Investments
2024 Capital Market Assumptions
The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.
Read the article
Investments
2023 Year-End Fundraising Checklist
The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.
Read the article
May 2023
Here's what we heard from the Next Gen in our study in partnership with Campden Wealth: The Next Generation of Wealth Holders in the United States.
Discussions about the next generation have dominated philanthropic discourse for several years in consideration of the greatest generational wealth transfer in history.
Much of this discussion has presented Next Gen philanthropy as a future concept, something to be planned for in anticipation of the eventual authority and influence of younger generations as they get older. The reality is that Next Gen philanthropy is here.
The influence and impact of the Next Gen is changing the conversation about philanthropy, not only among their age cohorts, but also across all generations.
Next Gen Philanthropic Engagement
Here's what we heard from the Next Gen in our study in partnership with Campden Wealth, The Next Generation of Wealth Holders in the United States.
Click the link to see the results of our Next Gen study.
About BNY Mellon Wealth Management
For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment or financial advice.
Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full
and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not
be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation.
The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank
of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no
other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial
Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the
New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York
Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details
about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated
with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. In the U.K. a number of the services
associated with BNY Mellon Wealth Management’s Family Office Services– International are provided through The Bank of New York Mellon, London
Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. Investment
management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL,
which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Offshore trust and administration services
are through BNY Mellon Trust Company (Cayman) Ltd. This document is issued in the U.K. by The Bank of New York Mellon. In the United States the
information provided within this document is for use by professional investors. This material is a financial promotion in the UK and EMEA. This material,
and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate
in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of
Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland.
Trademarks and logos belong to their respective owners. BNY Mellon Wealth Management conducts business through various operating subsidiaries of
The Bank of New York Mellon Corporation.
The information in this paper is as of April 2023. It is based on sources believed to be reliable, but content accuracy is not guaranteed.
©2023 The Bank of New York Mellon Corporation. All rights reserved. WM-380166