aum-growth-attribution
CommunityAttribute AUM growth drivers.
Finance & Accounting#performance reporting#financial analysis#wealth management#organic growth#AUM#growth attribution
Authorwassemgtk
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides a clear breakdown of what drives changes in Assets Under Management (AUM), distinguishing between market performance and actual business growth.
Core Features & Use Cases
- Driver Decomposition: Separates AUM changes into market appreciation, net new assets, client acquisition, attrition, and fee impact.
- Performance Analysis: Enables evaluation of practice health, advisor productivity, and the sustainability of growth.
- Use Case: Understand if your firm's AUM growth is due to market upswings or successful client acquisition and retention efforts.
Quick Start
Analyze the AUM growth for the last quarter using the provided AUM snapshots, cash flows, and market return data.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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/wassemgtk/skills-testing/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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