SayPro Standardize risk reporting via SayPro’s templated documentation.

SayPro Standardized Risk Reporting Template Framework

🎯 Objective:

Create a unified structure for all SayPro research and risk teams to follow when reporting risk metrics, enhancing transparency, replicability, and comparability across time periods and teams.

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✅ 1. Core Structure of the Risk Report Template

🔹 Section 1: Report Metadata

Field	Description
Report Name	e.g., SCRR-22 Monthly Risk Summary
Reporting Period	Start and End Date (e.g., 01–30 June 2025)
Report Prepared By	Analyst/Team Name
Date Generated	YYYY-MM-DD
Data Sources Used	List of data feeds, e.g., SayPro Market Feed, Bloomberg

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🔹 Section 2: Executive Summary

• Brief overview of risk trends for the period
• Summary of major changes vs. previous month
• Highlight of key risk events or metrics

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🔹 Section 3: Key Risk Metrics

Metric	Value	Unit	Notes/Commentary
Volatility	X.XX%	Annualized	Based on daily returns
VaR (95%)	-X.XX%	Daily	Parametric / Historical approach
CVaR (95%)	-X.XX%	Daily	Average of worst 5% losses
Max Drawdown	-X.XX%	Period	From peak to trough
Sharpe Ratio	X.XX		Risk-adjusted return
Beta (vs Benchmark)	X.XX		Sensitivity to market movements
Stress Scenario Impact	-X.XX%	Simulated	Based on predefined stress events

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🔹 Section 4: Exposure Overview

Asset Class / Sector	Exposure	% of Total	Change MoM	Risk Commentary
Equities	$X.XX M	XX%	+X.XX%	High correlation to index
Fixed Income	$X.XX M	XX%	-X.XX%	Duration risk increased
Commodities	…	…	…	…

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🔹 Section 5: Risk Event Commentary

• Brief narrative on any significant market or portfolio risk events
• Mention geopolitical, regulatory, macroeconomic triggers if relevant

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🔹 Section 6: AI-Generated Insights (Optional)

• Summary of LLM-driven observations or scenario simulations
• Auto-generated trend alerts or anomalies flagged by SayPro AI

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🔹 Section 7: Appendices

• Full calculation logs or risk metric formulas
• Benchmark and market reference data
• AI prompt logs (if used in the report generation)

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✅ 2. Template Implementation Strategy

a. Deploy Templates on SayPro Platform

• Embed in SayPro Research Suite or Document Manager
• Provide editable versions (.docx, .xlsx, .pdf) with auto-fill fields

b. Automate Population of Data Fields

• Integrate with SayPro Risk Engine / Data API
• Pre-fill metrics and charts for each reporting cycle

c. Training & Adoption

• Internal walkthroughs on using the template
• Example reports from prior periods

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✅ 3. Compliance & Version Control

• Store reports in a centralized, version-controlled repository
• Include audit trails for data inputs and AI-generated outputs
• Set review & sign-off workflows (analyst → manager → compliance)