Prisma PM

Prisma PM creates the foundation for informed investment decisions through a powerful yet intuitive analytics environment. Compare portfolios in real time against benchmarks, model portfolios and customised target structures while gaining full transparency into allocations, weightings and deviations. Current positions and historical developments are seamlessly connected, ensuring that trends, patterns and structural changes remain visible at all times.

The combination of near-real-time data, a consistent position base and flexible comparison logic delivers an analytical depth that goes far beyond traditional reporting approaches. You not only see where your portfolio stands, but also understand why it has evolved in a certain way and which actions can be derived from these insights. Prisma PM enables you to quickly navigate complex portfolio structures and make data-driven investment decisions with confidence.

With Prisma PM, rebalancing evolves from a manual and often fragmented process into an integrated and highly efficient portfolio management function. Portfolio adjustments can be simulated directly on the basis of current positions, allowing you to immediately analyse their impact. Deviations from target structures are identified automatically and translated into concrete investment actions.

The platform enables you to prepare and execute rebalancing measures in a structured and efficient way – whether for targeted adjustments of individual portfolios or for large-scale standardised strategies. By tightly integrating analysis, simulation and execution, Prisma PM reduces complexity, eliminates manual intermediate steps and increases speed at a critical stage of the investment process. This allows you to align portfolios with precision and respond dynamically to changing market conditions.

Prisma PM seamlessly translates investment decisions into operational workflows, creating a direct link between strategy and execution. Orders are not created in isolation, but derived directly from portfolio adjustments and captured within a consistent investment context. Single and bulk orders can be created, pooled and managed efficiently, generating significant operational efficiencies, particularly across large portfolio structures.

Through the integrated view of liquidity, allocations and existing positions, you retain full control over transactions at all times. Automated workflows reduce manual intervention, minimise operational risk and ensure a high level of process reliability. At the same time, structured order pooling supports more efficient execution, particularly for recurring or standardised investment strategies. Prisma PM ensures that investment decisions are implemented quickly, precisely and transparently.

Prisma PM makes portfolio performance not only visible, but fully transparent and actively manageable. Its multi-level performance attribution enables you to analyse portfolio performance in detail – from overall asset allocation and sector exposure through to regions and individual positions. This gives you precise insight into which investment decisions contributed to performance and where further optimisation potential exists.

Continuous comparison against benchmarks and target structures provides clear context for your results and allows deviations to be addressed proactively. By integrating risk-adjusted metrics and additional performance drivers, Prisma PM ensures that performance is never viewed in isolation, but always in the context of your overall investment strategy. The platform enables you to reflect on investment decisions using reliable data and continuously refine the management of your portfolios.