Products & Services

Our pooled fund service begins with product inception. Using our consultative approach, we provide the materials necessary to help you develop product plans and make business decisions.

Our consultative approach to your commingled fund offering provides:

• Implementation plans
• Sample documentation
• Personalized training

We work closely with other key service providers and can provide references for legal counsel, auditors, and others to support the launch of your new products.

To fully realize the advantages of commingled funds, you need an experienced and skilled administrative partner such as BNY Mellon Asset Servicing. We currently service:

• Delaware Statutory Trust
• New Hampshire Investment Trusts
• Limited Partnerships
• Limited Liability Companies
• Group Trusts
• Collective Funds
• Common Trust Funds
• Offshore Funds
• Mutual Funds
• Hedge Funds

To determine which commingled fund vehicle best suits your business objectives, it is important first to identify:

• Your target client base
• Your sales and distribution resources
• Your product mix

Once these are understood, you can select the investment vehicle structure that matches your marketing and product goals. For more information about the types of commingled funds available in different jurisdictions, and the features of each, please view our Commingled Funds Brochure.