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

As at 30 September 2021

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
Design
Execute
Analyze / Monitor
Infrastructure

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.

Alternative Investment Themes for 2022

Our most recent annual 10-Year Capital Markets Assumptions have highlighted a more challenging return environment and the increasing importance of alternatives within a well-diversified portfolio. Alternative investments can enhance portfolio returns given higher potential return expectations and typically low correlation with traditional assets. Recognizing the importance alternatives will play in portfolio construction moving forward, we are launching our Annual Alternatives Investment Themes. This publication is designed to share our perspectives on where some of the most exciting opportunities are within the space. Click to read more.

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.

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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.

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.

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.

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.

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.

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.

Sinead Colton Grant
Sinead Colton Grant

Global Head of Investor Solutions

Camille Alexander
Camille Alexander, CFA

Global Head of Sales and Distribution

300px-BNY Headshots AndrewWozniak-headshot
Andrew Wozniak, CFA, ASA

Head of Client Consulting

300px-BNY Headshots JuliaBraithwaite-headshot
Julia Braithwaite, IACCP

Chief Compliance Officer

300px-BNY Headshots StephenKolano-headshot
Stephen Kolano, CFA

Chief Investment Officer

300px-BNY Headshots JasmineYu-headshot
Jasmine Yu, PhD, CFA, CAIA
Head of Manager Research
300px-BNY Headshots PaulWeir-headshot
Paul Weir
Chief Operating Officer
300px-BNY Headshots JenniferKeeney-headshot
Jennifer Keeney
Director of Operational Due Diligence
300px-BNY Headshots PaulVittone-headshot
Paul Vittone
Head of Private Markets
300px-BNY Headshots Anthony_Mastrocola-headshot
Anthony Mastrocola
Head of Liquid Alternative Investments
300px-BNY Headshots MoutsaphaAbounadi- headshot
Moustapha Abounadi
Head of Business Strategy
300px-BNY Headshots Joanna Berg Headshot
Joanna Berg, CFA
Sr. Alternative Investments Strategist

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.