Defined Benefit Plans
In recent years defined benefit (DB) plans have faced a challenging environment of low interest rates, economic uncertainty and market volatility. At the same time, many plans have been closing to new entrants, while increasing maturity is leading to rising cash outflows as members retire. Such a backdrop is leading to increasingly negative cash flows, which puts the focus on the cash generated from the investments in a plan.
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 DB plans 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 plans 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.
Defined Contribution Plans
The defined contribution (DC) sector continues to evolve as plans face a backdrop of changing legislation and significant pressure on fees.
We work closely with plans and specialist DC consultants to ensure we fully understand the outcomes that participants 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 plans and their participants 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.
Endowments and Foundations
Endowments and foundations often rely on the proceeds of their investment portfolios to fund valuable projects. We understand that each organization is unique and will have its own investment objective and set of requirements. Whether your organization provides scholarships, funds scientific research or saves lives, we aim to provide 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.
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 maximize 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.
A growing number of institutional investors are turning to outsourced Chief Investment Officer (OCIO) solutions to manage the increasing complexity of their portfolios. With a comprehensive suite of actively managed strategies including absolute-return and income products, we can support OCIOs and fiduciaries in meeting their clients’ desired investment outcomes.
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.
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 organizations 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.
This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved. Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd. (MAML), registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as an Investment Fund Manager and Commodity Trading Manager in Ontario. MAML is an indirect wholly owned subsidiary of The Bank of New York Mellon Corporation and is an affiliate of Newton’s. Unless otherwise indicated, all financial data is shown in U.S. dollars. This document has been provided in Canada by MAML for use with institutional investors only and may not be redistributed without authorization.