aum-growth-attribution
CommunityAttribute AUM growth drivers.
Finance & Accounting#financial analysis#wealth management#organic growth#client retention#aum#growth attribution
AuthorGoldenZero
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides a detailed breakdown of Assets Under Management (AUM) growth, distinguishing between market performance, net new assets, client acquisition, attrition, and fee impacts, enabling a clear understanding of practice health and growth quality.
Core Features & Use Cases
- AUM Bridge Construction: Reconciles beginning and ending AUM by accounting for market appreciation, new assets, contributions, withdrawals, attrition, and fees.
- Organic Growth Analysis: Isolates and quantifies net new assets (NNA) and calculates the organic growth rate.
- Attrition Quantification: Analyzes client losses by reason, separating controllable from uncontrollable factors.
- Advisor-Level Attribution: Breaks down growth components for individual advisors or teams.
- Forecasting: Projects AUM and revenue under various market and growth scenarios.
- Use Case: Analyze your firm's quarterly AUM growth to understand if growth is driven by market gains or genuine client acquisition and retention, and identify advisors who are excelling in organic growth.
Quick Start
Analyze my aum growth attribution and recommend clear next actions.
Dependency Matrix
Required Modules
None requiredComponents
assetsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: aum-growth-attribution Download link: https://github.com/GoldenZero/skills/archive/main.zip#aum-growth-attribution Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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