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Rating:The Pershing FundVest 200 List <br /> Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, June 04, 2014

The Pershing FundVest 200 List


Reported by Tommy Fernandez

Pershing has rolled out its long-awaited select list of mutual funds for its BD clients just in time for its annual INSITE client conference. Actually, the platform went live last Friday, or six days ago.

The list was good news for 60 fund complexes that won spots for at least one of their funds (Pershing executives pegged the number of families at 68, but some complexes such as Legg Mason offer multiple fund families).

The new FundVest 200 list is not exactly two hundred (it covers 211). It is intended as a one-stop preferred list for BDs that do not have their own due diligence capabilities or would prefer to use the resources of BNY Mellon, Pershing's parent company.

Franklin Resources, Legg Mason and T. Rowe Price were all big winners in placing funds on the list.

Notably absent is Dreyfus (obviously Pershing is steering clear of any conflicts of interest). Rival custodians Schwab and Fidelity also failed to place any funds on the list.

Fund Complexes on the Pershing FundVest 200 List
Fund ComplexSpots Won
Franklin Resources33
Legg Mason19
T. Rowe Price15
Wells Fargo14
BlackRock10
GSAM9
Natixis6
AQR5
JP Morgan4
American Century4
William Blair3
Voya3
Prudential3
Payden & Rygel3
Parnassus3
MFS3
John Hancock Investments3
Invesco3
Federated3
Columbia3
American Funds3
TCW2
Putnam2
Pimco2
Pear Tree2
OppenheimerFunds2
NY Life2
Neuberger Berman2
Lazard2
Keeley2
HSBC2
Harding Loevner2
Harbor2
Eaton Vance2
Eagle2
Driehaus2
DoubleLine2
Brandes2
Aston/River Road2
American Beacon2
Victory Funds1
Van Eck1
Touchstone1
Thornburg1
Skyline1
RiverNorth1
Oberweis1
Nuveen1
Northern Trust1
Janus1
Hotchkiss and Wiley1
Hartford Funds1
Harris Oakmark1
Guardian (RS)1
Forward1
Cushing1
Brown Advisory1
Aurora1
Artisan Partners1
Arbitrage Funds1
AEW1
Source: MFWire Intelligence
 

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