Prepare for investment client meetings by organizing account performance, comparing current and target asset allocations, and identifying discussion points. Create a one-page review summary, performance tables, allocation charts, an agenda, and recommended actions.
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
Review the instructions the agent will receive before you install.
Gather or look up:
For each account and the household aggregate:
| Metric | QTD | YTD | 1-Year | 3-Year | Since Inception |
|---|---|---|---|---|---|
| Portfolio return | |||||
| Benchmark return | |||||
| Alpha |
Performance Attribution:
Current vs. target allocation:
| Asset Class | Target | Current | Drift | Action |
|---|---|---|---|---|
| US Large Cap | ||||
| US Mid/Small | ||||
| International Developed | ||||
| Emerging Markets | ||||
| Fixed Income | ||||
| Alternatives | ||||
| Cash |
Flag any drift exceeding the IPS rebalancing threshold (typically 3-5%).
Generate a meeting agenda:
Based on the review, suggest:
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