Start with current state.
Understand the portfolio as it is before introducing a target, recommendation or policy response.
Allocation workflows
Turn a view into an intentional decision process.
Carry capital intent through modeling, review and authorization without collapsing proposed state into financial consequence.Explore AllocationModel the intended change.
Express targets, constraints and trade-offs as modeled state so everyone can reason about the proposal before it becomes consequential.
Govern the transition.
Review and authorization remain explicit so the workflow shows exactly when intent becomes permission.