Know what changed before the market forces the question.
ASSET MANAGEMENT
Maintain the position or house view as earnings, research, models, and market events move.
WHY THIS GETS EXPENSIVE
Portfolio-manager attention is spent separating real thesis change from continuous market noise.
Earnings, market, model, and valuation evidence move continuously, but the decision depends on what changed relative to the accepted thesis and sizing conditions.
WHAT THE FIRM MUST KNOW
01What changed the thesis?
02What still holds?
03What should change the position?
WHAT CHANGES IMMEDIATELY
01Clearer signal/noise separation
02Explicit sizing trigger
03Current position view
KEEP IT CURRENT
Test each earnings, market, model, or valuation event against the accepted position view.
Impact Review isolates material thesis and sizing change before scarce portfolio-manager attention is spent.
SUPPORTING EVIDENCEResearch + model + mandate or regime framework.LATER EVIDENCEEarnings, filing, channel check, spreads, covenant, ratings, CPI,...
IMPACT REVIEW
Asset Management
WHAT CHANGEDSeparate thesis change from price dislocation and show what changed...
EditRejectAccept
Human decision requiredGet the work done. Keep the judgment.
Every configured output begins from the same accepted Firm View.
Also supports
Position Review
Risk Update
Fundamental equity
Fixed income / credit
Multi-asset / macro
WHAT CHANGES IMMEDIATELY
01Clearer signal/noise separation
02Explicit sizing trigger
03Current position view
WHAT THE FIRM KEEPS
The work gets done now. The judgment stays with the firm.
As decision history grows, recurring risks and prior judgment can inform similar future decisions.
CONFIGURED AROUND THE DECISION
MandateAsset Management
Decision standardWhat changed the thesis?
Evidence thresholdResearch + model + mandate or regime framework.
AuthorityPortfolio manager
Bring one consequential workflow.
Prove one position, issuer, or allocation workflow from current view to What Changed.