How investment limits are written, measured and monitored, explained by the team that builds Acclimetry. Every worked example on these pages is computed by the same rule engine that runs in the product.
| Limit | Status | Group | Value |
|---|---|---|---|
| Single issuer: no more than | Breach | Alder Water plc | 11.15% |
| Issuer group (ultimate parent): no more than | Warning | Alder Group | 15.52% |
| Asset allocation ranges by class | Warning | Equities | 44.6% |
| Exclusion screen (your screening column) | Breach | ESG exclusions | 3.45% |
Fictional sample portfolio, evaluated by the Acclimetry rule engine (commit 8197063).
Every limit type a policy or mandate sets: how it is worded, how it is measured, the data it needs, worked examples.
When a written policy is required, what each section must settle, and clauses written so they can be tested.
Test a holdings file against issuer, allocation, cash, credit, liquidity and exclusion limits. Each limit returns compliant, warning or breach, with the value, the headroom and the holdings behind it.
Write an investment policy statement section by section, download it as Word or PDF, and open its limits in the Limit Checker.
Limit types, parameters and result codes are read from the Acclimetry rule registry. Every worked example is recomputed on each build, and the build fails if an answer changes.
Regulatory facts cite the official text, with the date it was read and the licence it is reused under.
Pages that state the law, and every Spanish page, are indexed only after a named reviewer signs them off.
Acclimetry turns approved investment policies into versioned rules, monitors every portfolio against them and keeps the evidence: results, cases, waivers and attestations.