Asset Managers

Pershing Serves Asset Managers

The Potential to Broaden Your Reach

In our experience, asset managers face two key challenges. You want to control operational costs and risks, while opening the door to new channels. Pershing offers solutions for both.

Connect to Investors through the platforms of Pershing and our affiliate, Lockwood Advisors, Inc.

Pershing offers FundCenter®—a one-stop mutual fund supermarket that lets you efficiently reach multiple mutual fund providers through a powerful lineup of business-building tools, services and support. FundCenter offers access to over 23,000 funds from more than 900 fund families (as of 3/31/15).1

In the managed account space, our affiliate Lockwood Advisors, Inc. (Lockwood) is a registered investment adviser. Lockwood collaborates with the asset managers on its platform, providing full-featured tools such as a dedicated asset manager workstation.

1 Access varies by broker-dealer custodian. Contact your broker-dealer custodian for additional information.

Investment advisory services are offered through Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing. Lockwood is an investment adviser registered in the United States under the Investment Advisers Act of 1940, an affiliate of Pershing LLC each wholly-owned subsidiaries of The Bank of New York Mellon Corporation.