ADVISER MATERIALS
A range of product resources, educational resources including a series of videos to support you in your conversations with clients around the topic of retirement and a guide to Consumer Duty. Find it all here.
PRODUCT RESOURCES
A range of product tools and resources to aid your conversations with clients
Suitability paragraphs
Third party research reports
- Scopic Research Multi-Asset DNA Report BNY Mellon FutureLegacy 3 Fund
- Scopic Research Multi-Asset DNA Report BNY Mellon FutureLegacy 4 Fund
- Scopic Research Multi-Asset DNA Report BNY Mellon FutureLegacy 5 Fund
- Scopic Research Multi-Asset DNA Report BNY Mellon FutureLegacy 6 Fund
- Scopic Research Multi-Asset DNA Report BNY Mellon FutureLegacy 7 Fund
Videos
A range of guides explaining some key financial terms as well as infographics designed to provide more context on macroeconomic themes.
Articles
Futureproofing multi-asset
Newton FutureLegacy portfolio managers Bhavin Shah and Lale Akoner explain why they think it is important for investors to keep pace with a changing investment landscape.
A trio of transformational themes
Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.
Real Return: Playing to its strengths
Newton Real Return portfolio managers Aron Pataki and Lars Middleton think the current environment requires their best team of attacking and defensive assets.
Addressing a changing yield environment
Can natural income help advisers seeking to manage retirement risk?
Enjoying an active retirement
Why is active management important when investing in retirement? Newton head of mixed assets investment Paul Flood explores.
Meet the manager: Jeffrey Burger
Insight Investment senior portfolio manager Jeffrey Burger reflects on the varied role of asset managers and the importance of municipal finance to both US infrastructure development and global investors.
CONSUMER DUTY
Navigating consumer duty
Consumer Duty: what it is, why it is important and how BNY Mellon Investment Management is addressing it.
The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.
