PERSPECTIVES

Insight into what matters

PERSPECTIVES

Driving Forward

An Interview with Sareena Dalla Brookshire.

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MARKET COMMENTARY

Investment Insights — Elaborate Contraptions

Explore the complex mechanisms of the global economy and capital markets.

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Advisory Solutions

Choice and Flexibility to Put You in Control

Demand for advisory solutions has continued to grow. We can help make it easy to manage the complexities of a holistic wealth management program tailored for your specific needs. Choose from a wide assortment of technology solutions, professionally advised investment offerings and research, and outsourcing capabilities designed to help you grow your program, while reducing costs and simplifying your business. 

Our Solutions

Wove Platform

True interoperable tech allows teams to work seamlessly across multiple applications, accounts and custodians within one platform.

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Investment Advisory Solutions

Market insights and investment solutions from a top 10 global asset manager and world class third-party investment.

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Data Solutions

More from your data — security, insights, integration and unified workflows. Fewer limitations on time and processing.

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BNY Mellon Precision Direct Indexing℠

BNY Mellon Precision Direct Indexing℠ delivers customized, tax-optimized, institutional-quality index solutions, powered by Pershing X and managed by Mellon.*

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* As of June 2023, the only target index available is the S&P 500® Index.

 

All third-party marks belong to their respective owners.

 

For professional use only. Not intended for use by the general public. Pershing does not provide investment advice. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc.

 

Important Disclosures [PDF]  | Trade Away Transactions FAQ [PDF] | Trade Away Summary:  Q1 2020 [PDF] | Q2 2020 [PDF] | Q3 2020 [PDF] | Q4 2020 [PDF] | Q1 2021 [PDF] | Q2 2021 [PDF] | Q3 2021 [PDF] | Q4 2021 [PDF] | Q1 2022 [PDF] | Q2 2022 [PDF] | Q3 2022 [PDF]  | Q4 2022 [PDF] | BNY Mellon Advisors’ Form ADV Part 2 Brochures |  BNY Mellon Advisors’ Form CRS [PDF] | Affiliate Advised/Sub-Advised Fund and Model List

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Additional Resources

RESOURCE

Go Paperless

Going digital is more important than ever before. Choose quick online access to statements, forms and more.