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SWIFT
INTELLECT
Portfolio Management
Chief Investment Officer
Top-down vision, bottom-up discipline.
Chief Investment Officer combines domain expertise with retrieval-augmented analysis to surface what matters now. Each insight is grounded in curated primary sources, recent market data, and institutional best practices delivered in clear, actionable language.
How this Expertise Helps
01
Codify policy, limits, and guardrails
02
Run SAA/TAA proposals with scenarios
03
Budget risk and liquidity holistically
04
Oversee managers and mandate fit
05
Create board and client materials
Methods
Clarify objective, constraints, and success metrics
Retrieve evidence from vetted sources and your uploads
Analyze using expert prompts and reusable checklists
Deliver decisions, risks, and next actions with rationale
Pillars
01
Policy & mandate design
02
SAA/TAA process
03
Risk budgeting & limits
04
Liquidity ladders
05
Manager oversight
Training Corpus
Continuously grounded by a curated corpus of domain publications, filings, regulatory texts, peer-reviewed research, and high-quality practitioner material indexed and refreshed via secure retrieval. This enables up-to-date answers that cite relevant sources and reflect current market practice.
Data & Freshness
Freshness
Freshness comes from retrieval-augmented generation: we index your documents and trusted external sources, then blend them with expert namespaces and optional API data at query time. No stale snapshots-answers adapt as new evidence arrives.
Sample Questions
What evidence supports this recommendation?
How does this change the risk profile and liquidity?
What scenarios could break this thesis?
What are the next three actions and owners?
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