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October 14, 2008: The Bank of New York Mellon Chosen to Assist the U.S. Department of the Treasury
September 2, 2008: Mellon Capital Management Corporation Celebrates 25th Anniversary; Launches Strategy that Invests in Wide Range of Asset Classes
July 28, 2008: WisdomTree and Mellon Capital Collaborate to Bring Fundamentally Weighted Indexing to the Institutional Market
July 1, 2008: The Bank of New York Mellon Completes Bank Consolidation Program
January 7, 2008: Mellon Capital Appoints Michael Ho as Chief Investment Officer
July 9, 2007: Mellon Equity Associates Launches Quantitative 130/30 Strategy
July 2, 2007: The Bank of New York Company, Inc. and Mellon Financial Corporation Complete Merger
April 24, 2007: Demographic Changes Could Determine Winners and Losers in the Global Stock Market
February 14, 2007: Mellon Capital Names Director, Active Equity Strategies, from Franklin Templeton
January 23, 2007: Dreyfus Launches Quantitative-Based International Equity Portfolio Sub-Advised by Mellon Equity Associates
December 18, 2006: Mellon Capital Launches 130/30 Strategy with $25 Million in Client Funding
October 5, 2006: Green Century Funds Board Selects Mellon Equity To Manage Socially Responsible Index Fund
August 29 2006: Prudential Selects Mellon Equity To Manage Small Cap Strategy
August 8, 2006: Mellon Capital Launches Liability-Driven Investment Product with $100 Million in Funding
July 25, 2006: Mellon Capital Launches Global Portable Alpha Product with $1 Billion in Funding
July 12, 2006: Mellon Financial Corporation Launches Two Institutional Funds To Invest In Emerging Markets, Micro Caps
June 5, 2006: Mellon Capital Wins $260 Million Active Currency Overlay Mandate for Glasgow City Council
May 24, 2006: Mellon Capital Launches Portable Alpha Products

Corporate Snapshot (as of 11/30/08)

Headquarters:
San Francisco, California

Firm Inception:
1983, by Bill Fouse
and Tom Loeb

Assets Under Management:*
$150.9 billion

Clients: 711

Accounts: 2,013

*Effective January 1, 2009 Franklin Portfolio Associates has merged into Mellon Capital Management Corporation. AUM and employee count are representative of the combined assets, clients, and employees of Mellon Capital and legacy Franklin Portfolio Associates as of November 30, 2008. Mellon Capital’s AUM includes assets managed in overlay strategies ($14.6 billion) as of November 30, 2008. Assets under management include assets managed by Mellon Capital Management Corporation as dual officers of The Dreyfus Corporation and The Bank of New York Mellon.