Infrastructure built around the investment process.
METRIC is the firm’s internal platform for multi-asset execution, trading, risk, intelligence, and control. It is built and maintained in-house.
It exists because the reasoning behind a decision is worth as much as the decision, and because that reasoning is only useful if it can still be found years later.
METRIC is not licensed, distributed, or made available outside the firm.
Intake
Market and reference data.
Review · Continuous
Library
Sources, filings, and prior work.
Review · On change
Control
Access, permissions, and change history.
Review · Continuous
Intelligence
Analysis, attributed to its author.
Review · In session
Risk
Stated exposure limits, and standing against them.
Review · Daily
Position Record
Holdings of record.
Review · Monthly
Review
Decisions of record.
Review · On review
Seven Measures, powered by METRIC