Two steps. Fully auditable.
A regime-aware allocation process that reads market conditions, drafts a rebalance, checks it against your mandate, executes, and logs every step — continuously, without manual handling.
Step 1 — Regime Detection
A Hidden Markov Model classifies prevailing macro conditions into one of four regimes — Goldilocks, AI Boom, Stagflation, Stagnation — using observable market data, updated continuously as conditions evolve.
Probabilistic, not predictive
the model estimates regime likelihood, it does not forecast prices.
Four defined states
every classification maps to one of four named regimes, never an undefined signal.
Step 2 — Rebalance Rule
Only the allocation mix — how much sits in which branded fund or alternative, and when to shift it. It selects no new counterparties, takes no custody, and trades outside no mandate.
Policy-gated
every instruction is checked against mandate limits before execution, not after.
Fully logged
regime signal, instruction, approval and execution are each recorded as one traceable entry.
Uplift, Compounded
Regime-aware rebalancing captures many small, low-risk allocation improvements as conditions shift between the four states, compounding into a 150–200bps uplift over a single parked fund.
No speculation
allocation only, across branded funds and defined low-risk alternatives
Reviewable math
every rebalance traceable to the regime signal that triggered it.
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Discipline built into every layer
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Regime transparency
the current classification — Goldilocks, AI Boom, Stagflation or Stagnation — is visible in reporting at any time.
Policy before execution
the automated approval gate checks mandate limits before a trade fires, not as a post-trade review.
One audit entry per action
signal, draft, approval and execution are logged together, never as disconnected records
Customer testimonials
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Treasurer
Institutional Client
CFO
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See the engine applied to your own mandate
A private assessment maps your current fund mix against the allocation opportunity, before any commitment is made.
Frequently asked questions
Frequently asked questions ordered by popularity. Remember that if the visitor has not committed to the call to action, they may still have questions (doubts) that can be answered.
A Hidden Markov Model classifies prevailing market conditions into one of four named regimes — Goldilocks, AI Boom, Stagflation, Stagnation — based on observable data. The classification updates continuously and determines which allocation posture the rebalance rule applies next.
The rebalance workflow runs end-to-end — signal, draft, policy check, execution, audit log — without manual handling at each step. Every instruction still passes an automated policy gate against your written mandate before execution, and the full trail remains reviewable by your team on demand.
The mandate itself: liquidity floor, concentration limits, and permitted instruments. A drafted rebalance instruction is compared against these written constraints before execution proceeds. An instruction outside mandate limits does not clear the gate and is not executed.
Yes. The current classification — Goldilocks, AI Boom, Stagflation or Stagnation — is visible in your reporting alongside the allocation it produced. Regime history and the rebalances associated with each transition remain retrievable for as long as your mandate is active.
Each cycle logs four linked items as one entry: the regime signal that triggered action, the drafted rebalance instruction, the policy-approval result, and the execution confirmation. Nothing executes without a corresponding, timestamped log entry your compliance team can retrieve.