Pershing LLC, a BNY Mellon company, has launched an educational program on international investing to help its broker/dealer and RIA customers capitalize on the growing demand among investors for global investments.
The program combines two new guidebooks, International Investing: An Investment Professional’s Guide and International Investing: An Independent Advisor’s Guide, with practice management expertise and global resources.
“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.
Pershing is a global provider of financial business solutions to 1,150 institutional and retail financial organizations and independent registered investment advisors who represent 5 million investors.
Developed along with Capco, a consulting and technology services firm, the guidebooks offer Pershing’s IBD and RIA customers an analysis of the opportunities and risks of investing abroad as well as strategies on how to access emerging and frontier markets. They also provide a primer to help brokers and advisors explain the value of investing internationally to their clients.
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. Pershing Advisor Solutions, a unit of Pershing LLC, provides RIAs with business management consulting services and technology solutions.
Read a story about Pershing’s Healthcheck Web tool for RIAs from the archives of InvestmentAdvisor.com.