Review engagement
Portfolio Macro Overlay Session
A working session that places your current portfolio exposures against a short list of upcoming macroeconomic indicators.
Overview
Bring your exposure summary (or a redacted version). We facilitate a Portfolio Macro Overlay Session that maps those holdings against the next four to six releases on your calendar, highlighting where indicator risk clusters and where it is thinner than it feels.
Included
Pre-read of materials you send, a half-day facilitated session at our Ploenchit office or by video, and a one-page overlay map afterwards.
Exclusions
We do not rebalance the portfolio or issue buy/sell lists. The session is diagnostic and preparatory for your own decision process.
Ready to commission this review?
Share the indicator calendar date and the market sleeve you manage. We confirm scope before any fee is due.
Request this review