Key Benefits

PRISM combines all of the oversight tools you need in one flexible, user friendly platform allowing fiduciaries and asset allocators to more effectively use their available resources and maximize their time to focus on the value added activities.

• Investment Analytics: analyze the strategy's risk/return profile, factor exposures, distibution characteristics, attribution and overall impact on the portfolio.
• Data Management: capture holdings and returns data at various frequencies from various sources such as custodians and money managers. Use proxies for data that is unavailable.
• Document Management: maintain all strategy documentation such as investment management agreements, strategy discolsures and guidelines. Track and monitor receipt of necessary documents; automate notifications for missing documents.
• CRM & Pipeline Managment: capture contacts, activities, and notes in a centralized platform to track and monitor investment activities. Manage your pipeline in a comprehensive manner to ensure compliance with your due diligence and hiring processes.
• Process Management: collect data directly from the investment manager in an efficient manner and analyze it in multiple ways.
• Reports: incorporate data directly into reports for various stakeholders.