about us
Our mission is to leverage our strengths as a leading asset management, wealth management
and investment servicing firm to bring OCIO and advisory solutions to institutional investors worldwide.
$12+ billion in
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
105+
clients worldwide
$30+ bn
billion
in global assets
under management or advisement
50+
investment personnel
45+
years of experience
our capabilities
We serve endowments, foundations, retirement plans, family offices, governments and financial intermediaries.
Services
OCIO (discretionary) / OIO (non-discretionary)
Customized Portfolio Management
Competencies
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 process
Collaborate with an investor to
understand and validate their
investment goals, preferences and
constraints
Design a solution consistent with the investment profile established during the consulting phase
Conduct periodic performance & risk monitoring of an executed solution and share analysis with an investor
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 of over 60 investment professionals with expertise across multiple areas including asset allocation and portfolio construction. By bringing together our existing capability 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.
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.
Alternative Risk Premia: An Alternative to Alternatives
An emerging area of interest for investors, academia and practitioners, we examine how diversified alternative risk premia (ARP) strategies may serve as a replacement for certain hedge fund exposures within a portfolio, offering both a lower fee and favourable diversification benefits. This paper, authored by James Podder, CFA, CAIA and Jasmine Yu, PhD, CFA, CAIA, defines and outlines ARP and the role it can play in diversified portfolios.
Operational Due Diligence - FAQs
The Operational Due Diligence Team at BNY Mellon Investor Solutions, LLC is dedicated to evaluating the business, operational, compliance and fund structure risks of prospective and current managers for client accounts. Our process is independent, yet complementary, to the manager research process, which examines investment risks. In this paper we outline our ethos, process and practice – encompassing our current focus amid today’s challenging backdrop of heightened risks and restrictions on company visits.
10-Year Capital Market Return Assumptions – 2020
Every year BNY Mellon Investor Solutions, LLC 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. Here we examine such assumptions to reflect views and potential dislocations in global markets, based on research from across BNY Mellon Investment Management. This document outlines forecasts for the next 10 years and provides supporting details behind the data.
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.
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.
The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.
