PMC-Q50

Private Markets Capability Assessment

The PMC-Q50 is a structured 50-question capability assessment designed for individual wealth-advisers and investment managers to evaluate and benchmark private-markets competence.

Unlike traditional compliance tests or product-focused training, the PMC-Q50 is a measure of true capability, judgement and client-readiness.

Participants receive a detailed, calibrated capability profile highlighting both strengths and developmental gaps across multiple domains. There are more than 15,000 possible permutations, allowing for precise tracking of your personal development.

Designed for

  • Wealth advisers

  • Private bankers

  • Investment consultants

  • Relationship managers

  • Firms building private-markets capability at scale

PMC-Q50 is free to use and requires 25 minutes of concentrated focus.


PMC-Q50 - structure

The assessment measures six domains:

  1. Foundations & Portfolio Role

  2. Structures, Liquidity & Access

  3. Risk, Return, Valuation & Fees

  4. Portfolio Construction & Implementation

  5. Governance, Diligence & Control

  6. Client Communication & Recommendation Quality

Enterprise package

Firm-wide assessments

The PMC-Q50 Enterprise package transforms adviser assessment into organisational intelligence.

Designed for wealth firms building private-markets capability at scale, the Enterprise package provides benchmarking, confidence calibration and cohort-level analytics across adviser populations.

An enhanced response framework helps distinguish between genuine capability, uncertainty and over-confidence risk.

Used in conjunction with our Accelerator modules, it is the perfect training measurement system for tracking meaningful progress around competence, judgement and confidence in private markets.