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Executive Spotlight

Four Principles to Guide Individual Investors


Leo Grohowski, Chief Investment Officer of BNY Mellon Wealth Management, reflects on the evolving financial landscape and discusses the challenges and opportunities it presents for individual investors. He discusses how new investment tactics are needed to complement disciplined, long-term strategies, presenting four themes individual investors need to address.

Given a subdued market recovery in 2010, Leo advocates for a diversified portfolio, while taking advantage of opportunities and controlling downside risk. Additional detail on this approach and the four key themes can be found in Investment Insights, our review of the trends impacting today's investor.

The Case for Global Thematic Investing

Helena Morrissey

Helena Morrissey, Newton CEO, argues that today's successful investment managers need to have broad perspective, flexibility and a global approach to meeting investors' needs.

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Download Global Investing: A View from the Top »

Hedging Currency Risk

Ed McGann

Ed McGann, Head of Foreign Exchange Fund Services,
BNY Mellon Global Markets, cites recent research showing an increasing interest in currency hedging strategies among institutional investors.

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Download Currency Hedging »

Our thought leadership materials are not intended as investment, accounting, tax or legal advice, but to the extent they may be deemed to be a financial promotion under non-US jurisdictions, they are provided for use by professional investors only and not for onward distribution to, or to be relied upon by, retail investors. Products and services may be provided in various countries by the subsidiaries and joint ventures of BNY Mellon. Each is authorized and regulated as required within each jurisdiction. This should not be construed as an offer or solicitation of securities or services or an endorsement thereof in any jurisdiction or in any circumstance that is otherwise unlawful or not authorized.