BNY Mellon will present an alternative approach with its Global Real Return Fund strategy at the VIII Funds Society Investment Summit.
“The BNY Mellon Global Real Return Fund is a flagship fund offering investors an unconstrained, multi-asset liquid alternative approach to markets, consisting of a flexible, dynamic and transparent portfolio of predominantly direct and liquid investments,” the firm says.
During the event, to be held October 5-7 at the PGA National Resort in Palm Beach, Carlos Rodríguez, Head of Portfolio Specialist & Intermediary Relations Group, Americas at Newton, will give evidence of how the portfolio “achieves lower volatility and reduced correlation to equity markets.”
This objective is achieved by investing in two components. Firstly, a return-seeking core and secondly, a stabilizing layer, according the firm’s information.
“An active, dynamic and flexible portfolio designed to maximize returns in favorable markets while preserving capital in turbulent times,” concludes the BNY Mellon presentation.
Rodríguez leads a team of portfolio specialist who are responsible for representing Newton’s investment team in North America. His responsibilities include working with our distribution partner BNY Mellon and other financial intermediaries. Rodríguez works closely with our investment teams in London and regularly joins investment team meetings. As a Senior Portfolio Specialist, he represents our core strategies to investors in the US, Canada, and Latin America.