Please ensure Javascript is enabled for purposes of website accessibility Efficient Fixed Income Beta - BE - BNY Mellon
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DISCOVER

 
Efficient Fixed
Income Beta Solutions

 

 

What is Efficient Fixed Income Beta?
 

Our ‘efficient beta’ strategies seek to generate sufficient returns, after trading costs, to deliver index-like returns with a low tracking error.

 

They aim to harvest returns by exploiting systematic and structural market inefficiencies, which are often ignored by other managers as a result of high trading costs and the inability to source certain bonds in illiquid segments of the global fixed income market.

 

 

 

ABOUT INSIGHT

Brought to you by Insight*  

 

A global multi-specialist investment manager with a full spectrum of research-driven solutions.
 

 

Why Insight for Efficient Fixed Income Beta?

 

US$786.2bn1

AUM across fixed income, equity, multi-asset and index strategies
 

Solution focus
Actively partner with clients to develop liquid and cost-efficient beta solutions that achieve desired outcomes, including ESG considerations.
Scale
US$252.9bn AUM in fixed income of which US$8.8bn is in efficient fixed income beta strategies1
Expertise
ETFs: Experts in leveraging the ETF ecosystem to reduce trading costs and improve liquidity
Systematic: Time-tested quantitative models replace discretionary risk taking
Innovation

Innovative and flexible toolkit designed to preserve value, manage risks and harvest alpha

Experience
2012: first efficient fixed income beta strategy launched, focusing on US high yield.
Deep experience of working with authorised participants1 and credit desks
Scale
Expertise
Innovation
Experience
Solution focus

US$786.2bn1

AUM across fixed income, equity, multi-asset and index strategies
 

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Solution focus

Actively partner with clients to develop liquid and cost-efficient beta solutions that achieve desired outcomes, including ESG considerations.

 

1. Source: Insight as at 31 December 2022. Where applicable, assets include discretionary and non-discretionary assets, the notional value of overlay strategies, and assets managed by investment personnel acting in their capacity as officers of affiliated entities

 

2. Authorized participants (AP) are one of the major parties at the centre of the creation and redemption process for exchange-traded funds (ETF). They provide a large portion of liquidity in the ETF market by obtaining the underlying assets required to create a fund.

 

Insight is a long standing player in the ETF ecosystem with specific skill sets and tools to target these challenges.

 

Insight were early pioneers in indexation and have unique talents to deliver Efficient Beta and are solutions-led, responding to client challenges where value can be added back to help achieve the clients’ desired outcomes.

 

 

 

Meet the team

 

Insight’s Efficient Fixed Income Beta team has over thirty years of experience managing fixed income portfolios and has been running efficient fixed income beta portfolios since 2012.

Source: Insight as at September 2022.

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

CAIA® and Chartered Alternative Investment Analyst® are registered trademarks owned by the CAIA Association

 

 

 

Funds

 

 

 

BNY Mellon Efficient Global High Yield Beta Fund

Fund Managers: Team Approach

BNY Mellon Efficient Global IG Corporate Beta Fund

Fund Managers: Team Approach

BNY Mellon Efficient U.S. Fallen Angels Beta Fund

Fund Managers: Team Approach

BNY Mellon Efficient U.S. High Yield Beta Fund

Fund Managers: Team Approach

 

 

The value of investments can fall. Investors may not get back the amount invested.

 

For a full list of risks applicable to these funds, please refer to the Prospectus or other offering documents.
 

Please refer to the prospectus, and the KIID/KID or KFS before making any investment decisions. Documents are available in English and an official language of the jurisdictions in which the Fund is registered for public sale. Go to fund-centre.

 

 

 

Contact us

 

 

 

 

 

Important information

 

*Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.

 


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