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Destination RIA: What to Expect and How to PrepareThis independent study provides wirehouse advisors with a thorough review of the independent registered investment advisor (RIA) model and sets expectations for the experience of working as an RIA. The study also helps raise the wirehouse advisor's comfort level with the decision to move toward the RIA model by providing real world illustrations of successful transition strategies.
In collaboration with: FA Insight |
European Fixed Income: Ready for Lift OffAn independent study published by Pershing Limited, a BNY Mellon company, and Investance proposes that the fixed income market in Europe is set for unprecedented growth, and significant changes in this sector are on the horizon. The study offers an in-depth analysis of important trends shaping the investment landscape and provides insight into a wide range of developments that include changes to the structure of the markets, the emergence of new business models and the impact of competition and regulation on institutional clients.
In collaboration with: Investance |
Secret Knock: Unlocking the Retirement Opportunity -- An Executive Summary for Broker-DealersPershing LLC partnered with Mercatus LLC, a strategy consulting firm that focuses on the financial services industry, to develop a retirement study that exposes and examines the unique perspectives of the consumer, small business owner and investment professional. These viewpoints provide actionable insights that enable broker-dealers to create winning strategies that capitalize on the retirement opportunity.
In collaboration with: Mercatus |
Rebalancing and Recovery: The Slow, Risky Road to Global GrowthStructural shifts in the global economy suggest that the economic recovery is stalling, with the world entering a period of below-trend growth. This study looks at the major global markets and concludes that a sizable increase in global net savings will have a major impact on invested assets, thereby weighing on returns.
In collaboration with: Roubini Global Economics |
The Myth of GIPS: Money-Weighted Return for Client Performance ReportingWhen measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However, money-weighting may actually be the more appropriate way to accurately measure performance. The Myths of GIPS addresses the value (and limitations) of time-weighted performance measurement and offers insight into tailoring reporting methods to better serve clients. Business: Pershing
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Policy and Prospects: Are Governments Tipping the Balance Toward Depression?Three years have passed since the start of the financial crisis, yet asset managers still face volatile capital markets, stalling growth and continuing financial system risk, especially in the Eurozone. How did we get here? Why have extraordinary measures by governments and central banks failed to produce self-sustaining growth? What are the market and macro outlooks going forward?
In collaboration with: Roubini Global Economics |
Fueling Growth: Outsourcing Solutions for Hedge FundsAs market conditions and client redemption requests threaten the viability of even the most well-managed hedge funds, many fund managers are taking action by focusing on rebuilding assets and seeking a more efficient operational model with which to achieve additional capacity and improve profitability. Business: Pershing
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Competition and Convergence: The Evolving Landscape for Hedge FundsInvestment managers continue to look to diversify their business lines as they compete with hedge funds in order to create growth for their firms in the current, challenging marketplace. This new competition for assets has pushed some hedge funds into long-only investment strategies and others towards retail distribution.
In collaboration with: Finadium LLC |
50 Insights to Help Fast-Track Business Growth: A Guidebook for Registered Investment AdvisorsTransform your plans for growing your practice into a reality. 50 Insights to Help Fast Track Business Growth can help you take great strides forward through effective, incremental steps that are based on your specific needs. Business: Pershing
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Transitioning to Fees: An Investment Professionals GuideIn today's marketplace, being a fee-based advisor is shifting from a competitive advantage to a competitive necessity driven by the demand for advice, the impending boomer wave, and the expanded role of the advisor. By 2015, 75% of advisors will have transitioned to fee-based compensation or be in the process of transition. Business: Pershing
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