01 / Portfolio
Many holdings.
One view.
Holdings, exposures and dependencies. Read together, with their context retained.
KADE / ANALYTICAL LENSES
One question.
Several perspectives.
KADE starts with eight market lenses that examine the institution’s permitted context. Additional market lenses will follow, alongside Policy Lenses. Each perspective keeps its evidence.
01 / THE MARKET READ
Many holdings.
02 / Momentum
Is the move building?
Rate of change, participation and relative strength reveal whether a move is building, sustaining or fading.
03 / Trend
Does the direction persist?
Direction, persistence and breaks can be read across the institution’s selected horizons.
04 / Volatility
What regime are we in?
Realised and implied volatility, clustering and transitions frame how conditions are changing.
05 / Risk
What drives the exposure?
Concentrations, factor sensitivities and dependencies make the sources of risk easier to inspect.
06 / Opportunity
Where do conditions diverge?
Divergences across permitted markets and holdings highlight questions for closer review.
07 / Liquidity
How much depth remains?
Depth, participation and capacity frame the liquidity of an exposure under stated assumptions.
08 / Correlation
What is moving together?
Relationships across holdings and factors show where diversification may hold or weaken.
02 / Read within your rules
The read.
Within your rules.
Policy Lenses condition analytical reads against the institution’s adopted rule set. The methodology, reasons and ruleset version stay with the record.
Phase 3 roadmap · Shariah is the first instance in design.
01Shariah
- Rule boundary
- The adopted Shariah methodology and screening criteria.
- Configuration
- Screens, thresholds and status rules set for the adopted methodology.
- Retained record
- Ruling, reasons and ruleset version for audit.
02Mandate drift
- Rule boundary
- The institution’s mandate and permitted investment universe.
- Configuration
- Mandate constraints, drift thresholds and status rules.
- Retained record
- Result, reasons and ruleset version for audit.
03ESG
- Rule boundary
- The institution’s adopted ethical and ESG criteria.
- Configuration
- Selected criteria, thresholds and the permitted universe.
- Retained record
- Result, reasons and ruleset version for audit.
04Concentration and exposure
- Rule boundary
- The institution’s exposure and concentration limits.
- Configuration
- Limits and classification rules for the selected mandate.
- Retained record
- Result, reasons and ruleset version for audit.
05Evidenced disbursement
- Rule boundary
- Checks whether the institution’s conditions for releasing funds are met and supported by the required evidence.
- Configuration
- Conditions, required evidence and status rules.
- Retained record
- Result, reasons and ruleset version for audit.
06Regulatory suitability
- Rule boundary
- The applicable suitability methodology and institutional rules.
- Configuration
- Adopted screening criteria and status rules.
- Retained record
- Result, reasons and ruleset version for audit.
07Bespoke client screens
- Rule boundary
- The institution’s own governed screening methodology.
- Configuration
- Client-defined screens, thresholds and status rules.
- Retained record
- Result, reasons and ruleset version for audit.
03 / Optional synthesis · TELESCOPE
Bring the perspectives
into view.
Selected lens reads can be brought together through optional TELESCOPE synthesis. Agreement, conflict and confidence remain visible.
Synthesis core in staging · Illustrative journey
TELESCOPE / Interactive example
Read the agreement.
Keep the conflict.
Invented example data · categorical demonstration · synthesis core in staging
Example: Portfolio, Momentum, Trend, Opportunity and Liquidity support the interpretation. Volatility, Risk and Correlation remain unresolved.
Positions represent supports, unresolved or challenges. They are not measured scores, probabilities or investment recommendations.
Illustrative workspaceInitial lens reads · No live data
01 / AGREEMENTTELESCOPE
Where the reads
come together.
See where selected perspectives support the same reading.
SELECTED PERSPECTIVES / SHARED READING01 / 03
02 / CONFLICTTELESCOPE
Keep the differences
in view.
Keep differences between the reads visible.
INDEPENDENT READS / DIFFERENCES RETAINED02 / 03
03 / CONFIDENCETELESCOPE
Keep confidence
alongside the read.
Retain confidence alongside the synthesis.
OPTIONAL SYNTHESIS / CONFIDENCE RETAINED03 / 03
Follow the evidence
Keep the basis
in view.
Return to the factors, configuration and version behind the analytical view. The institution retains the decision.
See how evidence is retained