Connect strategy researchwith the live record.

Bring strategy research, backtest assumptions, live results and due diligence questionnaire (DDQ) evidence into one review. Track changes, supporting records and unanswered questions.

Contact

Explore the foundation

Strategy / Review record

The evidence, side by side.

STRATEGY AIn review
Research thesisSource attached
Backtest vs liveAlign cost basis
Strategy comparisonCommon period set
DDQ evidenceOwner response due
Open question

Does the live record include the same fees and funding assumptions?

PMPortfolio Management
Evidence owner
01

Strategy comparisons on agreed definitions

02

DDQ answers linked to sources

03

Open questions and a recorded decision

Product view

Compare backtests, live results and DDQ evidence.

Compare the records on agreed terms and keep unanswered DDQ questions visible to the review team.

strategy review workspace with backtest and live-record definitions, strategy comparison status and DDQ evidence owners.
Comparable definitions
Evidence with a date
Evidence with a date
Open questions with an owner
Open questions with an owner

What it covers

Check the assumptions behind the result.

A comparison can turn on the period selected, the fees included or the way risk is measured. Give reviewers a consistent basis for the decision without flattening the differences that make each strategy distinct.

Assess strategies on a common basis

Bring the investment thesis, capacity and operating assumptions together. Compare strategies using agreed definitions while keeping their differences visible.

  • Research and investment committee materials
  • Capacity, liquidity and risk assumptions
  • Comparable periods, definitions and decisions

Compare the backtest with the live record

Align periods, fees, funding and leverage before comparing results. Trace material differences to execution conditions, strategy behavior or gaps in the record.

  • Backtest assumptions beside live observations
  • Consistent cost and performance definitions
  • Exceptions linked to the underlying records

Build DDQ answers from approved evidence

Reuse reviewed answers with their sources and dates. Route new or uncertain questions to specialists, and retain the approval record for what is shared.

  • Source-linked answer library
  • Question assignment and reviewer sign-off
  • Missing or expired evidence clearly identified

In practice

A promising backtest meets the live record.

A reviewer discovers that the backtest excludes funding while the live record includes it. The comparison is marked unresolved until costs and periods are aligned. The review then separates execution differences from the strategy’s underlying behavior.

01

Collect

Research, questionnaires, test outputs and permitted live records.

02

Align

Periods, fees, funding and calculation definitions.

03

Investigate

Assign material differences and unanswered questions.

04

Decide

Keep the reviewed evidence with the committee’s conclusion.

Implementation

Plan your implementation.

Define the inputs, responsibilities and checks for your operation.

Your inputs
Review criteria, committee responsibilities and disclosure permissions.
Corbel configures
Evidence models, comparison views, DDQ routing and review packs.
Validation & controls
Validate calculations, source permissions and approval requirements.

Corbel, configured for you

You set the review criteria.
We connect the evidence.

Share your research sources and review criteria. We’ll connect the evidence, comparisons and approval steps.

Contact

Your privacy

Cookie settings

Choose whether to allow optional analytics on this website.

Your saved choice

Essential

When available, browser storage remembers your choice. This preference is kept in your browser and is not sent to an analytics provider.

Optional analytics

Off

Optional analytics is not enabled on this site.