š TriadicFrameworks Diagram Set (One per Chapter)
Finance Edition ā RTT/Inside Structural Diagrams#
Each diagram uses the same canonical RTT triad:
- Being ā Identity
- Knowing ā Behavior
- Meaning ā Purpose
And applies it to the chapterās domain.
š Chapter 1 ā RTT Foundations for Finance#
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āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā RTT Triad for Finance ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā¤
ā BEING ā Assets ⢠Models ⢠Portfolios ā
ā KNOWING ā Market Behavior ⢠Regimes ⢠Flow ā
ā MEANING ā Thesis ⢠Risk ⢠Strategic Intent ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
š Chapter 2 ā Equity Analysts#
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āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā RTT Triad: Equity Analysis ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā¤
ā BEING ā Company Identity ā
ā (Model ⢠Moat ⢠Balance Sheet) ā
ā KNOWING ā Business Behavior ā
ā (Growth ⢠Margins ⢠Cyclicality) ā
ā MEANING ā Investment Thesis ā
ā (Catalysts ⢠Risks ⢠Horizon) ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
š Chapter 3 ā Portfolio Managers#
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āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā RTT Triad: Portfolio Management ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā¤
ā BEING ā Portfolio Identity ā
ā (Weights ⢠Exposures ⢠Mandates) ā
ā KNOWING ā Portfolio Behavior ā
ā (Volatility ⢠Drift ⢠Regimes) ā
ā MEANING ā Position Purpose ā
ā (Conviction ⢠Risk ⢠Exit Logic) ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
š Chapter 4 ā Quant Strategists & Algo Traders#
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āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā RTT Triad: Quant Models & Strategies ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā¤
ā BEING ā Model Identity ā
ā (Assumptions ⢠Parameters ⢠Lineage) ā
ā KNOWING ā Model Behavior ā
ā (Drift ⢠Sensitivity ⢠Decay) ā
ā MEANING ā Strategy Purpose ā
ā (Edge ⢠Risk ⢠Efficiency) ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
š Chapter 5 ā Risk Management#
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āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā RTT Triad: Risk Management ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā¤
ā BEING ā Risk Entity ā
ā (Exposure ⢠Factor ⢠Counterparty) ā
ā KNOWING ā Risk Behavior ā
ā (Volatility ⢠Correlation ⢠Shock) ā
ā MEANING ā Risk Purpose ā
ā (Protection ⢠Boundaries ⢠Insight) ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
š Chapter 6 ā Traders#
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āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā RTT Triad: Trading ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā¤
ā BEING ā Trade Identity ā
ā (Size ⢠Venue ⢠Liquidity Profile) ā
ā KNOWING ā Trade Behavior ā
ā (Slippage ⢠Flow ⢠Microstructure) ā
ā MEANING ā Trade Purpose ā
ā (Intent ⢠Horizon ⢠Risk Role) ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
š Chapter 7 ā CIOs & Investment Committees#
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āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā RTT Triad: CIO & Strategy Layer ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā¤
ā BEING ā Firm Identity ā
ā (Mandate ⢠Philosophy ⢠Structure) ā
ā KNOWING ā Firm Behavior ā
ā (Cycles ⢠Flows ⢠Team Dynamics) ā
ā MEANING ā Strategic Purpose ā
ā (Mission ⢠Alignment ⢠Outcomes) ā
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā