Why Invest With Us

BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon’s affiliated investment management firms, wealth management services, and global distribution companies.

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We are BNY Mellon Investment Management

At BNY Mellon, having 230 years of experience has taught us a profound lesson about investing: Progress begins with a forward-thinking idea.

 

 

BNY Mellon Investment Management operates under a distinctive model designed specifically to stimulate, assess and share forward-thinking ideas with our clients around the world.

Why? We believe that diversification goes deeper than the selection of funds in your portfolio. Because if your investment strategies all come from the same mega-manager firm, they are at risk of being shaped in a big investment strategy meeting where insights and ideas could surrender to groupthink, and portfolios may be created with an undiversified view.

There is a better way. At BNY Mellon Investment Management, we believe in specialist investment boutiques where enlightened thinking flourishes. Each of our investment boutiques has deep expertise in specific areas of the fixed income, equities and alternatives spectrum.  Each boutique follows its own independent investment approach, thus avoiding the dangers of blind consensus.  So your portfolio can benefit from multiple perspectives and a higher level of diversification. 

We stand ready to share our insights and expertise with you.

 

WE ARE PART OF BNY MELLON
Started by Alexander Hamilton in 1784, BNY Mellon is one of the longest-lasting financial institutions in the world. We have endured, been innovative and gone on to prosper through every economic event and market move over the past 230 years.

Company Profile

BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers.

  • $1.9 trillion
    ASSETS UNDER MANAGEMENT
    (as of March 31, 2018)
  • 7 th largest
    U.S. MONEY MANAGER WORLDWIDE
    (Willis Towers Watson, October 2017)
  • 4 th largest
    U.S. INSTITUTIONAL MONEY MANAGER
    (Pensions & Investments, May 2017)

 

Our Investment Boutiques

Great minds don't think alike: the power of independent thinking.
(AUM data as of March 31, 2018)

 

$37.4 BILLION
Global sub-investment grade debt asset management
$6.0 BILLION
U.S. real estate investment specialist
$3.2 billion
Brazilian equity; long/short; macro and fixed income strategies
$220.0 BILLION
Full array of money market funds and select offshore liquidity funds
$48.7 BILLION
A broad range of research-driven global active equity strategies1
$363.0 BILLION
Fundamentals-based systematic investing; index and multi-asset & multi-factor solutions1
$147.1 BILLION
Fundamental active fixed income and credit capabilities1
$3.9 BILLION
Fund of hedge funds; non-proprietary manager of managers
$836.9 BILLION
Leader in global fixed income, risk management solutions and absolute return investing
$69.8 BILLION
Active manager of equity, bond, multi-asset, real return and income solutions, underpinned by a distinctive global thematic framework
$13.2 BILLION
Multi-strategy private equity investing; direct investment and multi-manager funds
$65.6 BILLION
Global equity investment management

Investment Management Leadership

 

MITCHELL E. HARRIS
MITCHELL E. HARRIS
Chief Executive Officer, Investment Management
MATT OOMEN
MATT OOMEN
Head of Global Distribution, Investment Management
RENEE LAROCHE-MORRIS
RENEE LAROCHE-MORRIS
Chief Operating Officer, Investment Management
JAMIE LEWIN
JAMIE LEWIN
Managing Director and Head of Product Strategy & Performance Management, BNY Mellon Investment Management
CINDY CARUSO
CINDY CARUSO
Global Head of Human Resources, BNY Mellon Investment Management & Markets
GREG ALLAN BRISK
GREG ALLAN BRISK
Head of Investment Management Governance, BNY Mellon Investment Management
STEPHEN SCOTT
STEPHEN SCOTT
Chief Financial Officer, BNY Mellon Investment Management
JOHN PAK
JOHN PAK
Deputy General Counsel, BNY Mellon Investment Management

We have expertise across a broad asset class spectrum

Fixed Income

  • Core, core plus, credit, high yield
  • Indexed
  • Municipal/tax sensitive/TIPS
  • Short, intermediate and long duration
  • Stable value
  • Structured debt/ABS
  • U.K./emerging markets/European
  • U.S./non-U.S./global

Equity

  • Core, growth and value styles
  • Fundamental and quantitative
  • Indexed, smart beta/strategic beta
  • Small, mid, large and broad cap
  • U.K./emerging and frontier markets/country specific
  • U.S./non-U.S./global

Alternatives

  • Commodities/agriculture
  • Currency/hedging
  • Distressed and special situations debt
  • Global macro
  • Market neutral/long-short/absolute return style
  • Middle market direct lending (Europe, U.S.)
  • Overlay/futures/swaps
  • Portable alpha
  • Private equity
  • Senior secured loans
  • Structured credit

Asset Allocation

  • Global and U.S. tactical asset allocation
  • Multi-asset, multi-alternative
  • Target maturity

Investment Solutions

  • Liability-driven investing
  • Regime-based asset allocation
  • Fiduciary management/investment outsourcing

Real Estate

  • REITs
  • Direct real estate
  • Distressed
  • Private debt

Real Assets

  • Global farmland
  • Global infrastructure
  • Energy

RESPONSIBLE INVESTING

  • U.S. /non-U.S. /global equity
  • Carbon efficiency
  • Socially responsible hedge funds

Cash

  • U.S./euro/sterling

1 Effective on January 31, 2018, The Boston Company Asset Management, LLC and Standish Mellon Asset Management Company LLC merged into Mellon Capital Management Corporation, which immediately changed its name to BNY Mellon Asset Management North America Corporation. BNY Mellon AMNA AUM includes assets managed by BNY Mellon AMNA personnel acting as dual officers of affiliated entities. BNY Mellon AMNA, Dreyfus, Alcentra and Amherst Capital are registered investment advisers. BNY Mellon AMNA, Dreyfus, Alcentra and The Bank of New York Mellon are wholly-owned subsidiaries of The Bank of New York Mellon Corporation. Amherst Capital is a majority-owned subsidiary of The Bank of New York Mellon Corporation. BNY Mellon owns a majority of BNY Mellon AMNA and the remainder is owned by employees of the firm.

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.

The investment products and services mentioned here are not insured by the FDIC (or any other state or federal agency), are not deposits of or guaranteed by any bank, and may lose value.

Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd., registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada, and as an Investment Fund Manager in Ontario.

Rankings include assets managed by BNY Mellon's investment boutiques and BNY Mellon Wealth Management. Each ranking may not include the same mix of firms.

Alcentra Limited, Insight Investment Management Limited, Newton Capital Management Limited, Newton Investment Management Limited and Walter Scott & Partners Limited are authorized and regulated by the Financial Conduct Authority.

The registered address for Alcentra Limited is 10 Gresham Street, London, EC2V7JD, England.  The registered address for Insight Investment and Newton is BNY Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA, England. The registered address for Walter Scott is One Charlotte Square, Edinburgh, EH2 4DR, Scotland. BNY Mellon ARX is the brand used to describe the Brazilian investment capabilities of BNY Mellon ARX Investimentos Ltda. BNY Mellon Cash Investment Strategies (CIS) is a division of The Dreyfus Corporation.

BNY Mellon Investment Strategy & Solutions Group (“ISSG”) is part of The Bank of New York Mellon (“Bank”). In the US, ISSG offers products and services through the Bank, including investment strategies that are developed by affiliated BNY Mellon Investment Management advisory firms and managed by officers of such affiliated firms acting in their capacities as dual officers of the Bank.

Investment advisory services in North America are provided through four different investment advisers registered with the Securities and Exchange Commission (SEC), using the brand Insight Investment: Cutwater Asset Management Corp. (CAMC), Cutwater Investor Services Corp. (CISC), Insight North America LLC (INA) and Insight Investment International Limited (IIL). The North American investment advisers are associated with other global investment managers that also (individually and collectively) use the corporate brand Insight Investment and may be referred to as “Insight” or “Insight Investment.”

“Newton” and/or the “Newton Investment Management” brand refers to the following group of affiliated companies: Newton Investment Management Limited, Newton Investment Management (North America) Limited (NIMNA Ltd) and Newton Investment Management (North America) LLC (NIMNA LLC). NIMNA LLC personnel are supervised persons of NIMNA Ltd and NIMNA LLC does not provide investment advice, all of which is conducted by NIMNA Ltd. NIMNA LLC and NIMNA Ltd are the only Newton companies to offer services in the U.S. Newton is a wholly owned subsidiary of the Bank of New York Mellon Corporation.

BNY Mellon owns a 20% interest in Siguler Guff & Company, LP and certain related entities (including Siguler Guff Advisers, LLC).

7th Largest U.S. Money Manager Worldwide: Willis Towers Watson, October, 2017. Based on discretionary assets under management at the end of 2016; does not include saving/current accounts or assets unrelated to investment business, money market funds, advisory portfolios, or transactional assets. Analysis based on data supplied to by third parties in U.S. dollars.

4th Largest U.S. Institutional Money Manager: Pensions & Investments, May, 2017. Rankings based on a survey of more than 580 investment management firms that provided information in response to an online survey. In order to qualify for inclusion, the firm must manage assets for U.S. institutional tax-exempt clients. Ranked by total worldwide assets and worldwide institutional assets under management as of 12/31/2016, respectively.

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