Performance & Risk Analytics' Investment Monitor™ uses the latest in software technology to help you monitor your investment portfolios for internal compliance and investment violation risk.
Incorporating user-specified investment management goals or guidelines, such as a fund’s asset allocation policy, sector limits and individual stock restrictions within a portfolio, Investment Monitor™ alerts you to portfolio violations when a goal or guideline is violated, assisting you with your oversight responsibilities.
Investment Monitor™ benefits:
- Enhance your performance with desktop access to reliable, high-quality information.
- Streamline investment monitoring through reduced time requirements and ease of use.
- Define rules to match your investment guidelines.
CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks.