01
Current approach
Passive holding or fragmented decisions may ignore relative risk and opportunity.
INVESTOR PROBLEM
The investor problem
Iran multi-asset management and purchasing-power preservation is designed for investors who do not define success only through nominal local-currency appreciation and require a disciplined mandate.
02
NOERA objective
Translate relevant intelligence into reviewable allocation, execution and reporting.
03
No guarantee
Active management may underperform and base units may decline.
OBJECTIVE
Objective and numeraire
The primary measure is Rial and purchasing power. Fiat values and other benchmarks are complementary, not substitutes.
All values in this prototype are illustrative and must not be treated as live before validated data integration.
OBJECTIVESAMPLE · AS OF —
Primary NumeraireRial and purchasing power
Secondary ViewFiat value, benchmark and drawdown.
Measurement IntegrityDeposits, withdrawals, fees and valuation change are separated.
THE MANDATE IN PRACTICE
One unit of account, decided first
The mandate fixes the unit before the instruments. Objective, opportunity set, risk budget and benchmark are then all expressed in that same unit, so a result cannot look good in a currency the investor does not live in.
01Unit of account fixed before instruments are selected
02Risk budget and tolerated drawdown stated in that unit
03Benchmark relevant to the mandate, agreed before activation
MARKETS
Opportunity universe
Only eligible, liquid and mandate-compatible instruments enter the universe.
01
Equities and equity funds
02
Leveraged funds
03
Gold and silver
04
Fixed income and cash
INTELLIGENCE
Relevant intelligence system
This product uses NOERA Iran Intelligence. Output from the other system does not enter the mandate without mapping and validation.
01
Regime
The prevailing market environment.
02
Relative Preference
Comparison of opportunities.
03
Risk & Invalidation
Risk budget and conditions for change.
MANDATE
Management and execution
Allocation operates inside agreed instrument, exposure, liquidity and risk-budget constraints.
01
Strategic
Base framework and benchmark.
02
Tactical
Regime- and evidence-dependent changes.
03
Human Approval
Material decisions remain accountable and auditable.
Ownership, permission scope, pause and revoke are identical across all four mandates and are set out in full on the Investor Model page.
REPORTING
Reporting and performance
The Portal displays performance first in Rial and purchasing power and then in complementary views.
All values in this prototype are illustrative and must not be treated as live before validated data integration.
REPORTINGSAMPLE · AS OF —
PerformanceBeginning, ending, deposits, withdrawals, fees and benchmark.
ActivityDecision, order, execution and reconciliation.
EvidencePublic rationale, counter-scenario and outcome review.
RISK
Risks and limitations
Return or base-unit growth is not guaranteed. Market, model, execution, liquidity and infrastructure risks must be understood.
1
Market Risk
Loss and drawdown are possible.
2
Model Risk
Regime or preference may be wrong.
3
Infrastructure Risk
Broker, custody, data or connection can fail.
SUITABILITY
Who is it for?
The mandate suits investors who understand the base numeraire, horizon and product risk and have compatible account infrastructure.
For
Medium- or long-term horizon, acceptance of active risk and eligible account.
Not for
Guaranteed return, guaranteed protection or trade-by-trade micromanagement.
RESOURCES
Where to look next
Every claim on this page continues somewhere more specific. These are the three most useful next documents.
Permission, fee and failure states
What NOERA may do, what it may never do, and what happens when something goes wrong.
Open
How results and costs are stated
Report versions, fee basis, high-water mark, payment states and the evidence behind each figure.
Open
How the relationship begins
Quick Fit, one account and a product-specific application — with no capital movement.
OpenFAQ
Questions investors ask first
What does Alpha actually try to protect?
Rial wealth and purchasing power. The mandate is judged in rial terms and against domestic purchasing power, using Iran multi-asset allocation across equities, funds, gold and silver instruments, fixed income and the dollar.
Which intelligence system drives it?
NOERA Iran Intelligence, which is designed specifically for Iranian market structure. Output from the global system does not enter this mandate without being explicitly mapped and approved at the mandate layer.
What are the main risks?
Domestic liquidity shocks, policy and regulatory change, instrument-level liquidity constraints, and regime shifts that invalidate the current allocation. Each is defined with the condition that would trigger a reduction or a stop.
Is any return guaranteed?
No. Alpha states a risk budget and a tolerated drawdown, not a target return, and every figure in this prototype is illustrative.
TALK TO NOERA
Speak with a mandate specialist
If the route is still unclear after Quick Fit, a specialist can walk through the unit of wealth, the risk budget and the account infrastructure that would actually apply to your situation — before any application is submitted.
NEXT STEP