PRISM workflow / direct indexing
Personal by design.
Account by account.
Translate a common investment mandate into portfolios that reflect each account’s holdings, restrictions, and tax context.
One account may have embedded gains that make an immediate target rebalance expensive.
The working model
One model.
Many starting points.
The shared mandate is the beginning. Each account brings a different feasible set.
Start with the mandate
Supply target exposures, portfolio construction rules, and the eligible universe.
Add account context
Include holdings, cash, restrictions, tax lots, and the agreed trading rules.
Review each proposal
Assess tracking, trading costs, and constraint checks at the account level.
The review record
Account decision
- Mandate
- Target exposures
- Account
- Holdings + restrictions
- Tax context
- Supplied lot records
- Output
- Proposed holdings + trades
From computation to action
A portfolio that
fits its account.
Personalization belongs in the decision model. Evaluate account-specific outputs before submitting any orders.
Scope & evaluation
This illustration describes the workflow and does not calculate a financial result. Model features, data requirements, deployment, and acceptance criteria are agreed during scoping. The published benchmarks apply to their stated workloads; they do not establish live execution, realized savings, or performance for this specific account or book.
Work with Asymmetry