Alternative Investment Solutions

Alternative Investment Solutions - Pershing

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
  • Limited partnerships
  • Private equity

Select from more than two-thousand choices—including hundreds available on our Alternative Investment Network, which leverages the DTCC AIP service—as well as select no-fee investments.

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:

  • Select alternative investments for qualified clients
  • Screen and filter alternative investments
  • Compare and evaluate non-traded REITs
  • View research
  • 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, with more than $645 billion of alternative assets under administration and/or custody.*

* As of December 31, 2014.

The information provided herein is not an offer to buy or sell or the solicitation of an offer to buy or sell any investment product. Pershing LLC does not determine the suitability or appropriateness of any investment product. The introducing broker and advisor are solely responsible for the determination of suitability. Alternative investments are not appropriate for all investors and the risks should be carefully evaluated.

The listing of an alternative investment product on the platform is solely based upon the ability to meet certain eligibility criteria and is not a recommendation or endorsement of any alternative investment, investment manager or strategy. Pershing LLC reserves the right to change or discontinue the availability of alternative investment on the platform at its sole discretion.

Alternative investments are speculative, involve a high degree of risk and may engage in the use of leverage, short sales and derivatives. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

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