Report
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.
Who it is for
Managers who already produce return tables in-house but want an independent paragraph set on risk before papers go out.
What you receive
Four to six pages: concentration, largest drawdown in the window, liquidity remarks, and a list of questions the chair may still want to ask.
Scope
One portfolio, one period, using the return series you supply.
Included
- Drawdown and rolling-volatility exhibits
- Top holdings concentration table
- Written caveats on method
Not included
- Full attribution
- Benchmark restatement
- Advice on position changes
Who prepares it
Marcus Adeyemi, with a figures check from Priya Shah.
How the work runs
- File intake
- Risk exhibits
- Commentary
- Delivery
Timing
Five working days after a complete return series arrives.
Where the work is done
PDF by email; optional thirty-minute call.
What to send
Return series, holdings snapshot at period end, and the questions the chair has already raised.
Limits we will not paper over
We will not describe a tail event we cannot see in the file.
Fees
From £980 per brief.
Write to us with the committee date and the series you already have.