AGI.do

Services

What will AGI do for Investment policy?

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The work itself

Grounded Work Profile

Tools

  • Portfolio Risk Analytics PlatformserviceBlueprint
  • Asset Allocation Modeling SoftwareserviceBlueprint
  • Document Authoring SystemserviceBlueprint
  • Document Management SystemserviceBlueprint

Outputs

  • Investment Policy StatementserviceBlueprint
  • Asset Allocation ScheduleserviceBlueprint

Measured by

  • Policy Review CadenceserviceBlueprint
  • Mandate Compliance RateserviceBlueprint

Key steps

  • Interview governing boardserviceBlueprint
  • Assess objectives and risk capacityserviceBlueprint
  • Set asset allocation targetsserviceBlueprint
  • Draft investment policy statementserviceBlueprint
  • Review policy with committeeserviceBlueprint
  • Adopt and publish policyserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Investment policy

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Investment policy connects

composes

  • Asset Allocation Modeling Softwaremodel
  • Document Authoring Systemmodel
  • Document Automation Platformmodel
  • Document Management Systemmodel
  • Document Repositorymodel
  • Portfolio Analyticsmodel
  • Portfolio Risk Analytics Platformmodel

measured by

  • Assessment Cycle Adherencemodel
  • Mandate Compliance Ratemodel
  • Policy Compliance Ratemodel
  • Policy Review Cadencemodel

optimizes

  • Allocation Driftmodel
  • Governance Alignmentmodel
  • Policy Adherence Ratemodel
  • Policy Claritymodel

produces

  • Asset Allocation Guidelinesmodel
  • Asset Allocation Schedulemodel
  • Investment Policy Statementmodel
  • Risk Limit Schedulemodel

Go deeper

Explore Investment policy

Read the deeper take on agi.asView as markdown