Low absolute yields in traditional asset classes, a slow growth U.S. economy, changing regulations, higher pension contributions and rising costs for financing day-to-day operations — these are some of the challenges facing states, municipalities, endowments and foundations. Along with these challenges, there is the continuing need to manage risk and reward, improve investment and risk transparency, deliver on core missions and essential services and invest in and expand needed physical plant and infrastructure.
For 230 years, BNY Mellon has provided public and not-for-profit clients with a broad range of capabilities that can be integrated and customized to support your investment management and investment services needs. For not-for-profit clients, our capabilities include comprehensive investment management, gift management and donor support services for charitable gift programs, as well as expertise in the specialized investment needs of endowments and foundations. For public clients, we provide core services such as investment management; trustee, agency and administrative services; custody; performance measurement and analytics; and compliance reporting. We have the services and technology to help you move forward in today’s challenging environment.
Work with a partner with the insight and innovative approach that can help you with your strategic goals, capital requirements, employee needs and fiduciary responsibilities. Browse our solutions below.
|BENEFIT DISBURSEMENTS||INVESTMENT MANAGEMENT|
|CAPITAL MARKETS U.S.||INVESTMENT SWEEP|
|COLLATERAL MANAGEMENT AND SEGREGATION||LIQUIDITY SERVICES|
|CONVENTIONAL DEBT||LOCKBOX SERVICES|
|CUSTODY & ACCOUNTING||PAYABLES MANAGEMENT|
|DEDICATED MANAGED ACCOUNTS||PAYMENT EXECUTION|
|FOREIGN EXCHANGE||SECURITIES FINANCE|
|GLOBAL RISK SOLUTIONS|
A regulation currently getting a tremendous amount of attention in the tax exempt marketspace is SEC Rule 15c2-12. The SEC announced the Municipalities Continuing Disclosure Cooperation Initiative which provides Issuers and Underwriters the opportunity to self-report any required missed filings that may have occurred in the past. While the burdens that the SEC’s rule places on issuers and underwriters can be substantial, greater transparency may improve the market’s ability to appropriately price and trade municipal bonds. Listen to our experts share BNY Mellon’s insight and capabilities that help support public and not for profit clients as they navigate the evolving regulations.
This video relates to products and services offered in the U.S. and is intended for public and not-for-profit clients based in the U.S. Not all products and services are offered at all locations.
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