Data
Read-only access · Entitlements · Approved evidence · Provenance
Platform for asset managers and asset owners
The ZTA platform provides the governed AI foundation beneath Investment Research and other institutional investment workflows. It is designed for asset managers and asset owners that need private inference, entitlement-aware data access, multi-model governance, Human Judgment, and an institutional learning record.
What ZTA delivers
The ZTA deployable reference architecture is built on open-source software and open-weight models, designed to run on infrastructure the institution controls. Components can be replaced over time without surrendering the institution’s data, governance, evaluation standards, decision history, or accumulated intelligence.
Open-source first. Vendor-flexible by design. Institution-owned by default.
ZTA AI Control Plane
The control plane governs how AI operates inside Investment Research and other institutional investment workflows: what intelligence may access, which models and agents may act, how much autonomy is permitted, and when Human Judgment becomes mandatory.
Applications · Identity · Approved Data
Read-only access, approved evidence, provenance, and institutional boundaries.
Human and agent identity, task-scoped authority, and tool permissions.
Baseline risk, runtime escalation, autonomy boundaries, and mandatory controls.
Approved model pools, benchmark-led routing, and cost-performance policy.
Deterministic checks, Model Council when required, and Human Judgment.
Open-source software · Approved open-weight models · Inference · Knowledge · Logging
Institution-selected infrastructure posture on NVIDIA infrastructure.
The semantic architecture
The institution owns the structure. Models, infrastructure, software components, and operating partners can change around it without resetting the institution’s intelligence or creating structural vendor lock-in.
Read-only access · Entitlements · Approved evidence · Provenance
Approved registry · Model Assurance · Model Council · Policy-led routing
NVIDIA infrastructure · Private inference · Capacity · Observability
Identity · Scoped tool access · Runtime escalation · Workflow authority
Policy · Risk tiers · Audit trail · Compliance evidence
Rationale · Override · Decision record · Learning promotion
Open by design
No individual model, software component, infrastructure provider, or operating partner should become the institution’s permanent dependency. ZTA separates replaceable technology from the durable institutional assets that need to survive every vendor decision.
The deployable reference architecture is built open-source first, keeping the software foundation inspectable, portable, and operable outside a proprietary ZTA stack.
Approved models run in the institution’s controlled environment and can be re-benchmarked, replaced, or re-routed as the model landscape changes.
The architecture is designed to fit existing data, identity, security, workflow, and infrastructure choices rather than forcing a rip-and-replace decision.
Begin with Investment Research
The first production workflow for institutional investors, showing approved evidence, governed model analysis, Human Judgment, decision records, and measurable outcomes in one controlled Investment Research process.
Prepare committee materials using the same evidence, review, and decision-record discipline.
Apply the sovereign foundation to a governed diligence workflow with controlled evidence and review.
Track watchlists, emerging signals, and policy-driven escalations over time.