Beta & Transition Management

Maintaining your strategic asset allocation in the midst of changing markets and changing managers can be a complex undertaking. We offer clients industry-recognized services that strive to help reduce cost and manage risk while transitioning between asset managers or maintaining beta exposures.

• Risk-controlled, derivative-based solutions are tailored to address your needs for periodic rebalancing, liquidity management, reducing cash drag and tail risk hedging.
• A specialist team designs strategies to manage the impact of changing asset allocations, entering new investment strategies, or liquidating existing portfolios.

Equity, fixed income and derivative specialists apply advanced trading and analytic systems towards the efficient implementation of your investment decisions, combining skilled portfolio management with rigorous operational oversight.

Invested in You

Serving a global client base, we offer a comprehensive fiduciary approach that is dedicated solely to serving the beta and transition management needs of our clients.

Beta & Transition Management is a division of The Bank of New York Mellon, a banking subsidiary of BNY Mellon.

Certain brokerage services, as performed during a portion of the transition management process, are provided by the introducing broker, MBSC Securities Corporation (MBSC) and not BNY Mellon. Securities directly traded by the broker are not deposits or other obligations of BNY Mellon, are not guaranteed by BNY Mellon and are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other state or federal agency.

MBSC Securities Corporation Quarterly 606 Reporting and Disclosure