INTRODUCING

Investor Solutions

About us

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

100+

clients worldwide

$11+

billion

in global assets
under management
or advisement*

60+

dedicated investment professionals

45+

years of experience

*As of 3/31/2020

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

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 capability into a single unit, we’re able to support our clients’ unique investment needs with greater precision.

 

We build portfolios that seeks 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.

10-Year Capital Market Return Assumptions – 2020

Every year BNY Mellon Investor Solutions, LLC 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. Here we examine such assumptions to reflect views and potential dislocations in global markets, based on research from across BNY Mellon Investment Management. This document outlines forecasts for the next 10 years and provides supporting details behind the data.

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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.

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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.

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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.

Read More

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.

Jamie Lewin, CFA

Head of Investor Solutions
 

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Andrew Wozniak, CFA, ASA

Head of Client Consulting
 

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Julia Braithwaite, IACCP

Chief Compliance Officer
 

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Stephen Kolano, CFA

Chief Investment Officer
 

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Jasmine Yu, PhD, CFA, CAIA

Head of Manager Research
 

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Paul Weir

Chief Operating Officer
 

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Jennifer Keeney

Director of Operational Due Diligence

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Paul Vittone

Head of Private Markets
 

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Anthony Mastrocola

Head of Liquid Alternative Investments

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Moustapha Abounadi

Head of Business Strategy
 

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Contact Us

If you would like to learn more about BNY Mellon Investor Solutions, 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 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.

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