BNY ADVISORS
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.
$173.8
billion assets under management or advisement1
40+
years providing investment solutions2
1As of March 31, 2025. This includes regulatory assets under management of approximately $24.4 billion, which are managed on a discretionary basis; approximately $5.5 billion, which is managed by certain BNY Mellon Advisors, Inc. (BNY Advisors) employees in their capacity as dual officers of BNY Mellon Investment Adviser, Inc. and The Bank of New York Mellon; and approximately $144.0 billion managed on a non-discretionary basis where advisory services are provided to BNY Mellon, N.A. and accounts for which BNY Advisors provides a model of securities but does not arrange or effect the purchase or sale of the securities. For more information on the services provided for each category of management, please see BNY Advisors’ most recent ADV Part 2A.
2OCIO 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.
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...
Alternative Asset Themes: The New Playbook
In today’s uncertain environment, we think investors may need a new playbook. An allocation to alternatives may provide the opportunity for greater diversification with access to emerging return streams. Ultimately, alternative investments can help a portfolio play offense and defense—the potential for attractive return streams and diversification to mitigate risk.
The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.