We are a business built around the investor – relevant today and for the future. As our industry continues to evolve, clients are looking for new approaches, new models and new ways of solving their challenges.
Our Outsourced Investment Management (OCIO) solutions represent another powerful example of our best of both worlds offer to clients – a dynamic, forward-thinking investment firm with the capability, scale and strength of a proven investment partner.
Our OCIO solutions provide customized investment advice and portfolio management services across all asset classes for investors seeking outcomes tailored to their specific needs and preferences. Whether that be for capital growth, capital preservation, income generation and/or inflation protection solutions.
We execute the five pillars of our approach to support the investment needs of our clients with greater precision:
Collaborate
Collaborate with an investor to better understand their investment goals, preferences and constraints
Design
Design a tailored solution specific to the client’s needs
Infrastructure
Provide infrastructure to support the operational and governance needs of an investor
Analyze / Monitor
Conduct periodic analysis of the investor’s portfolio and provide a comprehensive risk assessment
Execute
Implement the solution in accordance with the agreed parameters and guidelines
Please contact us for further information.
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IMPORTANT INFORMATION:
This document is for Professional Investors only and is not intended as investment advice. The information contained in this document is provided solely for your use.
This document must not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or otherwise not permitted. This document should not be issued, circulated, distributed, published, reproduced or cause to be issued, circulated, distributed, published or reproduced (whether in whole or in part) to any other persons without the prior written consent of BNY Mellon Investment Management Hong Kong Limited.
Investment involves risk. Past performance information presented is not indicative of future performance. Investment returns may be exposed to exchange rate fluctuations. The value of investments may go down or up. This document has not been reviewed by the Securities and Futures Commission.
Information in this document is subject to change without notice. To the extent permitted by applicable laws, rules, codes and guidelines, BNY Mellon Investment Management Hong Kong Limited accepts no liability whatsoever whether direct or indirect that may arise from the use of or reliance on the information contained in this document.
The information has been provided without taking into account the investment objective, financial situation or needs of any particular person. To the extent permitted by applicable laws, rules, codes and guidelines, BNY Mellon Investment Management Hong Kong Limited and its affiliates are not responsible for any subsequent investment advice given based on the information supplied. You should not rely on this document alone to make investment decisions. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice.
In Hong Kong, the issuer of this document is BNY Mellon Investment Management Hong Kong Limited, which is registered with the Securities and Futures Commission (Central Entity Number: AQI762).
BNY Mellon Investment Management Hong Kong Limited and any other BNY Mellon entity(ies) mentioned are ultimately owned by The Bank of New York Mellon Corporation. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and its subsidiaries.
MC277-31-01-2024 (6M)