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.

Money Market Reform

OmniAccess

Take a closer look at proposed money market funds reforms in the U.S. and Europe, as well as the broader international regulatory landscape.

Download The Money Market Fund Reform Landscape »

RIC Modernization Act

RIC Modernization Act

Elisabeth Martinetz, tax director for Asset Servicing's U.S. Funds Services group, discusses the status of the Regulated Investment Company Modernization Act and its impact on the mutual fund industry.

Download The RIC Modernization Act: Status, Implications and Impact »