Canada's leader in asset servicing
How can I improve the governance process for my fund?
CIBC Mellon can help you manage your investment oversight in today’s increasingly controlled and audited environment. Workbench now offers “Dashboard,” a reporting and charting module that allows you to view your portfolio details at a glance.
Performance & Risk Analytics' Investment Monitor™ product can further assist with your fund governance by enabling you to observe specific aspects of your portfolio.
- Dashboard is a Workbench product, designed to display your account information in an easy-to-use format. Customized Dashboard views provide mini-windows of safekeeping, accounting and performance reports all on one screen. You can create any number of views to monitor and analyze your portfolio data.
- Investment Monitor™ incorporates user-specified investment management goals or guidelines such as a fund’s asset allocation policy, sector limits and individual stock restrictions within a portfolio. When a goal or guideline is violated, Investment Monitor™ alerts you to the problem, assisting you with the oversight responsibilities of your funds.