{
  "id": "workflow:investment-thesis-review",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-portfolio-mgmt.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Investment Thesis Review",
    "workflowKind": "governance",
    "triggerType": "scheduled",
    "typicalCadence": "quarterly",
    "complexity": "cross-team",
    "description": "Periodically reviews investment theses against realized outcomes —\ncomparing original thesis assumptions (earnings growth, sector\nrotation, macro regime) against actual market developments, measuring\nthesis-attributed P&L contribution, evaluating conviction-weighted\nposition sizing against realized Sharpe ratios, reviewing thesis\nexpiration timelines and catalyst calendars, and deciding whether to\nmaintain, modify, or retire active theses. Produces thesis scorecard\nreports with hit-rate analysis and lessons-learned documentation.\nExcludes new thesis origination and trade execution.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:investment-thesis-review",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "role:research-analyst",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "role:risk-analyst",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "skill-area:python-data-pipelines",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "domain:portfolio-management",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "domain:capital-markets",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "responsibility:research-publication",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "org-unit:portfolio-management-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "org-unit:quant-research",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}