Investment Managers

we have the full spectrum of expertise and capabilities to help address your priorities.

Leverage Our Industry Expertise to Help Drive Your Strategy

As a leading global investments firm, we offer insights and tools to help you streamline and enhance your investment management and portfolio administrative process. Investment managers choose us for our understanding of the industry, our broad market access network, our fintech expertise and the insights we’ve gained through experience.

Your Opportunities

  • Meet Investor Needs
    Meet Investor Needs 1

    Work with our team of experts to gain deeper insights into your new product launches.

    Meet Investor Needs 2

    Leverage the shift to passives and alternatives with help from our enhanced servicing capabilities.

    Meet Investor Needs 3

    Draw from our experience to better align your product offerings with investor preferences.

  • Streamline Operations
    Streamline Operations 1

    Let our outsourcing solutions help you move to a variable cost structure without having to sacrifice oversight of business and operational risks.

    Streamline Operations 2

    Get the tools you need to automate more processes and mitigate operational risks.

    Streamline Operations 3

    Work with our technology experts to improve your data analytics and reporting transparency.

  • Enhance Market Access
    Enhance Market Access 1

    Evaluate your current distribution channels with help from our team of experts.

    Enhance market Access 2

    Use our global scale to help you expand distribution channels to underserved markets.

    Enhance Market Access 3

    Get the metrics you need to more efficiently manage your channels.

  • Optimize Collateral
    Optimize Collateral 1

    Accurately analyze the demand and supply for collateral to achieve optimal allocation.

    Optimize Collateral 2

    Diversify your funding and liquidity sources to meet regulatory standards and achieve cost efficiencies.

    Optimize Collateral 3

    Aggregate and optimize collateral across multiple products, custodians and financing platforms.

  • Navigate Regulations
    Navigate Regulation 1

    Work with our compliance experts for advice on liquidity management and money market regulations.

    Navigate Regulations 2

    Get help complying with documentation and disclosure issues brought on by new fiduciary requirements.

    Navigate Regulations 3

    Mine our understanding of regulatory guidelines to help put formal risk management programs in place.

Industry Perspectives

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Shifts in global regulations, sales strategies and investor demographics make these exciting times for investment managers. In this video, BNY Mellon segment experts Erik Beck and Daron Pearce discuss the current market environment and where they see opportunities.

Our Thinking

Cars on a highway speeding by

The Department of Labor’s Conflict of Interest Rule is re-defining the term “fiduciary.” This is a move that could profoundly change the business model and advisory strategy for many advisory firms. How will it affect you?

Sovereign Institutions Enhancing Global Liquidity

Global liquidity is a vital ingredient in the factors driving financial markets and growth worldwide, but it’s been under severe strain since the financial crisis. This paper outlines the challenges to global liquidity, the roles and responses of institutions and the future of liquid funding markets.  

Our Capabilities

Investment Services

Asset Servicing


Asset Servicing

Through our global reach, expertise, breadth of services and innovative technologies, we deliver impactful strategies and knowledgeable insights that can help you make intuitive decisions at every phase of your investment process.

Services


BNY Mellon Markets

Capital Markets U.S.


Capital Markets U.S.

BNY Mellon Capital Markets, LLC provides debt and equity underwriting services across public and private markets. We also act as an equity market maker in selected securities and are active in fixed income markets. BNY Mellon Capital Markets, LLC is a wholly-owned non-bank subsidiary of The Bank of New York Mellon Corporation (BNY Mellon) and a member of FINRA and SIPC.

BNY Mellon Markets

Collateral Management and Segregation


Collateral Management and Segregation

New regulatory demands are pushing collateral aggregation and optimization to the forefront. As you face liquidity, financing, risk and balance sheet challenges, we can help you. Reimagine the way you manage collateral and margin requirements.

Investment Services

Corporate Trust


Corporate Trust

We seek to be your long-term partner by providing best-in-class service and continually earn our reputation as the gold standard.

Corporate Trust is our core business and competency, and we take our commitment to remain unbiased seriously. We utilize our global footprint to deliver a full range of issuer and related investor services across a wide array of program types.

Services


Investment Services

Depositary Receipts


Depositary Receipts

On stock exchanges throughout the world, we provide extensive access to depositary receipts (DRs). We are ranked #1 among depositary institutions in capital raising, trading volumes and trading values.

Wealth Management

Family Office Services


Family Office Services

Helping to preserve, manage and further family legacies and wealth for some of the world´s largest and leading family and multi−family offices.

Markets

Foreign Exchange


Foreign Exchange

Our technology is designed to offer productivity tools, help mitigate operational risks and provide access to local liquidity.

Investment Management

Investment Strategies


Investment Strategies

We believe that the foundation for successful investing is a well-diversified portfolio that provides flexibility in the face of changing markets and incorporates clearly defined risk limits.

BNY Mellon Markets

Liquidity Services


Liquidity Services

We offer a suite of products that allows you to take control of your cash and liquidity. You can leverage our mix of offerings, with different liquidity profiles, to match your cash needs. Discover our sophisticated real-time tools which can assist you in managing your liquidity and margin requirements.

Investment Services

Pershing Clearing Services


Pershing Clearing Services

A financial services market leader located in 23 offices worldwide, we are uniquely positioned to provide advisors and firms global insights into industry trends, regulatory changes and best practices, as well as shifts in investor sentiment and expectations.

Services


BNY Mellon Markets

Securities Finance


Securities Finance

Regulation and rapidly changing global financial markets can present challenges and opportunities as you implement investment strategies and try to comply with capital requirements.

Work with BNY Mellon as you face these challenges and opportunities. Together, we can build a flexible and efficient financing solution.

Investment Services

Treasury Services


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.

Services


Wealth Management

Wealth & Estate Planning


Wealth & Estate Planning

Wealth planning is about much more than retirement or wealth transfer, it’s about fully realizing your personal goals and vision. We bring more than two centuries of experience to bear with the expertise to achieve your vision.

Contact Us

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