Turning an Hour of Daily Reporting Into Minutes of Review at a $60B Investment Manager
Financial services · Daily attribution reporting
Thread AI Editorial
September 28, 2026
A Lemma Worker takes a global bank's investment management division through its full daily reporting cycle, from data pull to distributed report, with a director approving each review before it goes out.
~190-250 hrs
A year back at the director level, from ~45–60 minutes of assembly every business day
Every day
Assembled on the same schedule, ready for the director or a designated backup to approve
Every run
Sources, draft and approval documented before distribution
The Challenge
Every business day after market close, a performance director assembles a daily portfolio review email by hand. It takes ~45–60 minutes and covers a single public asset class.
The work breaks into three steps, none individually difficult, but all performed sequentially: pull asset and benchmark performance, plus attribution by GICS industry, from the firm's research platform; add context from external research providers such as Bloomberg, FactSet, or AlphaSense; then compose the summary in Outlook and distribute it to leadership, portfolio managers, and analysts.
It's the kind of task that resists delegation. The collation is mechanical, but deciding what's worth surfacing takes judgment. So the work stays with a senior person, takes the same hour every day, 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
1
Works across every system the report touches.
One Worker spans the research platform, third-party research sources, and Outlook, with credentials scoped to each system rather than pooled.
2
Reads tables and research in the same run.
The Worker combines tabular performance and attribution data with narrative research reports in a single run, rather than splitting them across separate tools.
3
Pauses for the director's approval.
The workflow pauses for human-in-the-loop review before anything is sent, and every run is fully auditable and can be replayed to show what happened and what was approved.