ABOUT US
Our mission is to leverage BNY strengths as a leading asset management, wealth management and investment servicing firm to bring Outsourced Chief Investment Officer (OCIO) and advisory solutions to institutional investors worldwide.
$173.8
billion assets under management or advisement1
40+
years providing investment solutions2
1As of March 31, 2025. This includes regulatory assets under management of approximately $24.4 billion, which are managed on a discretionary basis; approximately $5.5 billion, which is managed by certain BNY Mellon Advisors, Inc. (BNY Advisors) employees in their capacity as dual officers of BNY Mellon Investment Adviser, Inc. and The Bank of New York Mellon; and approximately $144.0 billion managed on a non-discretionary basis where advisory services are provided to BNY Mellon, N.A. and accounts for which BNY Advisors provides a model of securities but does not arrange or effect the purchase or sale of the securities. For more information on the services provided for each category of management, please see BNY Advisors’ most recent ADV Part 2A.
2OCIO services date back to 1985 via predecessor firms.
OUR CAPABILITIES
We serve endowments, foundations, retirement plans, family offices, governments and financial intermediaries.
Capabilities
Portfolio design
Asset allocation
Manager research / Selection
Performance / Risk analysis
Trust and custody facilitation
Services
OCIO (discretionary) / OIO (non-discretionary)
Customized portfolio management
Collaborate
Collaborate with an investor to understand
and validate their investment goals,
preferences and constraints
Design
Design a solution consistent with the
investment profile established
during the consulting phase
Execute
Implement the solution in accordance
with the parameters and guidelines
agreed upon during the design phase
Analyze / Monitor
Conduct periodic performance &
risk monitoring of an executed solution
and share analysis with an investor
Infrastructure
Provide infrastructure to support
the operational and governance
needs of an investor
OUR EXPERTISE
Our scale and expertise makes all the difference
The team of investment professionals has expertise across multiple areas including asset allocation and portfolio construction. By bringing together our existing capabilities into a single unit, we’re able to support our clients’ unique investment needs with greater precision.
We build portfolios that seek to minimize the dispersion of investment performance around a desired outcome.
OUR INSIGHTS
Our research and perspectives
We periodically publish research and perspectives on a range of topics, including governance, capital markets, asset allocation, portfolio implementation, client segment-specific issues and industry best practices. Below are some recent examples.
Alternative Asset Themes: The New Playbook
In today’s uncertain environment, we think investors may need a new playbook.
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...
All investments involve risk, including the possible 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 security, strategy or investment product. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation.
BNY Investments is one of the world's leading investment management organizations, encompassing BNY's affiliated investment management firms and global distribution companies. BNY, and Bank of New York Mellon are the corporate brands 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.
BNY Advisors, Inc. is an investment adviser registered as such with the U.S. Securities and Exchange Commission ("SEC") pursuant to the Investment Advisers Act of 1940, as amended. BNY Advisors, Inc. is a subsidiary of The Bank of New York Mellon Corporation. BNY Advisors, Inc.’s business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request.
BABR-578500-2024-07-22