Alexander Hamilton

Institutional Investors & Consultants

The Power of Brave Ideas

Tracing our roots back to the company founded by Alexander Hamilton, BNY Mellon Investment Management is the world’s largest multi-boutique investment manager with $1.7 trillion in assets under management and the seventh largest asset manager globally. By placing independent thought and a heterogeneous entrepreneurial culture at the service of some of the world’s most sophisticated investors, our 13 investment boutiques are shaping the future of finance.

BNY Mellon Investment Management Quick Facts (PDF - 563 KB) 

BNY Mellon Investment Management Capabilities Brochure (PDF - 4.2 MB) 

We Believe in the Power of Brave Ideas

*As of June 30, 2016


Who We Serve

As the “investments company for the world,” BNY Mellon Investment Management is one of the world's oldest and most influential financial institutions. Our capabilities span from indexing to private equity, socially responsible investing, single and multi-strategy hedge funds, GTAA, real estate, real assets, absolute return and outcome-oriented strategies, as well as a full range of traditional domestic, global and EMD equity and fixed income strategies, including country-specific strategies.

Our clients choose BNY Mellon because of our comprehensive range of investment capabilities and financial services, our collaborative approach to customized solutions, but most of all, because we embody the fundamental lesson of investing that progress always begins with a brave idea.

Corporate Defined Benefit
Defined Contribution
Endowments & Foundations
Public Funds
Taft-Hartley Plans




Long-term relationships. Enduring partnerships.

BNY Mellon Investment Management (BNYM IM)’s Consultant Relations team is our gateway for enduring partnerships between financial consultants, BNYM IM and our mutual clients.

We understand the role of consultants and have committed significant resources to building strong relationships with them. Our Consultant Relations team includes associates at the BNYM IM level as well as dedicated individuals in each of our investment boutiques who can help consultants guide clients through the increasingly sophisticated products and services on the market.

The mission of Consultant Relations is to provide an efficient point of contact where consultants and BNYM IM can share resources and perspectives — our investment insights, your preferences, the clients’ needs — so that together we can design investment solutions that are customized, outcome oriented and take full advantage of BNYM IM’s broad range of capabilities.

We understand the importance of partnering with global investment consultants:

  • Institutional Advisory Solutions
  • Liability Matching
  • Policy Decisions
  • Portfolio Structure/Asset Allocation
  • Manager Research and Evaluation
  • Capital Market Research
  • Risk Management


Kelly Wilson
(617) 722-7003


Consultant Relations Contacts Quick Facts (PDF - 1.9 MB) 


Corporate Defined Benefit Plans

Helping ensure plan stability.

BNY Mellon is a global leader in the management of corporate defined benefit (DB) plan assets. We strive to step beyond the bounds of traditional thinking to create and share brave new ideas for the challenges facing defined benefit plans.

We are industry leaders in all aspects of investment management and servicing, with the breadth and depth of expertise needed to ensure clients’ strategies match their plan objectives. We deliver solutions that include liability-driven investing (LDI) strategies such as duration matching and immunization, asset allocation strategies, advisory services and risk management.

  • World’s largest multi-boutique investment manager
  • 6th largest asset manager globally, with offices in 35 countries and over $1.7 trillion in assets under management *
  • 4th largest manager of U.S. defined benefit assets
  • 13 independent investment boutiques
  • Capabilities that span across asset classes, approaches and strategies

* As of June 30, 2016



Defined Contribution

BNY Mellon Retirement strives to step beyond the bounds of traditional thinking to create and share brave new ideas for America’s daunting retirement challenge.

We believe retirement is not just a goal, but a series of ever-changing milestones — planning for it deserves bold ideas and powerful solutions along the way.

Our defined contribution (DC) programs, tools and insights are designed to address DC plan fiduciaries most pressing challenges — designing plans, arming fiduciaries, directing investments and engaging participants. We’re committed to providing plan sponsors with the tools they need to help participants achieve the targeted outcomes they deserve.


Christopher M. Babcock
(617) 722-6972



Endowments & Foundations  

A collaborative approach: your goals, our experience.  

The Endowments & Foundations Group at BNY Mellon Investment Management (BNYM IM) focuses on helping not-for-profit and charitable organizations reach their investment goals while protecting their capital.  

BNYM IM manages more than $21 billion* in endowments & foundations assets and claims some of the world’s largest and most influential foundations and endowments. We appreciate the importance of enduring relationships that are grounded in our clients’ objectives.  

Our investment management boutiques offer a broad spectrum of distinctive investment styles, from short-term fixed income to highly specialized niche investment approaches, while understanding the need of endowments and foundations to align long-term portfolio returns with liabilities tied to both spending and inflation. BNYM IM is dedicated to understanding our clients’ goals, focusing our experience and resources on those goals, and delivering superior solutions to help fulfill them.  

* As of June 30, 2016



Public Funds  

Committed support and dynamic thought leadership.  

The Public Funds Group of BNY Mellon Investment Management (BNYM IM) is dedicated to serving the unique investment needs of public fund plan sponsors. We are proud to be entrusted by our clients with $1.7* trillion of their assets, which includes over $87 billion* that is managed on behalf of U.S. public funds.

With collaboration at the heart of our delivery model, we strive to remain abreast of the changing needs against the backdrop of continually changing capital markets, regulatory demands and political environments. The Public Funds Group seeks to aggregate the diverse resources of the world’s largest multi-boutique investment manager, and provide access to industry-leading intellectual capital and thought leadership to our clients. We are committed to providing the forums for discussion and collaboration that will allow us to work together to deliver the secure retirement earned by public employees.

The Public Funds Group aggregates our resources, thought leadership and intellectual capital in a dynamic format that is easily accessible to fund sponsors, including:

  • Our Thinking, where we share perspectives, insights and ideas about the changing financial markets landscape, reflecting original research and the dialogue we are having with you and your peers
  • Broad financial support of and active participation in industry conferences and associations both nationally and regionally for the benefit of plan sponsor staff and trustees
  • Regular public plan outreach including client conferences providing issue-specific discussion forums, as well as investment-boutique-specific webinars and conference calls
  • A dedicated public funds team reflecting our commitment as a business partner to this important and specialized segment of the market

*As of June 30, 2016


Nicholas Stanojev
Public Funds Channel Head
(617) 722-7840


Public Funds Quick Facts



Taft-Hartley Plans  

An industry-leading commitment to labor.  

BNY Mellon’s Jointly-Trusteed / Union Sponsored Group combines the deep resources of the world’s largest multi-boutique investment manager with the focus of a small team dedicated to helping labor union members ensure their benefit plans remain well funded.  

Our commitment to Taft-Hartley Plans  

With over $41 billion  in assets, we are one of the largest Taft-Hartley managers in the industry. We translate our comprehensive understanding of the needs of the Taft-Hartley / multi-employer community into a commitment to responsiveness, ease of doing business and leading the industry in support of trustee education. In a rapidly evolving global market, it pays to have a partner who understands both the market and the issues impacting Taft-Hartley plans.  


Nicholas Stanojev
Taft Hartley Channel Head
(617) 722-7840

Christopher M. Babcock
(617) 722-6972

Matthew J. Downes
Midwest and Northeast
(617) 722-7058

Scott Hamilton
(415) 399-4465

Jeremy E. “Jeb” Banks
Relationship Management
(617) 722-7903