JERSEY CITY, N.J., June 4 /PRNewswire-FirstCall/ -- Pershing LLC, a BNY Mellon company, has launched an educational initiative on international investing to assist its introducing broker-dealer (IBD) and independent registered investment advisor (RIA) customers with capitalizing on the growing demand among sophisticated investors for global investment solutions. The initiative combines two new comprehensive guidebooks, International Investing: An Investment Professional's Guide and International Investing: An Independent Advisor's Guide, with practice management expertise and extensive global resources and capabilities.
"The ability to offer investors a broad array of global investment options is a significant growth opportunity and provides a competitive advantage for financial services firms, especially those serving sophisticated clients, regardless of their business model," said Jim Crowley, managing director at Pershing.
Mark Tibergien, chief executive officer of Pershing Advisor Solutions added, "Through this initiative, Pershing provides advisors and investment professionals with information to enable them to incorporate international investing into their suite of investment solutions and demonstrates our commitment to providing our customers with the support they need to better serve their clients."
The International Investing guidebooks, developed in conjunction with Capco, a leading global provider of integrated consulting, technology and transformation services, offer Pershing's IBD and RIA customers with an in-depth analysis on the opportunities and risks of investing abroad as well as strategies on how to access emerging and frontier markets. The guidebooks also discuss how to effectively incorporate these solutions into specific business models.
The guidebooks cover:
- Understanding International Investing – The guidebooks provide investment professionals and advisors with a detailed primer to help them articulate the value of investing internationally to their clients. Citing leading research and institutional case studies, the guidebooks include annual investment returns and historical data to illustrate how diversifying globally has typically yielded better investment performance than investing solely in U.S. assets.
- Trends and Opportunities in Emerging Markets – While investors may be timid at first to explore opportunities outside of developed markets; advisors are achieving steady growth for their clients invested in emerging markets. Emerging markets have grown by 93% from 2003, as compared to the S&P 500®, which has grown by only 6.5%; and BRIC countries (Brazil, Russia, India and China) are shown to have stronger and more positive GDP growth predictions than some developed countries. By 2040, the BRIC countries are forecasted to overtake the G7 nations in terms of GDP.
- Accessing International Opportunities – An increasing range of investment options in international markets are available for non-institutional investors, enabling them to capitalize on opportunities historically limited to institutional investors. Indirect investing via pooled funds, including mutual funds and exchange traded funds, allows investors to gain exposure primarily to the equity capital markets of developed and emerging markets. Direct investing into international markets includes investing in tradable instruments on local stock exchanges through a broker. The guidebooks explore the costs, flexibilities and risks of direct and indirect approaches to investing abroad.
- Developing a Program – International investing carries currency, liquidity, political and other risks that are unique to individual markets. Working with the right service provider can help mitigate these risks and provide a complete range of trading facilities and operational support, with access to assets across multiple investment markets and features such as multicurrency support and reporting. Firms can leverage a service provider's local market knowledge and expertise on legal and risk management issues, thereby increasing investor confidence.
A copy of International Investing: An Investment Professional's Guide can be found by visiting www.pershing.com. A copy of International Investing: An Independent Advisor's Guide can be found by visiting www.pershingadvisorsolutions.com or by calling Pershing Advisor Solutions at (800) 445-4467.
Pershing's educational initiative on international investing is further enhanced by the recent release of "European Fixed Income: Ready for Lift Off," a study from Pershing Limited, a BNY Mellon company. The study offers institutional broker-dealers an in-depth analysis of important trends shaping the investment landscape and provides insight into the European fixed income market, while proposing that the fixed income market in Europe is set for unprecedented growth. To receive a copy of the study or to learn more about Pershing's solutions for institutional broker-dealers, please contact Susannah Graham at +44 (0)20 7864 8924 or email@example.com.
Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,150 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately five million active investors. Located in 20 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange. Pershing LLC is a BNY Mellon company. Additional information is available at www.pershing.com.
Pershing Advisor Solutions, a unit of Pershing LLC, provides growth-oriented RIAs with a broad array of business and practice management consulting services combined with leading technology solutions designed to transform their practices into scalable, highly profitable businesses. Through a comprehensive, integrated offering, Pershing Advisor Solutions enables advisors serving sophisticated clients to identify and seize upon growth opportunities, increase operational efficiency, and effectively recruit, retain, develop and reward talented professionals. To learn more, visit their library of practice management resources at www.pershing.com/ria/practice_management/index.html.
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 34 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has $22.4 trillion in assets under custody and administration, $1.1 trillion in assets under management, services $11.8 trillion in outstanding debt and processes global payments averaging $1.5 trillion per day. Additional information is available at www.bnymellon.com.
SOURCE BNY Mellon; Pershing LLC