Investment Managers

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

Connect with Us to Deliver Against Your Strategic Objectives

Whether it’s investment strategy, risk management or product development, investment managers have few priorities that don’t relate to AUM or client satisfaction around performance. BNY Mellon offers an unparalleled set of operationally efficient and scalable solutions which enable investment managers to focus on what they do best: managing assets.

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.

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.

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.

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FEATURED

Introducing BNY Mellon’s Data and Analytics Solutions

Starting from a position of strength, this new initiative will enhance the management of data, improve data accessibility and deliver high-quality data content and applications.

Related Insights

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Addressing Best Practices for NAV Resiliency and Oversight

To avoid disruption of critical activities such as the calculation of net asset values (NAVs) for both in-house and outsourced operations, the efficient implementation of alternative operating models is a top priority. Find out what asset managers need to consider to address best practices for NAV resiliency and oversight.

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SERIES

Investment Operations Observations

Introducing Investment Operations Observations, a thought leadership series exploring critical insights to support the evolving needs of asset managers. Our first blog, Looking for stability in an unstable world, addresses making investment operations seamless and stable.

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When Yields Go Negative: Three Options for U.S. Money Market Funds

We’ve collaborated with industry stakeholders to identify three options for consideration In the event that there’s a negative yield environment for U.S. Money Market Funds.

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DIGITAL

Transforming the Client Experience

Three emerging technologies. Four ways they’re transforming the client experience.

BNY Mellon is accelerating innovation using technologies like robotics, machine learning and blockchain.

02:24

VIDEO

Gain Efficiencies with Integrated Fund Services

Improve the oversight, security and management of your funds by integrating our Custody, Transfer Agency, and Fund Accounting services. Our core capabilities can help address your complex challenges, whether you need access to liquidity or enhanced data-driven insights to help drive better business outcomes.

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OUR THINKING SERIES

Greater Gateway to China

As Asia Capital markets open and grow, they offer foreign investors opportunities to diversify their investments. With myriad access schemes and programs, how can foreign investors make sense of these schemes and turn insights into opportunities?

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SERIES

Perspectives: A Content Series

Through times of calm and crisis, BNY Mellon’s perspective has made us the trusted steward of the financial system. To help our clients make stronger decisions, our experts explore the many angles of our industry.

UNIQUE INSIGHTS

From Trading, Financing and Liquidity to Digital Trends and Regulation.

Hear from our experts and your peers on these and other timely topics in our new content series: Aerial View. Our mission is to deliver the most useful reference materials, roadmaps and metrics for your biggest financial and investing decisions, helping you stay at the cutting edge of markets.

Our Capabilities

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


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.

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.

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


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.

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.

Foreign Exchange

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

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.

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


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.

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 & 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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