Investment Management Quick Facts
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Capabilities Brochure
We are a leading provider of investment management services through an investor-first approach.
Our Four Core Principles
- 1MULTIPLE PERSPECTIVESThe speed and complexity of today’s investing world is best navigated by looking at challenges and opportunities from many points of view. We accomplish this through our seven independent firms.
- 2INGENUITY EVERYWHEREOur firms’ operational independence—combined with the kind of global research and resources that can be provided by one of the world’s top investment managers—attract some of our industry’s best and brightest minds.
- 3ENTREPRENEURIAL THINKINGOur firms each have a culture in which entrepreneurial spirit is both expected and rewarded. Our investment experts take ownership in creating strategies and products that help our clients achieve their goals.
- 4INTELLECTUAL RIGORWe believe in innovative ideas, not reckless ones. New investing strategies are subjected to intense scrutiny within our firms, then tested using advanced technologies and proprietary data from around the globe.
Our Investment Firms
Providing specialist expertise from our professional investment firms backed by the strength, stewardship and global presence of BNY Mellon.
(AUM data as of December 31, 2023)
Brazilian equity; macro; corporate bonds and fixed income strategies.
Leading liquidity solutions provider with a comprehensive array of cash and short strategies.1
Leader in global fixed income and risk management solutions.2
A global leader in index management dedicated to precision and client partnership.1
Active equity, income, absolute return, multi-asset solutions, thematic and sustainable strategies.3
Multi-strategy private equity, direct investment and multi-manager funds.
Global equity investment management.
1 Mellon Investments Corporation (MIC) is a registered investment adviser and subsidiary of The Bank of New York Mellon Corporation. MIC is composed of two divisions: Mellon, which specializes in index management, and Dreyfus, which specializes in cash management and short duration strategies. Securities are offered through BNY Mellon Securities Corporation (BNYMSC), a registered broker-dealer and affiliate of MIC.
2 Insight’s assets under management (AUM) are represented by the value of the client’s assets or liabilities Insight is asked to manage. These will primarily be the mark-to-market value of securities managed on behalf of clients, including collateral if applicable. Where a client mandate requires Insight to manage some or all of a client’s liabilities (e.g., LDI strategies), AUM will be equal to the value of the client specific liability benchmark and/or the notional value of other risk exposure through the use of derivatives. Figures shown in USD. FX rates as per WM Reuters 4 pm spot rates.
3 “Newton” and/or “Newton Investment Management” is a corporate brand which refers to the following group of affiliated companies: Newton Investment Management Limited (NIM), Newton Investment Management North America LLC (NIMNA) and Newton Investment Management Japan Limited (NIMJ). NIMNA was established in 2021 and NIMJ was established in March 2023.
4 Siguler Guff’s assets under management (AUM) are calculated based on the net asset value plus uncalled commitments for each active investment vehicle managed by the Firm. AUM as of September 30, 2023.
BNY Mellon owns a minority interest in Siguler Guff.
Who We Serve
We provide clients with strategies and solutions that seek to help meet their investment objectives in any market environment.
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. MIC is composed of two divisions: Mellon, which specializes in index management, and Dreyfus, which specializes in cash management and short duration strategies.
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.
Nothing in this website shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.
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