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 on our investment platform for broker dealers and registered investment advisors to access investment solutions through programs and relationships.
Investment Solutions Available on our Platform
Alternative Investments
Offers more than 3,500 alternative investments1 representing a full range of strategies, including non-traded REITs, hedge funds, limited partnerships, private equity and more.
Mutual Funds
Features more than 29,000 funds from more than 775 fund families1 including BNY Mellon, through this one-stop mutual fund supermarket. Provides 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 funds with no transaction fees from 300+ fund families.1
Exchange-Traded Funds (ETF)
Provides over 2,500 ETFs and exchange-traded notes (ETNs) along with 500+ no-transaction-fee ETFs from 18 industry-leading providers through FundVest® ETF.1
529 Plans
Allows access to 529 education savings plans on the investment platform, as well as a powerful selection tool to compare all available plan features such as tax benefits, fees and investment options, with helpful documentation to assist in investor conversations.
Managed Accounts and Advisory Programs
Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) Programs
You may have the opportunity to deliver models for UMA programs and manage SMA strategies on a discretionary basis within BNY Mellon Advisors Inc. sponsored programs as well as programs sponsored by our managed account clients.
Third-Party Strategists
You may be able to join a diverse menu of mutual fund and ETF model portfolios offered through BNY Mellon Advisors. The current lineup includes 140 models from 12 third-party model providers.2
Tools and Support
Technology, Training and Promotional Opportunities
Investment managers delivering advisory investments will get access to Pershing’s Manager Gateway, a dedicated asset manager portal. The new portal simplifies connectivity between investment managers and managed account sponsors while the intuitive design and built-in workflow tools make it easy to enact transactions and securely manage portfolios. Personalized training is available to support account processing and ongoing support is offered for day-to-day account servicing.
1 As of June 6, 2023. Access varies by broker-dealer custodian. Contact your broker-dealer custodian for additional information.
2 As of June 6, 2023. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc. Trademark(s) belong to their respective owners.
