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.*
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 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 (HedgeMark**)
*BNY Mellon client data June, 30, 2011 matched against A.M. Best industry rankings publication as of October 2010.
** BNY Mellon has a minority interest in HedgeMark.
