Platform Demo · Lab 04

The fund suite. Same engine, asset side.

The platform's fiduciary lens applied to a $500B asset portfolio: where the marks sit, which sleeves earn their risk capital, what to rotate over 90 days, and what three anchor stress cases would take out. Anonymized fund composite, computed live.

Sample Platform Output - Anonymized Fund Composite - Demonstration Only
Total AUM
Unrealized G/L, sampled book
Weighted portfolio risk /10
Combined 3-case stress

Holdings register

Q4 2025 positions · anonymized 13F and PE allocation data · USD millions · unrealized G/L derived

RoRAC by asset class

Return on risk-adjusted capital = net IRR / risk capital % × 0.1, against each sleeve's hurdle

RoRAC vs hurdle, by sleeve

green clears the hurdle; red does not

90-day reallocation plan

Recommended weights vs current · delta recalculated live

Anchor stress cases

Impact dollars = AUM × impact % · edit AUM to rescale

$100B$500B$1,000B

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