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BNY Advisors

 

About us

Our mission is to leverage BNY strengths as a leading asset management, wealth management and investment servicing firm to bring Outsourced Chief Investment Officer (OCIO) and advisory solutions to institutional investors worldwide.

$172.6

billion assets

under management
or advisement1

1As of June 30, 2024. This includes regulatory assets under management of approximately $21.3 billion, which are managed on a discretionary basis; approximately $8.0 billion, which is managed by certain BNY Mellon Advisors, Inc. (BNY Advisors) employees in their capacity as dual officers of BNY Mellon Investment Adviser, Inc. and The Bank of New York Mellon; and approximately $143.3 billion managed on a non-discretionary basis where advisory services are provided to BNY Mellon, N.A. and accounts for which BNY Advisors provides a model of securities but does not arrange or effect the purchase or sale of the securities. For more information on the services provided for each category of management, please see BNY Advisors’ most recent ADV Part 2A.

80+

dedicated
professionals2

2Includes employees of BNY Investments who provide support to BNY Advisors.

35+

years providing investment solutions3

3OCIO services date back to 1985 via predecessor firms.

OUR CAPABILITIES

We serve endowments, foundations, retirement plans, family offices, governments and financial intermediaries.

Services

OCIO (discretionary) / OIO (non-discretionary)
Customized Portfolio Management

Capabilities

Portfolio design
Asset allocation
Manager research/selection
Performance/risk analysis
Trust and custody facilitation

Our Process

Collaborate

Collaborate with an investor to understand and validate their investment goals, preferences and constraints

Design

Design a solution consistent with the investment profile established during the consulting phase

Execute

Implement the solution in accordance with the parameters and guidelines agreed upon during the design phase

Analyze
/ Monitor

Conduct periodic performance & risk monitoring of an executed solution and share analysis with an investor

Infrastructure

Provide infrastructure to support the operational and governance needs of an investor

OUR EXPERTISE

Our scale and expertise makes all the difference

The team of investment professionals has expertise across multiple areas including asset allocation and portfolio construction. By bringing together our existing capabilities into a single unit, we’re able to support our clients’ unique investment needs with greater precision.

 

We build portfolios that seek to minimize the dispersion of investment performance around a desired outcome.

OUR INSIGHTS

Our research and perspectives

We periodically publish research and perspectives on a range of topics, including governance, capital markets, asset allocation, portfolio implementation, client segment-specific issues and industry best practices. Below are some recent examples.

Alternative Investments 2024: Unlocking Potential

In an environment where investors face uncertainty from many directions, we explore how alternatives can help steady...

Read More

Operational Due Diligence: Expect the Unexpected

Learn how our extensive, proprietary Operational Due Diligence process is designed to help mitigate the potential...

Read More

2024 Capital Market Assumptions: The Path to Normalization

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns,...

Read More

 
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Contact Us

If you would like to learn more about BNY Advisors, please send us an email and we will respond shortly.

All investments involve risk, including the possible 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 security, strategy or investment product. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation.

BNY Investments is one of the world's leading investment management organizations, encompassing BNY's affiliated investment management firms and global distribution companies. BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.

BNY Mellon Advisors, Inc. is an investment adviser registered as such with the U.S. Securities and Exchange Commission ("SEC") pursuant to the Investment Advisers Act of 1940, as amended. BNY Mellon Advisors, Inc. is a subsidiary of The Bank of New York Mellon Corporation. BNY Mellon Advisors, Inc.’s business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request.

BABR-578500-2024-07-22