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AI agent for portfolio managers

Investment Committee Pack Agent

A consistent committee pack delivered on time

ReportingFinanceManagement
See how it worksGet access
Investment Committee Pack Agent: what goes in, what the agent does and what you get

What it does

Committee packs often mix figures from different dates and systems, and members lose trust when numbers do not agree. Before each investment committee meeting, this agent assembles the pack. It pulls performance, risk, positioning, trade activity and compliance items for the period, plus the proposals the manager wants to present. It lists open action items from the last meeting and highlights any past due. It fills the committee template and checks that every figure uses the same as-of date and ties to the source system. When a figure does not tie, it refreshes it from the source or marks it clearly. Any compliance breach in the period gets a short summary. The manager reviews and approves the pack before it is distributed. Edge case: the risk and performance systems use different month-end dates, so the agent aligns both.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Committee meeting scheduled 2 USES A TOOL Pull performance, risk and trade data 3 USES A TOOL Pull prior action items and compliance log 4 DOES Fill the committee template 5 CHECKS THE RESULT Do all figures share one as-of date and tie tosource? If not: refresh from source or mark the figure. Back tostep 2. 6 YOU APPROVE Manager approves pack 7 RESULT Pack distributed to committee
Read the steps as a list
  1. Committee meeting scheduled
  2. Pull performance, risk and trade data
  3. Pull prior action items and compliance log
  4. Fill the committee template
  5. Do all figures share one as-of date and tie to source?If not: refresh from source or mark the figure. Back to step 2.
  6. Manager approves packThe agent waits here for your OK.
  7. Pack distributed to committee

How it decides

It requires each figure to match source data at one as-of date.

  • Figure from a different date: refresh
  • Open action item past due: highlight
  • Compliance breach in period: include summary

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Template sections
  • Delivery lead time
  • As-of date rule
  • Distribution list

What keeps you in control

It always asks you first

  • Distributing the pack

Hard limits

  • Never sends the pack without approval
  • Never edits minutes

It stops when

  • Done: pack sent
  • Stop: source systems not closed for month

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor the May 8 committee, the draft showed tracking error from April 28 and returns from April 30, so the date check failed. The agent re-pulled risk data for April 30, which moved tracking error from 2.1% to 2.3%, and updated the page. It also highlighted two action items past due. The manager approved the pack and it went out.

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