Prosper Separately Managed Accounts


The Prosper Separately Managed Accounts (or “SMAs”) are an evolution of the Provident investment offering. The Prosper SMAs retain the long-standing Provident investment philosophy and approach and bring the following additional benefits to our clients:
 
 
  • The ability for our investment decisions to be implemented rapidly and consistently across all client portfolios (minimizing time-consuming paperwork and unintended delays that may impact investment performance)
  • A transparent view of all the underlying strategies , investment decisions and performance contributions
  • The support of a high-quality institutional investment consultant (Evidentia Group) to assist us with asset allocation, manager selection and risk management 
  • The ability to access institutional pricing on underlying fund managers
  • Timely reporting and client communications on portfolio performance, market outlook and asset allocation changes.

 


Target Market Determinations

Prosper 30

Prosper 50

Prosper 70

Prosper 85

Prosper 100


Product Disclosure Statement


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