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…

Go Back
August 22, 2017 at The National, the annual NPH Educational Conference
August 28, 2017

I had no idea this service existed. I could have used it years ago! Great presentation and service!

*Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault subscribers and followers should consider this in their review and analysis. Information is intended only for institutional, broker dealer or registered investment adviser use. This information is prohibited for use by the general public.