Industry Perspectives

Albridge has extensive experience working with leading financial organizations supporting diverse business models.

Combining our perspectives on technology trends, compliance issues and practice management developments we have collaborated with industry experts to deliver thought leadership and industry studies to help you navigate critical business issues.

• Cash-Flow Adjusted Benchmarks for Client Performance Reporting

  By: Trevor Davies, Albridge, an affiliate of Pershing, a BNY Mellon company
  5/22/2013 - Benchmarks typically benefit investors by showing the return a portfolio would have achieved as compared to another portfolio. Used improperly, however, benchmarks could suggest the portfolio manager is far worse or better than he or she actually is.

• Discussing Risk With Investors: A Fresh Look

  By: Trevor Davies, Vice President, Senior Business Architect, Albridge, an affiliate of Pershing, a BNY Mellon company
  12/3/2012 - Understanding risk can be much easier for clients if you take them beyond the numbers.

• Personalized Portfolio Reporting Leads to Wealth Management Success

  By: Gregg Klein, Director of Product Management, Albridge, an affiliate of Pershing, a BNY Mellon company
  11/15/2012 - With investors demanding more detailed and individualized portfolio information, Albridge has pioneered personalized rate-of-return reporting making it efficient, accurate and cost-effective.

• Real-time Portfolio Performance and Risk Reports for All Investors

  By: Tom Sullivan, Director of Relationship Management, Product Management and Sales, Albridge, an affiliate of Pershing, a BNY Mellon company
  3/8/2012 - To retain their "trusted" status, financial professionals must provide investors with complete information—or risk losing them. Demonstrate your value to clients by providing a personalized rate of return. Let Albridge show you how.

• Rethinking Advisory Productivity Through a Client's Eyes

  By: Paul Camuto, Vice President, Product Manager, Albridge, an affiliate of Pershing, a BNY Mellon company
  1/10/2012 - What does productivity mean to your clients? What level of detail, overview or explanation do they need to maximize their hour of quality time with you? To know what they want, you have to ask.

• The Dynamic Evolution of Business Planning for Advisors

  By: Jeff Benfield, Vice President, Albridge, an affiliate of Pershing, a BNY Mellon company
  1/10/2012 - The typical business planning cycle can take 10 to 20 hours per year—or more. What's the "ROI" for this time commitment? In truth, few advisors have an answer.