Investor / Allocator Hub
Allocator workflow dashboard for mandates, diligence, research, portfolio construction, and ongoing review.
Define allocation objectives, risk tolerances, liquidity requirements, and mandate parameters.
Create Mandate Update Allocation Preferences Risk Parameters Liquidity RequirementsReview curated CTA and alternative investment opportunities aligned with portfolio objectives.
Review Pipeline Emerging Managers Request Introduction Active ReviewsEvaluate diversification impact, correlation analysis, and portfolio integration models.
Correlation Analysis Diversification Review Allocation Models Exposure MappingAccess DDQs, disclosure documents, operational materials, compliance files, and investor documentation.
DDQ Library Disclosure Documents Operational Review Investor ReportsReview drawdowns, volatility, liquidity, leverage, concentration, and stress-event exposure.
Drawdown Analytics Volatility Review Stress Testing Liquidity MonitoringReview service providers, controls, audit processes, cybersecurity practices, and trading infrastructure.
Service Providers Audit & Compliance Cybersecurity Review FCM RelationshipsReview historical returns, drawdowns, volatility characteristics, and portfolio correlation behavior.
Performance Reports Drawdown Analysis Correlation Metrics Risk StatisticsTrack active diligence reviews, watchlists, allocation progress, and ongoing manager evaluations.
Active Allocations Review Pipeline Manager Watchlists Follow-Up ItemsMonitor macro developments, volatility conditions, commodities, and geopolitical market drivers.
Macro Commentary Volatility Monitor Commodity Intelligence Geopolitical ReviewAccess investor updates, manager commentary, transparency reports, and ongoing allocator communications.
Investor Letters Manager Updates Reports Archive Transparency ReportsAccess allocator roundtables, CTA Summit events, manager meetings, webinars, and institutional networking opportunities.
CTA Summit Allocator Roundtables Schedule Meetings Event CalendarReview institutional service providers supporting manager operations, diligence, administration, and infrastructure.
FCMs & Clearing Firms Fund Administrators Legal & Compliance Technology ProvidersWorkflow Integration
reMarkable-compatible document workflow
The A3 Productivity Hubs were designed to support a modern paper-light workflow for investors/allocators, CTA managers, research teams, investment professionals, and strategic partners seeking a more efficient note-taking and document review experience.
A3 is currently exploring workflow integration opportunities with reMarkable® tablets and related productivity tools commonly used for meeting notes, investment committee preparation, due diligence reviews, portfolio monitoring, and PDF markup workflows.
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