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Performance Attribution Analysis demo

Agents read the official attribution, the portfolio manager's notes, the trades and the issuers' own filings, draft a plain answer to "why did we lag?" in which every sentence is bound to the attribution cells it relies on, check every figure against the signed-off returns, and move it from the consultant's question to a signed, sent and logged reply. 1:34

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What the demo shows

Answers why a portfolio beat or lagged its benchmark, cited to attribution and PM notes

Seven agents work each question. An Intake agent logs it from email, the CRM or a consultant portal with its strategy, period, benchmark and clock; an Attribution reader pulls the official, signed-off attribution (equity, fixed income or account level); a Context reader finds the reasons in the PM's notes, committee minutes, trades and the issuer's own filings, and asks the PM when nothing explains a driver; a Narrator drafts the answer with every sentence bound to its cells; a Consistency agent recomputes every figure, pairs gross with net and refuses periods that are not final; a Disclosure agent applies the holdings-disclosure policy and the advertisement test; a Delivery agent prepares the email and logs it. The PM reviews the reasons, a performance analyst approves and signs, and only the client team sends.

Transcript

  1. Performance Attribution Analysis to the end-off returns to the end-off.
  2. Performance Attribution Analysis tells client teams why a portfolio beat or lag its benchmark.
  3. Consultants steer over 60% of institutional money, and each quarter, they ask why.
  4. Here, a consultant asks why global equity lagged by 142 basis points.
  5. Overnight, agents read the attribution, the manager's notes and trades, then drafted it.
  6. Each sentence lights, its cells.
  7. Healthcare stock selection cost 96 basis points.
  8. Energy cost 38 more and currency 8, tied to the July 22nd note.
  9. Citations open the source, Tesoro's German profit warning, beside the English.
  10. A consistency agent checks every figure against official returns.
  11. The analyst approves with a reason code and signs, then the client team sends.
  12. Every figure sighted Every answer checked by two people Every step logged The consultant has a sighted answer the same morning Not
  13. two days later Built on Botminds Agents, data, screens and governance on one platform

Transcribed from the film’s narration. Captions are on the player.