Sub-Advisory Solutions

Why Consider Sub-Advisory Capabilities?

Your decision to use a sub-advised solution is as much a business decision as it is an investment decision. Investment managers look to outsource money management for two primary reasons; broaden client investment offerings and/or to potentially reduce operating expenses in non-core/non-scale investment products. These decisions require you to select a partner with the expertise to successfully manage the process seamlessly. Dreyfus, as an industry leader in the manufacturing and distribution of money fund assets for more than 60 years, understands the importance of this asset class and has proven expertise in the management of money market fund investment pools.

With more than 25 years of experience serving in a sub-advisory role, we believe our strength as a partner may benefit you . Customizable solutions leverage our portfolio, credit, risk management, fund administration, and compliance infrastructure. Whether you are looking for an advisor to manage and administer a new fund or looking to outsource the investment management of your existing money market fund(s), Dreyfus has the resources and expertise to meet your specific needs.

Money market funds are a core business for Dreyfus spanning more than 30 years and represent more than $200 billion in client assets under management. We continually invest in our investment management and client service delivery platforms to meet the regulatory, compliance and distribution requirements you would expect in order to provide world class investment products.

Dreyfus: A Partner You Can Trust

  • Our money market investment portfolios serve both the institutional and retail marketplace. We employ an experienced investment management and credit team solely dedicated to the money market asset class. Our key approach to managing money market funds is to deliver competitive returns while managing risks in order to preserve shareholder principal and provide daily liquidity. Our capabilities span all money market asset classes, including prime, treasury, U.S. government, national/state-specific municipals and U.S. dollar offshore money market funds.
  • Our expansive money market offerings are supported by a highly tenured team of compliance and risk professionals that ensure our investment process is managed in accordance with applicable laws and regulations as well as our own internal robust compliance and risk policies that have been cultivated to support a large and diverse financial organization. The Dreyfus money market sales team maintains an average tenure of 24 years and are experts relating to the nuances of this asset class. Our consultative approach to the money market asset class has resulted in long lasting client relationships that span decades and caters to some of the largest financial institutions. Our team can guide you through product and service choices that best align with the investment goals of your firm and your clients.
  • Dreyfus maintains a service and operations call center that supports the financial intermediary community relating to our money market fund offerings and can be utilized to provide home office support for your organization. Our call center is staffed with FINRA Series 6 or 7 licensed personnel and has received industry awards and accolades from our partners for “best in class” client service delivery.

As a customer focused organization, we continually strive to meet the investment and revenue goals of our clients. We have the greatest success with partners who share the belief that cutting edge cash management services can fuel growth. Whether you are looking for an advisor to launch and manage your own fund or looking to outsource the investment management and/or administration functions of your existing money market fund(s), Dreyfus has the resources and expertise to meet your specific needs. As your firm considers this new endeavor, we are convinced that we will make an outstanding partner focused on growing your business and complementing your goals.

Sub-Advisory Lifecycle

We have the unique ability to turn experience and insight into action.

Sub-Advisory Lifecycle

Learn More: Contact your Dreyfus Sales Representative

CIS-25554-2018-04-12