Speaker
George Saffaye
Investment Strategist, BNY Mellon Investment Management
George is a global investment strategist guiding the messaging and positioning of Mobility Innovation, thematic and active equity strategies at Newton, a BNY Mellon Investment Management firm. George joined the firm in 2000 and the industry in 1990. Prior to his current role, he worked at Credit Suisse Asset Management and Warburg Pincus.
Company profile
BNY Mellon Investment Management is one of the world’s largest asset managers, with $2.3 trillion in assets under management as of June 30, 2021. Through an investor-first approach, BNY Mellon Investment Management brings to clients the best of both worlds: specialist expertise from eight investment firms offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon, one of the world’s most trusted investment partners. Additional information on BNY Mellon Investment Management is available on www.bnymellonim.com.
BNY Mellon Investment Management is a division of BNY Mellon, which has $45.0 trillion in assets under custody and/or administration as of June 30, 2021. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of the Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com.
Find out more:
https://www.bnymellonim.com/hk/en/individual/about-us/
VIRTUAL EVENT
Watch the Spotlight On: Innovation panel discussion – Now available on-demand
Strategy presentation
Wider adoption and advancement of mobility innovation technology is expected to bring huge investment opportunities. BNY Mellon Investment Management’s theme-driven mobility innovation investment strategy is positioned to capture the potential growth from companies focused on developing, adopting, and integrating smart mobility technologies. But mobility isn’t just about cars and transportation. It encompasses global consumption trends – like the use of entertainment in vehicles – as well creating efficiencies and addressing climate concerns. Watch the video to find out more.
Strategy profile
A themed-driven global equity portfolio that is positioned to capture the potential growth from companies focused on developing, adopting, and integrating smart mobility technologies.
Key features:
1. Focus on disruption – CASE approach (Connectivity, Sharing, Autonomous vehicles and electrification).
2. Invest with conviction; focus on stock selection.
3. Extensive experience in thematic investing.
Portfolio Size: $868mil
Domicile: Ireland
Top 5 holdings with maturity and weighting
| Holding | Weighting % |
| Alphabet Inc. Class A | 3.7 |
| ANSYS, Inc. | 3.4 |
| NVIDIA Corporation | 3.2 |
| Everbridge, Inc. | 3.0 |
| MP Materials Corp Class A | 2.7 |
Data as at 31/08/2021
