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Performance Reporting Investment

Investment performance reporting and attribution analysis

Complexity: Complex | Duration: 30m+ | Category: Industry/Financial Services

Tags: performance reporting attribution investment

Workflow Diagram​

Steps​

Step 1: Calculate returns​

Agent: performance

analyst - Compute time-weighted returns

Step 2: Attribution analysis​

Agent: performance

analyst - Decompose performance

Step 3: Compare benchmarks​

Agent: performance

analyst - Measure vs indices

Step 4: Generate reports​

Agent: performance

analyst - Create client reports

Step 5: Review accuracy​

Agent: portfolio

manager - Validate calculations

Step 6: Distribute reports​

Agent: notification

specialist - Send to clients

Step 7: Archive reports​

Agent: performance

analyst - Store for records

Usage​

To execute this workflow:

/workflow industry/financial-services/performance-reporting-investment.workflow

See other workflows in this category for related automation patterns.