01The challenge
A manager’s report gives only part of the picture.
With Corbel
A connected view of the mandate.
Connect the mandate, permitted account data and review findings in the same oversight view.
Stay close to the capitalyou’ve put to work.
Review managers before you allocate and follow their mandates afterward. Bring research, approved terms and permitted account data into one review record.
ContactAllocation review
Know what supports the case.
Review scope
Strategy A
Proposed managed account
01
Review the evidenceMandate, DDQ, backtest and delayed live data
02
Resolve the questionsPeriods, costs and operating arrangements
03
Complete the source checkAgreed snapshot at the final review stage
Committee recordDecision pending
What changes in daily work
Follow the mandate as well as the returns.
You need to know whether the mandate is being followed, whether a strategy’s live record supports its original case and whether the information in front of you is current. Those questions span documents, account data and conversations with managers.
02The challenge
Two strategies look comparable until you inspect the assumptions.
With Corbel
Compare on the same basis.
Align periods, costs and risk definitions before the allocation discussion.
03The challenge
You need evidence without access to the manager’s full trading book.
With Corbel
Evidence within agreed boundaries.
See the agreed portfolios and reports through a scoped view, with a release delay where needed.
In practice
From a manager’s submission to a documented allocation review.
A family office evaluates a strategy using a restricted data view, then completes an agreed source check at the end of the review.
01
Input
The mandate, DDQ, backtest assumptions and a delayed view of permitted live data.
02
Decision
Compare fees, periods, risk definitions and operating arrangements before reaching an investment conclusion.
03
Final check
Verify the agreed snapshot and period against source records at the final review stage.
04
Completion
Keep the findings, open questions and allocation committee decision together. The source check covers that snapshot, not all earlier or future data.
Evidence access is defined separately for each mandate.
Corbel, configured for you
We build allocation oversight around your goals.
Share your manager review and oversight priorities. We’ll connect the evidence, mandate rules and follow-up your team needs.