of hedge funds make gains for third consecutive quarter LONDON, September 3, 2007 – Statistics published by BNY Mellon Asset Servicing show that pooled fund of hedge funds have achieved positive results for the third consecutive quarter. Read the full story »

8/13/07:  Equity Markets Continue To Drive Strong U.S. Trust Plans Results Equity Markets Continue To Drive Strong U.S. Trust Plans Results, According to BNY Mellon Asset Servicing Report The median plan for the 438 corporate, foundation, endowment, public, Taft-Hartley and healthcare funds that make up BNY Mellon Asset Servicing’s U.S. Master Trust Universe posted a combined 4.44% return for the second quarter, representing the fourth consecutive quarter of positive performance. Of the plans in the universe, 99% showed positive results, with 85% matching or outperforming the universe’s composite benchmark (Russell 3000® Index* 50%, Lehman Brothers® Aggregate 40%, MSCI® All Country World Index ex US 10%) which returned 3.4% for the quarter. The U.S. Master Trust Universe represents a market value of $1.3 trillion with an average plan size of $3.1 billion. Read the full story »

7/30/07:  Balanced Pooled Funds make gains for fourth consecutive quarter BNY Mellon Asset Servicing unveils latest CAPS Pooled Pension Fund results LONDON – Statistics published today by the performance measurement and analytics business unit within BNY Mellon Asset Servicing show that balanced pooled funds are continuing to achieve positive returns, and over Q2 2007 the median return was 3.7%. This is the fourth consecutive quarter that we have seen a positive return, and brings the 12 month return to 14.9%. Read the full story »

6/27/07:  Mellon Analytical Solutions unveils next generation of Custom Reporting Toolkit Mellon Analytical Solutions (MAS), a leading global provider of performance measurement, analytic, and attribution services, has announced the next generation of its Report Writers capability, the group’s report writing and query tool that helps institutional investors build customized reporting and analysis for performance and analytics. Read the full story »

6/21/07:  MAS Unveils CAPS Pooled Pension Fund Update for May 2007 Balanced pooled funds achieved a median return of 2.7% in May 2007 (2.2% in April 2007) Read the full story »

6/11/07:  Currency Overlay Managers continue to add value over the longer term. Statistics published by Mellon Analytical Solutions (MAS) today show that the universe of currency overlay managers included in a recent MAS review have added value over the longer term. Over five years to 31 March 2007, managers achieved a median excess return of 0.28% p.a., while over 10 years, the median outperformance was 0.25% p.a. However, although these managers achieved an average outperformance of 0.06% over the first quarter of 2007, they were less successful over the medium term. Over one and three years to 31 March 2007, the median excess returns were -0.36% p.a. and -0.27% p.a. respectively. Read the full story »

6/5/07:  Pooled Fund of hedge Funds continue to make gains Statistics published by Mellon Analytical Solutions (MAS) today show that pooled fund of hedge funds achieved positive results in the first quarter of 2007, with a median return of 3.4%. The median return over the last 12 months was 7.4%, which represents a real rate of return of 2.6% against retail price inflation. Read the full story »

5/16/07:  Mellon Analytical Solutions continues growth Appoints Anthony Macdonald as a Client Relationship Manager Growing client activity is fuelling a recruitment drive within the client relationship management team at Mellon Analytical Solutions (MAS), the performance and analytics arm of Mellon Financial Corporation. Anthony Macdonald joins MAS from Barclays Global Investors (BGI) this week as a client relationship manager. Read the full story »

5/11/07:  U.S. Trust plans start 2007 in positive territory Mellon Analytical Solutions report shows that U.S. Trust plans start 2007 in positive territory Read the full story »

4/27/07:  Balanced Pooled Funds make gains for third consecutive quarter Statistics published today by Mellon Analytical Solutions (MAS) show that balanced pooled funds achieved a positive return for the third consecutive quarter, with a median return of 2.3%. The median return on these funds over the 12 months to 31 March 2007 was 6.0%, a real return of 1.2% against retail price inflation. Read the full story »

4/23/07:  Mellon says increasing pressures on investment managers could fuel a surge in performance and analytics outsourcing Increasing pressure on investment managers to keep abreast of rapidly changing investment strategies and regulation could trigger a rise in the outsourcing of performance measurement to expert third party service providers. Read the full story »

4/2/07:  Mellon Analytical Solutions boosts client relationship management team Mellon Analytical Solutions (MAS), the performance and analytics arm of Mellon Financial Corporation, has appointed Michael Simpson as a Client Relationship Manager. Read the full story »

3/21/07:  Pension Funds have had limited success meeting objectives in key equity mandates says Mellon Analytical Solutions Over the last 10 years there has been a significant shift by pension funds away from balanced mandates towards multi-asset and specialist mandates says Mellon Analytical Solutions, the performance and analytics arm of Mellon Financial Corporation. To illustrate, the average number of portfolios within funds has more than doubled from 1.7 at the end of 1996, to 3.8 at the end of 2006. Read the full story »

2/26/07:  Currency overlay managers add values over the longer term mellon statistics reveal Statistics published by Mellon Analytical Solutions (MAS) today show that over the longer term, currency overlay managers added value. Over the five years to 31 December 2006, these managers achieved a median excess return of 0.51% p.a., while over 10 years the outperformance was 0.44% p.a. Read the full story »

2/21/07:  CAPS Pooled Pension Fund Update January 2007 Pooled performance Balanced pooled funds achieved a median return of 0.1% in January 2007 (2.8% in December 2006). Over one, three and five years to 31st January 2007, Balanced pooled funds returned 8.1%, 14.3% p.a. and 7.7% p.a. respectively. Over 10 years to 31 January 2007 these funds have returned 7.0% p.a. Active UK Equity managers returned -0.1%, net of fees, for the month. This was 0.2% ahead of the FTSE All-Share index of -0.3%. Net median performance against index performance for January 2007 is detailed below: Read the full story »

2/9/07:  MAS Report Shows That Strong Equity Performance Boosted U.S. Trust Plans Returns in 2006 The median plan for the 434 corporate, foundation, endowment, public, Taft-Hartley and healthcare funds that make up the Mellon Analytical Solutions U.S. Master Trust Universe posted a combined 5.81% return for the fourth quarter. Read the full story »

1/23/07:  Pooled Pension Fund Update – Q4 2006 Pooled funds achieve double-digit returns for fourth consecutive year says Mellon Analytical Solutions Statistics unveiled by Mellon Analytical Solutions (MAS) today revealed Balanced pooled funds achieved a median return of 4.9% in Q4 2006. The average Balanced fund return for the whole of 2006 was 11.0%, the fourth consecutive year of double-digit performance. Read the full story »

1/23/07:  Mellon Analytical Solutions announces new head of Client Relationship Management Mellon Analytical Solutions, the performance and analytics arm of Mellon Financial Corporation, has named Allison Langley as its Head of Client Relationship Management (CRM) in Europe. Read the full story »

1/3/07:  Funds bounce back with fourth year of positive returns Mellon Analytical Solutions (MAS) estimates that the average UK pension fund returned 8.8% for the year ending 31 December 2006. This is the fourth consecutive calendar year of positive investment performance. Read the full story »

1/3/07:  CAPS Pooled Pension Fund Update November 2006 Pooled performance Balanced pooled funds achieved a median return of 0.2% in November 2006 (2.0% in October 2006). Over one, three and five years to 30 November 2006, Balanced pooled funds returned 12.0%, 14.2% p.a. and 6.9% p.a. respectively. Over 10 years to 30 November 2006 these funds have returned 7.2% p.a. Active UK Equity managers returned 0.0%, net of fees, for the month. This was 0.3% ahead of the FTSE All-Share index of -0.3%. Net median performance against index performance for November 2006 is detailed below: Read the full story »