Outcome Focused
Model portfolios crafted to meet
targeted client outcomes
We offer model portfolios designed around a client’s desired outcome.
They give financial professionals the flexibility to take a holistic approach
and target a particular investor’s goals.
Key to achieving our models’ targeted outcome objectives are three pillars.
Client Outcome Focused
Our ETF models are built to help meet the specific needs of investors: growth, income, and stability, with an emphasis on risk management and low cost implementation.
Comprehensive Approach
Our models seek to provide broad asset class diversification across equity, fixed income and alternatives. Client assets are managed by BNY Mellon and a carefully curated group of best-in-class investment managers, each of which has passed an extensive due diligence review.
Institutional Quality
Leveraging our robust investment capabilities, BNY Mellon Advisors has deep experience in asset allocation, manager research, portfolio construction, risk management and more.
BNY Mellon ETF Models
Our models are constructed to help meet specific client goals, and may work well for clients and financial
professionals who prefer that their investments are managed toward specific planning objectives.
Growth
Seek to grow the portfolio through active risk management and inflation-adjusted appreciation over a long-term time horizon.
Income
Seek to provide a consistent stream of inflation-aware current income and liquidity for ongoing cash flow needs.
Stability
Seek to minimize portfolio volatility
and principal loss.
Financial professionals may select from among 14 versions of the model portfolios to tailor an SMA
solution to their clients’ needs, including taxable and tax-aware models.
- Taxable Models
- Tax Aware Models
BNY Mellon Growth ETF Model
Seeks to provide investors with exposure to a growth-oriented portfolio focused on capital return
BNY Mellon Stable Growth ETF Model
Seeks to provide investors with principal preservation and growth
BNY Mellon Growth And Income ETF Model
Seeks to provide investors with growth through capital return and income
BNY Mellon Balanced ETF Model
Seeks to provide investors with a balance of growth, income, and principal preservation
BNY Mellon Income ETF Model
Seeks to provide investors with a stream of current income primarily through bonds
BNY Mellon Stable Income ETF Model
Seeks to provide investors with principal preservation and income
BNY Mellon Stability ETF Model
Seeks to provide investors with principal preservation and an anchor to their overall portfolio
About the Team
BNY Mellon Advisors is the team behind the model portfolios. This shared platform utilizes the breadth and depth of expertise across the BNY Mellon enterprise, including asset allocation, alternative investments, manager research and portfolio management to support our global client base.
Services & Capabilities
Contact Us
asset allocation strategies, please contact BNY Mellon at 1-800-334-6899
The SMA portfolio models described in this presentation utilize both BNY Mellon and third-party exchange-traded funds ("ETFs").
Investors should consider the investment objectives, risks, charges and expenses of a fund or SMA carefully before investing. To obtain a prospectus, summary prospectus, if available, or SMA offering materials that contain this and other information about a fund or SMA, contact your financial professional or visit im.bnymellon.com. Please read these materials carefully before investing. Not all classes of fund shares may be available to all investors or through all broker-dealer platforms.
Although an asset allocation plan can be a valuable tool to help reduce overall volatility, all investments involve risks, including possible loss of principal. Asset allocation and diversification cannot assure a profit or protect against loss. The models include ETFs which are managed using various investment strategies involving certain risks. Therefore, the models are subject to those same risks. In addition, investors are subject to the fees and expenses of the underlying funds included in the models.
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. This material does not take into account the particular investment objectives, restrictions, or financial, legal or tax situation of any specific investor. Investors should consult a legal, tax or financial professional in order to determine whether an investment product or service is appropriate for a particular situation.
Model portfolios may not achieve their stated objectives. The investment allocations within each model are subject to change without notice. The models described may not be appropriate for all investors. Past performance is no guarantee of future results.
BNY Mellon Securities Corporation ("BNYMSC") is the investment manager of record with respect to the ETF-based SMA strategies described in this presentation. BNY Mellon Advisors, Inc. (BNYMA) provides certain investment advisory services to BNYMSC in connection with those strategies. BNY Mellon ETF Investment Adviser, LLC ("BNYM ETF Adviser") is the investment adviser of the BNY Mellon ETFs, for which BNYMSC acts as distributor.
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. BNYMA, BNYM ETF Adviser and BNYMSC are registered investment advisers and BNY Mellon Investment Management Companies. BNYMSC is also a registered broker-dealer and member of FINRA.
Not FDIC-Insured | No Bank Guarantee | May Lose Value
MARK-468072-2023-12-11
