BNY Mellon Investment Management Launches BNY Mellon Investor Solutions


May 21, 2020

NEW YORK, May 21, 2020 /PRNewswire/ -- BNY Mellon Investment Management, one of the world's largest investment firms and a leading U.S. wealth manager, announced today the launch of BNY Mellon Investor Solutions, an SEC-registered investment adviser that offers comprehensive portfolio management and investment advisory services for investors worldwide seeking outsourced investment management.


With $11 billion currently in global assets under management1, in addition to $110.8 billion in assets under advisement across the firm2, BNY Mellon Investor Solutions builds upon BNY Mellon's nearly 50 years of experience as an Outsourced Chief Investment Officer (OCIO), and as the fourth-largest institutional asset manager3, helping to provide institutions with asset allocation, manager selection and account servicing. 


The new group combines an open-architecture approach with the proprietary investment capabilities of BNY Mellon's eight specialist investment firms, alongside the full spectrum of advisory services from BNY Mellon Wealth Management, and the custodial and servicing capabilities from BNY Mellon Asset Servicing. The collective expertise drawn from across BNY Mellon provides investment advisory, discretionary portfolio management, analytical and infrastructure services to support client operating and governance requirements, principally to Endowments & Foundations, Retirement Plans, Family Offices, Private Wealth, and intermediary RIAs, one of the fastest growing channels for OCIO services.


"BNY Mellon is a trusted steward for our global clients, serving as an investment manager, wealth manager, and asset servicer with the unique ability to help investors achieve their goals from every perspective," said Todd Gibbons, Chief Executive Officer of BNY Mellon. "BNY Mellon Investor Solutions brings together the full power of our collective enterprise to meet the ever-evolving needs of investors by providing an integrated investment offering—needs that have only been amplified in the current environment."


Mitchell Harris, Chief Executive Officer of BNY Mellon Investment Management, added, "The launch of BNY Mellon Investor Solutions expands upon our commitment to offer clients the 'best of both worlds'—specialist investment expertise combined with the strength of an investment partner with broad capabilities at scale. Whether that takes the form of whole portfolio solutions, customized mandates, or specialist insights for better-informed investment outcomes, investors will now have a single resource to help navigate an increasingly complex investment landscape."


BNY Mellon Investor Solutions will offer the following services:


OCIO Services

  • Asset allocation and portfolio construction advice
  • Manager research and selection
  • Investment analytics
  • Customized investment strategies
  • Access to trust and custody services


Customized Portfolio Solutions

  • Model portfolios
  • Multi-asset strategies
  • Multi-manager strategies
  • Overlay programs
  • Alternatives program


Reporting to Catherine Keating, a member of BNY Mellon's Executive Committee and CEO of BNY Mellon Wealth Management with over two decades of solutions leadership experience in wealth and institutional asset management, BNY Mellon Investor Solutions is comprised of nearly 70 investment professionals led by Jamie Lewin, former Head of Product Strategy and Performance Management for BNY Mellon Investment Management.


"BNY Mellon has served as an outsourced solutions provider for five decades," said Ms. Keating. "We are excited to announce an even deeper set of capabilities to meet the growing needs of institutions, individuals, and their advisors for solutions in this new decade. The ability to tap into BNY Mellon's leading investment and advisory services to design customized portfolios tailored to client objectives, preferences, and market realities, represents a compelling proposition for investors seeking a comprehensive investment solution."


For more information on BNY Mellon Investor Solutions visit:


About BNY Mellon Investment Management
BNY Mellon Investment Management is one of the world's largest investment firms and one of the top U.S. wealth managers, with US $1.8 trillion in assets under management as of March 31, 2020. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from eight world-class investment firms offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon, one of the world's most trusted investment partners. Additional information on BNY Mellon Investment Management is available on


BNY Mellon Investment Management is a division of BNY Mellon, which has US $35.2 trillion in assets under custody and/or administration as of March 31, 2020. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.


Media Contact:
Andrew Conn


This information may contain forward-looking statements, which may be expressed in a variety of ways, include the use of future or present tense language. These statements and other forward-looking statements are based upon current beliefs and expectations and are subject to significant risks and uncertainties (some of which are beyond BNY Mellon's control). Factors that could cause BNY Mellon's outcomes to differ materially from those described in the forward-looking statements can be found in the risk factors set forth in BNY Mellon's Annual Report on Form 10-K for the year ended Dec. 31, 2019, the Quarterly Report on Form 10-Q for the period ended March 31, 2020, and its other filings with the Securities and Exchange Commission. All forward-looking statements in this news release, speak only as of the date of publication and BNY Mellon undertakes no obligation to update any forward-looking statement.


BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used as a generic term to reference the corporation as a whole and/or its various subsidiaries generally. Products and services may be provided under various brand names in various countries by duly authorized and regulated subsidiaries, affiliates, and joint ventures of The Bank of New York Mellon Corporation. Not all products and services are offered in all countries.


BNY Mellon will not be responsible for updating any information contained in this press release and opinions and information contained herein are subject to change without notice.


1&2 As of 3-31-2020.


3 P&I "Largest Money Managers" May 2019.



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