PUBLIC AND PRIVATE CREDIT SOLUTIONS
Optimize your operations to help facilitate growth across all strategies.
BNY’s fit for purpose, integrated solutions can help simplify and scale your investments and business operations to accelerate strategic growth ambitions.
From collateralized loan obligations (CLOs) to funds to separately managed accounts (SMAs), our flexible end-to-end solutions, technology and deep knowledge work together to help optimize operations so you can focus on investment performance.
Consistent Support Across Public and Private Markets
As demand for credit vehicles continues to climb and regulation has evolved, the blending of markets has created operational complexities that can push the limits of managers’ infrastructure. BNY is experienced in supporting both public and private markets. Credit managers and lenders alike have trusted us to deliver consistent support, helping to ensure uniformity in service quality, reporting and operations across clients’ entire book of business.
Scalable and Integrated Solutions to Simplify Operations
To stay competitive, the ability to quickly expand into new and unique investment structures and strategies is vital. For decades, we’ve supported clients by helping them to make their product visions a reality.
Our integrated public and private credit solutions, backed by world-class technology, support clients’ service requirements across CLO trustee through fund and loan administration, custody and beyond. Supporting all types of credit strategies and designed to deliver a more efficient operating environment with reduced risk, our solutions help support scale and growth agendas with the stability and resiliency clients require.
Delivering Value Across the Credit Lifecycle
As a global financial services company, operating at the center of finance to make money work for the world, BNY helps drive the industry forward while remaining resilient through change. Leveraging our robust enterprise, we deliver value to credit managers through each stage in the financial lifecycle.
From custody and administration to trading, investment accounting and financing, BNY is committed to equipping credit managers with the tools and services that help them succeed.
Capabilities
Powerful oversight. Transparent data.
Increase operational efficiency and agility with a powerful set of fund administration and accounting tools that offer scalable, global coverage and a dedicated, expert team to support you.
A foundation for global scale
Leverage the scale and consistency of our global loan administration platform where our centralized asset setup, trade processing and loan position servicing provide the foundation for custody, fund administration and CLO trustee services.
Our strategic, integrated investor-services operating model supports globally-diverse dealing and settlement methods. We provide processing of documentation and cash movements, keep and maintain investor records and conduct investor-level anti-money laundering (AML) reviews and monitoring. Our investor facing solutions deliver transparency into investor allocations through data and insights into fees.
Bring clarity to the investing process.
Our custody and depositary services will help you safeguard your assets, simplify and digitize your workflows and bring transparency to your data. We provide quality, timely and easy-to-access information to help clients meet complex custody needs while maximizing efficiency and measuring and managing risk. Our global footprint and local expertise helps to deliver insight and solutions across every stage of the financial lifecycle.
Manage portfolios, instead of service providers.
Our CLO trustee services include industry-leading expertise — providing compliance, transparency and reliable support throughout the lifecycle of collateralized loan obligations. With a dedicated team and leading technology, our services are designed to offer seamless deal administration, more accurate compliance results and timely reporting.
Deeper Insight to Inform Investing Decisions
Our performance, attribution and risk services are designed specifically with credit fund managers in mind – helping them to monitor fund activity across the entire investing process, better understand the impact of investment decisions and bring their investment goals into sharper focus.
Our Insights
Views | Alternatives
A historic shift in defined contribution plans and retail asset allocation is accelerating. BNY’s whitepaper addresses the drivers of the democratization of alternatives and how the industry is responding.
Views | Market Structure
Explore alternative fund structures in the U.S. and Europe. Get insights into optimal onramps, illiquid assets, and navigating retail investments.
Views | US
The market for private credit has grown tenfold since 2007 and is projected to hit $3.5 trillion by 2028. This explosive growth is attracting not only new pockets of capital, including retail investors, but also scrutiny over potential financial stability concerns.
Analysis | ETFs
Going into 2025, the outlook for mutual funds remains unclear as the other product wrappers look set to further diminish their market share. However, there may still be opportunities for mutual funds to thrive in certain niches or through innovation.
OUR SOLUTIONS
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Hedge Fund Services
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Private Equity Fund Services
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Corporate Trust
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