Pershing has launched an Exchange-Traded Funds (ETF) Center that provides its introducing broker-dealer and independent registered investment advisor (RIA) customers with a centralized source for accessing a broad array of tools and educational information on ETFs.
Pershing’s ETF Center is a resource for obtaining detailed information on nearly 600 ETFs and offers comprehensive profiles of each fund, including insight into performance, holdings, news and expense information. It also features a search function that allows customers to identify ETFs that meet certain investment criteria, such as asset class, market capitalization, investment risk, specific industry sectors and geographical diversification. The center uses tools, data and reports from Morningstar.
Pershing’s introducing broker-dealer customers can access the ETF Center through NetExchange Pro and independent registered investment advisors can access the center through NetExchange Advisor, Pershing’s online account management platform for RIAs. Pershing is a subsidiary of The Bank of New York Mellon.