PRI Managed Portfolio Maren Graham
PRI Managed Portfolio
More than 95% of PRI clients take advantage of the Managed Portfolio service. This full service option includes the following:
Client Assessment – Specific needs are assessed and evaluated on the basis of risk tolerance, fiscal year requirements, budgeting, cash flow constraints, goals and desired time frame for hedging activities.
Customized Procurement Strategy – Using the Client Assessment as a guide, a hedging strategy is developed. It includes a procurement schedule, target limits, and storage management plans (for natural gas where available).
Prepare and Issue Custom RFPs – Client-specific proposals, based on the criteria established for the custom strategy, are requested from suppliers.
Evaluate proposals – Apples-to-apples price comparisons considering all the components:
– Compare contract clauses, as even a small change – to a supplier’s risk assessment, for example – can affect price
– Compare hedging flexibility and determine which supplier is the best match for the specific needs of the client
– Customized contract terms – for example, if the sale of a facility is anticipated, a clause allowing change of ownership should be included
Award contracts to winning bidder, taking into consideration the items above
Client Grouping – The client is added to analogous profile groups for daily price monitoring
Market Data – PRI obtains both natural gas and electricity data on a daily basis, as well as some client-specific pricing for larger portfolios
Market Analysis – On a daily basis, trading team analysts review markets and determine whether action is warranted on behalf of client portfolios and/or groups
Procurement – When the market presents an opportunity, hedges are executed in a timely manner
Reporting – Clients are apprised of every action and receive continuous updates of market conditions and hedge positions
PRI’s service is personal, transparent, effective, innovative, and relentless.
Engage PRI to develop, manage, and execute your energy strategy.
PRI offers the Fixed Price Portfolio option to customers who want to take the reins and manage their own portfolio.