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.
Market Watch: Second Wave – Odds on or odds against?
Articles
Meet the manager: Bhavin Shah
Newton multi-asset portfolio manager Bhavin Shah explains his route into asset management and why it is important to embrace alternative viewpoints when investing.
Recharging the EV trade
Why the electric vehicles (EVs) trade could be set for a boost – and why Newton is well prepared to explore this and other alternatives markets.
Building resilient multi-asset portfolios
Why identifying companies with quality attributes, and revisiting the true reason why people invest, can help build resilient multi-asset portfolios.
Time to get tactical?
The Newton FutureLegacy team reflects on sources of macroeconomic uncertainty and why it thinks tactical asset allocation is crucial in the current environment.
Which way next for multi-asset?
How a shifting inflationary picture is influencing asset classes and portfolio management.
New Horizons: Market outlooks report 2024
Is global inflation finally under control and, if so, what might this mean for global investors and asset classes in 2024? Here, portfolio managers from across BNY Mellon Investment Management – including Newton Investment Management, Insight Investment and Walter Scott – consider the opportunities and threats facing investors, from a macroeconomic and market perspective.
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.
