Integrated Solutions to Help You Meet Your Goals and Obligations

Retirement plans—designed to provide some certainty to the retirees they serve—operate in an environment that is anything but certain. A powerful set of competing forces is putting pressure on plan sponsors’ ability to meet their fiduciary responsibilities and creating challenges on several levels.

Meeting your goals and obligations in this environment requires access to world-class resources. At BNY Mellon—one of the world’s largest global custodians—we believe that asset servicing can be made simpler. When you face complex demands, we have the systems to respond efficiently and the experience to think beyond incremental solutions.

Our team is comprised of specialists in the retirement industry who provide the global experience, insight, thought leadership and tools to help you improve and streamline your operational approach.

Your Opportunities

  • ADMINISTER WITH SAFETY AND STABILITY

    BNY Mellon provides world-class portfolio administration and beneficiary solutions designed to safeguard your assets and help you address critical operational and regulatory challenges.

    Services:

    • Custody: Our custody services are built upon the industry’s first single multicurrency platform to provide you with settlement, corporate actions, income processing, tax, proxy voting and class action services.
    • Benefit Disbursements: We provide full-service disbursements services — payments, tax calculations, withholding, deposits, reporting and tax form production, call center, and other ancillary services — to fit specific needs and enhance efficiencies.
    • Investment Accounting: Our multi-currency accounting system is built upon a true general ledger structure, with integrated controls and crosschecks to minimize errors in processing even the most complex international transactions.
    • Alternatives Administration: We provide bespoke accounting and administration services for private investments, loan structure, real estate, hedge funds and limited partnerships.
    • Regulatory Support: Our team keeps you ahead of the curve on regulatory reporting, industry changes and best practices delivering ongoing support to reporting entities through GASB, ERISA and FASB reporting processes.
  • MANAGE MORE EFFICIENTLY

    In changing market conditions, our analytics and dashboards drive efficiency by providing you with clear insights into portfolio performance and risk management.

    Services:

    • Performance Measurement and Attribution Analysis: Our global system analyses the structure of portfolios, universes and market indices to understand your allocation and risk exposures and compare your performance to benchmarks or peers.
    • Risk Analysis: Institutional investors receive forward-looking analysis, allowing you to assess the risk-reward profile of your investment strategies.
    • Compliance Monitoring: We offer post-trade reporting for monitoring investment policy goals and guidelines.

     

  • OPTIMIZE FOR PORTFOLIO PERFORMANCE

    We help you optimize your portfolios by providing solutions to manage capital and liquidity.

    Services:

    • Foreign Exchange: Custody FX, FX Payments, FX Sales & Trading and Currency Administration allow you to transact in a variety of currencies in developed, emerging and frontier markets.
    • Capital Markets Trading: We offer securities underwriting, sales and trading for a wide range of investments, with a global footprint that allows you to transact in a variety of currencies and markets.
    • Securities Finance: Our intrinsic agency lending strategy, electronic trading tools and comprehensive reporting provide greater efficiency, price discovery and speed in delivering loans to borrowers, helping to drive incremental revenue.
    • Collateral Management and Segregation: With new regulatory demands pushing collateral aggregation and optimisation to the forefront, we can help you re-think the way you manage collateral and margin requirements.
    • Liquidity Management: We offer a suite of products that allows you to take control of your cash and liquidity.
  • OPERATE WITH MORE FLEXIBILITY

    As the need to streamline and modernise processes grows, we offer scalable and resilient technology and operations outsourcing solutions.

    Services:

    • Investment Operations: We provide integrated middle and back-office investment operations solutions to support the entire post-trade investment lifecycle.
    • Investment Technology: BNY Mellon Eagle’s sophisticated accounting, performance and data management tools can be delivered as a comprehensive suite or as individually-deployed solutions for your internal applications.

     

Our Scale and Experience

Around 60 Defined Contribution (DC) clients with assets of approximately $316 billion*

*Source: As of 12/31/2017, BNY Mellon company reports

Seven public DC clients totaling $47 billion in assets*

*Source: As of 12/31/2017, BNY Mellon company reports

Around 400 Defined Benefit U.S. clients with approximately $1.4 trillion in assets under custody and administration*

*Source: As of 12/31/2016

Industry Insights

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OUR THINKING SERIES

The Race for Assets

Allocations to alternative assets are increasing. What's driving this shift?

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BUSINESS INSIGHTS

Global Public Investors and the Real Assets Market

New research from BNY Mellon and the Official Monetary and Financial Institutions Forum (OMFIF) charts the rising influence of global public investors in the real assets market.

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EXPERT VOICES

Custody - It's Time for an Upgrade

Tom Casteleyn, Global Head of Custody Product Management for BNY Mellon Asset Servicing, shares the key elements of next generation custoday services.

Our Solutions

Corporate Trust

Whether you are seeking to grow your business, respond to the demands of an ever-changing economic and regulatory landscape, drive down costs, or manage your risk exposure, we can help.

Explore Corporate Trust

Investment Management

BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers.

Explore Investment Management

Treasury Services

Through our customizable solutions, innovative technology and industry expertise, we are committed to delivering high-quality cash management, payment and trade solutions for your corporate and institutional global treasury needs.

Explore Treasury Services

Contact Us

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