Portfolio

PPR's Portfolio Analysis Service applies modern portfolio theory to clients' portfolios across four quadrants (debt, equity, public and private markets), globally and/or domestically. Clients use the service to better understand the relationship between risk and return as it applies to their existing portfolios and objectives. Once customized goals are understood, strategies that will bring them closer to those goals are developed. Regular reviews of a portfolio using the modern portfolio theory framework help to keep a portfolio focused and efficient!

The Portfolio Analysis Service helps clients by providing:

Constructing portfolios that provide the highest levels of return for any given level of risk.
Providing strategic guidance on steps to be taken to achieve maximize risk adjusted portfolio returns.
Assessing portfolio implications of acquisitions and dispositions.

Key features include:

PPR models your portfolio in the context of the relevant real estate investment universe (debt, equity, public, and private markets) using the math of Modern Portfolio Theory (mean variance analysis).
We calculate the real estate efficient frontier, updating the work at least twice each year as new forecasts are completed, and locate your current portfolio in risk and return space.
We then execute a set of diagnostic exercises to help you see which assets and markets are of greatest help to the achievement of your portfolio's goals and which are the least helpful.
We'll also advise you on which new investment opportunities would be most constructive in helping to achieve your goals for your portfolio.
Any transaction can be simulated (including, always, consideration of all transaction costs), and consequently two levels of question may be asked and answered: "Is the investment a good investment?" and with PPR's help, "Is the Investment good for my portfolio?"

For more information contact us or call 617-426-4446

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