BoNY and Wilshire offer risk management services

The joint offerings include performance measurement, analytics, fixed income and equity attribution, universe comparisons, compliance and risk budgeting that will be available online through the BoNY’s Inform system - a browser-based portal providing information on custody, accounting, settlement and related activity.

The service includes enhancements to Wilshire's Trust Universe Comparison Service (TUCS), which provides performance information on managed tax-exempt portfolios. TUCS will now provide performance statistics on a monthly basis rather than a quarterly basis and will include analysis of more complex securities.

The partnership will also allow cross-selling opportunities to both organisations. Wilshire will have access to BoNY’s client base, which is larger and more geographically diverse, while BoNY, whose core business comes from fund sponsors, will be able to tap investment managers from Wilshire’s customer base and more importantly gain access to its risk technology.

The two companies are also looking to provide a set of Basel-related capabilities in the future.

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