Earnings–Rates Decomposition for Equity Return Forecasts Forecast [Index] total returns over [TimeHorizon] by decomposing drivers: [EPSGrowthAssumptions], [TerminalPE], [DividendYield], and a [RatePath] for discount/relative-value effects...

Momentum–Mean Reversion Blend for Sector Timing Design and backtest a blended momentum/mean-reversion sector rotation model for [Benchmark]...

Global–Regional Sector Overlay with FX Hedging Design a global sector rotation overlay across [Regions] with FX considerations...

Executive Risk Profile Synthesis (Capacity × Tolerance × Constraints) Synthesize a client’s risk tolerance into an actionable profile...

Black–Litterman Integration of CIO Views Produce a Black–Litterman optimised allocation that blends [Benchmark] equilibrium weights with CIO views [ViewsList]...

ESG and Climate Risk Integration in Risk–Return Optimisation Embed [ESGPolicy] and climate transition/physical risk into optimisation...

GIPS®-Aligned Data Audit & Composite Performance Check for {{CompositeName}} Conduct a performance data audit for [CompositeName] for [GIPSYear] to align with GIPS®...

Regulatory Suitability Mapping & Risk Bucket Assignment Map the client’s tolerance to regulatory risk categories and firm models...

Goal-Horizon Risk Budgeting & Success Probability Allocate risk tolerance across goals, not just accounts...

Dynamic Tolerance Monitoring & Drift Alerts Design an ongoing monitoring framework that tracks whether realized risk remains within the client’s tolerance...

Drawdown Aversion Index & Model Mapping Quantify drawdown aversion and translate it into model selection...

ESG Preference Integration with Risk Tolerance Integrate sustainability preferences without distorting risk alignment...

Executive Risk Profile Synthesis (Capacity × Tolerance × Constraints) Synthesize a client’s risk tolerance into an actionable profile...

Household Risk Alignment & Blended Policy Creation Create a Household Risk Policy that reconciles differing tolerances across stakeholders...

Capacity vs. Tolerance Heatmap & Quadrant Classification Build a capacity–tolerance heatmap for [ClientName] to visually diagnose alignment...

Scenario-Based Tolerance Validation with Recovery Narratives Validate [ClientName]’s stated tolerance using three market scenarios for [PortfolioName] vs...

Behavioral Diagnostics to Infer Practical Tolerance Derive a practical tolerance benchmark from behavior...

Owner-Manager Optimizer: Salary vs. Dividends vs. Pension Build a tax-efficient remuneration mix for a closely held company...

Fund/ETF Selection to Minimise Tax Distributions Curate a short list of tax-efficient vehicles that minimise ongoing taxable distributions while tracking [Benchmark] within [Min Tracking Error]...

Cross-Border Coordination for Withholding & Treaty Relief Create a cross-border tax plan that optimizes withholding and credits for [Residency Status] receiving income from [Source Countries]...

Client Education: After-Tax Performance & Tax-Drag Reporting Pack Draft a client-ready reporting pack that explains after-tax performance clearly...

Tax-Aware Rebalancing Engine Specification Specify a rules-based rebalancing framework that maximizes tracking to target allocation within a [Max Realized Gain Budget] and tax constraints for…

Asset Location Optimization Across Account Types Design an asset-location policy to minimize lifetime taxes across the household’s accounts...

Withdrawal Sequencing & Effective Tax-Rate Smoothing Build a decumulation plan that sequences withdrawals to minimize lifetime taxes while meeting cash needs of [Withdrawal Amount]...

Allowance & Wrapper Utilisation Maximiser (ISA/SIPP/Roth/etc.) Create a plan to fully utilize annual allowances and tax-advantaged wrappers for [Client Household Status] in [Region/Tax Jurisdiction] during…

Charitable Giving: Appreciated Assets & Tax-Efficient Structures Propose a philanthropic strategy that maximizes tax efficiency while aligning with [Client Values]...

Equity Compensation: RSU/Option/ESPP Tax Playbook Design a tax-aware strategy for executive equity compensation that integrates vesting, exercise, and sale decisions...

Digital Assets, Data Vaults, and Executor Readiness Prepare a digital estate plan covering [CryptoHoldingsSummary], domain/IP rights, social media, and cloud data...

Beneficiary & Titling Audit with Error-Proofing Controls Run a beneficiary and titling audit using [AccountInventoryFile] across investment, banking, [PensionSchemes], and [InsurancePolicies]...

Estate Governance, RACI, and Annual Review Cadence Design an estate-governance operating model for [FamilyCouncilName] with a RACI map [RACIOwners]...

After-Tax Portfolio Quick Wins Playbook Develop a concise, high-impact action plan to reduce the client’s tax drag over the next 90 days...

Year-End Tax-Loss Harvesting & Gains Management Blueprint Create a year-end harvesting blueprint that balances loss harvesting with strategic gain realization...

Inheritance/Transfer Tax Mitigation Playbook with Measurable Savings Create an inheritance/transfer tax mitigation playbook using [TaxRateAssumption] as the effective marginal rate and [AnnualExemption] for annual allowances...

Trust Structure Comparator: Control, Tax, and Administration Trade-offs Develop a decision framework comparing [TrustTypeOptions] for a grantor aged [GrantorAge] holding [PrimaryAssetTypes]...

Business Succession & Buy-Sell Funding Blueprint Design a succession plan for [OperatingCompanyName] with stakeholders [ShareholderList] using [ValuationMethod] as the pricing basis...

Charitable Legacy Architecture: DAF vs Foundation vs Impact Trust Create a philanthropic strategy aligning with [PhilanthropyObjectives] and an annual giving budget of [AnnualGivingBudget]...

Estate Tax Liquidity Strategy & Funding Ladder Develop a liquidity plan to meet an estimated estate tax of [EstimatedEstateTaxLiability] within [SettlementTimeframeMonths] months post-event...

Client-Ready One-Page Retirement Plan Pack Produce a one-page plan for [ClientName] tailored to [PersonaRole] with communication style [CommunicationStyle] and brand tone [BrandTone]...

Estate Plan Diagnostic & Risk Heatmap for Executive Review Conduct a comprehensive estate-planning diagnostic for [ClientName] operating in [Jurisdiction] with an estimated net worth of…

Cross-Border Heir & Domicile Scenario Modelling Model estate planning outcomes for a family spanning [JurisdictionA] and [JurisdictionB] with heirs located in [HeirResidencies]...

Longevity & Long-Term Care (LTC) Coverage Strategy Formulate a longevity hedge and LTC plan for [ClientName] with health status [HealthStatus], family longevity [FamilyLongevity], expected LTC…

ESG-Aware Retirement Portfolio & Stewardship Plan Design an ESG-aware decumulation portfolio for [ClientName] consistent with policy [ESGPolicy], exclusions [ExclusionsList], impact allocation target [ImpactAllocationTarget], tracking-error budget…

Pension Consolidation & Transfer Suitability Matrix Build a consolidation assessment for [ClientName] covering pots [PotsList], noting exit fees [ExitFees], guaranteed annuity rates [GuaranteedBenefits], protected tax-free…

Dynamic Spending Rule (Guardrails/Guyton-Klinger) Policy Paper Draft a policy that adopts dynamic spending rules for [ClientName] with initial withdrawal rate [InitialWithdrawalRate], review frequency [ReviewFrequency], volatility…

Glidepath Design & Rebalancing Policy for Pre-Retirement Develop a 10–20 year glidepath transitioning from [StartEquityAllocation]% equity to [EndEquityAllocation]% by retirement at [RetirementAge] for [ClientName] in…

Monte Carlo Retirement Feasibility with Guardrails Perform a Monte Carlo analysis (≥10,000 paths) for [ClientName] to test whether assets [CurrentPortfolioValue] can fund after-tax spending [AnnualSpendingTarget]…

Workplace DC Default Strategy Review & Redesign Assess and redesign the default investment strategy for [EmployerName]’s DC plan (AUM [SchemeAUM], members [MemberCount], provider [ProviderName], region…

Estate Planning & Intergenerational Wealth Transfer Brief Prepare an estate strategy for [ClientName] with current estate value [EstateValue] and intended heirs [Heirs]...

Owner-Operator Financial Plan & Exit Readiness Construct a comprehensive plan for [OwnerName] and business [BusinessName] covering personal and corporate finances...

Quarterly Client Review Pack & KPI Dashboard Produce a quarterly review for [ClientName] covering portfolio and planning progress against [Benchmark] within [ReviewPeriod]...

Retirement Income Strategy Blueprint (Drawdown vs. Annuitization Mix) Create a client-ready retirement income strategy comparing pure drawdown, partial annuitization, and hybrid “floor-and-upside” approaches for [ClientName]...

Tax-Efficient Withdrawal Sequencing & Wrapper Optimization Design an annual withdrawal sequencing policy that minimizes lifetime taxes while sustaining target net spending of [AnnualSpendingTarget] for [ClientName]...

Retirement Readiness, Glidepath & Decumulation Strategy Design an accumulation-to-decumulation plan for [ClientName] targeting retirement at [RetirementAge], starting from [CurrentPortfolioValue] with annual contributions of [AnnualSavings] and…

Tax-Aware Asset Location & Annual Optimisation Playbook Create a tax-optimised portfolio and annual playbook for [RegulatoryJurisdiction], using [MarginalTaxRate] and [CapitalGainsRate]...

Executive Compensation & Concentration Risk Management Plan Build a planning memorandum for [ClientName] addressing employer equity from [Employer]...

Education Funding Strategy & Vehicle Selection Create a comprehensive education-financing plan for [StudentName] with [YearsUntilEnrollment] years until matriculation in [UniversityRegion]...

Protection Gap Analysis & Insurance Optimisation Deliver a protection strategy for [ClientName] addressing income continuity and balance-sheet resilience...

Private Credit Underwriting: Downside Protection & Covenants Review Underwrite a senior/private credit opportunity in [Region] for borrower [BorrowerName] (sector [Sector])...

Real Assets Allocation: Inflation Hedge & Policy Alignment Review Assess the role of [RealAssetsSubset] (e.g., core real estate, infrastructure, timber, farmland) in the portfolio against…

Digital/Tokenised Assets Institutional Risk Assessment & Controls Prepare a go/no-go assessment for exposure to [AssetType] issued on [Blockchain] under [Jurisdiction]...

Holistic Household Financial Plan & Roadmap Develop a comprehensive financial plan for [ClientName] that prioritizes [PrimaryGoals] across a [TimeHorizonYears]-year horizon, aligned to a [RiskProfile] risk…

Household Cash Flow, Liquidity, and Stress-Testing Framework Produce a forward-looking 36-month cash flow projection for [ClientName] using [MonthlyIncome] and [MonthlyExpenses] as baselines...

Valuation Review for Illiquid Asset: DCF & Sensitivity Pack Prepare an independent valuation range for [AssetName], a [Sector] asset located in [Country]...

ESG & Impact Assessment for Alternative Strategies Assess ESG risks and opportunities for a [StrategyType] fund aligned to [SFDRClassification] investing in [Region]...

Co-Investment Rapid Screen & Two-Page IC Memo Run a rapid assessment of [DealName] offered as a co-investment alongside [GPName]...

Secondaries Pricing & Portfolio Triage (LP Stakes & GP-Led) Evaluate secondaries purchase opportunities from [SellerPortfolioFile] as of [NAVDate]...

Operational Due Diligence (ODD) Risk Review & Mitigation Plan Perform an ODD assessment on [GPName] covering governance, organisational resilience, compliance, valuation policy, trade operations, cybersecurity,…

Active Ownership Plan with KPIs & Escalation Path Design a stewardship engagement plan for [TopHoldings] focusing on [PriorityTopics] (e.g., climate strategy, human capital, digital ethics)…

Private Equity Fund Due Diligence Scorecard & IC Recommendation Act as an investment analyst preparing an IC-ready evaluation of [FundName] managed by [GPName] pursuing a…

Alternatives Liquidity Planning: Commitment Pacing & J-Curve Forecast Build a 10-year quarterly liquidity plan for alternatives commitments using [CommitmentScheduleFile] and applying [CommitmentPacingRule] across strategies (PE,…

Hedge Fund & Private Markets Performance Attribution with PME/Direct Alpha Conduct a performance diagnostic for the [PortfolioName] alternatives sleeve as at [NAVDate]...

Fee & Terms Impact Analysis with Negotiation Priorities Evaluate [FundName]’s LPA economics and governance: [ManagementFee] management fee schedule, [Carry] carry, [HurdleRate] hurdle, [CatchUp] catch-up, key-man/change-of-control,…

ESG Momentum & Event-Driven Signal Watchlist Construct an ESG momentum assessment for [CoverageUniverse] across [Region] by tracking rating changes, controversy frequency/severity, disclosure improvements, and target…

Supply Chain ESG Risk Mapping & Mitigation Plan Assess supply chain ESG risks for [Company] by mapping Tier-1/2 suppliers from [SupplierListSource] and scoring exposure to…

Governance Quality & Board Effectiveness Review Evaluate the governance profile of [Company] relative to [PeerSet] focusing on board independence, diversity [DiversityTarget], audit quality, compensation alignment,…

Impact Thesis & SDG Contribution Mapping Develop an impact thesis for the [Theme] strategy by mapping each holding’s products/services to SDG targets and measurable outcome…

Scope 1/2/3 Estimation & SBTi Target Alignment Estimate Scope 1/2/3 emissions for [Company] where disclosures are incomplete, using [ProxyMethod] (e.g., EEIO, intensity per revenue) and…

IC-Ready Sector Rotation Decision Pack Assemble an Investment Committee decision pack for the next sector rotation cycle aimed at [AudienceRole] managing [AUM] against [Benchmark] by…

ESG Due Diligence Brief for Investment Committee Evaluate the ESG profile of [Company] against [PeerSet] within the [Industry] sector and determine investability under [PolicyName]...

Greenwashing & ESG Data Quality Diagnostic Diagnose potential greenwashing for [Company] by triangulating disclosures, third-party ratings, and controversy data across [RatingProviders] within [Region]...

SFDR PAI & DNSH Assessment for a Fund Assess the SFDR Principal Adverse Impacts (PAI) and Do-No-Significant-Harm (DNSH) status for [FundName] in classification [SFDRClass] across…

Climate Scenario Impact on Portfolio Valuation Perform a climate scenario analysis for [PortfolioName] under [ScenarioSet] (e.g., NGFS orderly/disorderly, hot-house)...

Cross-Asset Signals for Sector Leadership Construct a cross-asset-driven sector rotation signal stack linking commodities, FX, and rates to sector leadership in [Geography]...

Global–Regional Sector Overlay with FX Hedging Design a global sector rotation overlay across [Regions] with FX considerations...

ML-Assisted Sector Leader/Laggard Classifier Develop a machine-learning classifier to predict next-quarter sector leaders/laggards for [Benchmark]...

Downside-Protection Overlay for Sector Rotations Create a downside-protection overlay for a sector rotation strategy with a drawdown cap of [DrawdownLimitPct]...

ESG/Regulatory Catalyst-Informed Rotation Propose sector rotation tilts that incorporate ESG themes and regulatory catalysts relevant to [Geography] over [TimeHorizon]...

Forecast Accuracy, Calibration, and Governance Tracker Set up a forecasting governance process for [ForecastOwner] with [ReviewCadence]...

Macro-Regime Playbook for Sector Rotation Develop a macro-regime sector rotation playbook that maps economic states to actionable sector over/underweights...

Momentum–Mean Reversion Blend for Sector Timing Design and backtest a blended momentum/mean-reversion sector rotation model for [Benchmark]...

Rates & Curve-Aware Sector Rotation Rules Create sector rotation rules conditioned on interest-rate level/volatility and curve shape for [Geography]...

Earnings-Season Sector Tilt Framework Build an earnings-season sector rotation framework for [Benchmark] over [UpcomingEarningsWindow]...

Ensemble Forecast with Model Averaging & Backtesting Construct a combined forecast for [Benchmark] using an ensemble of [ModelList] (e.g., ARIMA/X, regime-switching, gradient boosting, macro-linked)...

Event-Driven Forecast Around Central Bank Decisions Prepare an event-study forecast for [CentralBank]’s meeting on [EventDate] across [Instruments] (rates, FX, equities, credit)...

Sector Rotation Forecast Using Leading Indicators & Factors Forecast [Sectors] relative performance in [Region] using a composite of [IndicatorsSet] (PMIs, price pressures, credit growth) and…

Execution-Aware Liquidity & Market-Impact Forecast For [TickerOrInstrument], estimate a tradeable forecast that accounts for liquidity and market impact...

ESG/Climate Policy Shock Scenario for Market Forecasts Model an [PolicyScenario] (e.g., rapid carbon pricing) over [TimeHorizon] and forecast impacts on [AffectedSectors] and cross-asset markets...

Volatility, VaR/ES, and Drawdown Forecast for Portfolio Readiness For [PortfolioName] comprising [AssetsList], forecast next-[Horizon] volatility, Value-at-Risk, and Expected Shortfall at [VaRLevel]...

Macro Regime Detection & Allocation Tilts Detect market regimes and produce forecast-aligned allocation tilts for [Region] across [AssetClasses]...

Earnings–Rates Decomposition for Equity Return Forecasts Forecast [Index] total returns over [TimeHorizon] by decomposing drivers: [EPSGrowthAssumptions], [TerminalPE], [DividendYield], and a [RatePath] for discount/relative-value effects...

FX Path Forecast from Carry, External Balance, and Terms of Trade Produce a forecast for [CurrencyPair] over [Horizon] using a three-pillar framework: interest-rate carry, current…

Alternative-Data Nowcast & Short-Term Price Forecast for Commodities Develop a nowcast and [ForecastWindow] price forecast for [Commodity] in [Region] using alternative data [AltDataSource] (e.g., mobility,…

Capital Allocation & Stewardship Effectiveness Review Assess [CompanyName]’s capital allocation across [Timeframe] versus [PeerSet] in [Currency] using [KPIs] (ROIC, FCF yield, payout, reinvestment productivity)...

Forensic Short Thesis: Red Flags & Catalyst Map Develop a forensic short thesis on [CompanyName] operating in [Region]...

Factor Exposure & Risk Decomposition for a Security or Basket Analyse risk and return drivers for [SecurityOrBasket] over [DateRange] using the [FactorModel] factor library versus…

Earnings Call NLP: Sentiment, Topic Shift & Guidance Delta Perform NLP on [CompanyName] earnings call transcripts for [CallDates] sourced from [TranscriptSources]...

Probabilistic Index Forecast with Scenario Bands Build a probabilistic market forecast for [Index] in [Region] over [TimeHorizon]...

Relative Valuation & Peer Regression (Growth/Quality-Adjusted Multiple) Perform a relative valuation of [CompanyName] versus [PeerSet] as of [ValuationDate] in [Market]...

Creditworthiness & Bond Security Analysis Assess the credit profile of [IssuerName] focusing on bond [BondID] in the [Sector] sector with current rating [Rating] and maturity…

ESG Materiality Mapping & Valuation Impact Assessment Evaluate ESG material risks and opportunities for [CompanyName] using [SectorStandard] materiality guidance...

Event-Driven Security Analysis: M&A/Regulatory Scenario Model Analyse the event risk for [Target] related to [Acquirer] under [DealTerms] with oversight by [Regulator]...

Alternative Data Mosaic for Revenue Nowcasting Construct a revenue nowcast for [CompanyName] across [Markets] using [AltDataSources] (e.g., web traffic, app downloads, card data) over [TimeWindow]…

Earnings Quality & Cash Conversion Deep-Dive Analyse earnings quality for [CompanyName] for [FiscalPeriod] under [AccountingStandard], benchmarking against [PeerSet] and reporting in [Currency]...

Scenario-Based DCF with Sensitivity & Reverse-Engineering Value [CompanyName] using a three-scenario DCF over [Years] years: Base, Bull, and Bear...

Executive Equity & Liquidity Event Tax Strategy Develop a tax-aware plan for executive equity around a liquidity event...

Tax-Advantaged Programme Allocation (e.g., Opportunity Zones / Venture Reliefs) Assess suitability and sizing for participation in a tax-advantaged programme [ProgramType]...

Equity Coverage Initiation: Full Fundamental Security Analysis Conduct a full fundamental security analysis and produce a coverage initiation report for [CompanyName] ([Ticker]) operating in [Region]...

Vehicle & Wrapper Selection: ETF vs Mutual Fund vs SMA/Direct Indexing Recommend the most tax-efficient implementation vehicle for [AccountType] given client customisation and cost objectives...

Cross-Border Withholding Tax Optimisation Assess foreign dividend/interest flows and optimise net income using treaty relief and fund domiciles...

Estate, Gifting & Charitable Integration for Tax-Efficient Portfolios Integrate estate planning into portfolio strategy to reduce transfer taxes while maintaining investment discipline...

Tax Complexity Planner for Alternatives & Private Markets Evaluate the tax implications of current and proposed allocations to alternatives...

Year-End & Quarterly Tax Playbook Produce a recurring tax-efficiency playbook aligned to regulatory deadlines...

Tax-Aware Asset Location Optimiser Analyse the portfolio’s current holdings and recommend an asset location strategy that maximises after-tax return without breaching policy limits...

Tax-Budgeted Rebalancing & Trade List Design a rebalancing plan that restores [TargetAllocation] while capping realisations within a tax budget...

Loss Harvesting & Gain Realisation Playbook Create a tax-aware harvesting plan that balances tax-loss harvesting with strategic gain realisation to utilise the [CGTAllowance]...

Dividend Policy & Share Class Selection Evaluate whether distributing or accumulating share classes best meet client income and tax efficiency goals...

Withdrawal Sequencing Optimiser (Lifetime Tax Minimisation) Build a withdrawal strategy that delivers [WithdrawalAmount] per year over [TimeHorizon] while minimising lifetime tax...

Low-Cost Transition to New Model Weights Propose a phased rebalancing plan that transitions [PortfolioName] to [NewModelWeightsFile] while keeping implementation shortfall under [ImplementationShortfallLimitBp] bps...

Scenario-Driven Drift & Pre-Trade Checks Generate rebalancing recommendations for [PortfolioName] triggered by a drift threshold of [DriftThresholdPct] and validated against scenario set [ScenarioSetName] (e.g., rates…

Derivatives Overlay for Fast Rebalancing Recommend a derivatives overlay to rapidly rebalance [PortfolioName] exposures (beta, duration, sector) using [OverlayInstruments] while physical trades are staged...

Multi-Currency Rebalancing with FX Hedges Deliver a rebalancing plan for [PortfolioName] with base currency [BaseCurrency] that corrects asset and regional drifts and proposes FX hedges…

Glidepath-Aligned Lifecycle Rebalancing Create a rebalancing recommendation for [ClientSegment] portfolios consistent with a glidepath showing years to target date of [YearsToTargetDate]...

Policy-Driven Tolerance-Band Rebalancing Generate a policy-compliant rebalancing recommendation for [PortfolioName] as of [AsOfDate] using target weights in [TargetAllocationFile] and asset-class tolerance bands [ToleranceBands]...

Risk-Targeted (Volatility/TE) Rebalancing Deliver a rebalancing plan for [PortfolioName] that targets ex-ante portfolio volatility of [RiskTargetVol] and caps tracking error to [TrackingErrorLimit] relative to [Benchmark]...

Tax-Aware Household Rebalancing Across Accounts Produce a tax-optimized rebalancing recommendation for the [HouseholdName] household, coordinating across taxable and tax-deferred accounts...

ESG-Constrained, Factor-Neutral Rebalancing Create a rebalancing plan for [PortfolioName] that enforces exclusions from [ESGExclusionsList] and meets factor neutrality targets in [FactorTargetsFile] (e.g., size, value, quality…

Liquidity-Aware Rebalancing with Cash Sequencing Design a rebalancing recommendation for [PortfolioName] that raises [CashNeeded] by the soonest feasible date while maintaining a cash buffer of…

Currency Hedging Impact & Scenario Analysis for {{PortfolioName}} Quantify the impact of currency on [PortfolioName] performance versus [BenchmarkCode] in [BaseCurrency]...

Liquidity & Capacity-Adjusted Performance for {{StrategyName}} Estimate performance for [StrategyName] at current AUM [AUM] and projected capacity [MaxCapacity], adjusting for market impact and slippage [SlippageBps]…

ESG-Adjusted Performance & Tracking Error for {{PortfolioName}} Evaluate how ESG tilts affect [PortfolioName] performance versus [BenchmarkCode]...

Manager Consistency, Alpha Persistence & Regime Behavior for {{ManagerName}} Assess [ManagerName]’s [PortfolioName] for performance consistency versus [BenchmarkCode] over [LookbackMonths] months...

GIPS®-Aligned Data Audit & Composite Performance Check for {{CompositeName}} Conduct a performance data audit for [CompositeName] for [GIPSYear] to align with GIPS®...

Cashflow-Sensitive Performance: MWR/IRR & PME for {{VehicleName}} For [VehicleName] (closed-end or illiquid sleeve), compute money-weighted return (IRR, [IRRMethod]) and link to public market equivalents (PME…

Brinson-Fachler Attribution by {{AttributionHierarchy}} for {{PortfolioName}} Perform a Brinson-Fachler attribution for [PortfolioName] versus [BenchmarkCode] from [StartDate] to [EndDate], decomposed by [AttributionHierarchy] (e.g., Region > Sector…

Factor Decomposition & Alpha Quality Review using {{FactorModel}} Decompose [PortfolioName] performance into systematic factors defined by [FactorModel] (e.g., Equity: Market, Size, Value, Quality, Momentum; Rates/Credit/Macro…

Risk-Adjusted KPI Suite & Period Heatmap for {{PortfolioName}} Create a KPI suite for [PortfolioName] versus [BenchmarkCode] across [Periods] in [BaseCurrency]...

Gross-to-Net Performance Waterfall: Fees, Taxes & Friction for {{PortfolioName}} Build a gross-to-net performance waterfall for [PortfolioName] from [StartDate] to [EndDate]...

Rebalancing Policy Comparison: Bands vs Calendar vs Risk Triggers Evaluate rebalancing approaches—calendar ([RebalanceFrequencyOptions]), tolerance bands [BandSizes], and risk-triggered rules (vol/TE/drawdown)—for the [Benchmark] aligned portfolio...

Regime-Based Allocation Using Macro Signals and HMM Develop a regime-switching allocation framework using macro signals [MacroSignals] and an HMM with [RegimeCount] states...

Executive Performance Pack for {{PortfolioName}} vs {{BenchmarkCode}} Produce an executive-ready performance pack that evaluates [PortfolioName] versus [BenchmarkCode] from [StartDate] to [EndDate] in [BaseCurrency]...

Benchmark Fit & Sensitivity Analysis for {{PortfolioName}} Assess the appropriateness of candidate benchmarks [CandidateBenchmarks] for [PortfolioName] over the last [LookbackMonths] months in [Region] (base [BaseCurrency])...

Tail-Risk Hedge and Option Overlay Optimisation Design a cost-efficient tail-risk overlay using instruments [InstrumentsList] within a budget [TailHedgeBudget]...

Factor-Tilt Optimisation with Active Risk and Exposure Controls Design a portfolio that targets factor tilts [TargetFactorTilts] using [FactorModel] while capping ex-ante active risk at [MaxActiveRisk]...

Volatility Targeting and Drawdown Controls Implement a volatility-targeted strategy with dynamic scaling to maintain annualised risk at [VolTarget] while enforcing a hard stop and recovery…

Currency Hedging Optimisation for Multi-Region Portfolios Optimise currency hedging for exposures across [CurrencySet] to maximise risk-adjusted returns net of hedge carry and costs [CostAssumption]...

Liquidity-Aware Optimisation Including Private Assets Optimise a portfolio that includes illiquid assets by enforcing [LiquidityBucketRules] (e.g., daily/weekly/monthly/locked), redemption notice periods [RedemptionNotice], and a cap on…

ESG and Climate Risk Integration in Risk–Return Optimisation Embed [ESGPolicy] and climate transition/physical risk into optimisation...

CVaR-Minimisation with Target Return and Scenario Stress Tests Optimise the portfolio to minimise Conditional Value at Risk (CVaR) at [ConfidenceLevel] while achieving an expected return…

Black–Litterman Integration of CIO Views Produce a Black–Litterman optimised allocation that blends [Benchmark] equilibrium weights with CIO views [ViewsList]...

Insurance Portfolio Allocation under Solvency Constraints Design a multi-asset allocation for [InsurerName] that maximises risk-adjusted return subject to capital charges and liquidity needs under [RegulatoryRegime]...

Efficient Frontier Construction with Risk Budgets Optimise the [MandateName] multi-asset portfolio to map the efficient frontier and recommend a single implementable allocation that respects explicit…

Active Risk Optimisation vs Benchmark with Cost & Turnover Controls Construct an optimised portfolio relative to [Benchmark] that maximises information ratio subject to tracking error…

Liability-Driven Investment (LDI) Allocation Develop an LDI asset allocation for [PensionPlanName] with discount rate [DiscountRateBasis] and liability duration [LiabilityDuration]...

Factor-Based vs Traditional Allocation Produce a factor-based allocation for [PortfolioName] that targets exposures to [FactorSet] (e.g., value, quality, momentum, size, low volatility, term, carry) while…

Regime-Based Allocation & Stress Testing Create a regime-based allocation for [CompanyName] by classifying market regimes using [RegimeSignals] (e.g., growth/inflation trends, policy stance, volatility)...

Rebalancing Policy Optimisation Optimise the rebalancing policy for [PortfolioName] to balance drift control, costs, and tax/realisation constraints...

ESG-Integrated Allocation with Climate Scenarios Integrate ESG and climate considerations into the SAA for [CompanyName]...

Tactical Asset Allocation (TAA) Signal Framework Build a tactical asset allocation playbook for [CompanyName] that converts macro, valuation, and momentum indicators into tilts vs the…

Risk Budgeting & Risk Parity Allocation Construct a risk budgeting framework for [PortfolioName] (AUM [PortfolioAUM]) that allocates risk, not capital, across asset classes and factors...

Glide Path Design for Target-Date/Decumulation Design an age-based glide path for [PlanType] participants of [SponsorName] across accumulation and decumulation...

Currency Hedging Policy & Overlay Design Formulate a currency risk management policy for [CompanyName] with base currency [BaseCurrency] and exposures across [Regions]...

Alternatives Allocation & Illiquidity Budgeting Create an alternatives allocation plan for [PortfolioName] targeting [AlternativesTargetPct] across private equity, private credit, real estate, and infrastructure...

Strategic Asset Allocation (SAA) Policy Blueprint Develop a strategic asset allocation policy for [CompanyName] that targets a long-run return of [TargetReturnPct] with a volatility ceiling…

Scenario Analysis for Profitability Improvement Strategies Use scenario analysis to assess the financial impact of potential strategies aimed at improving project profitability for [ProjectName]...

Evaluating Profitability After Tax Adjustments After calculating the project’s profitability, evaluate the impact of tax liabilities on net profitability...

Assessing the Impact of Delays on Project Profitability Evaluate the financial impact of project delays on profitability for [ProjectName]...

Profitability Analysis for Subcontractor Expenses Analyze the profitability of using subcontractors for certain tasks within [ProjectName]...

Profitability Adjustments Based on Financial KPIs Review key financial performance indicators (KPIs), such as return on investment (ROI), gross profit margin, and operating profit margin,…

Project Profitability Sensitivity to Cost Variability Perform a sensitivity analysis to determine how project profitability for [ProjectName] is affected by fluctuations in key costs (e.g.,…

Benchmarking Project Profitability Against Industry Standards Conduct a profitability comparison for [ProjectName] against similar projects within the same industry...

Cost-Benefit Analysis for Project Expansion Perform a cost-benefit analysis to evaluate the financial impact of expanding [ProjectName]...

Assessing Project Profitability with Real-Time Data To analyze the profitability of a project, gather real-time data on project revenue, costs, and timelines from the finance…

Identifying Key Profitability Drivers in Project Execution Review the project's key cost drivers, including labor, material, and equipment costs, using data from [ProjectName]...

Forecasting Future Profitability Based on Current Trends Using historical data from previous phases of [ProjectName], project future profitability by analyzing trends in costs and revenue...

Evaluating Profitability with Scenario Planning Utilize scenario planning to assess profitability under different project conditions for [ProjectName]...

Earnings Before Interest and Taxes (EBIT) Analysis Prepare an EBIT (Earnings Before Interest and Taxes) analysis report for [ProjectName] at [CompanyName], focusing on the project's…

Project Financial Performance Benchmarking Generate a financial benchmarking report comparing the financial performance of [ProjectName] within [CompanyName] to similar projects in the industry or internal…

Project Financial Reporting Dashboard Creation Develop a project financial reporting dashboard for [CompanyName] to track key performance indicators (KPIs) such as budget variance, cash flow,…

Cost Benefit Analysis in Project Financial Reporting Prepare a detailed cost-benefit analysis for [ProjectName] within [CompanyName], assessing whether the project's expected benefits justify its financial…

Project Risk Impact on Financial Reporting Generate a financial report assessing the potential financial risks associated with [ProjectName] at [CompanyName]...

Project Profitability Analysis Prepare a profitability analysis for [ProjectName] within [CompanyName] at [ReportDate]...

Resource Allocation Efficiency in Project Reporting Create a report on resource allocation efficiency for [ProjectName] at [CompanyName]...

Project Financial Reporting Overview Create a project financial report for [CompanyName] outlining the financial status of ongoing projects as of [ReportDate]...

Variance Analysis in Project Reporting Prepare a variance analysis report for [ProjectName] at [CompanyName], comparing planned versus actual financial performance for the period ending [PeriodEndDate]...

Cash Flow Projection for Project Reporting Develop a cash flow projection report for [ProjectName] within [CompanyName], forecasting cash inflows and outflows over the next [TimeFrame]…

Conduct Sensitivity Analysis for Cost Estimation Perform a sensitivity analysis on the project cost estimation for [ProjectName] by adjusting key variables such as [MaterialCosts], [LabourRates],…

Estimate Costs for Complex Projects with Multiple Stakeholders For [ProjectName], which involves multiple stakeholders, including [Stakeholder1], [Stakeholder2], and [Stakeholder3], provide a detailed cost estimation...

Develop a Time-based Cost Estimation for Long-Term Projects Estimate the total cost of a long-term project, such as [ProjectName], based on its expected duration and…

Factor in Supply Chain Costs for Project Estimation Incorporate supply chain costs into the overall project cost estimation for [ProjectName], accounting for variables such as…

Incorporate Risk Factors into Project Cost Estimation Estimate the overall project cost for [ProjectName] while considering a set of predefined risk factors...

Develop Cost Estimation for a Multi-phase Project Create a comprehensive cost estimation for a multi-phase project, [ProjectName], with a focus on distinct phases such as…

Estimate Overhead Costs for Project Management Estimate the project management overhead costs for [ProjectName], considering factors such as [ProjectDuration], the number of project managers, and…

Estimate Costs Using Bottom-up Estimating Method Use a bottom-up estimating approach to calculate the total project cost for [ProjectName]...

Use Parametric Estimating for Project Cost Estimation Create a parametric model to estimate the cost of the [ProjectName] by applying unit costs for specific work…

Estimate Project Cost Based on Historical Data Utilize historical project data from [Company]'s past projects to estimate the cost for a new [ProjectType]...

Calculate Cost for New Project Using Resource Allocation Develop a project cost estimation for the [ProjectName] by calculating resource costs based on the projected hours…

Financial Projections Post-Capacity Expansion Create detailed financial projections for [CompanyName] following the completion of its capacity expansion...

Technology Integration for Capacity Expansion Evaluate the technology requirements for the proposed capacity expansion at [CompanyName]...

Capacity Expansion Benchmarking and Competitor Analysis Conduct a benchmarking study of similar capacity expansion projects within the [Industry] sector...

Capital Expenditure (CapEx) Planning for Expansion Prepare a detailed capital expenditure (CapEx) plan for a proposed capacity expansion project at [CompanyName]...

Market Demand Forecast for Capacity Expansion Develop a market demand forecast for the new capacity expansion at [CompanyName]...

Operational Efficiency Post-Capacity Expansion Assess the impact of a planned capacity expansion at [CompanyName] on operational efficiency...

Cost Allocation for Expansion-Related Investments Develop a cost allocation model for the various investments involved in the capacity expansion at [CompanyName]...

Stakeholder Engagement for Capacity Expansion Project Create a stakeholder engagement strategy for the capacity expansion project at [CompanyName]...

Cost of Delayed Automation Investment Analyze the financial implications of delaying automation investments in [BusinessUnit]...

Automation Investment Payback Period Analysis Calculate the payback period for an automation investment in [Department] by considering the initial investment costs, expected cost savings, and…

Scalability Analysis for Automation Investments Evaluate the scalability of an automation investment for [BusinessUnit] by analyzing its ability to adapt to increasing production demands, additional…

Capacity Expansion Feasibility Assessment Conduct a feasibility assessment for a proposed capacity expansion at [CompanyName]...

Capacity Expansion Risk Evaluation Evaluate the risks associated with expanding the production capacity at [CompanyName]...

Comparative Analysis of Automation Technology Vendors Perform a comparative analysis of different automation technology vendors by evaluating their pricing, implementation timelines, technical support offerings, and…

Impact of Automation on Operational Efficiency Evaluate how the implementation of automation technologies will impact operational efficiency in [Department]...

Automation Investment Impact on Workforce Structure Analyze the impact of automation investments on the workforce structure within [BusinessUnit]...

Technology Upgrade vs. Automation Investment Analysis Conduct a comparison between upgrading existing technologies and investing in new automation systems for [BusinessFunction]...

Long-term Financial Forecast for Automation Investment Develop a long-term financial forecast for an automation investment in [BusinessUnit], considering factors such as initial capital expenditure, recurring…

Post-Implementation Review for Technology Upgrade Design a post-implementation review process for evaluating the success of the [Placeholder:TechnologyName] upgrade...

Automation Investment Evaluation for ROI Evaluate the return on investment (ROI) for a proposed automation project by analyzing the expected cost savings, efficiency gains, and…

Cost-Benefit Analysis of Automation Solutions Conduct a detailed cost-benefit analysis for the implementation of automation technology in [Department]...

Risk Assessment for Automation Investment Identify and evaluate the risks associated with investing in automation technology for [ProductLine]...

Automation Investment Feasibility Study Conduct a feasibility study for the introduction of automation into [BusinessUnit]...

Vendor Selection and Evaluation for Technology Upgrade Create a detailed vendor selection process for sourcing the necessary technology for the proposed [Placeholder:TechnologyName] upgrade...

Operational Efficiency Gains from Technology Upgrade Assess the operational efficiency gains that can be expected from upgrading to [Placeholder:TechnologyName]...

Total Cost of Ownership (TCO) Analysis for Technology Upgrade Conduct a comprehensive Total Cost of Ownership (TCO) analysis for the proposed [Placeholder:TechnologyName] upgrade, including both…

Strategic Alignment of Technology Upgrade with Business Objectives Evaluate the strategic alignment of the proposed [Placeholder:TechnologyName] upgrade with the overall business objectives of [Placeholder:CompanyName]...

Timeline and Milestones for Technology Upgrade Implementation Develop a detailed timeline and milestone plan for the implementation of the proposed [Placeholder:TechnologyName] upgrade...

Evaluating Leasing vs. Buying for Equipment Replacement Analyze the financial and operational differences between leasing and buying the new [Equipment_Type]...

Cost-Benefit Analysis for Technology Upgrade Justification Conduct a detailed cost-benefit analysis for the proposed technology upgrade to [Placeholder:TechnologyName]...

Stakeholder Impact Analysis for Technology Upgrade Perform an impact analysis of the proposed [Placeholder:TechnologyName] upgrade on key stakeholders within the organization...

Financial Justification for Technology Upgrade Based on Competitive Advantage Prepare a financial justification for upgrading to [Placeholder:TechnologyName], focusing on how this investment will help the…

Risk and Mitigation Strategies for Technology Upgrade Develop a risk management plan for the proposed [Placeholder:TechnologyName] upgrade, focusing on potential risks related to implementation, data…

Depreciation Impact on Equipment Replacement Decision Assess how the depreciation schedule of the current [Equipment_Type] influences the decision to replace it...

Equipment Replacement Timing and Scheduling Develop a detailed timeline for replacing the [Equipment_Type] at [Company_Name]...

Environmental and Sustainability Considerations in Equipment Replacement Evaluate the environmental and sustainability implications of replacing [Equipment_Type]...

ROI Calculation for Equipment Upgrade Calculate the return on investment (ROI) for replacing the outdated [Equipment_Type] with the latest model...

Total Cost of Ownership (TCO) for Equipment Replacement Perform a Total Cost of Ownership (TCO) analysis for replacing [Equipment_Type]...

Assessing Regulatory Risk in Financial Investments Evaluate the regulatory risks associated with [Financial Investments] in [Sector], focusing on compliance with local and international regulations...

Assessing Technological Risk in High-Tech Investments Evaluate the technological risks associated with [High-Tech Investments] in [Sector], focusing on factors such as technological obsolescence, cybersecurity vulnerabilities,…

Financial Impact of Equipment Failure Risk Conduct a financial impact analysis of equipment failure for [Company_Name], specifically for [Equipment_Type]...

Measuring Political Risk in Cross-Border Investments Assess the political risk for [Cross-Border Investments] in the [Region] by analyzing factors such as [Political Stability], [Regulatory Changes],…

Assessing Liquidity Risk in Large Capital Investments Evaluate the liquidity risk of large [Capital Investments] within the [Company’s Portfolio], especially in scenarios where rapid capital…

Foreign Exchange Risk Assessment for International Investments Assess the foreign exchange risk associated with [International Investments] made by [Company Name] in the [Region], focusing on…

Assessing Environmental Risk in Sustainable Investments Evaluate the environmental risks associated with [Sustainable Investments] in the [Industry]...

Stress Testing for Financial Risk in Investment Projects Perform a stress test on [Investment Project] to evaluate the project’s ability to withstand extreme market events,…

Identifying Strategic Risk in Long-Term Investment Ventures Evaluate the strategic risk associated with [Long-Term Investment Ventures] by analyzing factors such as [Market Position], [Competitor Analysis],…

Effect of Financing on Payback Period For projects financed with debt, calculate the payback period by factoring in the debt service (interest and principal repayments)…

Assessing Market Risk for Investment Portfolios Evaluate the market risk associated with [Investment Portfolio] for the upcoming [Timeframe], considering current market volatility, macroeconomic factors, and…

Evaluating Credit Risk Exposure in Capital Investments Assess the credit risk exposure for [Company Name] in relation to its [Capital Investments] in the [Region], focusing…

Scenario Analysis for Investment Project Risk Conduct a scenario analysis to assess the impact of different market conditions on the [Investment Project]...

Quantifying Operational Risk in Capital Investment Plans Assess the operational risks associated with the [Capital Investment Plan] by examining internal processes, operational capacity, and potential…

Payback Period and Tax Impact Analysis When calculating the payback period for an investment, include tax considerations by adjusting the annual cash flow for taxes...

Impact of Maintenance Costs on Payback Period In long-term investment projects, factor in maintenance costs that may affect annual cash flow...

Payback Period for Variable Cash Flow Projects For projects where cash flow is variable over time, calculate the payback period by using the expected cash…

Integration of Payback Period with Strategic Planning Goals Incorporate payback period analysis into the strategic planning process by aligning the investment’s payback period with the…

Payback Period and Project Risk Assessment Evaluate the risk associated with the payback period by incorporating risk factors such as project delay, cost overruns, or…

Payback Period Adjustment for Inflation For an accurate payback period analysis in a fluctuating market, adjust the expected future cash flows for inflation...

Comparison of Payback Periods for Multiple Projects Compare the payback periods of two or more investment opportunities by calculating each project's payback period individually...

Payback Period Sensitivity Analysis Conduct a sensitivity analysis of the payback period by adjusting key variables such as the [Investment Amount], [Annual Cash Flow], and…

Discounted Payback Period Calculation Calculate the discounted payback period by incorporating the time value of money...

Payback Period in a Multi-Currency Investment Project For international investments, calculate the payback period while considering multiple currencies...

Comprehensive Payback Period Calculation To calculate the payback period for a capital investment project, use the following data: [Investment Amount], [Annual Cash Flow], and [Project…

NPV Calculation with Variable Discount Rates Perform an NPV calculation for a capital investment project at [CompanyName] using variable discount rates for each year of…

Create a Report on the NPV Sensitivity to Changes in Cash Flow Timing Create a detailed report analyzing how the timing of cash flows affects…

Calculate the NPV of an Investment with Inflation Adjustments Calculate the NPV for a capital investment project at [CompanyName], factoring in inflation adjustments for both…

Create a Decision Matrix for NPV Analysis of Multiple Projects Develop a decision matrix comparing the NPV of three competing capital investment projects for [CompanyName]...

Determine the NPV for Multiple Investment Alternatives Compare the NPV of three potential capital investment projects for [CompanyName]...

Analyze Break-Even Point for a Project Using NPV Calculate the break-even point where the NPV of a capital investment project equals zero for [CompanyName]...

Sensitivity Analysis for Net Present Value (NPV) of a Capital Investment Conduct a sensitivity analysis for the NPV calculation of a capital investment project at…

Evaluate Long-Term Impact on NPV for a Sustainable Investment Evaluate the long-term NPV of a sustainable capital investment project for [CompanyName], factoring in environmental benefits…

Forecasting Future Cash Flows for NPV Calculation Generate a forecast for the future cash flows of a capital investment project over [Timeframe] years for [CompanyName],…

ROI for Outsourcing Operations Analysis Evaluate the ROI of outsourcing certain operational functions at [CompanyName]...

ROI of Innovation Projects Analysis Analyze the ROI for an innovation project at [CompanyName] aimed at developing a new service offering...

Return on Investment for Corporate Social Responsibility (CSR) Projects Conduct an ROI analysis for a CSR project at [CompanyName] designed to benefit local communities, such…

ROI for Supply Chain Optimization Investment Perform an ROI analysis for an investment in supply chain optimization at [CompanyName], including costs for new software, staff…

Calculate the Net Present Value (NPV) for a Capital Investment Project The task is to calculate the Net Present Value (NPV) of a proposed capital…

Evaluating ROI on Employee Training Program Conduct an ROI analysis for an employee training program at [CompanyName] aimed at improving productivity in the [Department]...

ROI on Environmental Sustainability Initiatives Analyze the ROI for an environmental sustainability initiative at [CompanyName], such as the adoption of energy-efficient systems or waste reduction…

Evaluating ROI of Real Estate Investments Conduct a comprehensive ROI analysis of a real estate investment project at [CompanyName], involving the purchase and renovation of…

Capital Budgeting for Mergers and Acquisitions Analyze the ROI for a potential merger between [CompanyName] and [TargetCompany]...

ROI for Marketing Campaign Investment Evaluate the ROI for a planned marketing campaign for [ProductName] at [CompanyName]...

Evaluating ROI for New Product Launches Evaluate the return on investment (ROI) for a new product launch at [CompanyName]...

Assessing ROI for Expansion Projects Conduct a detailed ROI analysis for an expansion project at [CompanyName] involving the establishment of a new branch in [Region]...

ROI Analysis for Technology Investment Perform an ROI analysis for a proposed investment in [Technology] for [CompanyName], aiming to improve [SpecificDepartment] operations...