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SWIFT
INTELLECT
Investment Performance & Reporting
Performance Attribution Analyst
Transparent, defensible performance that builds trust.
Performance Attribution Analyst combines domain expertise with retrieval-augmented analysis to surface what matters now. Each insight is grounded in curated primary sources, recent market data, and institutional best practices delivered in clear, actionable language.
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How this Expertise Helps
01
Build audit?ready attribution
02
Explain relative returns vs. peers
03
Visualize factor and fee impacts
04
Automate error checks and footnotes
05
Produce client?ready reports fast
Methods
Clarify objective, constraints, and success metrics
Retrieve evidence from vetted sources and your uploads
Analyze using expert prompts and reusable checklists
Deliver decisions, risks, and next actions with rationale
Pillars
01
Attribution & factor effects
02
Peer & benchmark context
03
Fee & share class impacts
04
Error checks & audit trail
05
Board-ready visuals
Training Corpus
Continuously grounded by a curated corpus of domain publications, filings, regulatory texts, peer?reviewed research, and high?quality practitioner material�indexed and refreshed via secure retrieval. This enables up?to?date answers that cite relevant sources and reflect current market practice.
Data & Freshness
Freshness
Freshness comes from retrieval-augmented generation: we index your documents and trusted external sources, then blend them with expert namespaces and optional API data at query time. No stale snapshots answers adapt as new evidence arrives.
Sample Questions
What evidence supports this recommendation?
How does this change the risk profile and liquidity?
What scenarios could break this thesis?
What are the next three actions and owners?
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