Private Markets have experienced significant growth in recent years, establishing themselves as a structural component of the most sophisticated portfolios. Investor favorability can be attributed to three main factors: the ability to enhance yields through illiquidity premiums, lower perceived volatility compared to traditional liquid markets, and greater opportunities for portfolio diversification.

For regulated operators, however, investments in this asset class are generally subject to stringent regulatory constraints: full awareness of the investments made and solid management and monitoring are required. In this context, having the right analytical, operational, and reporting tools becomes a decisive competitive factor.

The evolution of Prometeia’s offering

In response to these needs, Prometeia has developed an integrated offering specialising in the world of private markets, consolidating and expanding its tradition of excellence in advising financial operators: asset managers, banks, insurance companies and networks of consultants who structure and distribute investment strategies to their clients.

The entire offering is based on in-depth knowledge of the sector, gained through a network of over 100 Italian and international asset managers, asset owners, and family offices, which enables Prometeia to provide accurate analysis of product characteristics, competitive positioning, and asset valuation.

An integrated offering: advisory, ESG, and technology

On the advisory front, Prometeia supports asset managers, banks, and insurance companies throughout the entire life cycle of investment products: from market analysis and product design to the investment process, from risk management and valuation to due diligence and portfolio monitoring. In the ESG & Climate area, it supports the integration of ESG criteria into investment policies, SFDR reporting, EU and UNPRI taxonomy, and the assessment of physical and transition climate risk.

These advisory skills are complemented by the Private Markets Suite, Prometeia’s proprietary solution that integrates all the tools needed to operate effectively in private markets into a single digital ecosystem. The Suite comprises three components: a market intelligence, fund analysis, and benchmarking platform; a data management & reporting module, with a data warehouse that can be configured based on the client’s data governance, customizable dashboards, and reporting features that can be adapted to all types of direct and indirect investments; and an advanced financial modeling module, with financial libraries for pricing, valuation, and risk analysis that enable proactive risk management and support more informed investment decisions.