Portfolio Management

On NashPoint, each Node represents a custom investment strategy created by a Node Owner. Nodes custody user deposits along with the underlying investment assets. Owners define parameters controlling how their Node operates, including how deposits are allocated, managed, and rebalanced.

Node Creation: Owners permissionlessly create Nodes, each defining a unique investment strategy with specific parameters.

Asset Selection & Allocation: Owners select underlying investment components and set target allocation percentages (targetWeight) and acceptable deviations (maxDelta) for each asset.

Reserve Ratio Management: Owners determine a target reserve ratio, specifying the proportion of assets kept readily available to ensure sufficient liquidity for withdrawals.

Rebalancing Parameters: Owners configure rebalancing frequency (rebalanceCooldown) and the length of each rebalancing window (rebalanceWindow) to maintain the portfolio in line with strategic targets.

Modular Routers: Owners manage modular Router contracts (handling DeFi interactions), allowing flexibility and continuous improvements in strategy execution.

Modular Policies: Owners can granularly configure Node accessibility and behavior through modular policy contracts, enabling fine-tuned compliance with regulatory, KYC, or operational requirements.

Fee Management: Owners set annual management fees (annualManagementFee) and can optimize protocol execution fees by controlling the frequency and thresholds for rebalancing activities.