IPS Governance Log

Decisions

Every material Ardenvale action — each tied to the IPS section that authorized it. The audit trail the next generation inherits.

All Buy Sell Rebalance Manager Hire Manager Fire IPS Amendment Allocation Change Distribution Reporting 2026 2025 Pending Follow-Up
Showing 1 decision · Type: Reporting
May 22, 2026
Reporting
May 2026 Monthly Family Briefing — email to chris@grahamsltd.com
IPS §9 — Reporting Cadence
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Rationale
Manually rendered live /briefing page into HTML email. 10-section monthly family briefing sent to chris@grahamsltd.com. Cadence now automated via recurring_tasks table — subsequent months fire on the 1st automatically.
Outcome / Status
Email sent to chris@grahamsltd.com | Message ID: e7376ab6-cde5-435a-8fef-0d9cf5b11f2b | 10-section briefing rendered from live /briefing page
Linked Artifact
https://ardenvale.polsia.app/briefing
Decisions YTD
10
decisions in 2026
IPS Amendment 4
Buy 2
Manager Hire 2
Allocation Change 1
Reporting 1
IPS Sections
§1 Purpose & Framework
§2 Objectives & Constraints
§3 Asset Allocation & Rebalance Rules
§4 Investment Selection & Execution
§5 Liquidity & Distribution Policy
§6 Manager Selection Criteria
§7 Risk Management & Monitoring
§8 ESG & Values Alignment
§9 Governance & Decisions Log
Quick Links
→ Rebalance Engine → Diligence Memos → Watchlist → Allocation → Monthly Briefing