Asset-manager route · portfolio risk · IC evidence
Asset managers
The investment committee receives numbers nobody in the room can reproduce — and external managers grade their own homework. SAA gives the IC an independent second opinion: deterministic numbers, replayable evidence, and a clear line between what is claimed and what is not.
Investment workflows that have to survive committee review.
The route combines Risk Analyzer for portfolio math, Investment Analytics for research packs, and ARIN for governed narrative synthesis — without moving the portfolio out of the existing stack.
Portfolio risk & tails
Performance is reported monthly; survivability is discovered once. VaR, CVaR, stress, drawdown and concentration evidence show where the book breaks before the tail arrives.
Investment research packs
Free-form research notes are hard to compare across analysts. Valuation, peers, risk drivers and thesis-break analysis run through one repeatable template. AI writes narrative only, never the numbers.
Manager and exposure review
The report about an external manager is usually written by the manager. SAA gives the IC an independent view of exposure, concentration and factor sensitivity. Review-grade only, not accounting-book certification.
IC-ready reporting
A quarter later, nobody should wonder where a number came from. Committee-ready HTML/PDF output carries source trail, version, evidence boundary and replay instructions.
Three questions to ask any risk vendor.
A good vendor page should make the buyer sharper. These are the questions an investment committee can ask before trusting a risk number.
Can you replay last quarter’s number bit-for-bit?
If the answer depends on a current database state, a mutable model version or a vendor operator, it is not committee-grade evidence.
Is the challenger independent of the primary engine?
A self-check is useful, but it is not an independent second opinion. The risk function needs a separate route to the answer.
What exactly can you not claim?
The strongest evidence pack states its boundaries: no alpha claim, no manager-superiority claim, no production claim before the pilot proves it.
Evidence, not awards.
Pre-client pages should not lean on invented social proof. The substitute is method, benchmark and public claim discipline.
DRCET method
Deterministic Risk-Compute Equivalence Test: an open protocol for checking whether a fast risk engine returns the Monte Carlo answer.
See methodology →Independent second answer
Risk Analyzer benchmarks against a 10M-path Monte Carlo reference and returns replayable output with hash-pinned evidence.
Open Risk Analyzer →Independence Charter
Public neutrality commitments: no replacement-stack claim, no customer-logo inflation, no stronger claim than the evidence can replay.
Read charter →Founder-direct intake
Bring one portfolio question.
Start with one portfolio, one stress, one manager review or one IC pack. We show the answer and exactly what can and cannot be claimed.