PRISM Portfolio Consulting Services
For Advisors Only
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Gain exclusive Advisor Only access to:
- PRISM Portfolio Consulting Services
- Private Investment Commentary
- Private Investment Webinars
What challenges is your portfolio facing in today’s market?
Gain a new perspective on optimizing your client portfolios with exclusive access to a new service by Ninepoint. Ninepoint PRISM is a portfolio consulting service that offers a holdings-based risk analysis by utilizing an advanced risk management platform, previously available to institutional clients only.
Why Ninepoint Portfolio Consulting Services?
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Custom consultations
Take advantage of analysis that considers your unique market views.
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Advanced Insights
Leverage insight utilizing advanced risk software.
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Institutional Expertise
Access to a portfolio consultant with knowledge across multiple asset classes and product structures.
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Streamlined Investment Research Process
Leverage ideas from our experienced and dedicated team.
A comprehensive analysis reviewing the portfolio’s key exposures, performing scenario analysis, and providing a forward-looking assessment is critical to evaluating a portfolio’s quality relative to its benchmark and/or investment alternatives.
Benefits to you
Identify total level of portfolio risk on an ex-ante or forward-looking basis
Model your portfolio’s expected drawdown with our +250 stress scenarios
Build, enhance and benchmark your portfolios to best meet client needs
Questions we could solve for you
- How do your investment decisions affect your portfolio?
- What are the inefficiencies within the portfolio and how can we assist with simplifying operational complexity?
- How can I build a portfolio to withstand the stress of specific scenarios?
- What other products or asset classes should be included in the portfolio to achieve client objectives?
- How can incorporating alternatives help achieve your clients’ objectives?
Through a calculated, factor-based approach we build diversified portfolios tailored to your clients’ unique needs, net-worth, and time horizon.
The process
- Investigate – Identify your risk profiles, constraints and objectives and select an appropriate benchmark.
- Innovate – Leverage advanced risk software to identify inconsistencies between current positioning and objectives. Ensure risk exposures are calculated, diversified, and appropriately scaled.
- Solutioning – Translate market and strategic asset allocation views into actionable implementation portfolio strategies.
- Support – Revisit and refine the results of the analysis whenever you need.
The deliverable
After an in-depth consultation, receive a customized and detailed analysis of your portfolios, built with datapoints typically only available to institutional investors.
Once onboarded, you can set a cadence with the PRISM team and/or request updated analysis when there are concerns about any geopolitical events, market changes, or when considering implementation of new asset classes or products.