01
Mandate and instrument identity
Record the legal instrument, issuer, identifier and permitted investment mandate.
Evidence to request: Approved mandate, instrument terms and issuer identifier; record who can approve exceptions.
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Worksheet framework review · 2026-10-25Dated research documentationNo sign-up required
8diligence areas
1.4.0Evidence version
8 Nov 2026Next editorial review due
Research pathways
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DN Institutional Worksheet
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For investment committees, treasury teams and research analysts. Mark your own workflow; this page does not validate your documents. Selections stay in this tab and reset on reload.
Evidence requests below are DN-authored prompts, informed by the linked frameworks. These references are not a jurisdiction-specific compliance checklist, legal opinion or certification. Keep sensitive documents in your own approved systems.
02
Rights and enforceability
Obtain governing terms for ownership, distributions, redemption and insolvency claims.
Evidence to request: Governing terms, distribution and redemption provisions, and a qualified legal review of enforceability and insolvency priority.
03
Jurisdiction and client eligibility
Document entity-specific access and the applicable legal review. An IP location is not an eligibility decision.
Evidence to request: Dated issuer and venue eligibility terms, entity classification and jurisdiction-specific legal assessment; identify restrictions still unresolved.
04
Custody and asset segregation
Identify custodians, omnibus arrangements, segregation and independent assurance scope.
Evidence to request: Custody agreement, segregation and reconciliation procedures, and assurance reports with their scope, date and exclusions.
05
Liquidity and exit process
Record executable size, spreads, redemption windows, suspension rights and settlement path.
Evidence to request: Exit and suspension terms, settlement timetable and dated size/spread observations; distinguish contractual rights from tested execution.
06
Pricing and valuation
Record source, timestamp, currency, units, market session and stale-price handling.
Evidence to request: Valuation policy and quote records with timestamps, units, currency, session and stale-price exceptions.
07
Operational controls
Document permissions, recovery, reconciliation, incident escalation and counterparty dependencies.
Evidence to request: Access-control ownership, recovery-test results, incident escalation contacts and a dependency inventory; record unresolved control gaps.
08
Data rights and maintenance
Confirm redistribution licences, source provenance, review owner and expiry or update triggers.
Evidence to request: Data licence, provenance register and named maintenance owner with review dates and update triggers.
0 of 8 areas marked as documented by you. This is a completeness count, not a risk score or approval.
Evidence & methodology
Useful research shows its boundaries.
What this dataset establishes
A selective research directory of benchmark designs, product structures and AI value-chain exposure. Inclusion is editorial coverage, not an investment ranking, endorsement or eligibility determination. No live prices, constituent weights, performance series or execution observations are collected. AI categories and diligence questions are DN interpretations of linked primary sources. Review dates describe our source review, not provider release dates. Individual token records identify issuer and reference asset separately. Network labels are documentary evidence, not verified contracts or trading routes; unverified fields remain explicit. This version combines separately dated section reviews. All four editorial sections now have a completed scoped review. Dataset-level reviewedAt is the oldest completed section date, a conservative freshness baseline; it is not a same-day full review. Section reviews and record dates identify the actual scope. lastFullReviewAt preserves the prior full-review date. Framework references inform DN-authored prompts; they do not endorse this worksheet or certify compliance.
Tokenised-stock evidence retains its 23 October review and 6 November deadline. Crypto-index, AI-stock and institutional framework reviews are dated 25 October and due 8 November. The previously outstanding 28 October institutional review is complete. The earliest next section review is 6 November; publication and download dates do not refresh evidence.
Reviewed by Decentralised News editorial research. Worksheet framework review: 2026-10-25. Review due 8 Nov 2026; after that date this scope requires another evidence review.
What remains outside scope
The research dataset contains no live prices, investment returns, verified trading availability, eligibility decisions, regulatory approvals or audited institutional suitability. Source access does not grant a market-data redistribution licence.
Tools compute locally. No entered prices, weights or worksheet selections are sent by these tools. Existing site analytics and third-party site services remain subject to DN’s privacy policy.
Download the dated research dataset (JSON)Canonical dataset JSONCanonical dataset CSVCanonical dataset JSON-LDThird-party source material remains the property of its owners. This download contains DN summaries and source links, not licensed market feeds.
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