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. Selecting a partner with the expertise to successfully manage the process seamlessly is an important decision. Dreyfus, as an industry leader in the manufacturing and distribution of money fund assets, 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. We continually invest in our investment management and client service delivery platforms to meet the regulatory, compliance and distribution requirements you would expect when providing premium 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 seek to deliver competitive returns while managing risks  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 help to 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 Cash Solutions money market sales team is located regionally and expert in the nuances of money market funds. 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 help 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 provides high quality service to institutional clients with dedicated licensed service representatives who strive to meet specific needs on an ongoing basis.

As a customer focused organization, we continually strive to meet the investment goals of our clients. We seek to work with partners who share the belief that cutting edge cash management services can fuel growth. Whether you are looking for an adviser 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 confident 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

This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information is current as of the date of this communication and subject to change. Please consult a legal, tax or financial professional in order to determine whether an investment product or service is appropriate for a particular situation.

BNY Mellon Investment Management is one of the world's leading investment management organizations encompassing BNY Mellon's affiliated investment management firms and global distribution companies. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally.

Sub-Advisory services are provided by Dreyfus Cash Investment Strategies (Dreyfus CIS), a division of BNY Mellon Investment Adviser, Inc., a registered investment adviser. BNY Mellon Securities Corporation (BNYMSC), a registered broker dealer, distributes certain advisory products for Dreyfus CIS. BNYMIA, Mellon and BNYMSC are BNY Mellon Investment Management companies.