Products June 4, 2010

Pershing Offers Global Investing Resources to B/Ds and RIAs

Pershing LLC, a BNY Mellon company, has launched an educational initiative about international investing to help its introducing broker/dealer (IBD) and independent registered investment adviser (RIA) customers capitalize on global investment solutions. 
Reported by

The initiative combines two new guidebooks, “International Investing: An Investment Professional’s Guide” and “International Investing: An Independent Advisor’s Guide,” with practice management expertise and extensive global resources and capabilities, Pershing said.

The International Investing guidebooks, developed in conjunction with Capco, a global provider of integrated consulting, technology, and transformation services, offer Pershing’s IBD and RIA customers an in-depth analysis on the opportunities and risks of investing abroad as well as strategies on how to access emerging and frontier markets. The guidebooks also discuss how to effectively incorporate these solutions into specific business models, according to Pershing.

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A copy of “International Investing: An Investment Professional’s Guide” is available at www.pershing.com. A copy of “International Investing: An Independent Advisor’s Guide” is available at www.pershingadvisorsolutions.com or by calling 800.445.4467.

Deals & People June 4, 2010

California Pension Plan Puts Out RFP for Consultants

The Tulare County Employees Retirement Association (TCERA) in California is accepting proposals from firms to provide investment consulting, monitoring, and advice services for the $924-million defined benefit public pension plan.
Reported by

In a request for proposal (RFP), TCERA said it requires “extensive experience in evaluating, selecting and monitoring investment managers across a broad spectrum of asset classes, along with providing education and advice to the Board of Trustees and staff.” Responses from qualified firms must be submitted no later than 5 p.m. PT on June 25.

TCERA is a retirement system providing retirement, disability, and death benefits to the employees, retirees, and former employees of the County of Tulare, the Tulare County Superior Courts, and the Strathmore Public Utility District.

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