Asset Managers

Broaden Your Reach

Asset managers continually face the challenge of finding and reaching new channels to disseminate their strategies. Pershing offers multiple opportunities for asset managers to place products on our investment platform to reach a wide range of broker-dealers and registered investment advisors who access investment solutions through our programs and relationships.

Cutting Edge Tools and High Touch Support

Investment managers delivering advisory investments will get access to Pershing’s Manager Gateway, a dedicated asset manager portal that simplifies connectivity between investment managers and managed account sponsors. Its intuitive design and built-in workflow tools make it easy to transact and securely manage portfolios. Personalized training is available to support account processing and ongoing support is offered for day-to-day account servicing.

Investment Solutions Available on Pershing's Platforms

We offer more than 3,500 alternative investments1 representing a full range of strategies, including non-traded REITs, hedge funds, limited partnerships, private equity and more.

We provide over 29,000 funds from more than 775 fund families1, through this one-stop mutual fund supermarket. Managers have access to Morningstar® data, profile snapshots, and a range of fund screening and comparison tools. FundCenter® also provides advisors with access to the FundVest® program featuring approximately 4,900 no-transaction-fee funds from 300+ fund families.1

We offer over 2,500 ETFs and exchange-traded notes (ETNs) including 500+ no-transaction-fee ETFs from 18 industry-leading providers available through FundVest® ETF.1

Access 529 education savings plans and powerful selection tools to compare all available plan features such as tax benefits, fees and investment options.

Managers may have the opportunity to deliver models for unified managed account (UMA) programs and manage separately managed account (SMA) strategies on a discretionary basis within BNY Mellon Advisors Inc. sponsored programs as well as programs sponsored by our managed account clients.

Managers may join a diverse menu of mutual fund and ETF model portfolios offered through BNY Mellon Advisors.


Prime Solutions

Our Prime Services can provide hedge fund and alternative fund managers solutions to implement their portfolio strategy and manage their business.

Hedge Fund Managers
 

Thinking about your prime brokerage needs? We can make it easier to achieve your goals by providing you access to a unique collection of solutions that differentiate us among our peers including:

  • Financing solutions across multiple strategies and asset classes
  • Vast securities lending capabilities
  • Execution services in more than 60 markets
  • Integrated technology and exceptional client service.

Liquid Alternatives Fund Managers
 

Pershing and BNY Mellon combine prime brokerage, custody and market access in one integrated platform. Our proven expertise and consultative approach can help you uncover your potential when it comes to launching an alternative fund. And our experienced team can help expedite time to market, provide flexible financing and securities lending.

Featured Solutions and Resources

A modernized online experience for investors.

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Expand your investment offering and trading capabilities with Pershing's solutions -- from ETFs to 529s to alternative investments and wealth management.

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Keep investors connected with your firm, your advisors and the markets.

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