ABOUT US
Our mission is to leverage BNY strengths as a leading asset management, wealth management and investment servicing firm to bring Outsourced Chief Investment Officer (OCIO) and advisory solutions to institutional investors worldwide.
40+
years providing investment solutions1
1OCIO services date back to 1985 via predecessor firms.
OUR CAPABILITIES
We serve endowments, foundations, retirement plans, family offices, governments and financial intermediaries.
Capabilities
Portfolio design
Asset allocation
Manager research / Selection
Performance / Risk analysis
Trust and custody facilitation
Services
OCIO (discretionary) / OIO (non-discretionary)
Customized portfolio management
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
The team of investment professionals has expertise across multiple areas including asset allocation and portfolio construction. By bringing together our existing capabilities 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.
Above the Noise 10-Year Capital Market Assumptions
It often makes sense to take a step back when navigating complex markets.
Dive into BNY Investment Institute’s capital...
The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.
For sole and exclusive use by Institutional Investors, Accredited Investors and Professional Investors only. Not for further distribution. This is a financial promotion and is not investment advice. Any views and opinions are those of the investment manager, unless otherwise noted. The value of investment can fall. Investors may not get back the amount invested. BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may also be used to reference the corporation as a whole and/or its various subsidiaries generally. BNY Investments encompass BNY Mellon’s affiliated investment management firms and global distribution companies. Any BNY entities mentioned are ultimately owned by The Bank of New York Mellon Corporation. In Hong Kong, the issuer of this document is BNY Mellon Investment Management Hong Kong Limited, which is registered with the Securities and Futures Commission (Central Entity Number: AQI762). In Singapore, this document is issued by BNY Mellon Investment Management Singapore Pte. Limited, Co. Reg. 201230427E. Regulated by the Monetary Authority of Singapore (MAS). This advertisement has not been reviewed by the Monetary Authority of Singapore.
AP4259-21-01-2026 (12M)