Buyer's Guide
BNY Mellon Fiduciary Solutions
Business Model/TypeProp/non-prop
An investment outsourcing platform that offers proprietary products alongside non-proprietary products. 1
| 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 | $9.9B |
| Number of full discretionary clients | 75 |
Discretionary assets by fund type
| Defined Benefit | $9B |
| 401(k), 403(b), other DC | $40M |
| Endowments/Foundations | $80M |
| Health Care Pools* | $150M |
| Other | $660M |
| *Board designated, funded depreciation. | |