INTRODUCING

Investor Solutions

About us

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.

105+

clients worldwide

$31+

billion

in global assets
under management
or advisement*

65+

investment
personnel

45+

years of experience

*As of 6/30/21

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 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 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.

Designing robust strategic asset allocations under constraints and uncertainty

Today’s institutional investors require strategic asset allocations (SAAs) resilient to long-term uncertainty. The concept of “robust” portfolios that reduce shortfall risk – even when the future doesn’t go entirely as planned – can help address this challenge. In this paper, Keith R. Collier, CFA, Director of Asset Allocation Research, provides an overview of BNY Mellon Investor Solutions’ Robust SAA Design process and highlights specific innovations that differentiate our approach from conventional methods.

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Diversity & Inclusion in Investment Management

Diversity and Inclusion within the field of investment management is a subject of increasing importance. BNY Mellon Investor Solutions strives to be a leader in advocating for Diverse-Owned Investment Management firms. This paper makes observations on the level of demographic disparity in the industry, explores areas that could serve as reasons behind the deviation and explains the framework Investor Solutions has in place to identify Diverse-Owned Investment Managers.

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The Importance of Operational Due Diligence During a Pandemic

COVID-19 and the remote work environment have introduced heightened risks and challenges to investment managers’ operational controls. This warrants more frequent monitoring by operational due diligence teams to assess a manager’s ability to address disruptions and volatility. In this paper, we highlight the key risks to managers and the impact of COVID-19 on the operational due diligence process.

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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.

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The path to robust strategic asset allocation

Two keys to a portfolio design process that can fulfill multiple, competing objectives are an adaptable research philosophy and a flexible technology platform. In this paper, Keith R. Collier, CFA, Director of Asset Allocation Research, explains the evolution of the BNY Mellon Investor Solutions approach to strategic asset allocation (SAA) – from the artisanal to the systematic – and how that journey led to the development of a unique robust SAA methodology that can stand the test of time.

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.

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, 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.

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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