Focus on Insurance Companies
Whether you are a life, property and casualty, reinsurance or health insurance company, we understand the challenges you face and the opportunities you need to leverage, including the need to:
- Expand and diversify investment options
- Boost investment performance
- Monitor investment performance
- Assess and manage risk
- Increase transparency
- Streamline operations
- Achieve compliance with industry, state and other regulatory bodies
- Maximize liquidity
The BNY Mellon Solution
BNY Mellon is a leading investments firm focused on helping insurance companies manage and service their investments. Globally, we provide a range of solutions to 75 percent of the top 100 life insurance companies and to 70 percent of the top 50 property and casualty companies.1
Drawing on the multiple asset capabilities of our investment management boutiques and our comprehensive range of investment services, we collaborate with insurance companies to deliver relevant and sustainable solutions designed to match your unique requirements, including:
- Diversified and focused investment styles
- Capital and wealth management
- Risk management and analytics
- Treasury and liquidity management
- Distribution
- Information management
Putting Our Solution to Work for You
Our industry-specific and product specialists possess key market insights and knowledge honed from more than a century of service to the insurance industry. Our goal is to design and deliver customized solutions that meet industry requirements and insurance company priorities, including:
Investment Management*
Investment Strategies
- Specialized Fixed Income, Cash and Currency Solutions
- Equity and Asset Allocation Strategies
- Alternative and Absolute Return Strategies
Investment Vehicles and Services
- Retail and Institutional Mutual Funds
- Variable Insurance Trusts
- Collective Funds
- Separate Accounts
- Sub-Advisory
Investment Operations
- Operational efficiencies, including back-office, middle-office and trade execution support
- Insurance accounting services
- Derivatives and other specific asset class solutions
- Fund services for third-party investment management subsidiaries
Servicing Your Distribution Channels
- Correspondent clearing services for insurance broker-dealers
- Distribution management systems
- Registered Investment Advisor support
- Product visibility platforms
Treasury & Liquidity Management Tools
Information and Risk Management Tools
- Information management, including data warehousing, reporting and analytics
- Corporate trust, insurance trust, escrow agency and collateral trust services
- Tools to monitor risk management
- Derivatives execution
- End-to-end funds managed accounts platform (HedgeMark2)
*Investment products are not insured by the FDIC (or any other state or federal agency), are not deposits of or guaranteed by The Bank of New York Mellon Corporation or any bank or non-bank subsidiary thereof, and are subject to investment risk, including the loss of principal amount invested.
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries. Products and services may be provided under various brand names and by various subsidiaries, affiliates, joint ventures and in some instances by third party providers of The Bank of New York Mellon Corporation where authorized and regulated as required within each jurisdiction, and may include The Bank of New York Mellon, One Wall Street, New York, New York 10286, a banking corporation organized and existing pursuant to the laws of the State of New York and operating in England through its branch at One Canada Square, London E14 5AL, England. Registered in England and Wales with FC005522 and BR000818 and authorized and regulated in the UK by the Financial Services Authority. Not all products and services are offered at all locations.
This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country in which such distribution or use would be contrary to local law or regulation. Similarly, this material may not be used for the purpose of offers or solicitations in any jurisdiction or in any circumstances in which such offers or solicitations are unlawful or not authorized, or where there would be, by virtue of such distribution, new or additional registration requirements.
1BNY Mellon client data June, 30, 2011 matched against A.M. Best industry rankings publication as of October 2010.
2BNY Mellon has a minority interest in HedgeMark.
