Jonathan Baum

Develops wealth management software for financial advisors & enterprise firms

Develops wealth management software for financial advisors & enterprise firms

BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability.

OPS utilizes specific qualitative and quantitative screening criteria to identify appropriate Strategists for the Strategist Program. The quantitative review focuses on the performance and track record of the Strategist as compared against benchmarks. Their qualitative analysis reviews information surrounding the operations of the Strategists, including history, experience, firm size and structure, investment analysis and decision-making process, and portfolio risk review.

BNY Mellon is a global investment management firm that offers access to global hedge funds, active currency risk management, US large-cap equity strategies and index product providers. The firm provides services through various independent investment management firms, distribution units and service providers. Their investment process begins with top-down analysis to identify the sectors they believe will outperform the S&P 500 or Russell 2000 indices over the next 12 to 18 months. BNY Mellon invests in stocks across all market caps, focusing on market trends and themes that will lead to above-average earnings momentum and growth. They also manage indexed portfolios that use the S&P 400, S&P 500 and S&P 600 indices as their benchmarks. BNY Mellon employs bottom-up research.