We are the investment management arm of BNY Mellon, one of the world’s largest financial services groups. With a presence around the world, we look to connect investors with opportunities across every major asset class. We have built our business around investors’ needs, offering eight expert investment firms, each with their own distinct culture, investment philosophy and process.
Insight is a London-based asset manager specialising in investment solutions across liability-driven investment, absolute return, fixed income, cash management, multi-asset and specialist equity strategies.
Mellon is a global multi-specialist investment manager dedicated to serving its clients with a full spectrum of research-driven solutions. With roots dating back to 1933, Mellon has been innovating across asset classes for generations and has the combined scale and capabilities to offer clients a broad range of single and multi-asset strategies.
Newton is renowned for its distinctive approach to global thematic investing. Based in London and with over 30 years’ experience, Newton’s thematic approach is applied consistently across all strategies.
Established in 1983 and based in Edinburgh, Walter Scott offers global equity portfolio management to institutional investors around the world.
FACTS & FIGURES
|Total AUM (USD)||2.2tr (BNY Mellon)|
102bn (Walter Scott)
|Total AUM (USD)
||AUM SRI Strategies (USD)
||% ESG integrated
MEMBER / SIGNATORY
|PRI||✓||BNY Mellon (2006)|
Walter Scott (2017)
|UN Global Compact||✓||BNY Mellon (2021)|
|Climate Action 100+||✓||Insight (2017)
Walter Scott (2018)
|Net Zero Asset Manager Initiative||✓||Newton (2021)|
|Nordic SIF||✓||Swesif (BNY Mellon)|
|Other SIF||✓||UK SIF (Insight)|
Creating prosperity for our clients while supporting companies we believe offer a sustainable future is a shared objective across BNY Mellon Investment Management. Using ESG data alongside conventional financial factors, our specialist investment firms analyse multiple perspectives to identify the opportunities they believe can deliver long-term value.
As one of the largest asset managers in the world we are a significant part of the financial system. We strive to respond to the most pressing global issues – social as well as financial. We are invested in the well-being of the world. To do so we engage with companies to create more effective risk management, responsible capital allocation and more sustainable business practices to generate greater benefits for our societies, economies and the environment. Because we believe in being responsible. Because it is investing as it should be.
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SRI Awards & Recognitions
INTEGRATION & INTERNAL RESOURCES
At BNY Mellon Investment Management, each expert investment firm has designed an integration process that suits its unique capabilities and investment style.
Proprietary methodology / models
To supplement the integration process, Newton has developed an ESG Dashboard and ESG Scorecard and each equity security the global industry analysts wish to recommend require an ESG quality review to be performed by the responsible investment team. For each quality review, separate ESG issues are analysed and two ESG scores between 1 and 10 are established for each company: the current ESG score and the expected ESG score. More information on the scoring methodology can be found here.
Meanwhile, Insight has developed Prime®, the proprietary ESG ratings. The use and impact of these ESG ratings in specific investment strategies will vary, potentially significantly, depending on the nature of the asset class and the structure of the investment mandate involved.
The ratings methodology is described in details in this document.
At Walter Scott, research is proprietary and combined with supplementary information and analysis from external sources, including third-party research providers, academics and subject matter experts. For research in any company, regardless of geography or sector, the firm applies the same analytical framework, which involves analysis of historical financial records alongside consideration of seven key areas of investigation:
• Business activities and physical footprint
• Integrity, sustainability and governance
• Market characteristics
• Control of destiny
• Financial profile
• Management and board
• Valuation and trading
In the analysis of integrity, sustainability and governance practices, the firm assesses and monitors companies on relevant and material factors across four key areas:
• Environmental considerations
• Carbon risk & climate change
• Human & social capital
Detailed information about Walter Scott's proprietary ESG analysis can be found in the firm's Sustainability Risk Policy .
Team & Committees
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ENGAGEMENT & STEWARDSHIP
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For Professional Clients only. Any views and opinions are those of the investment manager unless otherwise noted and is not investment advice. This is not investment research or a research recommendation for regulatory purposes.
The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed. Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.
For further information visit the BNY Mellon Investment Management website. http://www.bnymellonim.com