Pershing

• Operational Support

• Trading Services

• Flexible Technology

• Securities Lending

• Business Consulting

• Service Excellence

Business Consulting

Whether you are an established hedge fund or just starting up, Pershing Prime Services offers a wide range of consulting services delivered by experienced professionals dedicated to serving businesses like yours.

A Wide Variety of Resources

• Consulting - Gain objective, professional perspectives on your critical business challenges and find actionable strategies to address them

• Start-Up Services

  • Budget and time frame analysis
  • Technology infrastructure, including business continuity planning and disaster recovery
  • Talent, service provider, and office space assessment
  • Start-up assistance, including guidebooks and calculation tools
    
    

• Established Funds Support

  • Operational workflow reviews to maximize scale and efficiency
  • Evaluation of third-party systems, such as order management systems, accounting, risk, research, trade-execution platforms, and compensation
  • Best practices recommendations and implementation
  • On-demand presentations and white papers

• Education - Keep up with emerging trends, best practices, and our technologies, products, and services with self-directed tools

• Events - Take advantage of the many educational and networking opportunities through our workshops and events

• Training Services - Help your business perform better through a variety of training opportunities in areas such as technology, policies, and procedures

• ValueAlliance^® - Access our network of industry-leading providers offering powerful resources for enhancing your business

Contact us to learn more about our business consulting services.