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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

  1. File intake
  2. Risk exhibits
  3. Commentary
  4. 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.