Decision summary
Proposed action, reason for review, key risks requiring sign-off, approval status.
Decision Packets
Every important investment decision should carry its evidence with it.
A Decision Packet is not a retrospective summary. It is assembled at the time the decision is made, locked to the data snapshot, and replayable at any future point. Thesis state. Evidence bundle. Portfolio impact. Risk context. Regime flags. What changed. Approval trail. Replay.
Instrument Master Identity
Warehouse Facts + compute
User State Decisions
Audit Evidence
Packet anatomy
Six components that make a decision defensible.
Thesis state
Original thesis, current state, falsifiers and their status — strengthening, watching, triggered.
Evidence bundle
Policy, budget, market, price, analyst and internal evidence. Sources timestamped. Snapshot locked.
Portfolio impact
Current vs proposed exposure, concentration, factor impact, FX and liquidity context.
Risk and regime context
Risk team comment, sector concentration, liquidity flags, regime conditions at decision date.
Approval trail and replay
Analyst → PM → Risk → CIO approval chain. Locked snapshot. Replayable at any future point.
When a packet is used
Three moments where the evidence should already be there.
Before the IC meeting
The packet arrives with thesis state, evidence, portfolio impact and risk context already assembled. The meeting is about judgment — not reconstruction.
When an LP asks about a past decision
Open the packet for that date. The thesis, the evidence, the regime context, the approval trail. Not a story — the actual state at the time.
When the original thesis needs review
Regime monitor flags a condition. The packet shows what the investment case was, what has changed, and whether the original falsifiers have triggered.
What QJ is not
Decision Packets are not a compliance tool.
A Decision Packet does not replace IC judgment. It does not enforce a decision process or produce investment advice. It captures the evidence that was available and the reasoning that was applied — so that review, replay and accountability are possible. The judgment remains with the investment team.
Next step
See a full Decision Packet.
Walk through the EU Defense basket example — thesis, evidence, portfolio impact, regime flags, approval trail and replay.
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