Projects · BNY
Fund demand, made visible for asset managers.
A predictive analytics platform revealing sales momentum across U.S. mutual funds and ETFs.
Scope
Analytics platform
Background
BNY set out to give distribution teams deeper insight into predictive market demand.
The project aimed to create a sophisticated analytics platform that could provide clear visibility into sales momentum across mutual funds and exchange-traded funds (ETFs) in the U.S.
The challenge was to translate complex datasets into actionable intelligence for decision-makers, enabling asset managers to identify opportunities, anticipate shifts in demand, and strengthen their competitive positioning in a highly dynamic market.
The product
Billions of dollars of data, made intuitive.
ENGINEERING · DATA DESIGN · MAPPING · CLARITY
Demand mapped region by region across the U.S.
Sales momentum by investment style, current and forecast
Engagement scope
01
Product engineering
A sophisticated analytics platform engineered for decision makers at one of the world's leading investment firms.
02
Data experience design
Complex fund datasets translated into clear, interactive visuals that decision makers can act on.
03
Interactive mapping
U.S. markets segmented region by region, making demand for mutual funds and ETFs visible at a glance.
04
Accessibility and clarity
Billions of dollars' worth of data presented in an intuitive, accessible way for asset managers.
Outcome
Interactive segmentation of U.S. markets, with clarity asset managers can act on.
The launch of the analytics platform enabled interactive segmentation of U.S. markets for mutual funds and ETFs, presenting billions of dollars’ worth of data in an intuitive, easy-to-understand way, with improved clarity and accessibility for asset managers.
Interactive segmentation
U.S. fund markets explored region by region
Intuitive presentation
Billions of dollars of data made accessible
Sharper positioning
Opportunities and demand shifts surfaced early
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