| Turning the Market Disruption into Strategic Opportunities for Investors February 12, 2009 - The market events of 2008 were certainly historic for financial organizations and investors. Pershing continues to invest in the solutions financial services organizations need to help investors achieve their long-term financial goals even during this disruptive period. |
| Reduce Information Technology Costs by Customizing, Not Cutting December 12, 2008 - Historically, firms reduce their capital intensive technology expenditures during uncertain times. However, it is times such as these when organizations must continue to invest in technology and think strategically about how to grow their businesses and position themselves for success. |
| Today's Investors Want Advice and Transparency November 25, 2008 - The unprecedented events in the global financial markets have had a significant impact on how investors view risk and the roles their investment professionals play in helping them achieve their financial goals. Feedback received from a series of recently hosted advisor roundtables confirms our belief that financial organizations and their investment professionals must continue to strategically position themselves in this new world of financial services. |
| Cloud Computing Offers Sunny Forecast for Financial Organizations November 11, 2008 - Investing in technology is regarded as a necessary burden by financial organizations, and the expense of having to upgrade platforms and systems to be more efficient and profitable continues to put a strain on resources. The good news is that the advent of cloud computing has the potential of turning challenging technology investment decisions into "have your cake and eat it too" choices. |
| Uncertain Times Call for Strong Leadership and Collaborative Business Partners October 13, 2008 - The market events of the last several weeks have been historic for the financial services industry around the world. Pershing is helping our customers adapt to rapid regulatory and market developments and effectively navigate through the current market disruption. |
| Market Volatility Underscores Value of Professional Advice September 19, 2008 - The need for professional financial advice and a disciplined approach to portfolio management have been reinforced by the recent instability of the global markets. |
| Service Excellence Drives Business Excellence September 05, 2008 - Investors continue to become more sophisticated and are demanding far more from their financial organizations than just access to innovative solutions. Personalized service, respect, and trust are the differentiating factors for many clients. |
| 130/30 Managers: Don't Let Operational Risk Turn Collateral Management into Collateral Damage August 20, 2008 - 130/30 investment managers have renewed their focus on operational risk and the role it plays in the overall risk management of their long-short strategies. |
| Successful M&A Deals Should Emphasize an Entrance—Not an Exit—Strategy August 07, 2008 - Over the last decade, mergers and acquisitions (M&A) transactions in the registered investment advisory (RIA) industry have evolved from a focus on the deal to a focus on synergies. |
| Investors Are Expressing Greater Demand for Efficient Access to Global Markets July 22, 2008 - High net-worth investors have long demanded customized strategies and access to investment opportunities unavailable to the average retail investor. Driven in part by the increasing development and growth of economies outside of the United States, more transparent international markets, and uncertainty in the U.S. equity and fixed income markets, many sophisticated investors are looking to diversify risk and boost returns on their investments by exploring unique opportunities overseas. |
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