Portfolio review
Frame a review around the relevant holdings, exposures, dependencies, liquidity and mandate. Consider which independent analytical perspectives could add context to the institution’s existing process.
Engage with KADEUse cases02 / 05
Different questions.
Shared institutional context.
Three illustrative workflows for considering KADE: portfolio review, risk oversight and intelligence within existing applications. The institution’s systems and people retain their roles.
01 / Explore the approach
Begin with the work.
Keep its context.
These examples frame discussions about fit. The inputs, analytical methods and delivery route would be established for each engagement.
Risk oversight
Examine a defined position and horizon from relevant perspectives, including volatility, liquidity and correlation. Agreement and differences between readings should remain visible for review.
Embedded intelligence
Identify the application, the question it needs to address and the permitted inputs. Establish how an analytical result and its supporting context could return to that workflow.
Keep the decision with the institution
KADE’s intended role is to support contextual examination. It does not provide trade execution or take over the institution’s investment decisions or risk accountability.
02 / The essential questions
The basis of a useful discussion
Inputs
Which sources and contextual information the institution may provide.
Perspectives
Which lenses are relevant and can be demonstrated or evaluated.
Synthesis
Whether optional TELESCOPE synthesis is relevant to the question and available in the agreed scope.
Evidence
Which contributing factors, configuration and limitations can accompany the output.
Let’s talk
Discuss a use case.
Start with a portfolio, risk or application workflow that needs a clearer view.
Start a conversation Any evaluation, implementation or support arrangement is subject to an agreed scope and terms.