Investment Strategies

Model portfolios. Managed Centrally. Delivered at scale.
Privé enables financial institutions to design, manage, and distribute centralized investment strategies across their entire client base. The platform supports model creation, monitoring, and rebalancing in one platform so advisors can deliver consistent, compliant portfolios without operational complexity.

Scale your CIO’s vision across your client base. Automatically.

The Investment Strategies module gives firms the tools to implement centralized model portfolios, built in-house or sourced from third-party CIOs, and deploy them across thousands of client accounts.

Strategies can be segmented by asset class, region, or risk profile, and tailored with overlays such as SAA/TAA views, ESG filters, or client-specific exclusions.

Key Features

Flexible Rebalancing

Choose between full automation, where every linked account updates when the model changes, or ad-hoc rebalancing, where updates are manually triggered. Both methods support mass rebalancing across thousands of accounts with pre-trade compliance checks.

Overlays and Personalization at Scale

Apply strategic overlays such as SAA/TAA views, ESG screens, and regional/sector tilts at the model level, while accommodating client-specific restrictions and preferences via tagging and filtering, all without rebuilding the underlying model.

Drift Monitoring and Model Alignment

Continuously track portfolio drift from the assigned model. The system flags misalignments caused by market movement, cash flows, or corporate actions, enabling timely rebalancing decisions and maintaining alignment with the intended strategy.

Compliance-Integrated Strategy Management

Ensure every model update and rebalance aligns with firm-wide suitability rules, product eligibility lists, and regulatory constraints. All activity is logged in a full audit trail, with pre-trade checks and approval workflows configurable to your governance standards.

Performance and Adoption Analytics

Monitor the performance of each strategy against benchmarks, track uptake across the client base, and measure the impact of CIO changes. Dashboards provide insight into which strategies are resonating with clients, where drift is occurring, and how models are contributing to overall portfolio performance.

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