Quarterly performance and risk pack
A committee-ready pack covering time-weighted return, drawdown, volatility, tracking error, and written risk commentary for one portfolio or sleeve.
Reports
Papers a chair can circulate, not screenshots from a dealing room.
Each report is commissioned for a named portfolio or sleeve and a named period. Fees follow the file’s complexity, not a software seat.
Risk commentary brief
A shorter note for months when the committee only needs drawdown, concentration, and a written account of what the risk charts are saying.
Sleeve contribution and attribution study
A reconstruction of which sleeves, sectors, or currency effects carried or dragged the period, written so a non-specialist trustee can follow the arithmetic.
Trustee and committee circulation pack
A circulation-ready set: cover minute, exhibits, commentary, and a one-page list of decisions the meeting still owes itself.
Drawdown and stress narrative
A focused write-up after a sharp fall: what the path looked like, which holdings led the move, and which questions remain unanswered in the file.
Benchmark restatement review
A check of whether the series the committee has been shown still matches the mandate’s stated comparator, including currency and income treatment.