BNY Expands iFlow's Fixed Income and Equities Insights

New York, October 31, 2024 - The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced the expansion of its iFlow¹ product offering, with more extensivefixed income and equity data analytics. iFlow provides a unique vantage point of insights into BNY's more than $50 trillion in assets under custody and/or administration², revealing global asset allocation trends and market-moving reactions, to investment managers and asset owners.

With this expanded capability, BNY's iFlow will now be able to generate on-demand charts for shorts, holdings, and positioning, complementing existing flow views. This allows for clearer definitions of rotation trade equity, credit, and duration in bonds and, ultimately supports improved benchmark definitions and portfolio construction.

iFlow will now provide the following fixed income and equity insights:

• iFlow Shorts: aggregates short interest metrics that capture borrowing and lending behavior, aiding portfolio managers in making portfolio construction decisions.
• iFlow Holdings: reflects investor exposure to stock and bond markets, showing an aggregated view into how investors have allocated capital across country, sector, credit rating and maturity.
• iFlow Positioning: measures investment preferences based on aggregated investor holdings, showing capital deployment across countries and sectors, compared to other asset classes and benchmarks.

The new indicators are designed to provide transparency into unexpected market moves and show how markets have acted historically, helping to determine the potential vulnerabilities around shock events.

"Finding ways to distill and understand market data continues to be one of the most important priorities for our clients. The challenge of today is no longer about getting access to vast market data sets but finding ways to unpack and generate insights," said Jason Vitale, Head of Global Markets Trading at BNY. "Given our unique vantage point, touching about a fifth of the world's investable assets, and through our expanded iFlow capabilities, we're able to help clients better understand global markets."

About BNY

BNY is a global financial services company that helps make money work for the world - managing it, moving it and keeping it safe. For 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally to access the money they need. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of September 30, 2024, BNY oversees $52.1 trillion in assets under custody and/or administration and $2.1 trillion in assets under management.

BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Headquartered in New York City, BNY employs over 50,000 people globally and has been named among Fortune's World's Most Admired Companies and Fast Company's Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.

1. iFlow is in-depth commentary and analysis provided by BNY's Markets Strategy team. Launched in 2010, iFlow delivers insights based on anonymized and aggregated flows gathered from more than $50 trillion in assets under custody and/or administration, designed to provide market color to investment managers across global financial markets.
2. As of September 30, 2024

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