Investing as it should be

We are BNY Mellon Investment Management

Our goal is to build and manage investment strategies that meet the ever-changing needs of our clients. BNY Mellon Investment Management’s model offers the best of both worlds: specialist expertise from our forward-thinking seven investment firms, offering solutions across every major asset class, backed by the strength, scale and proven financial stewardship of BNY Mellon.

$1.8
Trillion
AUM1
7
Investment
Firms

The value of investments can fall. Investors may not get back the amount invested.
1 As at September 30, 2022. (This includes Wealth Management)

 

The BNY Mellon Investment Management difference

Powering investment success

BNY Mellon Investment Management’s model encompasses the specialist skills of seven investment firms. Each brings its own unique investment philosophy, process, approach, and culture—while enjoying the international distribution channels, brand equity, operational infrastructure, support, assistance, and global influence that comes with being part of BNY Mellon. The blending of unique cultures and specialisms in a structure of shared values to power the creation of solutions for clients around the world. For our clients, it feels like investing as it should be.

 

The value of investments can fall. Investors may not get back the amount invested.

 

Our investment firms

Dynamic, Forward-thinking Specialist Firms

BNY Mellon Investment Management provides a robust corporate foundation, together with worldwide resources and administrative support that allow our investment firms the freedom to concentrate on what they do best—deliver specialist and focused investments to clients.

From mainstream equities to private debt markets, alternatives to the world of fixed income - each of our investment firms has its own unique investment philosophy and proprietary process. Our structure encourages an entrepreneurial, focused approach to investment. This creates an environment in which each firm can perform and build on its individual experience and strengths in the development of new products.

 

 

 

A best of both worlds approach

 

Client-Led

BNY Mellon Investment Management puts clients at the center of everything we do, offering a wide range of strategies designed to meet investors’ varying objectives. Our best of both worlds approach—specialization wedded to scale—provides our clients access to a comprehensive range of investment capabilities, covering every major global asset class.

Valued Partnerships

We partner with clients to deliver bespoke investment and wealth management strategies and solutions to meet their individual needs. Drawing on our investment firms’ investment insights, we collaborate with clients to tailor our best ideas and resources to help meet their goals.

Careful Hands

We translate creativity, independence, insight, and trust into solutions and opportunities. With extensive experience in anticipating and responding to the investment and financial needs of the world’s governments, pension plan sponsors, corporations, foundations, endowments, advisers, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is seen by its clients as navigator, curator - a careful pair of hands.

 

The value of investments can fall. Investors may not get back the amount invested.

Important Information

All investments involve risk including loss of principal. Certain investments involve greater or unique risks that should be considered along with the objectives, fees, and expenses before investing.

This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement and should not serve as a primary basis for investment decisions. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. 

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. 

ARX is the brand used to describe the Brazilian investment capabilities of BNY Mellon ARX Investimentos Ltda. ARX is an affiliate of The Bank of New York Mellon Corporation.

Investment advisory services in North America are provided through two different investment advisers registered with the Securities and Exchange Commission (SEC), using the brand Insight Investment: Insight North America LLC (INA) and Insight Investment International Limited (IIIL). The North American investment advisers are associated with other global investment managers that also (individually and collectively) use the corporate brand Insight Investment and may be referred to as ‘Insight’ or ‘Insight Investment’. Insight’s assets under management (AUM) are represented by the value of cash securities and other economic exposures, and are calculated on a gross notional basis Figures shown in USD. FX rates as per WM Reuters 4pm spot rates.

Newton and/or the Newton Investment Management brand refers to the following group of affiliated companies: Newton Investment Management Limited (NIM), Newton Investment Management (North America) Limited (NIMNA Ltd) and Newton Investment Management (North America) LLC (NIMNA LLC). NIMNA LLC personnel are supervised persons of NIMNA Ltd and NIMNA LLC does not provide investment advice, all of which is conducted by NIMNA Ltd. NIMNA LLC and NIMNA Ltd are the only Newton companies to offer services in the U.S. In the UK, NIM and NIMNA Ltd are authorized and regulated by the Financial Conduct Authority in the conduct of investment business and is a subsidiary of The Bank of New York Mellon Corporation. Assets under management include assets managed by all of these companies listed above except NIMNA LLC, which provides marketing services in the U.S. for NIMNA Ltd. Except for NIMNA LLC and NIMNA Ltd, none of the other Newton companies offer services in the U.S. or Canada. In addition, AUM for Newton may include nondiscretionary assets of wrap fee account(s) for which NIMNA Ltd provides sub-advisory services to the primary manager of the wrap program.

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

Mellon Investments Corporation (MIC) is a registered investment adviser and subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). MIC is composed of two divisions: Mellon, which specializes in index management, and Dreyfus, which specializes in cash management and short duration strategies.  Dreyfus is also a division of BNY Mellon Investment Adviser, Inc. (BNYMIA), a registered investment adviser. Mellon Investments Corporation assets include discretionary and non-discretionary assets, the notional value of overlay strategies, and assets managed by investment personnel acting in their capacity as officers of affiliated entities. 

Walter Scott & Partners Limited ("Walter Scott") is an investment management firm authorized and regulated in the United Kingdom by the Financial Conduct Authority in the conduct of investment business. Walter Scott is a subsidiary of The Bank of New York Mellon Corporation.

Due to the current COVID-19 pandemic, many foreign country postal services have informed the U.S. Postal Service that they are restricting the delivery of mail from certain countries, including the United States, to residents of their countries. As a result, investors who are located in these countries restricting delivery of mail from the United States may not receive any mail sent to them during the period of such countries’ international mail quarantines.

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