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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 |
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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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 |
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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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 |
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 |
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 |
VIDEO: Lift Off - The Rise of European Fixed IncomeScott Coey, Head of Institutional Relationship Management at Pershing Limited, a BNY Mellon company, provides insight into the growth of the European fixed income market and discusses why unprecedented change is expected. Author: Scott Coey
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Expansion and Diversification: The Multi-Prime Broker Model for Hedge FundsConcern about counterparty risk is driving an increasing number of hedge fund managers to adopt multi-prime business models. Yet, questions remain about this trend. Who is making the move? Are they reaping the benefits they expected? What are the potential pitfalls? Get the latest intelligence on this emerging trend. Author: Craig Messinger
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Open Book: Transparency Comes to Securities LendingSecurities lending has long been marked by opacity. Its traditional and still most common model is a chain of bilateral credit relationships that stretches from security owner to agent to prime broker to hedge fund. Each player has direct, intimate knowledge of the next link in the chain the party with whom it personally does business, but is hampered by an extremely limited view of the market as a whole. Learn how transparency has impacted this market. Authors: Craig Messinger, Gerry Tamburro
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