Buyer's Guide
BNY Mellon Fiduciary Solutions
Business Model/TypeProprietary/non-proprietary
An investment outsourcing platform that offers proprietary products alongside non-proprietary products.
Year entered into OCIO business | 1983 |
Number of relationship managers/sales people | 11 |
Number of portfolio managers | 4 |
OCIO percentage of total firm revenue | <1% |
AUM full discretion | $8.75B |
Number of full discretionary clients | 78 |
Minimum OCIO mandate | $25M |
Number of Full Discretionary Clients by Region
United States | 78 |
Canada | 0 |
UK/Europe | 0 |
Other | 0 |