BNY Mellon | Pershing

BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting. Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com, or follow us on LinkedIn or Twitter @Pershing.  Data as of December 31, 2021.

Broad Selection. Greater Transparency.

Pershing provides a platform accommodating thousands of alternative investments—delivering an enhanced client experience and transparency to provide you with a clear, competitive advantage.

Access a full spectrum of alternative investments on our platform:

• Non-traded REITs
• Hedge funds
• Managed futures
• Funds of hedge funds
• Business development companies
• Private equity

Select from more than 3,500 choices, including fee and no-fee options, to efficiently manage alternative investments in retirement and non-retirement accounts.

Provide liquid alternatives through our Fund Solutions including load and no-load mutual funds as well as ETFs.

Greater Transparency

Pershing’s integrated platform provides a holistic view of alternative investments that allows:

• Alternative allocations within the context of a client’s overall portfolio, as well as across client accounts
• Monitoring enterprise-wide exposure, making it easier to plan for liquidity events and identify new investment ideas
• Consolidated statements and reports displaying a client’s complete financial picture

Powerful Research Tools

Pershing’s Alternative Investment Center—available through NetX360®—makes it easier for you to:

• Screen and filter alternative investments
• Compare and evaluate non-traded REITs
• View research, fund-related news and printable reports
• Access commentary and educational resources from Morningstar® and Blue Vault Partners™

Industry Leader

Pershing has over 20 years of experience in alternative investments and is backed by the expertise of BNY Mellon.

Services

Pershing provides a robust alternative investments network accommodating thousands of alternative investments in retirement and non-retirement accounts including fee and no-fee options.

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