Our mission is to leverage BNY Mellon’s 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.
We serve endowments, foundations, retirement plans, family offices, governments and financial intermediaries.
OCIO (discretionary) / OIO (non-discretionary)
Customized Portfolio Management
Trust and custody facilitation
Collaborate with an investor to understand and validate their investment goals, preferences and constraints
Design a solution consistent with the investment profile established during the consulting phase
Implement the solution in accordance with the parameters and guidelines agreed upon during the design phase
Conduct periodic performance & risk monitoring of an executed solution and share analysis with an investor
Provide infrastructure to support the operational and governance needs of an investor
Our scale and expertise makes all the difference
We’re delighted to announce the launch of Investor Solutions. The team comprises over 60 investment professionals with 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 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.
10-Year Capital Market Assumptions
Every year, BNY Mellon Investor Solutions develops capital market return assumptions for approximately 50 asset classes around the world. The assumptions are based on a 10-year investment time horizon and are intended to guide investors in developing their long-term strategic asset allocations.
Alternative Investment Themes for 2022
Our most recent annual 10-Year Capital Markets Assumptions have highlighted a more challenging return environment and the increasing importance of alternatives within a well-diversified portfolio. Alternative investments can enhance portfolio returns given higher potential return expectations and typically low correlation with traditional assets. Recognizing the importance alternatives will play in portfolio construction moving forward, we are launching our Annual Alternatives Investment Themes. This publication is designed to share our perspectives on where some of the most exciting opportunities are within the space.
Is it Time to Consider an OCIO?
Explore the move toward the Outsourced Chief Investment Officer (OCIO) model among retirement plans, nonprofits and family offices. We discuss the tasks an OCIO can take on, and the potential benefits of the model. We provide criteria to consider when weighing a consulting model versus an OCIO model, and present evaluation factors for choosing the right provider.
Designing robust strategic asset allocations under constraints and uncertainty
Today’s institutional investors require strategic asset allocations (SAAs) resilient to long-term uncertainty. The concept of “robust” portfolios that reduce shortfall risk – even when the future doesn’t go entirely as planned – can help address this challenge. In this paper, Keith R. Collier, CFA, Director of Asset Allocation Research, provides an overview of BNY Mellon Investor Solutions’ Robust SAA Design process and highlights specific innovations that differentiate our approach from conventional methods.
Robust by Design: A New Approach to Strategic Asset Allocation
Two keys to a portfolio design process that can fulfill multiple, competing objectives are an adaptable research philosophy and a flexible technology platform. In this paper, Keith R. Collier, CFA, Director of Asset Allocation Research, explains the evolution of the BNY Mellon Investor Solutions approach to strategic asset allocation (SAA) – from the artisanal to the systematic – and how that journey led to the development of a unique robust SAA methodology that can stand the test of time
Active or Passive Investing: Why Not Both?
Asset owners should identify the best opportunities across both active and passive investment options. In this article, BNY Mellon Investor Solutions describes an approach called Fee Productivity to help guide decision-making around this topic. It’s a framework asset owners can use to evaluate the effectiveness of active investment strategies, after fees, risk and available passive options are taken into account.
Alternative Investment Themes for 2022
Our most recent annual 10-Year Capital Markets Assumptions have highlighted a more challenging return environment and the increasing importance of alternatives within a well-diversified portfolio.
Diversity & Inclusion in Investment Management
Diversity and Inclusion within the field of investment management is a subject of increasing importance. BNY Mellon Investor Solutions strives to be a leader in advocating for Diverse-Owned Investment Management firms. This paper makes observations on the level of demographic disparity in the industry, explores areas that could serve as reasons behind the deviation and explains the framework Investor Solutions has in place to identify Diverse-Owned Investment Managers.
The Importance of Operational Due Diligence During a Pandemic
COVID-19 and the remote work environment have introduced heightened risks and challenges to investment managers’ operational controls. This warrants more frequent monitoring by operational due diligence teams to assess a manager’s ability to address disruptions and volatility. In this paper, we highlight the key risks to managers and the impact of COVID-19 on the operational due diligence process.
MEET THE TEAM
Get to know our Investor Solutions experts
Our Investor Solutions team have experience across research, asset allocation, portfolio construction, risk management and more. Their combined expertise means we can offer you a complete service across every aspect of the investment process.
View our team biographies to learn more.
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 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.
BNY Mellon Investor Solutions, LLC 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 Investor Solutions, LLC is a subsidiary of The Bank of New York Mellon Corporation. BNY Mellon Investor Solutions, LLC business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request.