Lobby with a United States flag

Social Finance

March 2016

A A A

As beneficiaries of a long and prosperous legacy, we understand the importance of strong stewardship and continue to think about the potential for investments to enable positive change.

BNY Mellon has been applying capital to further social change since we opened for business. What began as a loan to a fledgling government undertaking a large social experiment ― The United States of America and democracy ― is now integral to who we are and how we serve.

Demand is growing for social finance products as clients align investment decisions with their values. By harnessing expertise across BNY Mellon — our capabilities in socially responsible investing (SRI) and integrating environmental, social and governance factors (ESG) and our knowledge of market infrastructure — we are working to meet growing client demand for engagement in the finance field. Our recommendations to bring social finance to scale are already guiding our activities in product development, thought leadership and partnerships. LEARN MORE

Carbon Efficiency Strategy

BNY Mellon investment boutique Mellon Capital launched its Carbon Efficiency Strategy to “provide broad U.S. equity exposure, while minimizing investment in companies with inefficient carbon emissions and emphasizing companies that are committed to more efficient operations,” said Gabby Parcella, Chairman, President and Chief Executive Officer, Mellon Capital. “We are seeing growing numbers of foundations, universities and other institutional investors across the globe interested in social finance where they can address environmental challenges through their investment portfolios.”

In another example, to add value and expand our business, our people built a strong business case for supporting green bonds, financial instruments that allow a firm to raise capital for an environmentally sustainable project. LEARN MORE