In this podcast series, our portfolio managers at BNY Mellon Investment Management discuss strategies for the current market environment and beyond.
April 14, 2020
Update: BNY Mellon
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As bank-maintained collective investment funds, these funds and its units are not registered under federal and state securities laws in reliance upon applicable exemptions. Because these funds are not mutual funds, they are governed by different regulations, restrictions and disclosure requirements. For example, these funds are subject to banking and tax regulations which, among other things, limit participation to certain eligible qualified retirement plans (stock bonus, retirement, pension and profit sharing accounts) and government plans.
This information is intended to be educational and is not tailored to the investment needs of any specific plan or plan investor. The funds which may be included in any model portfolio and the related asset allocation represents just one way that a diversified portfolio may be constructed and not the only way to construct a diversified portfolio. The information shall not be relied upon as the primary basis for any plan investment decisions. This information does not obligate Wilshire or BNYMSC to provide information on a regular basis. The plan fiduciaries do not have an agreement with Wilshire (unless they have engaged Wilshire to provide the "3(38) Investment Manager" Services for Model Portfolios) and the plan fiduciaries should carefully research any potential fund or model portfolio before making an investment decision, and consider other funds or model portfolios with similar risk and return characteristics that may be available.
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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 Securities Corporation is the distributor for the BNY Mellon Family of Funds and is a subsidiary of BNY Mellon.