Locations:
500 Grant Street
Suite 4200
Pittsburgh, PA
15258-0001
1735 Market Street
Suite 250
Philadelphia, PA
19103-2998
525 Market Street
35th Floor
San Francisco, CA
94105-2743 |
Mellon Equity, headquartered in Pittsburgh, Pennsylvania has been a leader in active structured equity and balanced fund products since 1983. Mellon Equity was a pioneer in using quantitative analysis and models to analyze equities. The firm's proprietary equity investment process, a blend of disciplined quantitative and fundamental analysis, benefits from the ability to identify characteristics and variables that drive equity returns and allows for construction of diversified risk controlled portfolios that exhibit strong exposure to highly rewarded factors. The objective is to produce consistent value and excess returns over a specified benchmark while controlling risk.
Mellon Equity believes that consistent performance and controlled risk can best be obtained by managing to the characteristics of a specific benchmark. We apply our philosophy and a disciplined process to add value across a wide range of products. Mellon Equity's proprietary asset allocation process detects meaningful valuation differences between equities and fixed income and our balanced portfolios are opportunistically tilted within specified parameters.
Mellon Equity is comprised of long tenured, seasoned professionals that manage institutional portfolios for defined benefit plans, defined contribution plans and other assets for corporations, public funds, endowments, foundations, health-care institutions, mutual funds and Taft-Hartley plans. |
