AI Document Search — Ask questions across all IMA files
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Hello! I can search across all Investment Management Agreements stored in the portal.
Try asking about fees, clients, amendments, or specific terms.
Term Sheet Extraction
Extract the key terms from IMA-B01-001-Standard — show client name, manager, effective date, governing law, base currency, and fee scheduleFor IMA-B04-001-Performance, IMA-B02-001-Tiered, and IMA-B05-001-Derivatives — compare their governing law, base currency, and fee type side by side
Amendment Detection
List all amendment and side letter documents in the portal — show which original IMA each one relates to and what was changedWhich amendments or side letters exist in the document portal but are NOT reflected in the product system? Flag any fee rate discrepancies.
Live Search — Fees & Comparisons
Compare the average tiered fee rates across all Buy and Hold Fixed Income IMAs — show each tier threshold and rateShow all portfolios and fee rates for Orion Pension Trust across all their IMAs — create a table with portfolio name, asset class, and fee rateWhich IMAs have performance-based fees? List the fund name, performance fee rate, high watermark status, and benchmark for eachWhat governing law applies across all IMA agreements? Give me a breakdown showing how many IMAs use Hong Kong law, Singapore law, and English lawWhat are the tiered fee rates for Passive Equity portfolios across all IMAs? Show the AUM thresholds and corresponding rates for each tier