Title block
Always included
The fund name, the manager, the period and the benchmark. Where the logo appears.
About this report
Always included
What the reader is entitled to know about how the document was made: which sites were searched, what failed, that the figures are placeholder data. Cannot be removed.
Fund returns
Fund against benchmark, and the excess, by period.
Attribution
Allocation and selection effect by sector, and the total.
Positioning
Fund and benchmark weights by sector, and the active weight.
Attribution by country
Allocation and selection effect by country. The countries with the largest effect on return are shown by name; the rest are combined into a single 'All other countries' row rather than listed in full — see app/report/holdings.py.
Positioning by country
Fund and benchmark weights by country, reduced to the same countries the attribution table names.
Attribution by holding
Allocation and selection effect for individual holdings. Shows the largest contributors and detractors by default; an analyst can feature or hold back specific names on the generate form.
Positioning by holding
Fund and benchmark weights for the same holdings the attribution-by-holding table names.
Macro drivers
Rates, FX, inflation — the conditions the period ran in.
Market reactions
How the market received what the holdings published.
Commentary
The written sections — market commentary, attribution, outlook.
AI use and human review
Always included
The standing statement about what the model wrote, what it was never asked, and that a person reviews and approves before anything is issued. Its wording is fixed and follows what the report actually contains. Cannot be removed.
Footer
Always included
The closing line. Its wording is yours, but the generation date is always appended. Cannot be removed.
