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Endowment Plans

Endowment governing boards generally must address a number of challenges and restrictions as set out by the gift documentation and UMPMIFA. Ensuring compliance with these rules and regulations can be complicated and may drain resources that could otherwise be used on the actual management of the assets.

PRISM has all of the necessary tools to assist an endowment governing board to oversee all aspects of managing endowment assets, from compliance to investment analytics. PRISM is a flexible, user friendly system that integrates reporting, due diligence, analytics, CRM, and data/document management.

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Endowment manager allocates assets in various types of funds

PRISM allows to capture information about all types of funds e.g. public funds, hedge funds as well as illiquid investments e.g. private equity funds. Fund type specific information is captured and tracked in PRISM. Data, documents, activities, notes, contacts etc. are captured in an integrated manner assisting plan sponsor to carry out their fiduciary duties in the most efficient manner.

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Key Features/Benefits

PRISM is like having extra hands

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: know your portfolio risk/return profile, your current asset allocation and variations from policy, factor exposures and distribution characteristics.
  • Data Management: capture all types of data from various sources in various frequencies in one integrated platform. Data is the life blood of the system and PRISM makes it extremely easy to collect and maintain data.
  • Document Management: PRISM offers a flexible and easy document storage and retrieval system. PRISM has a comprehensive set of tools to collect, track and monitor documents, including those required for regulatory/governance purposes.
  • CRM & Pipeline Management: capture contacts, activities, notes and more in a centralized platform to track and monitor both active and prospective managers. Manage your pipeline in a comprehensive manner according to your due diligence and hiring processes.
  • Process Management: collect and analyze data and documents in an efficient, effective manner.
  • Reports: PRISM offers an array of reporting solutions including reports for governing boards and management. Users can easily create investment profiles, access many canned reports and create custom reports.
  • Governance: PRISM simplifies compliance and governance through the use of dashboards and automated verification checks. The system monitors the data and proactively notifies appropriate parties regarding trends or possible violations.
  • Audit/Consultants: PRISM streamlines data gathering for audits or consulting projects in an efficient, transparent way. Data and documents can be made available to auditors and consultants via PRISM’s unique multi-portal system.
  • Knowledge Sharing: PRISM's multi-portal content management system makes information sharing and knowledge transfer easy. Data and documents are easily shared across various parties, both internal and external.


Allow PRISM to be your everyday operational assistant to manage all of your oversight activities. Pro-active monitoring is effective and cost efficient for meeting your oversight needs.

Through dashboards, checklists and email alerts, PRISM offers transparency through all business processes making it easy to see where the organization stands on compliance and governance.

PRISM actively reviews compliance of data and documents based on pre-determined rules. As such, PRISM automatically executes governance rules and sends notification of compliance without the need for labor intensive, manual intervention.

PRISM eliminates the need for labor intensive, manual intervention. Available resources instead can focus more on either issues that arise or on implementing processes that actively prevent or diminish the possibility of issues.

System gates help prevent duplication of data and allows for auto compliance and verification checks. Managers and vendors can enter their individual data and documents into the system via the vendor portal. This allows effortless content management and helps eliminate redundant effort and possible inaccuracies.

Managing assets can be complex and challenging. Internal and external regulations and policies have to be met while achieving specific investment outcomes. Data and documents need to be created, collected, maintained and analyzed to meet audit, due diligence and compliance needs. Managers, performance data, portfolio statistics and holdings need to be analyzed and monitored. All of these activities collectively can be resource intensive and time consuming.

PRISM offers solutions for all of these challenges in one integrated, user-friendly system. Allow PRISM to help you navigate through all of these processes in a cost-effective, efficient manner for the optimal outcome you are striving towards.