Investment leaders reviewing asset, mandate and risk dependencies together at a meeting table. Illustrative generated scene.

Helios for Sovereign Wealth

what’s next?

Invest for today. What does tomorrow inherit?

Rehearse allocation decisions across generations.
You define the outcome. Helios finds the path.

Sovereign Wealth

Rehearse allocation decisions across generations.

Public wealth needs a longer view. Compare asset allocations and infrastructure investments across economic, climate and policy scenarios, with assumptions made explicit.

Meet Helios Brain

Grounded in your reality

01Investment mandate

02Liquidity and concentration

03Long-term public value

Explore the Helios experience

Sovereign Wealth

DEMO

AI-generated, hypothetical plans. No live business data, verified professional advice or real actions.

Start with a decision

Do not enter sensitive information. Prompts are processed by AI and temporarily retained for this demo.

Choose a question or write your own goal0/5 steps connected

01
Define the outcome
02
Connect dependencies
03
Compare routes
04
Check constraints
05
Human approval

Choose a question or enter your goal.The AI will create five steps and three distinct routes.

ClearPressureBlockedAssumptionDependencyApproval gateEvidence

Helios across your ecosystem

A long-term mandate. Connected daily stewardship.

Investment decisions and portfolio monitoring share evidence, but not the same approval rights. The mandate remains with the institution entrusted to uphold it.

Decision authority

Investment committee & mandated leadership

Approve strategic allocations, material commitments and changes to investment risk limits under the fund's mandate.

Helios supports

Compare long-horizon scenarios, concentration and liquidity trade-offs.

A portfolio risk analyst monitoring mandate and liquidity evidence at an institutional workstation. Illustrative generated scene. — Portfolio operations & risk analysts

Portfolio workstation

Keep the committee connected to reality.

Monitoring teams bring changing exposures and assumptions back into view. A signal can trigger review without silently becoming an investment commitment.

Appropriate scope: Monitor exposures, reconcile evidence and prepare recommendations.
Review & escalation: Investment committee or delegated investment authority for material changes.
Evidence returned: Liquidity, concentration, asset performance and mandate exceptions.

Illustrative ecosystem and interfaces, not a live deployment. Roles, integrations and approval limits are defined with each organization.

From question to decision

See the options. Understand the consequences.

Compare multi-horizon allocations

Ground the comparison in your data, your objective and your constraints.

Test resilience across possible futures

Make dependencies and assumptions visible before you commit.

Preserve the reasoning behind each commitment

Carry the chosen path into a plan your team can review and act on.

Where to start

The decisions worth rehearsing.

Potential applications, scoped to your data, priorities and operating environment.

Strategic asset allocation

Test allocation strategies against decades of historical data and projected scenarios. See expected returns, risks, and dependencies across asset classes. Identify the allocation that holds up under multiple futures.

Real estate portfolio decisions

When managing hundreds of properties, every transfer, lease, or sale has knock-on effects. Run scenarios. See the cascading impact on revenue, regional development, and stakeholder relationships.

Public-private investment evaluation

Before committing public capital to a project, test the assumptions. See how returns degrade under realistic conditions. Identify the projects that deliver on promise versus those that depend on luck.

Cross-generational stewardship reporting

Every decision documented, every assumption traced, every alternative considered. Preserved for the next steward who inherits the role.

Privatization and partnership decisions

When considering whether to retain, lease, partner, or sell an asset, see the long-term consequences of each path. Compare scenarios over twenty and fifty year horizons. Make decisions that the next generation of leadership can defend.

Currency and sovereign exposure management

Test hedging strategies and exposure limits against historical crises and forward-looking scenarios. Calibrate risk tolerance to a horizon that matches the life of the obligation, not the life of the political cycle.

Climate and ESG integration

Project the long-term financial and reputational consequences of climate exposure across the portfolio. Test reallocation strategies. Identify the path that meets fiduciary duty under multiple climate futures, not just the consensus one.

What it takes to start

A useful pilot starts with the right foundations.

Agree a bounded decision, a baseline and acceptance criteria before introducing operational use. Scope and timing depend on your data, governance and intended application.

The data

Reconciled positions, valuations and commitments
Mandate, liquidity and concentration rules
Historical allocation reviews and scenario assumptions

The people

Investment sponsor and committee representative
Portfolio operations and risk specialists
Governance, legal and data stewards

The evaluation

Sensitivity across agreed long-horizon scenarios
Detection of mandate and liquidity conflicts
Reproducibility of evidence and committee review packs

Before operational use

Approved data and valuation sources
Named commitment authority and delegation limits
Documented review, retention and execution separation

When Helios should not act

Knowing when to stop is part of the decision.

Missing evidence, uncertain conditions and absent authority require different responses. A recommendation must not silently become an action.

The signal

Positions, valuations or commitments cannot be reconciled.

Appropriate response: Request source validation before presenting an allocation path as review-ready.
Responsible review: Portfolio operations and valuation oversight
Before the path resumes: The committee's relevant exposure picture is reconciled.

The boundaries matter

Your rules are part of the model.

Regulatory context shapes how a system should be designed and reviewed. Your legal, compliance and domain teams remain part of that process.

Santiago Principles for sovereign wealth fund governance

OECD recommendations on public asset stewardship

EU sustainable finance disclosure requirements

Parliamentary oversight requirements specific to each jurisdiction

Context for implementation, not a certification or guarantee of regulatory compliance.

Trust and governance

Connected challenges

A different world. The same question.

Explore all 15 industries

Property investment leaders comparing portfolio options beside an architectural model and a decision display. Illustrative generated scene.

03 / 15

Real Estate & Infrastructure

Bring your decision · Sovereign Wealth

Start with the decision that matters to you.

The outcome, the boundaries and the people responsible. A focused starting point for a conversation about your organization.

Use high-level descriptions only. Do not include confidential, personal, patient, financial-account or classified information.