# Policy & committee work: from your policy to the vote on file

Is your policy in a binder and your votes in old email? Policy & committee work keeps the policy, the trades and each vote in one place. [Try the platform](/try) to see a sample office.

## Your policy, written down
Write your policy as a target mix. Each asset class gets a target, a low and a high weight, and a point where you rebalance. Models and mandates carry their own targets and limits. When a sleeve or an account drifts out of its band, it shows up for review. You see it the day it happens, not at the next board meeting.

## Every change on the record
Each change to a model or a policy records who made it and who said yes. Your board can always see how today's rules came to be. When a new trustee asks why, the answer is one click away. No one has to dig through old email or old minutes to find it.

## Find the best mix in your bands
The optimizer finds weights for managers and asset classes, and it stays inside your bands. Pick the way it works. Mean-variance trades off return and risk. CVaR keeps big losses small. Black-Litterman mixes your own views with the market. A robust mix holds up when the guesses are wrong. A factor model works from the risks you track. See the frontier and where your mix sits on it.

## Test your rebalancing rule
How often should you rebalance? Test each rule on past markets, with trading costs in. See which rule would have done best for your fund. Pick the one your policy will follow, and keep the test on file. Next time someone asks why you trade the way you do, you can show them.

## Trade lists you approve
When the fund drifts out of its bands, or new money comes in, the platform makes a trade list. Each list shows what to buy and sell, why, and what it does to your risk. Nothing trades on its own. A person signs off on each list, and the sign-off is kept on file.

## Votes you can't lose
Each board decision is written up: the question, the choices, the facts and the reasons. One example is a vote to replace a small-stock manager. Then the decision is locked as a copy that can't be changed. Years later, anyone can see what was decided and why.

## A board pack, ready to go
Reports are ready for review before they go to the board. The pack brings the policy, the lineup, the fund ledger and the results into one place. The data behind each number stays on file. No more late nights pasting charts into slides the day before the meeting.

## Try it with a sample office
Open the sample office now. You do not need to sign up to look. Then add your work email to open the live workspace. Set up a policy, run the optimizer and see a trade list for yourself. [Try the platform](/try), or [talk with us](/contact) about your board's process.