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www.bnymellonim.com/consultantrelations
For further information, please contact a BNY Mellon representative or visit Our Perspectives at: http://us.bnymellonam.com/core/knowledge/knowledge.html
Consultant Relations ContactsFor information on one of our specific investment managers, please call the consultant contact listed below.
As of December 31, 2016
BNY Mellon Investment ManagementKelly Wilson | 617 722 [email protected]
BNY Mellon Investment Management RetirementW. Robert Phillips | 412 236 [email protected]
BNY Mellon Asset ServicingAnn P. Kaliszewski | 508 871 [email protected] Carroll | 617 382 2042 [email protected] Ian Ratoff | 011 44 207 163 [email protected]
BNY Mellon Wealth ManagementEileen Foley | 617 722 [email protected]
The Alcentra GroupSimon Perry | 011 44 207 367 [email protected] Weiner, CFA | 212 922 [email protected]
Amherst Capital ManagementDave Breuner | 415 359 [email protected] Krandel | 212 593 [email protected] Shallcross | 212 303 [email protected]
ARX Investimentos LtdaAlexander Gorra | +55 21 3265 [email protected]
BNY Mellon Cash Investment StrategiesSue Ann Cormack | 303 394 [email protected] A. Hopkins | 212 922 [email protected]
The Boston Company Asset Management, LLCNewcomb D. Cole III | 617 248 [email protected] McCormack | 617 722 [email protected] Pickul, CFA | 617 722 [email protected]
CenterSquareKatie Bergen | 610 818 [email protected] Brady | 610 818 [email protected] Maguire, CFA, CAIA | 610 818 [email protected]
EACM Advisors LLCMarianne Fichtel | 203 854 7060 [email protected]
Insight InvestmentRobert Alan | 212 365 [email protected] Hamilton | 011 44 207 321 [email protected] Theodore | 212 365 [email protected]
Mellon Capital Management CorporationPhillip Bennett | 415 975 [email protected] B. Fernandes | 617 248 [email protected] A. Fontaine | 617 248 [email protected]
Newton Investment ManagementJulian Lyne | 011 44 207 163 [email protected] C. Ritz, CFA | 212 922 [email protected]
Siguler Guff & Company, LPClifford Yonce | 212 332 [email protected]
Standish Mellon Asset Management Company LLCDavid R. Bowser, Jr., CFA | 617 248 [email protected] A. Croteau, CFA | 617 248 [email protected] D. Zaleski, CFA | 617 248 [email protected]
Walter Scott & Partners LimitedFrancis H. W. F. Sempill | 011 44 131 225 [email protected]
Not FDIC-Insured. Not Bank-Guaranteed. May Lose Value.
Please see disclosures in the conclusion.
Global sub-investment grade debt asset management.
Real estate investment specialist driven by data and analytics.
Brazilian equity; long/short; macro and fixed income strategies.
Full array of money market funds and select offshore liquidity funds.
®
Research-driven active equity manager.
U.S. and global real asset investment management.
Fund of hedge funds; non-proprietary manager of managers.
Multi-strategy private equity investing; direct investment and multi-manager funds.
Leader in global fixed income, risk management solutions and absolute return investing.
Fundamentals-based systematic investing; solutions spanning multi-asset, active equity, smart beta and indexing.
Active manager of equity, bond, multi-asset, real return and income solutions, underpinned by a distinctive global thematic framework.
Great minds don’t think alike: the power of independent thinking.
A leading fixed income and credit specialist.
Global equity investment management.
Global wealth management leader serving individuals, families, family offices, planned giving programs and other institutions.
$30.8 billion
$38.1 billion
$341.2 billion
$58.4 billion
$214.4 billion
$646.3 billion
$147.7 billion
$6.1 billion
$8.8 billion
$65.7 billion
$2.9 billion
$4.4 billion
$11.8 billion
Data as of December 31, 2016
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Please note: Not all strategies may be available to all investors in all markets.
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Global/Non-U.S.
Small/Mid Cap
Socially Responsible
Styles: Core, Growth & Value
U.K.
Cash (U.S., Euro, Sterling, Other)
Emerging MarketsEuropean
Global/Non-U.S.
High Yield (U.S., European, Global)Structured Notes/ABS
U.K.
U.S. Core /Core Plus
U.S. Long Duration
U.S. Municipals /TIPS
U.S. Short Duration/IntermediateU.S. Stable Value
Commodities/Agriculture
Currency
Hedge FundsInfrastructure
Liability Driven Investing
Market Neutral/Long Short/Absolute Return Style
Multi-Asset Class/Balanced
Overlay/Swaps/Futures
Portable Alpha
Target Maturity
Private Equity
Real Estate/Real Estate Securities
Tactical Asset Allocation
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EquityAsia Pacific (Ex. Japan) ▼ s
Brazil s
Developed (Ex. U.S.) s s ▼ s s
Emerging Markets s s s ▼ s s
European s s ▼ ▼ s s
Global s ■ s ▼ s
Japan ▼
Real Estate Securities (REITs) s s s ▼
Smart Beta Equity Strategies ▼
U.K. ▼ s
U.S. s ■ s ▼ s
Fixed IncomeAsia Pacific ▼ s
Cash Management (U.S., Euro, Sterling, Other) s s s s
Convertible Bonds ▼
Core/Core Plus s ▼ s
Corporate Credit s s ▼ s
Direct Lending s s s
Emerging Markets s s ▼ s
European s s s
Global s s ▼ s s
Government/Sovereign Fixed Income s ▼ s
High Yield s s ▼ s
Inflation Linked s ▼ s s
Long Duration s ▼ s
Mortgages s s ▼
Secured Loans s s ▼
Short/Intermediate Duration s s ▼ s
Structured Credit/ABS s s s ▼ s
Tax Sensitive s
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AlternativesAbsolute Return s s ■ s s s
Global Macro ■ s s
Hedge Funds s s s ■ s ■ s
Infrastructure s s s
Market Neutral/Long-Short s s ■ s s s
Master Limited Partnerships s
Multi Strategy s s ■ s ■ s s
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Portable Alpha s s
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Private Real Estate s s s s ■
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Dynamic Hedge Strategies (CPPI) s s
FX/Currency Management s s s
Liability Driven Investing s ▼
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Overlay/Futures/Swaps s s s
Responsible Investing ■ s s ▼ s s s
MARK-2017-01-19-1022
Past performance is no guarantee of future results. BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers, encompassing BNY Mellon’s affiliated investment management firms, wealth management organizations and global distribution companies. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries.
Products or services described herein are provided by The Bank of New York Mellon Corporation, its subsidiaries, affiliates or related companies, and may be provided in various countries by one or more of these companies where authorized and regulated as required within each jurisdiction. However, this material is not intended, nor should be construed, as an offer or solicitation of services or products or an endorsement thereof in any jurisdiction or in any circumstance that is otherwise unlawful or unauthorized. The investment products and services mentioned here are not insured by the FDIC (or any other state or federal agency), are not deposits of or guaranteed by any bank, and may lose value.Unless otherwise noted below, all references to assets and overlay under management (which are approximate) are as of 12/31/16. AUM/OUM for The Boston Company Asset Management, LLC (The Boston Company), EACM Advisors, Mellon Capital Management Corporation (Mellon Capital) and Standish Mellon Asset Management Company LLC (Standish) includes assets managed by Standish personnel acting as dual officers of The Dreyfus Corporation or The Bank of New York Mellon; high yield assets managed by personnel of Alcentra NY, LLC acting as dual officers of Standish; and mortgage assets managed by personnel of Amherst Capital Management LLC acting as dual officers of Standish. Standish, Dreyfus, Alcentra and Amherst Capital are registered investment advisers. Standish, Dreyfus, Alcentra and The Bank of New York Mellon are wholly-owned subsidiaries of The Bank of New York Mellon Corporation. Amherst Capital is a majority-owned subsidiary of The Bank of New York Mellon Corporation. In addition, AUM/OUM for the following firms includes assets managed by the individual firms’ officers as dual officers or employees of The Bank of New York Mellon: The Dreyfus Corporation and its BNY Mellon Cash Investment Strategies division, The Boston Company, CenterSquare Investment Management, Inc. (CenterSquare), Mellon Capital, Newton Investment Management (North America) Limited and Standish.
The Alcentra Group refers to the affiliated companies Alcentra, Ltd and Alcentra NY, LLC. AUM includes assets managed by both companies. • BNY Mellon Cash Investment Strategies (CIS) is a division of The Dreyfus Corporation. • BNY Mellon owns a majority of The Boston Company and the remainder is owned by employees of the firm. • Insight Investment (Insight) is the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, among others, Insight Investment Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp. (CAMC), Cutwater Investor Services Corp. (CISC) and Insight North America LLC (INA), each of which provides asset management services. PIML, INA, CISC and CAMC provide investment advisory services in North America and each are investment advisers registered with the Securities and Exchange Commission (SEC). PIML, CISC and INA are registered with the Commodity Futures Trading Commission (CFTC) as a Commodity Pool Operator and a Commodity Trading Advisor and are members of the National Futures Authority (NFA). Insight’s assets under management are represented by the value of cash securities and other economic exposure managed for clients. • Mellon Capital AUM includes $1.5 billion in overlay strategies. • Newton and/or the Newton Investment Management brand refers to the following group of affiliated companies: Newton Investment Management Limited, Newton Investment Management (North America) Limited (NIMNA Ltd) and Newton Investment Management (North America) LLC (NIMNA LLC). NIMNA LLC personnel are supervised persons of NIMNA Ltd and NIMNA LLC does not provide investment advice, all of which is conducted by NIMNA Ltd. NIMNA LLC and NIMNA Ltd are the only Newton companies authorized to offer services in the U.S. In the UK, NIMNA Ltd is authorized and regulated by the Financial Conduct Authority in the conduct of investment business and is a wholly owned subsidiary of The Bank of New York Mellon Corporation. Assets under management include assets managed by all of these companies listed above except NIMNA LLC, which provides marketing services in the U.S. for NIMNA Ltd. Except for NIMNA LLC and NIMNA Ltd, none of the other Newton companies offer services in the U.S. or Canada. In addition, AUM for Newton may include assets managed by Newton’s officers as dual officers or employees of The Bank of New York Mellon and non-discretionary assets of wrap fee account(s) for which NIMNA Ltd provides sub-advisory services to the primary manager of the wrap program. • BNY Mellon owns a 20% interest in Siguler Guff & Company, LP and certain related entities (including Siguler Guff Advisers, LLC). • BNY Mellon owns a 51% interest in Amherst Capital Management LLC (Amherst Capital), an indirect majority owned subsidiary. The remainder is owned by Amherst Holdings, LLC which is independent of BNY Mellon and whose CEO also serves as CEO of Amherst Capital.
Alcentra Limited, Pareto Investment Management Limited, Newton Capital Management Limited, Newton Investment Management Limited and Walter Scott & Partners Limited are authorized and regulated by the Financial Conduct Authority. The registered address for Alcentra Limited is 10 Gresham Street, London, EC2V7JD, England. The registered address for Pareto Investment Management Limited and Newton is BNY Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA, England. The registered address for Walter Scott is One Charlotte Square, Edinburgh, EH2 4DR, Scotland.1 As of September 30, 2016. This amount includes $5.1 billion assets pertaining to certain discretionary multi -sector fixed income clients of our affiliate Standish, for which certain Amherst Capital employees provide advice acting as dual officers of Standish. In addition, discretionary portfolios with approximately $447 million are managed by certain of our employees in their capacity as dual officers of The Dreyfus Corporation. AUM includes gross assets managed in the single family equity strategy, which includes $245 million of leverage.2 Minority interest.
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