BNY Mellon Asset Management -
Other Services
While our specialty is the management of defined benefit plans, we serve a range of other institutional clients, including endowments, foundations, charitable gift pools and prepaid tuition plans.
We employ objective-driven investing techniques to enable prudent decision-making regarding proper asset allocation and investment products.
Our process:
- Provides a framework for asset allocation decision-making
- Ensures the strategic asset allocation is based on objectives and risk tolerance
- Uses Monte Carlo simulation to provide a stochastic forecast of various financial results
- Assesses the pros and cons of various investment strategies
- Incorporates future expected cash inflows and outflows