See portfolio riskmore clearly.

Ninepoint PRISM gives advisors a forward-looking,
holdings-based view to help uncover exposures,
test portfolio resilience, and prepare for changing markets.

  • Forward-looking portfolio analysis
  • Institutional-grade risk insights
  • Scenario stress testing
  • Better portfolio construction decisions
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Ninepoint PRISM

Why Ninepoint PRISM?

1

Look beyond past performance

Assess how portfolios may respond to changing market conditions using forward-looking, holdings-based analysis.
2

Uncover the true drivers of risk

Analyze portfolio holdings to identify key risk factors, including market exposure, rates, credit, inflation, currency, sector, style, and security-specific risk.
3

Stress-test real-world scenarios

Model how a portfolio may respond to adverse market events, rate shocks, volatility spikes, geopolitical uncertainty, or other forward-looking scenarios.

What Is Ninepoint PRISM?

Ninepoint PRISM is a portfolio consulting service that helps advisors evaluate portfolio risk, compare portfolios against benchmarks, and support better portfolio construction decisions. Through advanced portfolio analytics, Ninepoint PRISM gives advisors a deeper, institutional-quality lens to support more informed portfolio reviews.

PRISM Process 4 Step

What Ninepoint PRISM Can Reveal

Traditional portfolio reviews often focus on what happened in the past. Ninepoint PRISM adds a forward-looking, holdings-based view to help advisors identify where risk may be concentrated today.

Advisor Benefits of Ninepoint PRISM Portfolio Consulting

NP Management

Proactive portfolio
stress testing

  • Anticipate potential portfolio risks
  • Prepare clients for changing markets
NP Experienced

Enhanced risk-return
insight

  • Align portfolios with client objectives
  • Uncover risks traditional reviews may miss
NP Oversight

Client trust through transparency

  • Make portfolio risk easier to explain
  • Build trust through clearer conversations
NP Stability

Practice differentiation

  • Offer a value-added consulting experience
  • Demonstrate a proactive approach to risk
  • Offer value-added services that add support for fees.
NP Easy Access

Regulatory support

  • Support documented portfolio reviews
  • Reinforce a disciplined investment process

Ninepoint PRISM
The Process

Investigate

 Define objectives, risks and benchmarks.

Innovate

Uncover exposures using advanced tools.

Solutioning

Turn insights into actionable recommendations.

Support

Review, refine and support next steps.

The Deliverable

Receive a clear portfolio analysis report.

What advisors receive

Advisors receive a customized portfolio analysis report with client-ready visuals and discussion points, including sample views of:

Portfolio and benchmark comparison sample report view
Total and active risk analysis sample report view
Risk factor contribution sample report view
Stress testing and scenario shock analysis sample report view
Concentration and diversification insights sample report view
Historical and hypothetical performance analysis sample report view

Driving Performance and Agility Through Technology

Ninepoint Co-CEO John Wilson shares how advanced technology is shaping the future of investing. In this conversation with BlackRock, John outlines how tools like Aladdin have strengthened our platform—giving our team unified data, deeper risk insights, faster implementation, and the ability to clearly show clients how our strategies have the potential to improve portfolio outcomes.

Ready to see portfolio risk more clearly?

Connect with the Ninepoint PRISM team to explore how a forward-looking portfolio review could support your next client conversation.