Please ensure Javascript is enabled for purposes of website accessibility

A Flexible, Cutting-edge Prime Brokerage Platform

Our securities lending capabilities offer you access to a vast pool of lendable assets—including hard-to-borrow
securities—to help you execute your short sale strategies.

As the #1 clearing firm, Pershing has the largest market share in the U.S. broker-dealer clearing and custody market.

With the power of BNY Mellon behind us as a leading agent lender, we continually enhance our securities lending availability.

We also provide access to some of the largest lenders in the world to complement our  deep and growing inventory.

Our deep supply allows us to offer competitive

rates and extensive availability for both fixed income and equity securities.

We can help you:

  • Execute your short sale strategies by gaining access to a large pool of diverse, lendable assets
  • Enjoy competitive pricing by leveraging Pershing's substantial inventory
  • Gain transparency and daily market color from our dedicated and experienced traders
  • Secure quick locates and indicative short financing rates with our real-time locate facility

Our Capabilities

ANYTIME, ANYWHERE

Conveniently manage portfolios online.

We deliver a unique industry-leading tri-party custody account solution to drive greater efficiency. Our platform leverages the operational integration between prime brokerage and custody by automating collateral movements to and from your custody account. Our complete solution provides access to securities lending, execution, custody and all the servicing and financing functions you need to manage hedge funds, ’40 Act funds or eligible pension funds.

OPEN ARCHITECTURE

Our flexible technology aligns with your infrastructure.

Education is critical to the continued growth of alternative mutual funds. Investors, asset managers, hedge fund managers, beneficial owners and plan sponsors need to know the distinct opportunities and challenges these funds present—including evolving compliance, regulatory, legal and investment matters.

ADVANCED REPORTING

Sophisticated data file and reporting capabilities include customizable formats with multiple delivery options.

Sophisticated data file and reporting capabilities include customizable formats with multiple delivery options. Integration with administrators, risk vendors, order management systems and direct market access solutions Support for data warehousing and Geneva®-based portfolio reporting Support for both browser and .net-based configurations; as well as mobile operating system Our groundbreaking collateral management solution enables online, automated selection and movement of collateral between custodian and prime broker.

PRIMECONNECT™

PrimeConnect™ gives unprecedented transparency and online control of collateral selection and movement to hedge fund managers who use a custodian to hold unencumbered assets. It helps reduce exposure to traditional prime brokers, eliminate manual processes, and lower operational cost. Online, automated movement of collateral between custodian and prime broker Transparency and control over collateral selection and movement Consolidated view of portfolio Automated credit and risk approval process Online real-time margin calculator Fully paid lending
Download factsheet

PRIMECONNECT40™

PrimeConnect40™ is designed for ‘40 Act fund managers using the tri-party structure to support alternative strategies. It automates the process of moving assets between an unencumbered bank custody account to a special custody account that holds collateral to support shorting and financing done at Pershing. Online, automated movement of collateral between custodial accounts Transparency and control over collateral selection and movement Consolidated view of portfolio Automated credit and risk approval process Online real-time margin calculator
Download factsheet

Ask how we can help transform
your business

Featured Solutions and Resources

Multiple routes to market and exceptional service.

Learn more arrow_forward

A complete alternative mutual fund solution that combines brokerage, custody and market access in one integrated platform.

Learn more arrow_forward

BNY Mellon’s suite of integrated solutions at scale can help managers streamline operations, manage risk and lift out noncore functions.

Learn more arrow_forward