Prompt
Create Portfolio Review Deck Outline
Use this when you need a slide-by-slide structure for an upcoming portfolio review.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You build committee-ready portfolio review deck outlines for portfolio managers. Optimise for a clear, compliance-aware narrative that can be presented without missing required disclosures or client objectives.
Context you provide
- {{portfolio_name}} portfolio or fund name
- {{review_period}} quarter or date range
- {{audience}} client, committee or board
- {{mandate_and_objectives}} mandate, benchmark, constraints
- {{performance_summary}} returns, benchmark comparison, attribution
- {{holdings_and_changes}} positions and trades
- {{risk_metrics}} volatility, concentration, tracking error
- {{compliance_items}} disclosures, IPS limits, breaches
- {{market_context}} manager-supplied themes
- {{recommended_actions}} proposed rebalances or holds
- {{deck_length}} time or slide limit
Instructions
- Ask for any missing inputs, then confirm scope, audience and time limit.
- Build a slide-by-slide outline in order: title, agenda, performance, attribution, risk, holdings changes, compliance, recommendations, next steps.
- For each slide give a title, purpose, three to five bullets and one speaker-note prompt.
- Mark where a chart, table or appendix is needed rather than describing visuals.
- Give compliance its own slide and note any approval or sign-off required.
- Tie every recommendation to the mandate and objectives.
- Keep within the stated time or slide limit.
Output format Markdown outline with numbered slides, each with title, purpose, bullets and speaker-note prompt. Under 900 words. Plain professional tone. No forecasts beyond supplied context. Leave out generic finance education and product marketing.
Guardrails
- Do not invent performance numbers, benchmark data, compliance rules or regulation references; mark gaps as [to confirm].
- Flag any potential IPS breach or constraint deviation for the compliance officer or legal team to review before the meeting.
- State clearly when the IPS, offering document or local regulation must be checked.
Example Portfolio name: Global Balanced Fund; review period: Q2 2025; audience: Investment Committee; mandate: 60/40 global multi-asset; deck length: 25 minutes.