San Francisco, CA
Established 2008
OUM: $1.0 billion (03/31/09)

BNY Mellon Beta Management incorporates a broad set of strategies designed to meet client needs ranging from lessening cash drag to gaining new exposure to alternative beta sources such as foreign currencies or commodities. These strategies use futures, forward agreements and/or swaps and can be tailored to meet specific client objectives. These strategies are managed within a rules-driven trading environment and can combine rules-based beta management with active management and broad asset allocations.

BNY Mellon Beta Management is a division of The Bank of New York Mellon, a banking subsidiary of The Bank of New York Mellon Corporation. The firm’s AUM includes $1 billion in overlay strategies.