Report
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.
Who it is for
Committees that have been shown a single total-return line and now want to know which part of the mandate did the work.
What you receive
Contribution tables, a short method appendix, and a narrative that refuses to over-claim when grouping is coarse.
Scope
One period; grouping must be supplied (your sleeve map or a sector map we agree in writing).
Included
- Contribution by agreed group
- Interaction notes where weights changed mid-period
- Method appendix
Not included
- Brinson-Fachler restatements unless weights and benchmark constituents are both complete
Who prepares it
Priya Shah, reviewed by Helena Croft.
How the work runs
- Confirm grouping
- Rebuild weights
- Tables
- Narrative
Timing
Eight working days for a clean sleeve map; longer if we must reconstruct weights from trades.
Where the work is done
PDF pack; optional in-person table walkthrough.
What to send
Start and end weights, or transactions sufficient to rebuild them, plus the grouping you present to trustees.
Limits we will not paper over
If trades are missing we will not force a full attribution identity; we will stop at contribution.
Fees
From £1,850 per study.