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|Fayez Sarofim & Co. Large Cap Equity - Quarterly Commentary||Download||Share||Subscribe||Order|
|Fayez Sarofim & Co. Large Cap Equity - Investment Report||Download||Share||Subscribe||Order|
|Fayez Sarofim & Co. Global Equity ADR - Quarterly Commentary||Download||Share||Subscribe||Order|
|BNYM Newton Global Equity Income ADR - Investment Report||Download||Share||Subscribe||Order|
|BNYM Newton International Equity - Presentation||Download||Share||Subscribe||Order|
|BNYM Newton International Equity - Investment Report||Download||Share||Subscribe||Order|
|BNYM Mellon Income Stock - Presentation||Download||Share||Subscribe||Order|
|BNYM Mellon Large Cap Growth - Presentation||Download||Share||Subscribe||Order|
|BNYM Mellon Small Mid Cap Growth - Quarterly Commentary||Download||Share||Subscribe||Order|
|BNYM Mellon Small Mid Cap Growth - Investment Report||Download||Share||Subscribe||Order|
|BNYM Mellon Small Mid Cap Growth - Presentation||Download||Share||Subscribe||Order|
|BNYM Walter Scott International Stock ADR - Presentation||Download||Share||Subscribe||Order|
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 and global distribution firms and wealth management organization. BNY Mellon Securities Corporation (“BNYMSC”) and Mellon Investments Corporation (“Mellon”) are collectively the investment managers of record with respect to the non-Fayez Sarofim & Co. strategies described above. BNYMSC and Mellon are registered investment advisers and BNY Mellon Investment Management firms. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.
Fayez Sarofim & Co. (“Sarofim”) is an SEC-registered investment adviser and a wholly owned subsidiary of The Sarofim Group, Inc. Sarofim, among other services, provides advisory services for equity portfolios under various agreements related to wrap-fee programs, and is introduced to wrap-fee program sponsors primarily through the efforts of BNYMSC under the terms of a solicitation agreement between Sarofim and BNYMSC. With respect to such wrap-fee programs, BNYMSC acts as the account administrator and serves as the liaison between Sarofim and the program sponsors and the program sponsors’ clients, and receives in consequence a portion of the fee charged by the program sponsor for its account administration services. BNYMSC plays a similar role with respect to the UMA programs for which Sarofim provides investment management or supervisory services. For such UMA programs, BNYMSC functions on behalf of Sarofim as the primary administrative contact with program sponsors and acts as account administrator, and receives in consequence a portion of the fee charged by the program sponsor for providing such services. In addition to such administrative services, BNYMSC provides certain promotional and marketing services on behalf of Sarofim.
Sarofim is an independent firm, and not affiliated with BNYMSC or BNY Mellon.
Not all strategies listed may be available at all participating firms.