Cap IntroGraphics: Summer 2021

BNY Mellon's Pershing

07/01/2021

Cap IntroGraphics

Summer 2021 - Interest in Alternative Investments

Pershing’s Capital Introductions team meets with private wealth and institutional investors across the U.S. to gain insights on investment strategies in the current marketplace. The Cap IntroGraphic below highlights professional investors’ interest in specific strategies and their preferences in fund attributes.1

Cap Intrographics

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1 Data reflects investor openness to looking at investment strategies (not necessarily immediate, actionable demand or changes in demand) and shows aggregate interest in a particular strategy of those investors that provided information. Investors canvassed may or may not be current investors of funds that are direct clients of Pershing LLC.

ABOUT CAP INTROGRAPHICS

Our Cap IntroGraphics share allocator views on investment strategies and considerations when selecting fund products.

ABOUT BNY MELLON’S 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.

Important Legal Information

Pershing provides Cap IntroGraphics for the sole use of Pershing's investment manager and professional investor relationships. This content is not meant for redistribution to the public.

Pershing and its affiliates do not warranty, guarantee or make any representations, or make any implied or express warranty or assume any liability with regard to the accuracy, completeness, timeliness or use of such information. Any information contained in this communication is produced for general informational purposes. It does not constitute a research report and it is not a research recommendation. An investment decision to purchase or sell securities, interests, shares, instruments and derivatives is a subjective decision requiring analysis of numerous factors. Cap IntroGraphics are not an analysis of all such factors and they do not form a basis upon which you can reasonably make such investment decisions. The information is not an offer to buy or sell, or the solicitation of an offer to buy or sell any securities, interests, shares, instruments and derivatives. Pershing and its affiliates have no duty, responsibility or obligation to update or correct any information contained herein.

This material may contain information on securities, interests, shares, instruments and derivatives which Pershing or its affiliates may at any time process, and/or hold long or short positions in such. Pershing may have other relationships with, including acting as a clearing agent, a trade counterparty, and a financing counterparty to investment manager types discussed in Cap IntroGraphics and may receive related fees and compensation. Pershing and its affiliates may also have, or take positions, different from, or inconsistent with, the information herein. Pershing's trading desks will have information about customer activity. Pershing have implemented policies and procedures reasonably designed to prevent the trading desk from trading to the detriment of customers or from misusing customer information.

Securities, interests, shares, instruments and derivatives described herein may not be FDIC insured, are not deposits or other obligations of and are not guaranteed by Pershing or any bank or non-bank affiliate, and involve investment risk, including possible loss of principal. Pershing and its affiliates are not liable for any harm caused by the transmission, through accessing the services or information contained herein.

Pershing and its affiliates do not, and the information contained herein does not, render tax or legal advice.

Except as may be expressly authorized, all information contained on this webpage may not be reproduced, transmitted, displayed, distributed, published or otherwise commercially exploited without the written consent of Pershing LLC.

For professional use only. Not for distribution to the public.


BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. 

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