Briefing Notes
Briefing Notes are one of Point AI's most powerful features. With one click, you can generate a tailored, plain-language summary of a portfolio — ready for a client meeting, investment review, or executive update.
What is a Briefing Note?
A briefing note is a structured document that summarises:
- Portfolio Overview — total value, asset allocation, key characteristics
- Performance Summary — returns over relevant time periods, benchmark comparison
- Key Changes — significant changes since the last review
- Notable Holdings — top contributors and detractors
- Data Quality — any data issues that might affect the accuracy of the note
The content and tone are automatically adjusted based on the role you select.
Generating a Briefing Note
Method 1: From the Chat Interface
- Open Chat with AI
- Type: "Generate a briefing note for [Portfolio Name]"
- Specify the role if needed: "...for a client meeting" or "...for the investment committee"
- Point AI will generate the note and display it in the chat
Method 2: From the Portfolio View
- Open any portfolio
- Click the ✨ AI Briefing button (top right of the portfolio detail view)
- Select the Note Type (see below)
- Click Generate
Note Types
Point AI offers four briefing note types, each tailored for a different audience:
Client-Ready Note
Audience: Relationship managers preparing for client meetings
- Written in accessible, jargon-free language
- Focuses on what matters to the client: total value, performance, key changes
- Avoids technical investment terminology
- Suitable for sharing directly with clients
Investment Summary
Audience: Portfolio managers and investment teams
- Includes detailed performance attribution
- Benchmark comparison and tracking error
- Asset allocation analysis
- Key risk metrics
Executive Summary
Audience: Senior management and executives
- High-level overview of all portfolios or a client group
- AUM summary, aggregate performance
- Key operational highlights
- Suitable for board packs and management reports
Operations Summary
Audience: Operations and data teams
- Data quality status
- Pending reconciliation items
- Upcoming corporate actions
- Refresh job status
Customising a Briefing Note
After generating a note, you can:
- Edit — make manual edits to the generated text
- Regenerate — ask Point AI to try again with different emphasis
- Adjust Tone — make it more formal or more conversational
- Add Sections — request additional sections (e.g., "Add a section on currency exposure")
Exporting and Sharing
Once you're happy with the note:
| Option | Description |
|---|---|
| Copy to Clipboard | Copy the text to paste into an email or document |
| Download as Word | Download as a .docx file for further editing |
| Download as PDF | Download as a formatted PDF |
| Send by Email | Send directly from Point to specified recipients |
| Save to Portfolio | Save the note against the portfolio for future reference |
Briefing Note History
All generated briefing notes are saved automatically. To access previous notes:
- Open the portfolio
- Go to the AI Notes tab
- Browse the history of generated notes with their dates and types