Mandate check
MANDATE CHECK
Compares current positions with your registered rules: sector weights, single-name limits and restricted names.
Current weight · limit · excess
PLATFORM / FOR INVESTMENT TEAMS
Research starts
with the portfolio.
What changed in your holdings. Where you are drifting from the mandate. What would prove the thesis wrong.Today's issues for your fund, in one brief.
PORTFOLIO IN. RESEARCH OUT.
WORKSPACE / MORNING BRIEFSAMPLE
Demo Growth Fund No. 1 · 20 holdings
Today's review items
Semiconductor weight33.0% / limit 30%
Versus mandate limit +3.0pp
Mandate
Single-name weight 15% / limit 14%
Restricted name held / current weight 1%
Events
KB Financial Group / share cancellation decision
HD Korea Shipbuilding & Offshore / preliminary earnings
COUNTER THESIS
If next quarter's earnings growth cannot justify 3.5x book value, the holding thesis needs another look.
Hypothetical fund · excerpt of actual engine outputThe PM makes the call
01 / WORKFLOW
Research that knows your fund.
From gathering material to the morning meeting's review list, in one connected flow.
01CONTEXT
Start with your fund's rules.
Register holdings and weights, the benchmark, sector limits and restricted names.
02RESEARCH
Changes, checked against the mandate.
Filings, financials, consensus and market data are linked to your portfolio. Numeric mandate limits are checked with rules.
03MORNING BRIEF
Before the open, the issues first.
Read a brief built around your fund, on the web and by email, with the evidence behind each change and the conditions to watch next.
02 / THE BRIEF
Not more material.
Sharper issues.
Observations, mandate checks and counter-arguments stay separate,
so you can review how each conclusion was reached.
What would break the thesis
COUNTER THESIS
Extracts the strongest objection from an internal committee of seven perspectives and exposes the conditions that would shake the holding thesis.
Opposing view · conditions to review · sources
Changes in your holdings
EVENTS & CONSENSUS
Links filings, corporate events and consensus changes to your holdings and puts them in market context.
Company events · prior/current view · market context
BUILT FOR REVIEW
AI helps organize.
Your PMs decide.
Check the evidence, such as source filings and financial figures, alongside each point. Mandate checks run on numeric rules; interpretation and counter-arguments are provided as separate items.
Phoenix AI does not give trade instructions or position sizing. It is a research tool that organizes observations, evidence and the conditions to monitor.
Discuss research for your team03 / START A CONVERSATION
Make your next
morning meeting different.
We run pilots with asset managers and advisory firms. Tell us how your team invests and what research you need, and we will follow up with a proposed scope and demo times.
Book a 30-minute meeting now