BNY Mellon Investment Management

THE WORLD'S LARGEST MULTI-BOUTIQUE INVESTMENT MANAGER

DOWNLOAD QUICK FACTS

BNY Mellon Investment Management is the world’s largest multi-boutique investment manager, encompassing BNY Mellon’s 13 diversified investment boutiques, wealth management business and Dreyfus, a leading North American mutual fund company and cash management business. We combine the scale of a full-service investment manager with the focused expertise of autonomous investment boutiques, each with their own style, strategy and management team.

With solutions for virtually every risk profile, strategy and asset class, we work across the investment spectrum to offer clients a diverse portfolio that fosters innovation and financial performance across cycles. The stability and oversight of BNY Mellon, coupled with Investment Management’s nimble platform, delivers leading investment solutions to clients.

Investment Management Approach

  • Investment excellence is powered by our multi-boutique asset management model—designed to encourage differentiated investment philosophies and focused portfolio management teams across the network, with no single “house view.
  • Global distribution platform provides clients with strategies and products designed to meet their investment objectives in any market environment.
  • Backed by the infrastructure and power of BNY Mellon’s unique data-driven insights, deep relationships, and unrivaled reputation of strength and longevity in the global marketplace.

As a global leader in high-conviction active management we continually assess our business to ensure we bring together the best investment talent, client service and product mix for clients.

  • 35
    COUNTRIES IN OVER 100 MARKETS
  • $1.7 trillion
    ASSETS UNDER MANAGEMENT1
  • 6 th
    LARGEST GLOBAL ASSET MANAGER2
  • 2 nd
    LARGEST MANAGER OF LDI ASSETS2
  • 3 rd
    LARGEST MANAGER OF SOVEREIGN WEALTH FUND ASSETS2
  • 4 th
    LARGEST MANAGER OF U.S. DEFINED BENEFIT ASSETS2
  • 8 th
    LARGEST MANAGER OF U.S. ENDOWMENT AND FOUNDATION ASSETS2
  • $84 billion
    IN PRIVATE CLIENT ASSETS1

We Are Part of BNY Mellon

BNY Mellon is a premier global investments company dedicated to helping its clients manage and service their nancial assets throughout the investment life cycle. Whether providing nancial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services around the world.

The firm’s activities are backed by a unique perspective that comes from having $29.5 trillion in assets under custody and administration and $1.7 trillion in assets under management. Whether clients are looking to create, trade, hold, manage, distribute or restructure investments, BNY Mellon can act as a single point of contact for their investment needs. In an uncertain market that has affected so many nancial institutions, clients have con dence in BNY Mellon because of its size, strength and stability.

The Buck Started Here

Started by Alexander Hamilton in 1784, BNY Mellon is one of the longest-lasting financial institutions in the world. We have endured, been innovative and gone on to prosper through every economic event and market move over the past 230 years.

 

 

BNY Mellon Wealth Management

BNY Mellon Wealth Management is a leading wealth manager, and was named in 2015 by Family Wealth Report as the top National Private Asset Manager and top Private Bank serving family offices. The oldest U.S. private bank, the firm has for more than two centuries served clients, who include financially successful individuals and families, their family offices and business enterprises; planned giving programs; and endowments and foundations. Its extensive network of offices in the U.S. and internationally also provides tax and estate planning as well as wealth and investment management services. 

Dreyfus

Established in 1951, Dreyfus is among the pioneers of U.S. mutual fund investing with $260 billion in assets under management (as of June 30, 2016), Dreyfus is dedicated to helping meet investor challenges.

 

As part of BNY Mellon Investment Management, Dreyfus enables U.S. retail investors to access over 140 mutual funds from BNY Mellon’s 13 globally diversified investment boutiques, with investment solutions spanning global, international and domestic equity, fixed income, alternatives, retirement and cash management strategies. Dreyfus also includes Dreyfus Retail Direct and BNY Mellon Cash Investment Strategies, the 8th largest institutional cash manager (iMoneyNet, July 2016).

World-Class Investment Boutiques

Great minds don't think alike: the power of independent thinking.

Key Capabilities

Our boutique investment managers provide a wide range of opportunities in virtually every style, strategy and asset class of investment management.

Executive Team

1. Data as of June 30, 2016.
2. Pensions & Investments, May 2016. 

Investment products (other than deposit products) referenced here (including money market funds) are not insured by the FDIC (or any other state or federal agency), are not deposits of or guaranteed by BNY Mellon or any bank or non-bank subsidiary thereof, and are subject to investment risk, including the loss of principal amount invested.

BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers, encompassing BNY Mellon’s affiliated investment management firms, wealth management services 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. Products and services may be provided under various brand names and in various countries by subsidiaries, affiliates and joint ventures of The Bank of New York Mellon Corporation where authorized and regulated as required within each jurisdiction.

Products or services described herein are provided by BNY Mellon, its subsidiaries, affiliates or related companies and may be provided in various countries by one or more of these companies where authorized and regulated as required within each jurisdiction. Certain investment vehicles may only be offered through regulated entities or licensed individuals, such as a bank, a broker-dealer or an insurance company. However, this material is not intended, nor should be construed, as an offer or solicitation of services or products or an endorsement thereof in any jurisdiction or in any circumstance that is otherwise unlawful or unauthorized. The investment products and services mentioned here are not insured by the FDIC (or any other state or federal agency), are not deposits of or guaranteed by any bank, and may lose value.

This material is not intended as an offer to sell or a solicitation of an offer to buy any security, and it is not provided as a sales or advertising communication and does not constitute investment advice. MBSC Securities Corporation, a registered broker-dealer, FINRA member and wholly owned subsidiary of BNY Mellon, has entered into agreements to offer securities in the U.S. on behalf of certain BNY Mellon Investment Management firms.

Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd., registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada, and as an Investment Fund Manager in Ontario.

The value of investments and the income from them is not guaranteed and can fall as well as rise due to stock market and currency movements. When you sell your investment you may get back less than you originally invested.

Rankings include assets managed by BNY Mellon’s investment boutiques and BNY Mellon Wealth Management. Each ranking may not include the same mix of firms.

Alcentra Limited, Insight Investment Management Limited, Newton Capital Management Limited, Newton Investment Management Limited and Walter Scott & Partners Limited are authorized and regulated by the Financial Conduct Authority. The registered address for Alcentra Limited is 10 Gresham Street, London, EC2V 7JD, England. The registered address for Insight Investment and Newton is BNY Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA, England. The registered address for Walter Scott is One Charlotte Square, Edinburgh, EH2 4DR, Scotland.

BNY Mellon ARX is the brand used to describe the Brazilian investment capabilities of BNY Mellon ARX Investimentos Ltda.

BNY Mellon Cash Investment Strategies (CIS) is a division of The Dreyfus Corporation.

Insight Investment Management Limited does not offer services in the U.S. Investment advisory services in North America are provided through four different SEC-registered investment advisers using the brand Insight Investment: Cutwater Asset Management Corp, Cutwater Investor Services Corp, Pareto New York LLC and Pareto Investment Management Limited. This website does not constitute an offer to sell, or a solicitation of an offer to purchase, any of the firm's services or funds to any U.S. investor, or where otherwise unlawful.

BNY Mellon owns 90% of The Boston Company Asset Management, LLC and the remainder is owned by employees of the firm.

The Newton Group (“Newton”) is comprised of the following affiliated companies: Newton Investment Management Limited, Newton Capital Management Limited (NCM Ltd), Newton Capital Management LLC (NCM LLC), Newton International Investment Management Limited and Newton Fund Managers (C.I.) Limited. NCM LLC personnel are supervised persons of NCM Ltd and NCM LLC does not provide investment advice, all of which is conducted by NCM Ltd. Only NCM LLC and NCM Ltd offer services in the U.S.

BNY Mellon owns a 20% interest in Siguler Guff & Company, LP and certain related entities (including Siguler Guff Advisers, LLC).