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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 market assumptions to help you go above the noise.

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BNY Investments Quick Facts
 

Drawing on deep expertise, we collaborate with you to tailor our best ideas and resources to help meet your specific...

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BNY Investments Capabilities Brochure
 

We are a leading provider of investment management services through an investor-first approach.
 

Our four core principles

1

Multiple Perspectives

The speed and complexity of today’s investing world is best navigated by looking at challenges and opportunities from many points of view. We accomplish through our eight independent firms.

2

Ingenuity Everywhere

Our firms’ operational independence—combined with the kind of global research and resources that can be provided by one of the world’s top 10 investment managers—attract some of our industry’s best and brightest minds.

3

Entrepreneurial Thinking 

Our firms each have a culture in which entrepreneurial spirit is both expected and rewarded. Our investment experts take personal ownership in creating strategies and products that will make a significant impact in the markets.

4

Intellectual Rigor

We believe in innovative ideas, not reckless ones. New investing strategies are subjected to intense scrutiny within our firms, then tested using advanced technologies and proprietary data from around the globe.

Our investment managers

Providing specialist expertise from our professional investment managers backed by the strength, stewardship and global presence of BNY. (AUM data as of June 30, 2025)

ARX $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

Siguler Guff $15.9 Billion - Multi-strategy private investments through direct investment and multi-manager funds

Walter Scott $78.2 Billion - Global equity investment management

WHO WE SERVE

We provide clients with strategies and solutions that seek to help meet
their investment objectives in any market environment.

Consultants

Corporate Defined Benefit Plans

Endowments & Foundations

Public Funds

Taft-Hartley Plans

BNY Investments AUM in USD as of June 30, 2025. Siguler Guff data is estimated as of March 31, 2025.

ARX is the brand used to describe the Brazilian investment capabilities of BNY Mellon ARX Investimentos Ltda. ARX is an affiliate of The Bank of New York Mellon Corporation.

Mellon Investments Corporation (MIC) is a registered investment adviser and subsidiary of The Bank of New York Mellon Corporation. MIC is composed of two divisions; Mellon, which specializes in index management, and Dreyfus, which specializes in cash management and short duration strategies. Securities are offered through BNY Mellon Securities Corporation (BNYMSC), a registered broker-dealer and affiliate of MIC. Where applicable, assets include discretionary and non-discretionary assets, and assets managed by investment personnel acting in their capacity as officers of affiliated entities.

Insight provides investment advisory services in North America through two investment management entities. Insight North America LLC (INA) provides investment management services to U.S. based clients. INA is registered as an investment adviser with the Securities and Exchange Commission (SEC) and as a Commodity Trading Advisor and Commodity Pool Operator with the National Futures Association (NFA) and Commodity Futures Trading Commission (CFTC). Insight Investment International Limited (IIIL) provides investment advisory services to Canadianbased clients. IIIL is registered as a Portfolio Manager and Commodity Trading Manager in various provinces in Canada. Both INA and IIIL utilize the brand, Insight Investment. INA and IIIL are part of “Insight” or “Insight Investment,” the corporate brand for certain asset management companies operated by Insight Investment Management Limited including, among others, Insight Investment Management (Global) Limited (IIMG) and Insight Investment Management (Europe) Limited (IIMEL).

“Newton” and/or “Newton Investment Management” is a corporate brand which refers to the following group of affiliated companies: Newton Investment Management Limited (NIM), Newton Investment Management North America LLC (NIMNA) and Newton Investment Management Japan Limited (NIMJ). NIMNA was established in 2021 and NIMJ was established in March 2023.

Siguler Guff’s assets under management (AUM) are calculated based on the net asset value plus uncalled commitments for each active investment vehicle managed by the Firm. AUM as of March 31, 2025.

Walter Scott & Partners Limited (Walter Scott) is an investment management firm authorized and regulated in the United Kingdom by the Financial Conduct Authority in the conduct of investment business. Walter Scott is a subsidiary of The Bank of New York Mellon Corporation.

BNY owns a minority interest in Siguler Guff.

 

Important Information

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.

This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement and should not serve as a primary basis for investment decisions. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. 

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 also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally. 

Nothing in this website shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

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