Portfolio score

Generating a portfolio score

Managed funds

PrimeSolve’s integration with Thomson Reuters ensures that clients have access to the Lipper rating system. Upon on-boarding, with PrimeSolve we review your entire product universe and write custom API calls to ensure we have access to live date rating each of the investment opportunities within your universe according to the Lipper rating system.

If you choose this method of portfolio optimisation we will maximise a portfolio score subject to constraints (see constraints).

The Lipper rating system groups managed funds into specific categories and rates managers against their peers based on 5 key categories as per the below.

**Note: Tax efficiency is not a consideration for non-US based funds. *

Funds are grouped according to the following categories:

Lipper global fund classification methodology

Direct stocks

PrimeSolve offers a rating system for direct stocks based on factor ratings. Please review at Factor based investing.