Institutional Investment Intelligence & Governance
A digital investment office for dioceses, religious congregations, foundations and Catholic universities: fifteen specialised agents, one Chief of Staff, every step documented.
- 01Constraints & objectives from the IPSGovernance
- 02Investable universe screeningInvestment
- 03Correlation clusteringQuant Lab
- 04Redundant exposures & candidatesQuant Lab
- 05Constrained optimisation · A / B / CQuant Lab
- 06Certificates · path-wise Monte CarloStructured
- 07Stress tests & horizon simulationRisk
- 08Catholic investment alignmentEthics
- 09Limits, risks, compliance checksCompliance
- 10Investment committee dossierCommittee
Explore freely
Open to everyone. Three fictitious institutions — a religious congregation, a foundation and a pontifical university — with synthetic market data. Choose a role, walk through the 3D office, run optimisations, stress tests and the ethical alignment check, and export a committee dossier.
- No registration, no personal data
- All institutions and data are fictitious
- Interface in Italian; best on desktop
Your own office
For onboarded institutions: a reserved area with your portfolios, your IPS constraints, your documents and your committee history, separated from every other client.
- Personal sign-in for authorised users
- Private document vault
- Positions dashboard on your own data
See the office at work
Italian narration captions. Institutions and figures shown are fictitious.
Nine rooms, one workflow
A single request — “study a diversified allocation with protection of capital over five years” — becomes ten documented steps, from constraints and universe to clustering, optimisation, stress testing, ethical verification and the committee dossier.
Reception AI
The Chief of Staff receives a request in plain language, turns it into a workflow and assigns each step to the competent agent.
Investment Room
Strategic allocation, government bonds, ETFs and commodities, analysed against the constraints of the institution's IPS.
Quantitative Research Lab
Correlation clustering to reveal redundant exposures, then constrained optimisation: minimum variance, risk parity, HRP, mean-CVaR, Black-Litterman, liability-aware.
Structured Products Desk
Certificates analysed with path-wise Monte Carlo: payoff, barriers, issuer risk and fair value. Never presented as guaranteed.
Risk Management Office
VaR, CVaR, historical and hypothetical stress scenarios with full revaluation, and horizon simulations.
Treasury & Liquidity
Liquidity ladders and asset-liability views for institutions with known future commitments.
Ethical Investment Office
Catholic Investment Alignment: criteria adopted by the institution, with reference to Mensuram Bonam and Laudato Si'. The system never invents judgments; human validation stays distinct.
Investment Committee Room
A twelve-section dossier, versioned decisions and an audit trail ready for the committee.
Research Library
Methodologies, macro notes and the Institute's frameworks, available to every agent.
Fifteen specialised agents
Each agent has a defined competence, the data it may use and the tools it is allowed to run. Quantitative steps are computed deterministically in the browser; language-model assistance, where used, is labelled as such.
- A01AI Chief of Staff
- A02Chief Investment Strategist
- A03Sovereign Bond Analyst
- A04ETF & Fund Analyst
- A05Commodities Analyst
- A06Quantitative Portfolio Architect
- A07Risk & Stress Testing Officer
- A08Certificates & Structured Investments Specialist
- A09Catholic Ethical Investment Officer
- A10Treasury & ALM Specialist
- A11Investment Governance Officer
- A12Compliance & Regulatory Analyst
- A13Macro & Market Intelligence Researcher
- A14Institutional Reporting Analyst
- A15Academic Research Director
What the office will never do
- Present a certificate or structured product as guaranteed
- Invent an ethical judgment where data are insufficient — it says “not assessed”
- Show simulated data as live market data
- Replace the investment committee: it prepares, the institution decides
- Act as a regulated adviser: CFI provides research, governance and education tools
