BNY Mellon Investment Management partners with UBS to offer model portfolios

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A suite of diverse options provides advisors with tailored solutions for a wide range of investor income goals

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 management1today announced the launch of a suite of differentiated model portfolios designed specifically for UBS Wealth Management clients UNITED STATES (“UBS”). UBS US wealth management clients will have access to the suite of six model portfolios from BNY Mellon Investment Management’s Innovative Income Solutions suite on UBS’s ACCESS platform.

Designed to adapt to market fluctuations and help deliver more consistent results over time, BNY Mellon’s suite of innovative income portfolios can provide a foundation to help achieve clients’ key income generation goals, with disciplined risk mitigation. With an open architecture, portfolios have the ability to identify and choose the most relevant products to help achieve each model’s investment objective. To help further optimize the portfolios, each portfolio invests in active and passive investments.

The suite of portfolios leverages three distinct model approaches for income-seeking clients and is also available in taxed versions:

  • Stable income, which allows clients to focus on income with the aim of mitigating downside risk, with a short investment horizon;

  • Strategic Income, which focuses on achieving a higher level of sustainable return and aims to optimize return per unit of risk over a longer investment horizon; and

  • Growth and Income, which is designed for multi-generational investing and focuses on providing short-term income while seeking capital growth.

“With BNY Mellon’s Innovative Income Portfolios, we’re excited 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 company as we seek to leverage our extensive experience in the institutional and midstream world to continue to create results-driven solutions for advisors and their clients.”

“We are delighted to add BNY Mellon Investment Management’s suite of model portfolios to the UBS wealth management platform,” said David White, Head of UBS Advice, SMA, UMA and Mutual Fund Advisory platforms, UBS Global Wealth Management. “BNY Mellon’s models further complement our strong existing offering and will help our advisors meet the revenue generation needs of their clients.

BNY Mellon Investment Management model portfolios are constructed and overseen by BNY Mellon Investor Solutions, a subsidiary of BNY Mellon with over 65 investment professionals and over 48 years of multi-asset portfolio experience. The team manages and oversees over $28 billion for a wide range of customers, from March 31, 2022.

About BNY Mellon Investment Management

BNY Mellon Investment Management is one of the largest asset managers in the world, with $2.3 trillion of assets under management at March 31, 2022. Through an investor-focused approach, BNY Mellon Investment Management brings its clients the best of both worlds: the specialist expertise of eight investment firms offering solutions across all major asset classes, backed by the strength , stability and global presence of BNY Mellon. Additional information about BNY Mellon Investment Management is available at www.bnymellonim.com.

BNY Mellon Investment Management is a division of BNY Mellon, which has $45.5 trillion in assets in custody and/or under administration at March 31, 2022. BNY Mellon can serve as a single point of contact for clients seeking to originate, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the trademark of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available at 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 UBS’s model portfolios to funds for which it and/or its affiliates act as investment manager and/or are compensated for services provided to the funds (“BNY Mellon Funds”). As such, BNYMSC is incentivized to select BNY Mellon funds. Model portfolios may not achieve their stated goals. Investment allocations within each model are subject to change without notice. The models described may not be suitable for all investors. Past performance is not indicative 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 official investment manager with respect to the models described in this presentation. BNY Mellon Investor Solutions, LLC (“BNYM Investor Solutions”) provides certain investment advisory services to BNYMSC under these models. BNY Mellon ETF Investment Adviser, LLC (“BNYM ETF Adviser”) is the investment adviser to the BNY Mellon ETFs, and BNY Mellon Investment Adviser, Inc. (“BNYM Investment Adviser”) is the investment adviser to the BNY Mutual Funds Mellon, for which BNYMSC, also a registered broker, acts as a 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
[email protected]
212-635-6027

1 From March 31, 2022 (includes wealth management)

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SOURCEBNY Mellon Investment Management

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