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Rating:CSFB Taps Pioneer Investments Not Rated 3.0 Email Routing List Email & Route  Print Print
Tuesday, October 16, 2001

CSFB Taps Pioneer Investments

Reported by Tony Pennino

Pershing, a subsidiary of Credit Suisse First Boston, has decided to include Pioneer's family of mutual funds through FundVest Institutional, a no-transaction-fee mutual fund program. This program is designed to allow investment professionals in the managed account business the ability to conduct transactions for both load and no-load mutual funds at net asset value.

"Pioneer Investments is a well-respected asset management firm and one of the oldest in the industry," stated Brian T. Shea, managing director of Pershing's Global Customers Group. "Our agreement with Pioneer underscores our commitment to providing Pershing customers and their clients with access to the best of breed products and services the financial services industry offers."

"Our relationship with Pershing is key to Pioneer's initiative to reach out to fee-based advisors," added Jennifer Brountas, senior vice president of the Advisors Resource Group at Pioneer Investment Management. "We are proud to offer Pioneer products through a program that offers value and convenience to fee-based advisors and their clients."

The FundVest system also allows RIAs to offer their customers consolidated quarterly performance reporting for all the products in a portfolio including mutual funds, annuities, and general securities holdings. 

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