US $2.2

Trillion AUM, Assets Under Management¹

The value of investments can fall.
Investors may not get back the amount invested.

¹ BNY as at 30 June 2026. (This includes Wealth Management).

POWERING INVESTMENT SUCCESS

The BNY Investments difference

BNY Investments’ model encompasses the specialist skills of our investment firms. Each brings its own unique investment philosophy, process, approach, and culture – while enjoying the international distribution channels, brand equity, operational infrastructure, support, assistance, and global influence that comes with being part of BNY.

The blending of unique cultures and specialisms in a structure of shared values to power the creation of solutions for clients around the world. For our clients, it feels like investing as it should be.

OUR INVESTMENT MANAGERS

Dynamic, forward-thinking specialist managers

BNY Investments provides a robust infrastructure, together with global, regional and local services, that allow our investment managers the freedom to concentrate on what they do best – deliver focused, specialist focused investment strategies and portfolios to help meet client outcomes.

Each of our investment managers has its own unique investment philosophy, proprietary process and is a recognized leader in its field. Our structure encourages an entrepreneurial, focused approach to investing. This creates an environment in which each manager can perform and build on its individual experience and strengths in the product innovation.

ARX INVESTMENT

$10.0 BILLION *

Brazilian equity; macro; corporate bonds and fixed income strategies.

DREYFUS

$478.7 BILLION *

Focuses solely on delivering leading and innovative liquidity solutions.

INSIGHT INVESTMENT

$839.5 BILLION *

Leader in global fixed income and risk management solutions.

MELLON

$577.3 BILLION *

A global leader in index management dedicated to precision and client partnership.

NEWTON

$114.8 BILLION *

Active equities, income, absolute return, multi-asset solutions, thematic and sustainable strategies.

WALTER SCOTT

$65.1 BILLION *

Global equity investment management

* AUM in USD as of June 30, 2026. Manager AUMs are preliminary and may change due to accounting.

A best of both worlds approach

Client - led

BNY Investments puts clients at the center of everything we do, offering a wide range of strategies designed to meet investors’ varying objectives. Our approach – specialization wedded to scale – provides our clients with access to a comprehensive range of investment capabilities, covering every major global asset class, advisory solutions, and services.

Valued partnerships

We partner with institutional and wealth intermediary clients to deliver tailored investment and wealth management strategies and solutions to meet their respective needs. Drawing on our investment managers’ insights, we collaborate with clients to tailor our best ideas and resources to meet their goals.

Careful hands

We translate creativity, independence, insight, and trust into solutions and opportunities. With experience in anticipating and responding to the investment and ﬁnancial needs of individuals and families, wealth intermediaries, family ofﬁces, governments, pension plan sponsors, corporations, and endowments and foundations, BNY Investments is seen by our clients as a navigator, curator – a careful pair of hands.

The value of investments can fall. Investors may not get back the amount invested.

BNY Investments is the brand name for the investment management business of BNY and its investment firm affiliates worldwide. BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally.

Products or services described herein are provided by BNY, its subsidiaries, affiliates or related companies and may be provided in various countries by one or more of these companies where authorized and regulated as required within each jurisdiction. Certain investment vehicles may only be offered through regulated entities or licensed individuals, such as a bank, a broker-dealer or an insurance company. However, this material is not intended, nor should be construed, as an offer or solicitation of services or products or an endorsement thereof in any jurisdiction or in any circumstance that is otherwise unlawful or unauthorized. The investment products and services mentioned here are not insured by the FDIC (or any other state or federal agency), are not deposits of or guaranteed by any bank and may lose value.

This material is not intended as an offer to sell or a solicitation of an offer to buy any security, and it is not provided as a sales or advertising communication and does not constitute investment advice. BNY Mellon Securities Corporation, a registered broker- dealer, FINRA member and wholly owned subsidiary of BNY, has entered into agreements to offer securities in the U.S. on behalf of certain BNY Investments firms.

The value of investments and the income from them is not guaranteed and can fall as well as rise due to stock market and currency movements. When you sell your investment, you may get back less than you originally invested.

Rankings include assets managed by BNY investment firms and BNY Wealth. Each ranking may not include the same mix of firms. BNY as of December 31, 2025. Total assets under management (AUM) includes AUM attributable to the asset managers outlined in this file as well as BNY Mellon Investment Adviser, Inc, BNY Wealth and external data. Assets under management in U.S. dollars as of December 31, 2025.

Unless otherwise noted, all references to assets under management (which are approximate) are as of December 31, 2025. In addition, AUM/OUM for the following firms includes assets managed by the individual firms’ officers as dual officers or employees of The Bank of New York Mellon: BNY Investments, BNY Mellon Investment Adviser, Inc. and Newton Investment Management (North America) Limited.

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 (BNY). 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.

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.

Investment advisory services in North America are provided through two different investment advisers registered with the Securities and Exchange Commission (SEC), using the brand Insight Investment: Insight North America LLC (INA) and Insight Investment International Limited (IIIL). The North American investment advisers are 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.” Insight’s assets under management (AUM) are represented by the value of the client’s assets or liabilities Insight is asked to manage. These will primarily be the mark-to-market value of securities managed on behalf of clients, including collateral if applicable. Where a client mandate requires Insight to manage some or all of a client’s liabilities (e.g. LDI strategies), AUM will be equal to the value of the client specific liability benchmark and/or the notional value of other risk exposure through the use of derivatives. Figures shown in USD. FX rates as per WM Reuters 4pm spot rates.

Insight North America LLC (INA) is a registered investment adviser under the Investment Advisers Act of 1940 and regulated by the US Securities and Exchange Commission. Insight North America (INA) is 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 International Limited (IIIL) and Insight Investment Management (Europe) Limited (IIMEL).

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). All firms are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY’)

Newton’s assets under management are calculated as at the most recent quarter end and include assets collectively managed by NIM and NIMNA. In addition, AUM for Newton includes assets of bank-maintained collective investment funds for which Newton has been appointed sub-advisor, where Newton personnel act as dual officers of affiliated companies and assets of wrap fee account(s) for which Newton provides sub-advisory services to the primary manager of the wrap program.

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.

Securities transactions are affected, where required, only through registered broker- dealers. BNY Pershing is the umbrella name for Pershing LLC (member FINRA, SIPC and NYSE), Pershing Advisor Solutions (member FINRA and SIPC), Pershing Prime Services (a service of Pershing LLC), Pershing Limited (UK), Pershing Securities Limited, Pershing Securities International Limited (Ireland), Pershing (Channel Islands) Limited, Pershing Securities Canada Limited, Pershing Securities Singapore Private Limited and Pershing Securities Australia Pty. Ltd. SIPC protects securities in customer accounts of its members up to $500,000 in securities (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. SIPC does not protect against loss due to market fluctuation. SIPC protection is not the same as, and should not be confused with, FDIC insurance. Investment products (other than deposit products) referenced in this brochure (including money market funds) are not insured by the FDIC (or any other state or federal agency), are not deposits of or guaranteed by BNY or any bank or non-bank subsidiary thereof, and are subject to investment risk, including the loss of principal amount invested.

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 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. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. BNY Mellon Investment Adviser, Inc. and BNY Mellon Securities Corporation are subsidiaries of BNY. © 2026 BNY Mellon Securities Corporation, 240 Greenwich Street, 9th Floor, New York, NY 10286.

MARK-866482-2026-01-15

INVESTMENT APPROACH

INVESTING AS IT SHOULD BE

We are BNY Investments