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 Return Assumptions – 2021
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. Given the global pandemic and unprecedented amount of global monetary and fiscal stimulus deployed to support the economic recovery, this year we have incorporated the macroeconomic forecasts generated by BNY Mellon Investment Management’s Global Economic and Investment Analysis Group, led by Chief Economist Shamik Dhar.
Alternative Risk Premia: An Alternative to Alternatives
An emerging area of interest for investors, academia and practitioners, we examine how diversified alternative risk premia (ARP) strategies may serve as a replacement for certain hedge fund exposures within a portfolio, offering both a lower fee and favourable diversification benefits. This paper, authored by James Podder, CFA, CAIA and Jasmine Yu, PhD, CFA, CAIA, defines and outlines ARP and the role it can play in diversified portfolios.
Building a robust strategic asset allocations process
The key to rapid delivery of a portfolio solution that can consistently fulfil numerous competing objectives while maintaining superiority are flexible tools and the ability to adapt. In this paper, Keith R. Collier, CFA, Head of Asset Allocation Research, explains how the BNY Mellon Investor Solutions team went about creating a robust strategic asset allocations (SAA) design process that can stand the test of time.
Operational Due Diligence - FAQs
The Operational Due Diligence Team at BNY Mellon Investor Solutions, LLC is dedicated to evaluating the business, operational, compliance and fund structure risks of prospective and current managers for client accounts. Our process is independent, yet complementary, to the manager research process, which examines investment risks. In this paper we outline our ethos, process and practice – encompassing our current focus amid today’s challenging backdrop of heightened risks and restrictions on company visits.
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 and one of the top U.S. wealth managers, encompassing BNY Mellon's affiliated investment management firms, wealth management organization 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.