BNY Mellon Advisors Managed Account Solutions
BNY Mellon Advisors Portfolio Solutions
BNY Mellon Advisors Managed Account Solutions represent a diverse suite of investment advisory solutions backed by research on markets and due diligence on managers and investment vehicles from across the industry. Choose from separately managed accounts, fixed and flexible mutual fund/exchange-traded fund (ETF) wrap offerings, third-party strategist models and a unified managed account offering.
A Diverse Range of Investment Solutions
| Investment Minimum | ETFs |
Mutual Funds |
Individual Securities |
Tax Aware Models | |
|---|---|---|---|---|---|
| BNY Mellon Flexible Unified Managed Account (UMA) The BNY Mellon Flexible UMA offers a diversified, multi-asset portfolio, consolidating separately managed account strategies (SMAs), third-party model portfolios, BNY Mellon Advisors discretionary model strategies, mutual funds and exchange-traded funds (ETFs) into one account. |
$50,000 |
X | X | X | |
| BNY Mellon Target Risk Portfolios Five core/four tax-aware models and one U.S. aggressive equity model with traditional asset classes |
$50,000 | X | X | X | |
BNY Mellon Target Risk Focus Portfolios
ESG Models: Six core models with traditional asset classes. Portfolios emphasize responsible investing (i.e., ESG [environmental, social, and corporate governance] and/or SRI [socially responsible investing]) within its investment vehicle line-up.
DEI Models: Three core models with traditional asset classes. Portfolios emphasize DEI (diversity, equity, and inclusion) within its investment vehicle line-up. |
$10,000 | X | X | X | |
| BNY Mellon/American Funds Core Portfolios Appreciation, balanced and conservative growth models |
$10,000 |
X | X | ||
| BNY Mellon AdvisorFlex Portfolios Three objectives-based strategies; 16 core and 15 tax-aware models with traditional and non-traditional asset classes |
$50,000 | X | X | X | |
| Separately Managed Accounts^ Research covered (more than 40 managers and 80 strategies) and open architecture (approximately 115 managers representing more than 430 strategies) |
$100,000 | X | |||
BNY Mellon Target Risk Offshore Asset Allocation Portfolios1 - For Non-U.S. Investors only Globally diversified, multi-manager UCITS (comprised of offshore ETFs/mutual funds) wrap accounts managed by BNY Mellon Advisors and available exclusively for non-U.S investors served by U.S regulated firms. Eleven, risk-based portfolios span the risk spectrum initially targeting investors from Mexico, Argentina and Brazil.* |
$50,000 |
X | X |
As of June 6, 2023. Offerings are subject to change.
^As of June 6, 2023.
Important Investment Solutions Disclosures [PDF]
* Other jurisdictions may be added subject to a review of local legal and regulatory requirements and potential investor demand.
1 This Program contains UCITS that are not registered in the United States and are not available to United States Residents. This is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The UCITS in the Program referenced have not and will not be registered in Mexico, Argentina, or Brazil and are not, and may not be, offered in any countries except to the extent that the offer is compliant with the regulations governing private placements under the securities laws of the country of residence of the investor. Any investor in this program must be a qualified or accredited investor as defined by their country of residence and eligible under applicable law to invest in an unregistered security. Investment professionals must ensure that their activities comply with all applicable laws in the jurisdiction of each investor.
BNY Mellon Advisors' Third-Party Strategists Offerings
Important Investment Solutions Disclosures [PDF]
As of June 6, 2023. Offerings are subject to change.
All third-party marks belong to their respective owners.
BNY Mellon Advisors is solely responsible for the fund selection and construction of the BNY Mellon Advisors/American Funds Core Portfolios and neither American Funds Distributors, Inc. nor its affiliates are involved in such activities.
Separately Managed Accounts may be managed by BNY Mellon Advisors or a third-party, depending on the program.
For professional use only. Not intended for use by the general public. Pershing does not provide investment advice. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc. Trademark(s) belong to their respective owners.
Important Disclosures [PDF] | Trade Away Transactions FAQ [PDF] | Trade Away Summary: Q1 2020 [PDF] | Q2 2020 [PDF] | Q3 2020 [PDF] | Q4 2020 [PDF] | Q1 2021 [PDF] | Q2 2021 [PDF] | Q3 2021 [PDF] | Q4 2021 [PDF] | Q1 2022 [PDF] | Q2 2022 [PDF] | Q3 2022 [PDF] | Q4 2022 [PDF] | Q1 2023 [PDF] | BNY Mellon Advisors’ Form ADV Part 2 Brochures | BNY Mellon Advisors’ Form CRS [PDF] | Affiliate Advised/Sub-Advised Fund and Model List [PDF]