Mandates
Drift cockpit
The family authors the bounds; Meridian measures where things sit against them. Each reading is a fact about your own data — within tolerance, or how far past the line.
4 mandates2 past tolerance
Advisory fee capFee term
past toleranceObserved 95 bpsAuthored limit 75 bps
Alternatives allocation capAllocation
within toleranceObserved 12%Authored limit 15%
Single-issuer concentration capConcentration
past toleranceObserved 14%Authored limit 10%
Minimum cash bufferAllocation
within toleranceObserved 8%Authored limit 5%
Author a mandate
You set the bound; Meridian measures the drift against it. Descriptive only — nothing is recommended or executed.
Mandates are authored by the family; Meridian only measures and states the drift. Fee terms cross-reference the observations in Fee X-Ray.