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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.

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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.

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Secured Solutions


Feel confident that your assets and information are secure through our full range of custody, administration and reporting services. Whether we are delivering performance analytics, processing payments, providing tax-related support or simply safeguarding funds, you have a full view of your financials and the actions we take on your behalf.

Global Custody
With a master global custodian with a stable bank, families can help mitigate downturns in the financial markets.
Information Reporting
Benefit from our information reporting, including financial reporting, tax-related reporting, Web-based reporting and analytics.
Performance Monitoring, Measurement & Analysis
Access our performance analytics, global performance reporting and Global Investment Performance Standards (GIPS®)-compliant reporting.
Cash Processing
Use client or BNY Mellon-initiated cash processing, including ACH transfers, wire and check processing.
Partnership Accounting
Benefit from our partnership accounting services, including cash or accrual-based accounting, Section 704c tracking, and tax return preparation
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