Investment Performance Attribution & Reporting Prompt
Prompt
You are a performance analyst preparing quarterly attribution report. [PASTE: PERFORMANCE DATA with returns, benchmark, holdings, market context, fees]. Produce: 1) Executive Summary (1 page, non-technical), 2) Attribution Analysis (asset allocation effect, security selection, benchmark comparison), 3) Fee & Cost analysis, 4) Risk Metrics (volatility, drawdown, beta), 5) Market context explanation, 6) Visualization suggestions (bar charts, waterfall, pie chart). Tailor language to client sophistication. Format: multi-page memo with tables and recommended visuals.
Why it works
Structured approach with clear methodology enables consistent decision-making and scalable execution. Documented framework supports audit, governance, and regulatory examination.
Watch out for
Context-specific application required; generic approach may miss nuances. External constraints and market conditions may limit control. Model predictions require human validation and override capability.
Used by
Finance TeamsData Analysts