A model signal becomes a committee-authorized decision — and a desk-ready draft.
A quant model proposes a factor tilt in a governed sleeve. Walk it through the mandate, counter-evidence, and committee sign-off to a broker-handoff draft the trading desk reviews — SigmaX never places the trade.
What this proves: The committee proves what was allowed, what evidence supported it, and who signed off — and the desk receives a reviewable draft, not an executed order.
- 1. Inputs
- 2. Signal
- 3. ActionIntent
- 4. Mandate
- 5. Preflight
- 6. Compliance
- 7. Authorize
- 8. Outcome
Confirm the account context
SigmaX starts from a Capital Twin: the account model that carries positions, mandate, constraints, and context. Here is the sample context for this walkthrough.
- Sleeve
- Endowment Global Equity
- IC-governed, benchmarked
- Signal source
- Multi-factor model, weekly refresh
- Proposed change
- +3% quality-factor tilt, funded from broad beta
- Tracking-error budget
- ≤ 3.0%
- Current 2.1%
- Governance rule
- Tilt changes > 2% require an IC vote
- intent_id
- ai_demo_investment_committee
- twin
- Endowment Global Equity — IC-governed sleeve (Capital Twin)
- proposed_by
- Quant research model
- route
- —
- reason_code
- pending
- evidence
- 4 measured · 3 derived · 1 inferred
Sample packet. SigmaX produces a decision record and a non-executing route — it never places a trade, moves money, or routes customer capital.
This is an illustrative sample with fabricated data. SigmaX analyzes and governs; deterministic systems validate; a human authorizes; capital remains governed. SigmaX does not trade, custody assets, move money, or route customer capital.