How can you benefit from PrimaGuide Plus?
Helps scale research processes and contain costs as an advisory practice grows
• Extended analyst coverage on hundreds of products
Unlocks resources (time and money) spent previously on inefficient tasks
• Interpret rather than gather information
Sharpens your competitive edge through differentiating and compelling content
• Private-labeled proposals, product profile reports
• Prima Capital: An independent outside investment counsel that is an extension to what RIAs bring to the table already
Module 1: PrimaGuide®
- Powerful web-based research application
- Robust research analytics and detailed product profile reports
- Empowering toolsets, including: model construction, historical simulations, product comparisons, client educational presentations
- Prima Select List
- High conviction managed account and mutual fund analyst ideas (traditional and non-traditional investment strategies)
- Extensive qualitative research & due diligence
- Extended analyst coverage on hundreds of products
- Objective opinions plus timely updates and alerts that can be delivered via email
- Edited qualitative information on thousands of products
- Quantitative research on the entire mutual fund (open- and closed-end) and ETF product universes
Module 2: Prima AllocationGuideTM
- Access to two sets of six risk-based, globally diversified asset allocation models to aid in the construction of clients’ portfolios. One set of the models includes allocations to “non-traditional strategies.”
- Capital market assumptions covering 13 asset classes
- Includes our proposal generation application (Prima AllocationGuide) that is fully integrated with PrimaGuide.
Module 3: Non-Traditional Investment Strategy Platform
- Prima Capital’s ongoing deep research and due diligence on a roster of high quality fund of hedge fund (FOHF) investments, ranging from low volatility diversified FOHFs to non-directional high volatility options
- Consulting materials related to each FOHF investment merits, intended benefits, risks, and placement
- Detailed reporting via PrimaGuide