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Pershing’s Alternative Investment Solutions

May 28, 2020

Pershing’s Alternative Investment Solutions

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 2,500 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.

 

Learn more…

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Ramón A. Rivera-Ramos
Blue Vault Nontraded REIT and Nontraded BDC Reviews
September 1, 2016

Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.