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Rating:Midwestern Asset Manager Lands on Pershing's Platform Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, October 31, 2007

Midwestern Asset Manager Lands on Pershing's Platform

News summary by MFWire's editors

Calamos Investments has landed on Pershing's FundVest platform. Mutual funds from the Naperville, Illinois-based firm are now available to Pershing's introducing broker-dealer clients and their clients, as well as to independent RIAs and their clients through Pershing Adivsor Solutions. FundVest offers access to more than 2,200 funds from more than 170 fund firms.


JERSEY CITY, N.J., Oct. 31 /PRNewswire-FirstCall/ -- Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has added Calamos Investments to FundVest(R), Pershing's no-transaction-fee mutual fund platform. Pershing's FundVest mutual fund platform offers investors access to over 2,200 mutual funds, managed by more than 170 fund companies. Through FundVest, investors can buy, sell or exchange an array of load and no-load mutual funds without incurring regular transaction fees.

Mutual funds from Calamos Investments are available to Pershing's introducing broker-dealer customers and the clients they serve, and to independent registered investment advisors (RIAs) and their clients through Pershing's affiliate, Pershing Advisor Solutions LLC.

Michael O'Neill, senior vice president of distribution management at Calamos Investments, said, "FundVest is widely acknowledged as one of the broadest no-transaction fee mutual fund platforms in the industry. We are pleased to join this premier platform and offer our funds to an extensive range of investment professionals and independent registered investment advisors."

Ron Fiske, managing director of the product management and development group at Pershing, said, "Calamos Investments has an established history of providing investors with a broad array of investment management services to help them meet their financial goals. The addition of Calamos Investments to our FundVest platform reinforces our commitment to provide our customers and their clients with access to a wide range of market-leading solutions from high caliber financial institutions to help them grow their businesses."

Calamos Investments is a diversified investment firm offering equity, fixed-income, convertible and alternative investment strategies, among others. The firm serves institutions and individuals via separately managed accounts and a family of open-end and closed-end funds, providing a risk-managed approach to capital appreciation and income-producing strategies. Additional information is available at calamos.com.

Pershing LLC is a leading global provider of financial business solutions to more than 1,150 institutional and retail financial organizations and independent registered investment advisors who collectively represent over five million active investors. Located in 19 offices worldwide, Pershing is committed to service excellence and to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions and practice management support. Pershing (member FINRA/NYSE/SIPC) is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange. Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation. Additional information is available at pershing.com.

Pershing Advisor Solutions LLC (member FINRA/SIPC) is an affiliate of Pershing LLC and a leading provider of financial business solutions to independent, fee-based registered investment advisors and dually-registered advisors working in conjunction with many of Pershing LLC's introducing broker-dealer customers. Additional information is available at pershingadvisorsolutions.com.

The Bank of New York Mellon Corporation is a global financial services company focused on helping clients manage and service their financial assets, operating in 37 countries and serving more than 100 markets. The company is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has more than $20 trillion in assets under custody and administration, more than $1.1 trillion in assets under management and services $11 trillion in outstanding debt. Additional information is available at bnymellon.com.  

Edited by: Armie Margaret Lee


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