Envestnet | Prima combines its professional research and due diligence capabilities with its multi-step evaluation processes in the construction of multi-manager portfolios and asset allocation models. These institutional-grade products seek to maximize global investment opportunities in a controlled portfolio risk framework.
Based on well-defined manager selection and asset allocation principles, Prima’s portfolio construction technique utilizes:
A core-satellite approach that combines passive and active strategies to balance alpha-seeking activities and the need for low-cost market exposure
Broadly diversified and lower correlated asset classes to minimize volatility
Opportunistic investment managers to increase alpha generation potential
Prima believes these techniques, typically found only in institutional investment offerings, can benefit any investor. And Prima’s thoughtful capital market assumptions and asset allocation models address the needs of both taxable and tax-exempt investors. The resulting solutions enhance any investment program and extend a wealth manager’s reach and share of target markets.
The Ascent Portfolios
The Ascent Portfolios provide a comprehensive, professionally managed investment program for a broad range of investors. A series of five portfolios offered across the investment risk spectrum, ranging from Conservative to Aggressive, the Portfolios’ design includes:
- Open Architecture Platform
Prima considers the entire universe of available funds--not just a select number of fund families.
- Broad Asset Class Representation
Asset class inclusion extends beyond the basic retail mix of domestic, fixed income, and international securities. Prima considers non-traditional and lower correlation asset classes including commodities, emerging markets, and international fixed income investments.
- "Dynamic" Asset Allocation
Asset allocation decisions are based on a set of five-year estimates that are re-evaluated every year.
- Core and Satellite Portfolio Construction
A portion of the portfolio is devoted to passive funds to gain low-cost exposure to the broad market, while “active” investment managers with expertise in a market segment are used to pursue tactical opportunities.
View our Portfolio Design Services Brochure.
Please contact David Eral at firstname.lastname@example.org or 303-824-8229 for additional details on Prima's multi-manager portfolios, including fact sheets and performance commentary.