The mandate

The policy governing your capital — written down, visible, and enforced.

In professional investing, capital rarely changes hands with a shrug — the relationship is written down, in a mandate or an investment policy statement: how much is committed, how much risk is tolerable, and what performance is measured against. Quantreno gives every account that same layer and calls it what a desk would: the mandate.

Your mandate carries your committed capital, the enforced risk budget — a total exposure cap, a daily loss limit, a drawdown pause — and your default benchmark. Every sleeve you fund draws from it, and every order is checked against it at placement: a trade that would breach the policy is refused, not just flagged.

You edit the mandate on its own page inside the app. The AI reads it and works within it; it can never change it.

The words on this page

Mandate: The policy governing your capital — how much is committed, the risk limits that are enforced, and your benchmark.; The client-policy layer above your sleeves: committed capital, the enforced risk budget (exposure cap, daily loss limit, drawdown pause, same-instrument concentration warning), and the default benchmark. Edited only on the Mandate page — the AI reads it but can never change it.
Benchmark: What performance is compared against — the mandate sets the default; a sleeve can override it.; The comparison index for performance. The mandate carries the policy default (SPY unless you change it — a broad-market yardstick that fits directional equity sleeves better than market-neutral or event ones); an individual sleeve's configuration can override it.