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aum-growth-attribution

Analyzes customer purchase data to identify trends and patterns.

1|1|Updated Feb 19, 2026
Search Tags:#financial analysis#wealth management#organic growth#client retention#aum#growth attribution
One-click install
npx skills add https://github.com/GoldenZero/skills --skill aum-growth-attribution-goldenzero
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: aum-growth-attribution
Source: https://github.com/GoldenZero/skills/tree/main/skills/aum-growth-attribution
Command: npx skills add https://github.com/GoldenZero/skills --skill aum-growth-attribution-goldenzero

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes assets (resource) and references (resource) components.

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.

Frequently Asked Questions about aum-growth-attribution

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I separate organic AUM growth from market performance?▼

To separate organic AUM growth from market performance, construct an AUM bridge that reconciles beginning and ending balances by isolating market appreciation, net new assets, and fee impacts. This distinguishes genuine client acquisition from market-driven gains.

What data do I need for a comprehensive AUM growth attribution analysis?▼

A comprehensive AUM growth attribution analysis requires detailed financial data including AUM snapshots, cash flows, account details, market returns, fee schedules, and advisor assignments to accurately decompose growth drivers.

How do I measure advisor productivity using net new assets?▼

Measure advisor productivity by breaking down AUM growth components like net new assets and client retention for individual advisors or teams. This isolates organic growth rates and quantifies each advisor's contribution.

Can I forecast AUM trajectory under different market scenarios?▼

You can forecast AUM and revenue trajectories by projecting growth under various market and growth scenarios. This uses the decomposed drivers like net new assets and attrition to model future practice health.

How do I quantify AUM attrition by reason?▼

Quantify AUM attrition by analyzing client losses and separating controllable from uncontrollable factors. The attribution process categorizes these losses to identify specific reasons for asset outflows.

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