Authority Page

Your portfolio may have drifted from its original mandate.

Style drift can quietly shift risk from what you intended to what markets recently rewarded.

Run Your DiagnosticSchedule a 10-minute structural review

Measure whether current exposures still match your stated risk profile.

You may have mandate drift if:

  • portfolio behavior no longer matches its label.
  • beta and sector exposure have crept up over time.
  • factor profile has shifted without clear intent.
  • downside behavior surprises you during stress.

What’s actually happening

  • benchmark gravity pulls managers toward crowded exposures.
  • performance pressure can increase hidden risk concentration.
  • position labels mask structural risk migration.

Related issues often cluster with concentration risk, correlation overlap, and fee leakage.

For continuous tracking, see Portfolio Monitoring and Risk Alerts.

Run your diagnostic to identify where drift has accumulated.

Run Your DiagnosticSchedule a 10-minute structural review

Why it matters

  • risk profile mismatch weakens planning reliability.
  • drawdown behavior can diverge from expectations.
  • drift is easiest to correct before stress regimes hit.

What to do next

  • diagnostic first.
  • compare current exposures against intended mandate.
  • then decide whether to rebalance or request review.
Run Your DiagnosticSchedule a 10-minute structural review