INVESTMENT APPROACH

INVESTING AS IT SHOULD BE

We are BNY Investments

Our goal is to build and manage investment strategies that meet the ever-changing needs of our clients. BNY Investments' model offers the best of both worlds: specialist expertise from our forward-thinking investment ﬁrms, offering solutions across every major asset class, backed by the strength, scale and proven ﬁnancial stewardship of BNY

US $2.1

Trillion AUM¹

The value of investments can fall. Investors may not get back the amount invested.

¹BNY, 30 June 2025. (This includes Wealth Management).

Powering Investment Success

The BNY Investments difference.

BNY Investments’ model encompasses the specialist skills of our investment firms. Each brings its own unique investment philosophy, process, approach, and culture – while enjoying the international distribution channels, brand equity, operational infrastructure, support, assistance, and global influence that comes with being part of BNY.

The blending of unique cultures and specialisms in a structure of shared values to power the creation of solutions for clients around the world. For our clients, it feels like investing as it should be.

OUR INVESTMENT FIRMS

Dynamic, forward-thinking specialist firms

BNY Investments provides a robust corporate foundation, together with worldwide resources and administrative support that allow our investment firms the freedom to concentrate on what they do best–deliver specialist and focused investments to clients.

Each of our investment ﬁrms has its own unique investment philosophy, proprietary process and is a recognised leader in its ﬁeld. Our structure encourages an entrepreneurial, focused approach to investment. This creates an environment in which each firm can perform and build on its individual experience and strengths in the development of new products.

ARX INVESTMENTOS

$6.5 BILLION

Brazilian equities; macro; corporate bonds and fixed income strategies

DREYFUS

$414.0 BILLION

Money market funds and select offshore liquidity funds

INSIGHT INVESTMENT

$784.2 BILLION

Leader in global fixed income, risk management solutions and absolute return investing

MELLON

$498.8 BILLION

A global leader in index management dedicated to precision and client partnership

NEWTON

$101.8 BILLION

Income and value equities, growth, core and specialist equities, multi-asset strategies

WALTER SCOTT

$78.2 BILLION

Global equity investment management

A best of both worlds approach

Client - led

BNY Investments put clients at the centre of everything we do, offering a wide range of strategies designed to meet investors’ varying objectives. Our approach – specialisation wedded to scale – provides our clients access to a comprehensive range of investment capabilities, covering every major global asset class.

Valued partnerships

We partner with clients to deliver bespoke investment and wealth management strategies and solutions to meet their individual needs. Drawing on our investment firms’ insights, we collaborate with clients to tailor our best ideas and resources to meet their goals.

Careful hands

We translate creativity, independence, insight, and trust into solutions and opportunities. With extensive experience in anticipating and responding to the investment and ﬁnancial needs of the world’s governments, pension plan sponsors, corporations, foundations, endowments, advisers, intermediaries, individuals and families, and family ofﬁces, BNY Investments are seen by our clients as a navigator, curator – a safe pair of hands.

The value of investments can fall. Investors may not get back the amount invested.

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