Review the existing position.
A portfolio team asks whether to increase, maintain or reduce exposure. The review brings the position, its mandate and permitted source material together. Systems of record remain authoritative.
- Position and mandate
- Holdings, weights, classifications and the institution’s limits.
- Permitted context
- Market data, risk models, research and internal records, through governed interfaces.
Return the read.
Retain the decision.
Optional synthesis returns REDUCE for this illustrative position, with its supporting reads and constraints attached. The portfolio team reviews the result in its existing workflow and determines the action.
- Analytical result
- REDUCE — the constraints outweigh the supportive reads in this example.
- Institutional decision
- Remains with the portfolio team. No trade or institutional action is specified.