CLIENT-READY SUPPORT
A range of videos and materials designed specifically for you to share with your clients, covering general financial education as well as product resources.
Exploring generational perspectives on retirement
Welcome to this five-part docu-series, where we delve into the diverse ways in which different generations are thinking and planning for retirement. This insightful series offers a comprehensive look into the unique challenges and aspirations that shape each generation's approach to life beyond work.
Guiding us through this journey is Dr. Eliza Filby, a renowned generations expert and social historian. With her extensive knowledge and engaging interviewing style, Dr. Filby brings a wealth of insight into the conversation, helping us understand the broader context of each generation's retirement planning.

Steve: Gen X

Tito: Gen Z

The roundtable
PRODUCT RESOURCES
Client-ready product materials providing an introduction to some of our key funds and ranges
Consumer brochures
- BNY Mellon Multi-Asset Balanced Fund Retail Brochure
- BNY Mellon Multi-Asset Growth Fund Retail Brochure
- BNY Mellon Multi-Asset Moderate Fund Retail Brochure
- BNY Mellon Multi-Asset Income Fund Retail Brochure
- BNY Mellon Multi-Asset Diversified Return Fund Retail Brochure
- BNY Mellon FutureLegacy Funds Retail Brochure
- BNY Mellon Long-Term Global Equity Fund Retail brochure
- BNY Mellon UK Income Fund Retail brochure
Consumer investment videos
Consumer investment reports
- BNY Mellon Multi-Asset Balanced Fund Q2 2025
- BNY Mellon Multi-Asset Growth Fund Q2 2025
- BNY Mellon Multi-Asset Moderate Fund Q2 2025
- BNY Mellon Multi-Asset Income Fund Q2 2025
- BNY Mellon Multi Asset Diversified Return Fund Q2 2025
- BNY Mellon FutureLegacy 3 Fund Q2 2025
- BNY Mellon FutureLegacy 4 Fund Q2 2025
- BNY Mellon FutureLegacy 5 Fund Q2 2025
- BNY Mellon FutureLegacy 6 Fund Q2 2025
- BNY Mellon FutureLegacy 7 Fund Q2 2025
EDUCATIONAL RESOURCES
A range of guides explaining some key financial terms as well as infographics designed to provide more context on macroeconomic themes.
Guides
