Topic · Research Practice & Backtesting
← All topicsResearch Governance
20 articles · 3 checkpoints · 11 deeper reads · 6 reference notes
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A stage-gate process breaks strategy research into fixed stages, idea, pilot, validation, live pilot, full allocation, each ending in an explicit go or kill decision, so a strategy earns increasing capital in proportion to increasingly hard evidence.
Research desks now buy satellite images, app-usage data, and expert-network calls as routinely as they buy price history, and any of these can carry material non-public information without a vendor ever saying so. MNPI controls are the checks a research process runs before that data reaches a model.
A research standards document is the written checklist a fund holds every backtest to before capital follows it, what counts as a valid test, what must be disclosed, and who has to sign off. Without one, every researcher quietly invents their own rules.
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