Portfolio builder

Choose funds, commit dollars, set funding dates, and watch the risk and compliance impact update as you go.

1 · Pick funds
Tick a fund to add it to the sleeve, or upload a CSV of fund names and sizes. Sizes and dates are set in the table beside this.

Sized so far · 20.00% of assets

2 · Sizes and dates
Enter the dollars you intend to commit and the funding date. Lockup expiry and the earliest redemption date come from each fund's lockup and notice terms.

No funds selected yet. Tick a fund on the left to start building the sleeve.

3 · Risk impact
Sleeve volatility 0.00% · expected return 0.00% · blended fee 0.00%

Risk decomposition appears once the sleeve holds at least one fund.

4 · Compliance impact

Clear
0 funds · committed
Checks on this build
Position caps, sponsor and liquidity aggregation, and asset-location checks, re-run on every change. Select a core model on the sourcing screen to enable tax-routing checks.

Select funds in the engine and the guardrail checks will appear here.

Aggregated exposures
Sponsor and liquidity-tier rollups across the sleeve. Illiquid total: 0.0% of alts.

By sponsor

No sponsor tags on the selected funds.

By liquidity tier

No liquidity-tier tags on the selected funds.