The $52 billion iCapital Network and the CAIS platform are teaming up with BNY Mellon’s Pershing in order to further simplify the process for advisors accessing alternative investments.
Pershing's Alternative Investments Network provides advisors with access to over 2,500 alternative investments, including non-traded REITs, hedge funds, private equity, private debt, and managed futures, from third-party platform sponsors.
Moving forward, advisors will only need to pre-populate required documents -- including the Pershing Private Investment Form -- on the alternative investment platform where the product is offered. These completed, executed documents will then . . .
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