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130/30 Managers
130/30 Managers

Experience an integrated platform that brings together all of the servicing and financing functions needed to manage your eligible 130/30 funds—including limited partnerships, 40 Act funds, hedge funds, and separately managed accounts.

The Bank of New York Mellon's asset servicing, administration, and collateral management groups, combined with Pershing Prime Services, delivers a unique, industry-leading 130/30 solution.

130/30 Integrated Solution

  • A full suite of Prime Brokerage Services, including custody, accounting, and administration, makes the operational process as seamless as possible
  • Dedicated customer service from professionals with extensive market, operational, and trading expertise
  • An integrated platform allows for multiple execution alternatives, facilitates short sales, and offers a consolidated view of the transaction
  • A variety of securities lending solutions support 130/30 strategies, and protects against buy-in and recall risk via Pershing's Securities Lending Desk
  • Multiple financing alternatives tailored to support both taxable and tax-exempt strategies are designed to help you achieve your investment objectives
  • Execution services across domestic and international equity and fixed income products via multiple routes including direct coverage, DMA platforms such as Neovest, or through partners such as BNY ConvergEx Group
  • Custody services from The Bank of New York Mellon, including fund administration, accounting, and corporate custody services
  • A streamlined process for documentation, account setup, and implementation

Contact us for more information about our integrated 130/30 solution.

Warning to investors and to hedge funds that employ a 130/30 strategy (or any strategy which employs using the proceeds of short sales to increase the long market value of a portfolio as part of an overall strategy which leverages the portfolio.) These strategies may increase the risk of loss sustained by the fund and its investors as leverage can both magnify gains and magnify losses.
 

Investors Wise Up to 130/30 Strategies

Read Institutional Investor's article on 130/30 strategies, including interviews with industry leaders at The Bank of New York Mellon and Pershing LLC, discussing recent market volatility and what it may mean for the future of your fund.

The Advantages of a Tri-Party Account

Our approach offers new ways to manage counterparty risk while implementing short-enabled strategies more efficiently—by leveraging the integrated operational infrastructure of Pershing Prime Services and The Bank of New York Mellon.
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