WHO WE SERVE

Consultants

Long-term relationships. Enduring partnerships.

BNY  Investment's Consultant Relations team is our gateway for enduring partnerships between financial consultants, BNY Investments and our mutual clients.

We understand the role of consultants and have committed significant resources to building strong relationships with them. Our Consultant Relations team includes associates at the BNY Investments level as well as dedicated individuals in each of our investment boutiques who can help consultants guide clients through the increasingly sophisticated products and services on the market.

The mission of Consultant Relations is to provide an efficient point of contact where consultants and BNY Investments can share resources and perspectives — our investment insights, your preferences, the clients’ needs — so that together we can design investment solutions that are customized, outcome oriented and take full advantage of BNY Investment’s broad range of capabilities.

WE UNDERSTAND THE IMPORTANCE OF PARTNERING WITH GLOBAL INVESTMENT CONSULTANTS

• Institutional Advisory Solutions
• Liability Matching
• Policy Decisions
• Portfolio Structure/Asset Allocation
• Manager Research and Evaluation
• Capital Market Research
• Risk Management

Corporate Defined Benefit Plans

Long-term relationships. Enduring partnerships.

BNY is a global leader in the management of corporate defined benefit (DB) plan assets. We strive to step beyond the bounds of traditional thinking to create and share brave new ideas for the challenges facing defined benefit plans.

We are experienced in all aspects of investment management and servicing, with the breadth and depth of expertise needed to ensure clients’ strategies match their plan objectives. We deliver solutions that include liability-driven investing (LDI) strategies such as duration matching and immunization, asset allocation strategies, advisory services and risk management.

COMMITMENT TO CORPORATE DEFINED BENEFIT PLANS

• Our Thinking, where we share perspectives, insights and ideas about the changing financial markets landscape
• Capabilities that span across asset classes, approaches and strategies

Endowments & Foundations

A collaborative approach: your goals, our experience.

The Endowments & Foundations Group at BNY Investments focuses on helping not-for-profit and charitable organizations reach their investment goals while protecting their capital.

COMMITMENT TO ENDOWMENTS & FOUNDATIONS

• BNY Investments has some of the world’s largest and most influential foundations and endowments as clients.
• We appreciate the importance of enduring relationships that are grounded in our clients’ objectives.

Our investment management boutiques offer a broad spectrum of distinctive investment styles, from short-term fixed income to highly specialized niche investment approaches, while understanding the need of endowments and foundations to align long-term portfolio returns with liabilities tied to both spending and inflation. BNY Investments is dedicated to understanding our clients’ goals, focusing our experience and resources on those goals, and delivering superior solutions to help fulfill them.

Public Funds

Committed support and dynamic thought leadership.

The Public Funds Group of BNY Investments is dedicated to serving the unique investment needs of public fund plan sponsors.

With collaboration at the heart of our delivery model, we strive to remain abreast of the changing needs against the backdrop of continually changing capital markets, regulatory demands and political environments. The Public Funds Group seeks to aggregate the diverse resources of our multi-boutique investment managers, and provide access to industry-leading intellectual capital and thought leadership to our clients. We are committed to providing the forums for discussion and collaboration that will allow us to work together in seeking to deliver the secure retirement earned by public employees.

COMMITMENT TO PUBLIC FUNDS

• Our Thinking, where we share perspectives, insights and ideas about the changing financial markets landscape
• Broad financial support of and active participation in industry conferences and associations
• Regular public plan outreach providing issue-specific discussion forums

Taft-Hartley Plans

An industry-leading commitment to labor.

BNY’s Jointly-Trusteed / Union Sponsored Group combines the deep resources of one of the world’s largest multi-boutique investment managers with the focus of a small team dedicated to helping labor union members ensure their benefit plans remain well funded.

COMMITMENT TO TAFT-HARTLEY PLANS

Our team has been committed to supporting the needs of labor union members, trustees, consultants, and administrators with diverse advisory and investment solutions. We translate our comprehensive understanding of the needs of the Taft-Hartley / multi-employer community into a commitment to responsiveness, ease of doing business and support of trustee education. In a rapidly evolving global market, it pays to have a partner who understands both the market and the issues impacting Taft-Hartley plans.