Impact review
Portfolio Exposure Session
A structured working session that maps your current exposures against the next three to four macro releases on the calendar.
Purpose
Before a dense stretch of the release calendar, some clients want a live conversation rather than a single-release memorandum. The portfolio exposure session walks through your current sleeves against the next three or four indicators and records agreed watchpoints.
What happens in the session
We review the calendar, pressure-test which prints matter for your duration, FX, and equity factor mix, and leave you with a one-page summary of priorities. Sessions run ninety minutes by video or at our Gresham Street rooms.
Pricing
From £1,850. If the session leads directly into a flagship impact review, we credit part of the session fee against that review.