Investment Strategies

Create and maintain model portfolios and investment strategies on the plaform, which can then be linked to client accounts for automated or ad-hoc rebalancings.

With Prive’s Investment Strategies module, firms can easily create, manage, and distribute model portfolios across client accounts. Whether built in-house or sourced from third-party CIOs, strategies can be tailored by asset class, region, or risk profile—and linked directly to client portfolios for seamless execution. Models serve as the foundation for discretionary mandates or advisory proposals and support automated or ad-hoc rebalancing. When a strategy is updated, the system intelligently generates trade instructions across all subscribed accounts, ensuring alignment without manual effort. Support for overlays like SAA/TAA views, ESG filters, and client-specific exclusions allows for scalable personalization. Strategy performance, drift, and adoption can be tracked over time, giving CIOs and advisors the control and transparency they need to manage portfolios at scale.