Buyer's Guide
BNY Mellon Fiduciary Solutions, a division of BNY Mellon
Business Model/TypeProp/non-prop
An investment outsourcing platform that offers proprietary products alongside non-proprietary products.
| Year entered into OCIO business | 1983 |
| Number of relationship managers/sales people | 10 |
| Number of portfolio managers | 3 |
| OCIO percentage of total firm revenue | Less than 1% |
| AUM full discretion | $8.36B |
| Number of full discretionary clients | 60 |
Discretionary assets by fund type
| Defined Benefit | $7.760B |
| 401(k), 403(b), other DC | $20M |
| Endowments/Foundations | $80M |
| Health Care Pools* | $220M |
| Other | $280M |
| *Board designated, funded depreciation. | |