Engagements
Engagements
Commissioned analysis of portfolio risk and drawdown behaviour — from a single deep review to ongoing monitoring after a market shock.
Each engagement produces written findings you can take to your adviser, trustee meeting, or investment committee. We do not execute trades or custody assets.
Ongoing drawdown monitoring
Quarterly tracking of drawdown depth, recovery pace, and breach of agreed risk thresholds — with a short written note after each review cycle.
Portfolio risk & drawdown review
A structured examination of how your book has drawn down historically, which holdings drive loss depth, and where risk clusters across asset classes and themes.
Pre-allocation risk assessment
Before capital is committed, we stress how a proposed allocation would have behaved in past drawdowns and where it overlaps with what you already hold.