client-review
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".
What this skill does
# Client Review Prep ## Workflow ### Step 1: Client Context Gather or look up: - **Client name** and household members - **Account types**: Taxable, IRA, Roth, 401(k), trust, etc. - **Total AUM** across accounts - **Investment Policy Statement (IPS)**: Target allocation, risk tolerance, constraints - **Life stage**: Accumulation, pre-retirement, retirement, legacy - **Last meeting date** and any outstanding action items ### Step 2: Portfolio Performance For each account and the household aggregate: | Metric | QTD | YTD | 1-Year | 3-Year | Since Inception | |--------|-----|-----|--------|--------|----------------| | Portfolio return | | | | | | | Benchmark return | | | | | | | Alpha | | | | | | **Performance Attribution:** - Which asset classes / positions drove returns? - Top 3 contributors and top 3 detractors - Any outsized single-position impact? ### Step 3: Allocation Review 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%). ### Step 4: Talking Points Generate a meeting agenda: 1. **Market overview** (2-3 min): Brief macro context and outlook 2. **Portfolio performance** (5 min): How did we do? Why? 3. **Allocation review** (5 min): Any rebalancing needed? 4. **Planning updates** (5-10 min): - Life changes? (job, health, family, home, education) - Income needs changing? - Tax situation updates - Estate planning updates 5. **Action items** (5 min): What are we doing before next meeting? ### Step 5: Proactive Recommendations Based on the review, suggest: - Rebalancing trades (if drift exceeds thresholds) - Tax-loss harvesting opportunities - Cash deployment or withdrawal planning - Roth conversion opportunities (if applicable) - Beneficiary updates or estate planning needs - Insurance review (life, disability, LTC) ### Step 6: Output - One-page client review summary (Word or PDF) - Performance table with benchmarks - Allocation pie chart (current vs. target) - Recommended action items - Meeting agenda ## Important Notes - Know your client before the meeting — review notes from last meeting - Lead with what the client cares about, not what you want to talk about - If performance was bad, address it directly — don't hide or spin - Always end with clear action items and next steps with dates - Document the meeting notes and any changes to the IPS - Compliance: ensure all materials are compliant with firm policies and regulatory requirements
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