Reports
Generated packs, schedules and ad-hoc exports · workspace Aldermont Capital
Reports generated
8
+3 this month
Scheduled
3
Next: Aug 01 · 08:00
Avg generation time
42s
−8s vs Jun
Last export
16:30
Jul 18 · Weekly Risk & Exposure
Recent reports
| Title | Type | Period | Owner | Format | Status | Generated | |
|---|---|---|---|---|---|---|---|
| Q2 2026 Performance Attribution | Performance | Q2 2026 | R. Okafor | Ready | Jul 15 · 09:12 |
Scheduled
3 active- Scheduled
Monthly Performance Pack
Jul 2026 · Monthly · 08:00 ET
Schedules run against the 08:00 ET NAV strike unless noted.
Report templates
Monthly performance pack
Returns, attribution and top movers for each fund, rolled into a board-ready PDF.
8 sections · PDF
Risk & exposure summary
VaR, stress scenarios, factor exposures and limit utilization across books.
5 sections · PDF / XLSX
Regulatory holdings (13F)
Quarterly holdings formatted for SEC EDGAR submission, with reconciliation checks.
Compliance · XLSX