Translate objectives and constraints into an indicative mandate.
Portfolio Mandate Builder
Model a diversified allocation from your capital, time horizon, liquidity needs, income requirement and tolerance for loss, then stress-test its nominal and real outcomes.
Investment policy studio
Give every unit of capital a job.
The planning currency labels the mandate. It does not imply an exchange rate or recommended custody location.
allocation
Policy posture—
Balanced
Horizon testPossible paths, not forecasts
Low—
Base—
High—
Base, real—
Illustrative strategic allocation only. It does not assess instruments, fees, tax, custody, suitability or your capacity for loss.
How to use it
From exploration to a better adviser brief.
- 01Set the constraints
Enter horizon, risk tolerance, drawdown capacity, liquidity and income needs.
- 02Stress-test the mix
Review allocation, low-to-high scenarios and inflation-adjusted purchasing power.
- 03Turn it into policy
A regulated adviser can validate suitability, instruments, custody and implementation.
Continue Exploring
A different question needs a different instrument.
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Wealth Projection LabModel compounding, inflation and currency drag.
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