INVESTMENT MANAGEMENT SERVICES TO HELP OUR CLIENTS MANAGE THEIR INCREASINGLY COMPLEX FINANCIAL ISSUES

Pershing has partnered with a number of award winning research providers allowing our clients to leverage Pershing's buying power and access research with no contractual obligations. Choose among leading independent, sell-side, and quantitative research providers. All content is integrated into NetExchange Pro 360, making it easy to make research part of your daily workflow.

 

Argus has been providing quality independent equity research since 1934. The 700 domestic securities we cover represent over 90 percent of U.S. stock market capitalization. John Eade, President of Argus, is a frequent guest on CNBC, CNN, Bloomberg News, as well as being a contributing columnist to publications such as Fortune, Money, and Bloomberg Personal Finance. Rich Yamarone, Director of Economic Research, was recently named one of the Top 10 economists in the U.S. by USA Today.

 

Since the firm's inception in 1999, BNY Jaywalk has built a global network of more than 150 Independent Research Providers (IRPs).

 

 

Standard & Poor's provides clear, actionable investment research and tools to grow your assets under management and serve your clients' investment needs at any life stage.

 

Credit Suisse's vision for equity research is to be our customers' first call. To meet this goal, our analysts must excel at differentiated information gathering, value added information processing, superior investment recommendations, and unrivalled customer service.  Credit Suisse thought leading equity research also includes extensive data resources, analytical frameworks, and methodologies that leverage the firm's global platform and also challenge our analysts to continuously improve and customize their product for our institutional customers.

 

A sophisticated, quantitatively based suite of investment tools that uses advanced computerized models to analyze nearly 5,000 stocks listed on the New York Stock Exchange, American Stock Exchange and NASDAQ.

 

Thomson Company Reports provide rich and comprehensive content in a visually appealing design format. Access information on an individual security in an intuitive interface arranged in a tabular format.

 

Morningstar Fund Analytics is a Web-based tool offering broad research coverage of open-end mutual funds. In addition, a Hypothetical Investment Illustrator can help you search for funds by a wide variety of criteria (such as performance, risk, and Morningstar star rating), and create a report illustrating the portfolio's return over a user-specified time period.

 

The Rankings Service ("TRS") is an independent, premium service that tracks and ranks the investment performance of the individual (and teams of) portfolio managers of mutual funds, as opposed to the funds themselves. TRS takes the axiom "buy the manager, not the fund" and for the first time, makes it actionable. TRS Reports present TRS' unique, objective data, analytics and explanatory text to shine a spotlight on individual mutual fund portfolio manager performance. TRS tracks the extent to which individual portfolio managers outperform benchmarks, and where they rank versus their peers overall and in their asset classes. Along with other TRS analytics, these can help in assessing whether active managers do, or do not add value.