Sneak Peek: PrimePlus In Action Webinar & Demo

We are excited to share our latest PrimePlus® In Action Webinar & Demo, which occurred yesterday. To view a video of the webinar, please submit your request to:




An Analytics Platform for Institutional Portfolios Our proprietary online platform provides in-depth portfolio analytics, interactive data displays, and dynamic reporting capabilities Built by Prime Buchholz Unlike other platforms, PrimePlus® was designed by experienced investment professionals, not tech firms. Evolved for You We continually improve PrimePlus® with direct input from clients to ensure it evolves optimally to meet your needs.





Timeline of platform development


■ ENHANCED EXPERIENCE • Interactive quarterly reports • Dynamic graphic displays • Detailed portfolio insights ■ MANAGER RESEARCH • Performance evaluation data • Manager & portfolio data integration • Enhanced manager data access ■ MAI • DEI & ESG score integration • Comprehensive datasets • Screening tools ■ COMPREHENSIVE ANALYTICS • Daily performance estimates • Detailed portfolio insights • Monitoring tools ■ PRIVATE CAPITAL REPORTING • Comprehensive, simple display • Enhanced exposure analysis • Daily cash flow monitoring ■ ORGANIZATION TOOLS • Consolidated statements • Data integration • Document center


■ DAILY DATA ACCESS • Daily dashboard updates across portfolios ■ PORTFOLIO TRANSPARENCY • Transparent visibility into asset-class-specific data at various portfolio levels ■ COMPREHENSIVE ANALYTICS • A full suite of analytical tools at your fingertips for robust performance analysis and risk assessment ■ MISSION-ALIGNED DATA • Detailed reporting on mission-aligned datasets • Ability to screen portfolios for specific factors at multiple portfolio layers ■ STREAMLINED DATA ACCESS • Simple retrieval process for data and documents, enhancing operational efficiency ■ INTEGRATED REPORTING • Bridge between digital and hard-copy reporting, offering dynamic and accessible reporting options
Indices referenced are unmanaged and cannot be invested in directly.  Index returns do not reflect any investment management fees or transaction expenses.
Prepared by Prime Buchholz LLC.  This report is intended for informational purposes only; it does not constitute an offer, nor does it invite anyone to make an offer, to buy or sell securities. Information obtained from third party sources is believed to be reliable, however, the accuracy of the data is not guaranteed and may not have been independently verified. Information provided by the investment manager is confidential.  By receiving such information you hereby agree not to (i) disclose or make available such information to any other individual or entity or (ii) use such information for any purpose other than the evaluation of an investment with the investment manager.
The content of this report is current as of the date indicated and is subject to change without notice. It does not take into account the specific investment objectives, financial situations, or needs of individual or institutional investors.  All commentary contained within is the opinion of Prime Buchholz and intended solely for our clients.
Performance returns are provided by investment manager or third-party data sources and are net of fees unless otherwise stated. Performance data may or may not reflect the reinvestment of dividends and other earnings.  Past performance is not an indication of future results and there is no guarantee the manager will achieve the future investment results cited.
© 2024 Prime Buchholz LLC 
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