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Creating Growth: Tuck Ins, Breakaways and Advisor Recruiting StrategiesThis study highlights the tremendous growth opportunity that transitioning advisors represent for existing RIA firms. Developed in partnership with FA Insight, the report provides information on the current state of the market and the strategic opportunity in recruiting wirehouse affiliated advisors as well as guidance on how to develop a recruiting strategy and effectively onboard and integrate advisors into your business.
In collaboration with: FA Insight |
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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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 |
Lending and Leverage: The New Securities Finance Model for Hedge FundsThe use of leverage within the hedge fund industry is re-emerging after the financial downturn of 2008. Yet, that time of turmoil may have left a permanent mark. How have the rules for securities lending shifted? And, how should you respond to the changes? Recent research by independent consultant firm Finadium LLC and commissioned by Pershing Prime Services LLC, a BNY Mellon company, reveals a resurgent role for securities lending in the aftermath of the crisis. Author: Craig Messinger
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Creating Growth: The Increased Use of Social Media by Independent AdvisorsBased on a survey of advisors representing a wide range of demographic profiles, revenue structures and firm sizes, this paper explores the business impact of social media. Its findings reveal widespread use of these new networking tools, as well as some potential obstacles to broader adoption.
In collaboration with: Aite |
Transparency and Liquidity: The Growth of Separately Managed Accounts in the Hedge Fund IndustryIn the wake of the 2008 financial crisis, many investors shied away from traditional pooled funds, concerned by both the opacity of their positions and the limitations on their liquidity. That is why separately managed accounts (SMAs) have emerged as an increasingly popular hedge fund structure.
In collaboration with: Greenwich Associates |
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 |
Creating Growth: The Rewards and Challenges of the Multi-Location ModelMultiple-office firms stretching across geographical locations have become increasingly common with 50% of the country's top 50 wealth managers now maintaining offices in multiple locations, according to FA Insight. This recent study by Pershing Advisor Solutions, provides registered investment advisor (RIA) firms with in-depth research and guidance on how they can expand by establishing or acquiring offices in different markets. Business: Pershing
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European Equities - Advent of the Virtual Investment BankThis independent study published by Pershing Limited and Investance UK investigates the changing service provider landscape and considers the impact these changes and the tightening regulatory climate will have on the European investment banking industry.
In collaboration with: Investance |
Portfolio Leverage RatioPortfolio leverage can be created through the use of borrowing, through investing the proceeds from short sales or through the use of derivative instruments. Leverage provides investors risk and opportunity. As a leading provider of global risk solutions, many clients are asking BNY Mellon Asset Servicing how we measure leverage as there is no current industry standard. To demystify the concept of leverage, this paper provides a straightforward approach to calculating and monitoring portfolio leverage. Leverage is defined as the creation of exposure greater than the capital invested. Author: David Asermely
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