Privé's Investment Strategies module enables firms to create and maintain model portfolios and investment strategies that can be linked to client accounts for automated or ad-hoc rebalancing. These strategies can be built in-house or sourced from third-party CIOs and tailored by asset class, region, or risk profile. The module supports seamless execution and scalable personalization, serving as the foundation for discretionary mandates or advisory proposals.

Features

• Creation and maintenance of model portfolios and investment strategies.
• Link strategies directly to client accounts for automated or ad-hoc rebalancing.
• Support for strategies built in-house or sourced externally.
• Customization by asset class, region, and risk profile.
• Intelligent trade instruction generation upon strategy updates.
• Overlays for Strategic Asset Allocation (SAA), Tactical Asset Allocation (TAA), ESG filters, and client-specific exclusions.
• Tracking of strategy performance, drift, and adoption over time.
• Scalable personalization across large client bases.

Benefits

• Streamlines portfolio management with automated execution.
• Enhances advisor efficiency by reducing manual effort.
• Enables tailored investment strategies aligned with client goals.
• Improves transparency and control for CIOs and advisors.
• Supports compliance and consistency across discretionary mandates.
• Facilitates scalable delivery of personalized investment solutions.