From attribution to investment committee - in one governed workflow.
Performance attribution, mandate checks, ESG reviews, and investment committee packs often move across SQL queries, spreadsheets, PowerPoint, and tribal knowledge. DataQube keeps them in one governed workflow - inside your own environment.
See it work
Watch a quarter get explained — from attribution to IC deck
A DataQube session drawn from real customer conversations: why the fund lagged its benchmark, decomposed with governed SQL and Python — every figure carrying its evidence chain, ending in a committee-ready deck.
Q3 underperformance review
Demonstration based on real customer conversations — all data fictional.
Use cases
Your recurring workflows, automated.
Investment teams don't need another chatbot.They need the recurring work they already do—performance attribution, mandate reviews, and investment committee preparation—to become faster, repeatable, and fully traceable.
Performance and attribution
Ask why a portfolio underperformed, expand the exact SQL and risk-engine calls, then publish the result into the same committee pack.
- Brinson-Fachler and custom house methodology
- Benchmark restatements flagged before circulation
- Every effect tied to holdings, benchmark, and model evidence
Mandate and ESG review
Let agents read positions, mandate text, controversy feeds, and memory without exposing credentials to the model.
- Single-issuer and exclusion checks with citations
- Permission prompts for sensitive data sources
- Evidence export for compliance and client review
Investment committee automation
Turn a recurring analysis into a scheduled agent that rebuilds the IC deck, highlights deltas, and stages a draft for approval.
- Distributed versions remain untouched
- Stale cells marked and rerun
- Team conventions recalled consistently
Workflow
From industry question to auditable answer
The page is organized around outcomes, but the operating model is always the same: ask, resolve evidence, publish a traceable answer.
Ask the investment question
A PM, risk analyst, or CIO asks in plain language. DataQube routes the work to governed tools instead of moving data into a prompt.
Run inside the data estate
Warehouse queries, risk engines, SharePoint files, and market feeds run through one governed connection layer with row counts, limits, and audit events.
Publish with evidence
The answer, notebook, and deck are one record. Every chart and number points back to the source steps that produced it.
Stand out with AI that runs on your data
“The deck our investment committee reads on Monday morning built itself at 06:00, and every figure links back to the exact query and file section it came from.”
Head of Investment Risk · Large Asset Manager
Read the customer story ->PLATFORM FOUNDATION
Every workflow is built on the same foundation.
Performance attribution, investment committee automation, and mandate reviews may look different—but they're all powered by the same governed platform. Every workflow combines four core capabilities that keep analysis trusted, repeatable, and audit-ready.
One governed record
Analysis shouldn't live in chats, notebooks, spreadsheets, and presentations. DataQube keeps every question, calculation, notebook, and deck connected in a single governed record.
Institutional memory
Benchmark conventions, mandate rules, house methodologies, and review decisions become validated institutional knowledge that every workflow can automatically reuse.
Recurring workflows
Turn recurring analyses into workflows a scheduled agent reruns deterministically - same steps, same parameters - rebuilding automatically, detecting what changed, and preparing review-ready drafts instead of starting from scratch.
Board-ready presentations
Investment committee packs, performance reviews, and client presentations compile directly from the underlying analysis, so every figure stays linked to its evidence.
Ecosystem
Connect the estate you already operate
The buyer question is practical: does this fit the controlled infrastructure, identity, logging, and internal tool estate already in place?
Kubernetes
Helm into your cluster; images through your registry
Identity
Your single sign-on groups mapped to roles and workspace policy
SIEM
Structured audit events shipped to your logging estate
Internal tools
Your own services exposed as governed, permissioned tools
Resources
Explore asset managers in DataQube
FAQ
Questions industry teams ask first
Can DataQube use our internal risk engine?
Yes. Risk engines are exposed as governed tools through the catalog, with the agent receiving only the scoped result and the audit trail recording the call.
Can a PM see the answer while risk reviews the method?
Yes. The same thread can be read as a conversation, notebook, or deck. Reviewers can inspect source steps without rebuilding the analysis elsewhere.
See your data answer questions - without leaving your infrastructure
Thirty minutes with an engineer: live product, deployment options, and your security team's questions answered by someone who wrote the code.