From an Hour of Daily Reporting to Minutes of Review
Thread AI Editorial · June 18, 2026
After the market closes each business day, a senior performance director at a multibillion-dollar investment manager spends up to an hour assembling a report on how the firm’s portfolios did and why. The work is mostly copying and compiling, but it takes judgment, so it can’t be handed off, and it waits whenever the director is out.
With Lemma, a Worker now assembles the report on schedule, and the director reviews and approves it before it goes out.
What Lemma delivers
~90%
Less manual time on the daily report, turning a 45-60 minute task into a quick review.
~170-225hrs
A year back for the director, time that goes to analysis instead of assembly.
No waiting when someone is out
Since a designated backup can approve the report.
The Challenge
After every market close, the firm’s investment teams expect a report summarizing how its portfolios performed against its benchmark indexes, including a breakdown of which industries drove the results.
A performance director builds the report by hand, pulling numbers from the firm’s research platform, adding context from outside research, and writing the summary in Outlook. Each step waits on the last, and the whole process takes 45 to 60 minutes a day.
While compiling the data is mechanical, deciding what’s worth highlighting takes experience. So the report stays with a senior person and waits whenever that person is out.
The Solution
A Lemma Worker runs the sequence end to end. It pulls performance, benchmark, and GICS-level attribution data from the research platform, gathers the relevant external research, drafts the summary in the firm’s existing format with key moves flagged, and sends it to the director for review before anything goes out.
The attribution is still calculated in the research platform. Lemma handles the retrieval, enrichment, assembly, and distribution around it, so nothing upstream has to change.
The director’s daily hour becomes a quick review, cutting manual time by ~90%. And because a Worker runs the process, it can extend to other asset classes without adding a manual step for each one.
Lemma Capabilities
Works across every system the report touches.
One Worker spans the research platform, third-party research sources like Bloomberg, FactSet, and AlphaSense, and Outlook. Each system gets its own scoped credentials, so access is never pooled.
Reads tables and research in the same run.
The Worker combines tabular performance and attribution data with narrative research reports, so one tool handles both.
Pauses for approval, with a full record.
Nothing is sent until the director or a designated backup approves it. Every run is fully auditable and can be replayed to show what data was used and what was approved.
What’s Next
With the report assembled on schedule, the director can put their experience into interpreting the day’s results and what they mean across portfolios. Investment teams get the same report, in the same format, after every market close, and producing it no longer depends on one person being available.
Does this sound familiar?
Your team spends hours manually pulling together the same deliverables.
The data and context behind them live in tools that don’t talk to each other.
The work is mostly mechanical, but it needs an expert’s judgment, so it stays with your most senior people.
When a key person is out, the work stops.