IC Report Anatomy — What Each Section Tells the Committee
The IC Report is a locked, immutable PDF that an investment committee can use to approve, adjust, or reject a portfolio — every number traces back to a deterministic formula.
TL;DR
The IC Report is a locked, immutable PDF that an investment committee can use to approve, adjust, or reject a portfolio — every number traces back to a deterministic formula.
Why This Exists
An investment committee needs a single document presenting scoring rationale, allocation breakdown, stress results, and risk notes — readable in 15 minutes. The IC Report is generated from a locked snapshot; once generated, no number can change.
How It Works
Eight sections from a PortfolioRiskSnapshot:
1. Executive Verdict — score, band, summary
2. Key Signals — 3 material risk pills
3. Portfolio Composition — module breakdown
4. Allocation Detail — per-provider criterion scores
5. Stress Results — first and second-order
6. Risk Notes — auto-generated observations
7. Methodology Reference — weights and hard caps
8. Disclaimers — SK-10 legal text
What You See in the Platform
"Generate IC Report" button on Portfolio page. Report appears in Report History with unique ID and download link.
Where to Go Next
Read Convexity Profile for return shape section, or Second-Order Stress for stress inputs.
Next up
Convexity Profile — The IC Report Section That Shows Return Shape
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