BNY Mellon Beta Management
San Francisco, CA
Established 2008
OUM: $1.8 billion (as of 9/30/11)
Beta management is an umbrella term describing a versatile suite of strategies that helps institutional investors to react, maneuver and adapt to constantly changing markets. Challenges such as cash drag, rebalancing, managing liquidity, tail risk protection, interest rate volatility and currency fluctuations are matched to targeted, risk-controlled, derivative-based solutions that are designed to address your investment portfolio needs.
BNY Mellon Beta Management offers clients an innovative platform to optimize asset allocation implementation solutions. Risk management, critical to delivering consistent value, is fully integrated within our portfolio construction process with the goal of managing expected tracking error. A specialist team customizes strategies designed to gain or limit exposures to major market indices, to establish targeted duration profiles, to complete alpha transport programs, to address asset/liability volatility, or to access sector or regional risk premiums. We help support institutional investors who wish to minimize the time expenditure and operational risk that may result when managing these types of hedge positions.
Serving a global client base with offices in the U.S., U.K. and Australia, our BNY Mellon Beta Management service offers a toolkit of solutions to investors using or seeking to implement a targeted risk-hedging approach to managing their portfolios.
BNY Mellon Beta Management is a division of The Bank of New York Mellon, a banking subsidiary of The Bank of New York Mellon Corporation. The firm's AUM includes $1.8 billion in overlay strategies.