Suite of diversified options provides advisors with
tailored solutions for a wide range of investor income
objectives
NEW
YORK, May 17, 2022 /PRNewswire/ -- BNY Mellon
Investment Management, one of the world's largest asset managers
with $2.3 trillion in assets under
management1, today announced the launch of a suite of
differentiated model portfolios designed specifically for clients
of UBS Wealth Management USA
("UBS"). UBS' US wealth management clients will have access to BNY
Mellon Investment Management's Innovative Income Solutions' suite
of six model portfolios on UBS' ACCESS platform.
Designed to adapt to market swings and help deliver more
consistent results over time, the BNY Mellon Innovative Income
Portfolio suite can provide a foundation to help meet clients' key
income-generation goals, with disciplined risk mitigation. With an
open architecture, the portfolios have the ability to identify and
choose the most relevant products to contribute towards achieving
each model's investment objective. To help further optimize the
portfolios, each portfolio invests in both active and passive
investments.
The suite of portfolios capitalizes on three distinct model
approaches for income-seeking clients and are also available in
tax-aware versions:
- Stable Income, which allows clients to focus on income in an
effort to mitigate downside risk, with a short investment
horizon;
- Strategic Income, which focuses on seeking a higher level of
sustainable yield and aims to optimize yield per unit of risk on a
longer investment horizon; and
- Growth and Income, which is designed for multi-generational
investing and focuses on providing near-term income while seeking
to grow principal.
"Through BNY Mellon Innovative Income Portfolios, we're pleased
to bring this suite of innovatively designed model portfolios for
income-seeking investors to the UBS platform," said Andy Provencher, Head of North American
Distribution, BNY Mellon Investment Management. "This is a natural
evolution for the firm, as we look to leverage our extensive
experience in both the institutional and intermediary worlds to
continue to build solutions around outcomes for advisors and their
clients."
"We're pleased to add BNY Mellon Investment Management's suite
of model portfolios available to UBS's wealth management platform,"
said David Blank, Head of UBS
Advice, SMA, UMA, and Mutual Fund Advisory platforms, UBS Global
Wealth Management. "The BNY Mellon models further complement our
robust existing offering and will help our advisors address the
income-generation needs of their clients."
BNY Mellon Investment Management's model portfolios are built
and overseen by BNY Mellon Investor Solutions, a BNY Mellon
subsidiary with more than 65 investment professionals and more than
48 years of experience with multi-asset portfolios. The team
manages and oversees more than $28
billion for a broad range of clients, as of March 31, 2022.
About BNY Mellon Investment
Management
BNY Mellon Investment Management is one of the world's largest
asset managers, with $2.3 trillion in
assets under management as of March 31,
2022. Through an investor-first approach, BNY Mellon
Investment Management brings to clients the best of both worlds:
specialist expertise from eight investment firms offering solutions
across every major asset class, backed by the strength, stability,
and global presence of BNY Mellon. Additional information on BNY
Mellon Investment Management is available on
www.bnymellonim.com.
BNY Mellon Investment Management is a division of BNY Mellon,
which has $45.5 trillion in assets
under custody and/or administration as of March 31, 2022. BNY Mellon can act as a single
point of contact for clients looking to create, trade, hold,
manage, service, distribute or restructure investments. BNY Mellon
is the corporate brand of The Bank of New York Mellon Corporation
(NYSE: BK). Additional information is available on
www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our
newsroom at www.bnymellon.com/newsroom for the latest company
news.
The models are made available to UBS financial professionals by
BNY Mellon Securities Corporation ("BNYMSC"), a registered
investment adviser. BNYMSC intends to allocate a
significant percentage of the UBS model portfolios to funds for
which it and/or its affiliates serve as investment manager and/or
are compensated for services provided to the funds ("BNY Mellon
Funds"). As such, BNYMSC has an incentive to select BNY Mellon
Funds. Model portfolios may not achieve their stated objectives.
The investment allocations within each model are subject to change
without notice. The models described may not be appropriate for all
investors. Past performance is no guarantee of future results. No
investment strategy or risk management technique can guarantee
returns or eliminate risk in any market environment.
BNY Mellon Securities Corporation ("BNYMSC") is the investment
manager of record with respect to the models described in this
presentation. BNY Mellon Investor Solutions, LLC ("BNYM Investor
Solutions") provides certain investment advisory services to BNYMSC
in connection with those models. BNY Mellon ETF Investment Adviser,
LLC ("BNYM ETF Adviser") is the investment adviser of the BNY
Mellon ETFs, and BNY Mellon Investment Adviser, Inc. ("BNYM
Investment Adviser") is the investment adviser for the BNY Mellon
mutual funds, for which BNYMSC, also a registered broker-dealer,
acts as distributor. BNYM Investor Solutions, BNYM ETF Adviser,
BNYM Investment Adviser and BNYMSC are subsidiaries of BNY
Mellon.
© 2022 BNY Mellon Securities Corporation, 240 Greenwich Street,
9th Floor, New York, NY 10286
Media Contact:
Courtney
Woolston
Courtney.woolston@bnymellon.com
212-635-6027
1 As of March 31, 2022
(includes Wealth Management)
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SOURCE BNY Mellon Investment Management