Fund Start-Up

We understand that money managers launch mutual funds for various reasons. Whether the goal is to diversify investment offerings for clients, broaden distribution opportunities, embrace a new business strategy or for some other purpose, setting up and maintaining a mutual fund can be a complicated process.

We offer a comprehensive, turnkey solution for a smooth, cost-effective start-up. You can choose to establish a portfolio within the RBB or FundVantage fund families — two fund groups created to launch and operate a fund in the most efficient manner possible — or as a stand-alone entity, we can take the guesswork out of creating a new fund.

Our services include:

• New fund consulting
• Fund accounting/administration including regulatory and tax services
• Blue Sky registration
• Transfer agency/shareholder services
• Custody
• Securities lending
• Distribution support
• Print mail

Invested in You

Turn to BNY Mellon for unparalleled dedication, experience and support throughout the investment process.