BNY Managed Asset Program
A disciplined, personalized investment strategy.
A disciplined, personalized investment strategy.
The BNY Managed Asset Program (the “Program”), a wrap-fee, investment advisory program, provides a comprehensive, disciplined strategy for helping you achieve your long-term investment goals.
The Mutual Fund Series offers a sophisticated, quantitative process for analyzing your investment objectives and seeking to optimize your asset mix on an ongoing basis. You will receive professional guidance from a BNY Advisor to help you develop a personalized investment plan and choose from a carefully screened selection of mutual funds to implement your plan.
HERE'S HOW IT WORKS
You will complete an in-depth questionnaire to better define your goals and risk tolerance and help identify strengths and weaknesses in your current plan.
Your BNY Advisor will conduct an assessment to help create the foundation for a comprehensive personalized strategy.
You and your BNY Advisor, working together, will create a portfolio of mutual funds tailored to your individual needs. A well-crafted asset allocation plan may help effectively balance your portfolio's risk and potential return through challenging market conditions.
You will complete an in-depth questionnaire to better define your goals and risk tolerance and help identify strengths and weaknesses in your current plan.
Your BNY Advisor will conduct periodic reviews with you to assess your portfolio and determine whether your investment goals and objectives have changed.
You will receive detailed information that allows you to easily track progress toward your investment goals.
The Program is sponsored by BNY Mellon Securities Corporation (BNYSC), a registered investment adviser, and
is available through BNYSC’s BNY Advisor Services Division. Please call 1-800-843-5466 to learn more.
Separately managed accounts can play an important role in an investor's portfolio because of the potential advantages they may offer over other types of investments. These customizable investment strategies are designed to help you pursue your specific financial goals by combining the benefits of professional money management with the flexibility, control and potential tax advantages offered by owning individual securities as opposed to interests or shares of pooled investment vehicles.
Portfolio customization is available. Investors can restrict specific securities or industries from their accounts or specify other investment-related restrictions.
Investors own each individual security within an account. Sell decisions (and possible capital gains consequences) are based on each investor's goals, and are not affected by the redemption needs of investors in a pooled vehicle, such as a mutual fund.
When investing through a separately managed account, investors pay capital gain taxes only on the capital gains that they actually realize. Individual securities in the account are owned directly, allowing investors to work with their tax advisor and financial advisor to implement tax-efficient investing strategies. In addition, some separate accounts provide flexibility in funding. Separately managed accounts can typically be funded with securities in kind, as well as cash. Many investment advisers will accept securities or portfolios, such as trust and retirement accounts, to fund an account.
This information is general in nature and is not intended to constitute tax advice. Please consult your own legal or tax advisor for more detailed information on tax issues and advice as they relate to your specific situation.
For more information on the BNY Managed Asset Program
1-800-843-5466
Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund or ETF carefully before investing. Contact a financial professional or visit bny.com/investments to obtain a prospectus, or summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing.
All investments involve risk, including loss of principal. Certain investments involve greater or unique risks that should be considered along with the objectives, fees, and expenses before investing.
No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Asset allocation and diversification cannot ensure a profit or protect against loss.
This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions.
Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change.
BNY Investments is one of the world's leading investment management organizations, encompassing BNY’s affiliated investment management firms and global distribution companies. BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the Corporation as a whole and/or its various subsidiaries generally.
The information on this Web site is not an offer to sell, or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made.
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BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.
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