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

100+

clients worldwide

$11+ bn

billion

in global assets
under management or advisement

As of 31 March 2020

60+

dedicated investment professionals

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

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 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 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 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.

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.

Building a robust strategic asset allocations process

The key to rapid delivery of a portfolio solution that can consistently fulfil numerous competing objectives while maintaining superiority are flexible tools and the ability to adapt. In this paper, Keith R. Collier, CFA, Head of Asset Allocation Research, explains how the BNY Mellon Investor Solutions team went about creating a robust strategic asset allocations (SAA) design process 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.

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.

BNY Mellon - Investor Solutions Headshots - 340x340 - JamieLewin
Jamie Lewin

Head of Investor Solutions

BNY Mellon - Investor Solutions Headshots - 340x340 - AndrewWozniak
Andrew Wozniak, CFA, ASA

Head of Client Consulting

BNY Mellon - Investor Solutions Headshots - 340x340 - JuliaBraithwaite
Julia Braithwaite, IACCP

Chief Compliance Officer

Stephen Kolano
Stephen Kolano, CFA
Chief Investment Officer
BNY Mellon - Investor Solutions Headshots - 340x340 - JasmineYu
Jasmine Yu, PhD, CFA, CAIA
Head of Manager Research
BNY Mellon - Investor Solutions Headshots - 340x340 - PaulWeir
Paul Weir
Chief Operating Officer
BNY Mellon - Investor Solutions Headshots - 340x340 - JenniferKeeney
Jennifer Keeney
Director of Operational Due Diligence
BNY Mellon - Investor Solutions Headshots - 340x340 - PaulVittone
Paul Vittone
Head of Private Markets
BNY Mellon - Investor Solutions Headshots - 340x340 - AnthonyMastrocola
Anthony Mastrocola
Head of Liquid Alternative Investments
BNY Mellon - Investor Solutions Headshots - 340x340 - MoutsaphaAbounadi
Moustapha Abounadi
Head of Business Strategy

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.