The fixed income portfolio solutions will enable Pershing’s team of fixed income specialists to help investment professionals and independent registered investment advisors (RIAs) provide their clients with proactive and actionable strategies, and will help them to better manage their clients’ fixed income portfolios.
BondWave’s model-based portfolio management and marketing solution will enables Pershing’s fixed income specialists to extend their personalized portfolio services to a growing number of investment professionals and RIAs.
Pershing’s fixed income portfolio solutions offering, equipped by BondWave, will manufacture customized fixed income portfolios for individual investors based upon professional model- and index-based investment strategies. It will identify new transaction opportunities with powerful mining capabilities and enhance marketing efforts, communication and service to advisors and clients using personalized, account-specific e-messaging for trade and swap ideas, proposals, press releases and market news.
Craig Messinger, managing director of trading services at Pershing, said: As a leading provider of an extensive range of trading services to the global capital markets, we are committed to developing and delivering best-of-breed products and solutions. The suite of capabilities and resources offered through fixed income portfolio solutions will provide investment professionals and RIAs with the innovative tools and analytics they need to help them manage their clients’ fixed income holdings and portfolios more effectively.
