FOR PROFESSIONAL ALLOCATORS

Make allocation intent actionable. Put more capital to work.

Explore a hypothesis: set a portfolio posture and liquidity requirement across approved onchain components, then inspect how the same allocation engine expresses that mandate.

Auto Finance - Active PortfoliosACTIVE PORTFOLIOSRETURN PREVIEW

Short TreasuryBUIDL5%

Short TreasuryOUSG14%

Short TreasuryUSYC7%

Short TreasuryJTRSY44%

CreditACRED19%

Thematic GrowthSPXA11%

ILLUSTRATIVE ANNUAL RETURN3.0%10.0%

Cash: 5%
Income: 21%
Growth: 73%

STRATEGYGrowthConservativeBalancedAggressiveLIQUIDITY NEED20%60%10%MAX CONCENTRATION60%45%80%

ADVANCED SETTINGS

ASSET UNIVERSEBREADTH 6 assets2 assets6 assetsHORIZON 5–10 years< 1 year10+ years

THE DIFFERENCE

Make the rules visible. Keep the operating layer accountable.

Dimension	Curated strategy	S&P Active Portfolios
Mandate	Strategy-specific	Your policy, explicit
Construction	Strategy-defined allocation	Rules-driven across approved sources
Operations	Strategy-managed execution	Automated monitoring and rebalancing
Liquidity	Terms vary by strategy	Reserve target is visible
Changes	Handled inside the strategy	Exceptions and changes are explainable

Put portfolio intent to work.

Bring us your allocation requirements. Together, we’ll shape a portfolio offering that fits your mandate—and the simplest way to make it available.