Perspectives on investment practice.
On institutional memory, AI adoption and the discipline required to maintain a reliable investment record.
4 resources
Perspectives
Bring prior decisions into the next review.
Retain the original rationale, track subsequent evidence and recover relevant precedent.
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Apply AI within the investment process.
Define the source records, evaluation criteria and human review before introducing a model.
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Set a clear acceptance test for the investment record.
Six checks for reliable evidence, review ownership and continuity.
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Review assumptions against observed outcomes.
Preserve the original underwrite and use comparable evidence to challenge the next case.
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The next investmentAvenset
Bring your next
investment
into focus.
Review a new opportunity against your mandate. See the supporting evidence, material risks and questions for diligence.