Effective Sept. 1, 2021, BNY Mellon Investment Management, the asset-management arm of financial conglomerate Bank of New York Mellon, transferred the active fixed-income capabilities and strategies of one of its largely autonomous boutiques, Mellon Investments Corporation, to another of its boutiques, Insight Investment Management.
Will SDGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SDGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SDGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.