Prima Capital

		PRIMA SOLUTIONS
Envestnet \| Prima is a leading provider of investment manager due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries. For independent advisors and wealth management firms of all types and sizes, Prima serves as an objective third-party source of advice, analytics, and data on managed account strategies (UMA and SMA), mutual funds, ETFs, and alternative investments. Wealth Management Custom solutions that empower advisors and improve the efficiencies and distinction of wealth management programs Multi-Manager Portfolios Best-of-breed managers, globally diversified, and professionally constructed Retirement Plan Open architecture retirement solutions PrimaGuide Plus Objective due diligence, asset allocation advice, and non-traditional investment strategies Get to Know Prima Sign up here for a free trial of PrimaGuide Plus and/or to receive our newly released whitepapers, webinar invites, and other industry insights.

		PRIMA UPDATE
Recent Prima Articles March 2013 On Portfolio Performance, Remember: Attribution Tells the Story - When conducting a year-end review of a manager’s performance within a client's portfolio, use attribution to help guide the discussion. February 2013 Should You Expose Your Clients to Managed Futures? - The 2008 market star has dimmed considerably over the past three years, but understanding how managed futures work should give you insight into when they are a good fit for clients. January 2013 How Advisors Can Correctly Use Fund Strategist Portfolios - This relatively new but growing way of outsourcing has much to recommend it, but watch your due diligence step.

		TOPICS OF INTEREST
Quarterly Market Review Q4 2012 For an update on current market conditions and trends, please read Envestnet \| Prima’s fourth quarter 2012 Quarterly Market Review.