The same evidence pack for Model M — Amber rating, Sharpe , challenger , DD , freeze at trial drawdown — must be told three ways. A Sharpe in the first sentence is not a decision. This note decides how to brief traders, risk managers and an investment committee from one fact base without rewriting the dossier.
Learning objectives. By the end of this note you should be able to:
- map each audience to the decisions they own;
- write three short briefs that do not contradict each other;
- lead with actions and limits, not a single performance statistic;
- detect reporting misuse when limits are omitted.
In this lesson
- The decision: same evidence, three jobs
- Artifact: three briefs on M
- One pack, three cuts
- Worked consistency audit
- Desk checkpoint: one source of truth
- Pitfall: translating without distorting
Before you start
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