Return distribution
Expected portfolio return is presented with downside and tail outcomes rather than as a single forecast.
Portfolio analysis
See how the investments work together.
Reference case: Prima Balanced OpportunitiesSee how PIIP evaluates a portfolio through return, volatility, downside, liquidity, concentration, persistence and model uncertainty.
Portfolio walkthroughModelled reference data
The recording shows the portfolio assumptions, unified outcome distribution, cross-asset comparison and calculation ledger.
Expected return13.2%
PRAR1.20
PIQ69
PFR70%
Liquidity72
Portfolio research framework
Measure contribution, not just holdings.
Diversification
A production engine should map correlations, factor overlap and each holding’s contribution to portfolio risk.
Liquidity
Access to capital is assessed across the whole portfolio, including the effect of stressed exit conditions.
Concentration
Position, sector, geography and strategy concentrations reveal where diversification may be superficial.