PRISM workflow / portfolio transitions
A better route
to the target.
Plan the move from an existing portfolio to a new mandate with explicit limits on turnover, realized gains, and portfolio risk.
The existing book sets the holdings, tax basis, and exposures at the start of the transition.
The review record
Transition record
- From
- Existing portfolio
- To
- Target mandate
- Limits
- Tax + turnover + risk
- Output
- Proposed transition trades
From computation to action
A transition plan
you can inspect.
Make the objective and limits visible in the output contract, so the team can review what changes now and what remains.
The working model
The path matters
as much as the endpoint.
An immediate move to target can conflict with tax, turnover, or risk requirements.
Map the starting position
Capture the existing book, lots, liquidity, and investment restrictions.
Set the transition budget
Specify permitted turnover, gains, exposure limits, and the planning horizon.
Review the proposed path
Compare progress toward the mandate with the cost and risk of each proposal.
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