BNY offers a wide range of investment management expertise across equity, fixed income and alternative asset classes. Our strategies may be available in separate accounts, institutional vehicles, exchange-traded funds (ETF) and mutual funds.
INVESTMENT FOCUS
Our multi-firm investment management model encompasses the skills of specialist investment managers. Each has its own unique investment philosophy and proprietary investment process and each is a leader in its field. Drawing on this comprehensive range of investment capabilities, we collaborate with you to deliver our expertise, including tailored solutions that are designed to match your requirements.
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.
The investment strategies identified in this table may not be available in all products or services provided by the specialist manager, and may not be available to all investors. Please consult with your BNY representative or a financial professional for additional information on how a particular strategy is managed.
Please note: Not all strategies may be available to all investors in all markets.
1 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: BNY Investments Mellon (Mellon), which specializes in index management, and BNY Investments Dreyfus (Dreyfus), which specializes in cash management and short duration strategies. Securities are offered through BNY Mellon Securities Corporation (BNYSC), a registered broker-dealer and affiliate of MIC. Note: Mellon's investment strategies are purely index.
2 BNY Investments Newton is the name for a group of affiliated companies that provide investment management services under the trading name of 'Newton' or 'Newton Investment Management'.
3 Mellon provides day-to-day investment advisory services.
4Effective 1/1/25, BNY Wealth appointed MIC as Sub-adviser for its separately managed tax managed equity accounts.
Personnel of certain of our BNY affiliates may act as: (i) registered representatives of BNY Mellon Securities Corporation (in its capacity as a registered broker-dealer) to offer securities and certain bank-maintained collective investment funds, (ii) officers of The Bank of New York Mellon (a New York chartered bank) to offer bank-maintained collective investment funds, and (iii) Associated Persons of BNY Mellon Securities Corporation (in its capacity as a registered investment adviser) to offer separately managed accounts managed by BNY Investments firms.
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. This material does not take into account the particular investment objectives, restrictions, or financial, legal or tax situation of any specific investor. Investors should consult a legal, tax or financial professional in order to determine whether an investment product or service is appropriate for a particular situation.
BNY Investments Newton is the name for a group of affiliated companies that provide investment management services under the trading name of 'Newton' or 'Newton Investment Management'. Investment management services are provided in the United Kingdom by Newton Investment Management Ltd (NIM), in the United States by Newton Investment Management North America LLC (NIMNA). In the United Kingdom, NIM is authorised and regulated by the Financial Conduct Authority (‘FCA’), 12 Endeavour Square, London, E20 1JN, in the conduct of investment business. Registered in England no. 01371973. NIM and NIMNA are both registered as investment advisors with the Securities & Exchange Commission (‘SEC’) to offer investment advisory services in the United States. All firms are indirect subsidiaries of The Bank of New York Mellon Corporation (BNY).
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.
Investment advisory services in North America are provided by Insight North America LLC, a registered investment adviser and regulated by the U.S. Securities and Exchange Commission (SEC). Insight North America LLC is associated with other global investment managers that also (individually and collectively) use the corporate brand Insight Investment and may be referred to as "Insight" or "Insight Investment."
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 also registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser. Walter Scott is a subsidiary of The Bank of New York Mellon Corporation.
BNY Mellon Securities Corporation ("BNYSC") is a registered broker-dealer and registered investment adviser offering securities and managed accounts, respectively. BNYSC is a subsidiary of The Bank of New York Mellon Corporation.
BNY Investments is one of the world's leading investment management organizations, encompassing BNY's affiliated investment management firms and global distribution companies. BNY Investment Adviser, Inc., BNY Mellon Securities Corporation, Newton, Mellon Investments Corporation, ARX, Insight and Walter Scott are BNY companies.
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