A concise overview of the governed analytics platform, its service tracks, and what each engagement delivers.
Select the track that matches your near-term priority and team constraints.
Governed analytics workflows with deterministic methods, approval gates, and audit-ready PDF output.
Structured ingestion pipelines, versioned data stores, and investment data catalogs — the foundation the governed analytics workflow runs on.
Client-specific quantitative models and validation layers integrated into the governed workflow.
Automated ingestion, report distribution, scheduling, and operational audit logging around the core workflow.
Secure Azure landing zones and deployment architecture for regulated investment environments.
Pre-composed bundles wire together related methods with locked parameter defaults. Run a bundle by name — the right methods execute in the right order, every time.
18 methods: performance vs benchmark, active return attribution, risk profile, stress scenarios. Output: consulting-style PDF.
pm_monthly_pack_v1
Market-ready A4 landscape factsheet: calendar heatmap, KPI strip, equity curve, drawdown table, VaR summary.
factsheet_monthly_pack_v1
PM-voice investor letter with performance appendix. Output: letter-layout PDF with method notes.
investor_letter_pack_v1
Full institutional presentation: GIPS composite, stress scenarios, factor attribution, active return / TE / IR — 15+ exhibits.
fund_pitchbook_pack_v1
VaR, CVaR, stress tests, factor exposures, holdings concentration, compliance breach register — board-ready.
fund_risk_committee_pack_v1
Form ADV schema validation, filing deadline check, holdings compliance summary. Requires plan approval before execution.
regulatory_adv_support_pack_v1
GFC 2008, COVID 2020, Rate Shock 2022, Dot-Com 2000, Taper Tantrum 2013 — applied to your fund's actual returns.
fund_stress_scenario_pack_v1
Breach register, concentration limits, liquidity ladder — framed for board and regulatory review.
fund_compliance_pack_v1
Multi-signal processing, walk-forward validation, factor attribution, and diagnostics — governed and audit-ready.
signal_research_pack_v2
Optimisation, equal-weight construction, rebalancing with turnover and cost analysis — deterministic and reproducible.
portfolio_construction_pack_v1
Built from day one for SR 11-7, EU AI Act, ESMA 2024, GDPR, and SEC enforcement requirements — not retrofitted.
Your fund data stays in your Azure environment. Method execution and computations run in isolation — no portfolio data is sent to external AI APIs. Client-isolated storage with AES-256 encryption at rest and in transit.
Same dataset + same method = same output, always. Every run is pinned to a method version. Reproducible months later — defensible to any risk committee or regulator.
Every run records: who initiated it, which dataset, which method version, which model, who approved it, and when. Exportable as a downloadable audit report per run.
Approval checkpoints enforced at the API level before any sensitive output is generated or distributed. Cannot be bypassed. Designed for regulated investment teams.