Strategies
We offer clients a range of alpha and beta investment strategies to suit their needs. Our disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. This approach, coupled with our portfolio management techniques, enables Mellon Capital to help clients meet their investment objectives.
Absolute Return
Our absolute return strategies are designed to provide consistent alpha independent of the performance of a beta source. Many of these strategies apply our fundamental global asset allocation and security selection signals and include a wide range of positions and trading instruments. More
Asset Allocation
Our U.S. and global asset allocation strategies shift portfolio weights among different asset classes, seeking to provide alpha for our clients over a market cycle. These strategies combine diversified alpha sources with beta exposure to global large cap equities, bonds, currencies, and cash. We also offer other strategies that provide less traditional beta exposures. More
Liability-Driven Investing
Our LDI solutions include a suite of long duration and portable alpha strategies. These strategies combine our strengths in alpha and beta management to help pension plans reduce surplus volatility and meet their asset-liability matching objectives. More
Global Equity
Our U.S., global, and international equity approaches encompass an array of active, enhanced and index strategies. Our active equity strategies utilize proprietary fundamentals-based valuation approach that seeks to systematically add value according to client investment objectives. More
Global Fixed Income
Our U.S., global, and international fixed income strategies include a broad range of core and sector-specific active and index investment options. Our active approach is fundamentals-based and model driven, and incorporates multiple alpha sources to suit clients’ needs. More