Defined contribution schemes

We work closely with defined contribution (DC) schemes and specialist DC consultants to ensure we fully understand the outcomes that members are looking for and are positioned to offer the right strategies. We believe our actively managed multi-asset and absolute-return strategies are well suited to the specific requirements of DC schemes and their members at each stage of the retirement journey, and we also offer a broad range of equity and fixed-income strategies. Additionally, in response to growing demand, we have recently introduced a suite of sustainable investment strategies.

Defined benefit schemes

Pension fund investment has been at the core of our business since our inception in 1978, and we offer a range of strategies designed to help defined benefit (DB) schemes meet their objectives. These include absolute-return strategies, which seek to deliver positive returns irrespective of market conditions. We also offer a range of income products, which could help schemes deliver on their dual objective of generating income to meet cash requirements and growing capital over time, as well as a range of high-conviction strategies.

Sovereign investors

As markets have experienced the effects of unconventional monetary policy, and with income levels on traditional assets such as cash and government bonds having fallen, many sovereign wealth funds and other governmental and supranational organisations have been reassessing their asset allocation. Harnessing BNY Mellon Investment Management’s worldwide presence and local language support, we offer investment strategies designed to meet the performance and diversification requirements of sovereign investors across the world.

Charities

Charities often rely on the proceeds of their investment portfolios to fund valuable projects. We understand that each charity is unique and will have its own investment objective and set of requirements. Whether your charity provides scholarships, funds scientific research or saves lives, we aim to provide you with an effective investment strategy.

As well as offering a comprehensive suite of actively managed equity, fixed-income and multi-asset strategies, we manage a large number of portfolios with an ethical orientation. Furthermore, as topics such as climate change have risen up the agenda, we have developed significant expertise in sustainable investing.

Insurance companies

Whether you are a life, non-life, reinsurance or health insurance company, we understand the challenges you face and the opportunities you need to harness, including the need to expand and diversify investment options, boost investment performance and maximise liquidity. We offer a range of strategies across all major asset classes designed to help insurers meet their objectives. These include absolute-return strategies, which seek to deliver positive returns irrespective of market conditions. We also offer a range of income products and high-conviction relative-return strategies.

Intermediaries

Through BNY Mellon Investment Management, we work closely with a wide range of financial intermediaries to provide strategies to meet their clients’ particular investment objectives. We bring a focused approach across our comprehensive suite of actively managed equity, fixed-income and multi-asset strategies.