Last updated: 22 September 2025
Objective:
Research the Senior Management and Board of Directors of a company examining their profiles, tenure, turnover, compensation, incentives, KPIs and how they align with investor outcomes. It examines news and reviews of management for any red flags, alignment of incentives with shareholders and changes to KPIs over time and the strength of governance at the company.
Explanation:
Fundamental investors know that management quality, incentives, and governance often drive long-run returns as much as markets or moats. This prompt delivers a disciplined way to test those levers. It compiles source-verified C-suite and Board profiles, a clear compensation table with KPIs, a three-year change-log of incentives, documented turnover with reasons and succession, employee-review sentiment on leadership, and a Board skills/independence assessment. You get plain-English interpretation of whether pay design rewards per-share value creation, whether leadership is stable and credible, and whether the Board can oversee strategy, risk, and capital allocation. All facts are dated, cross-checked, and tied to primary filings, with tables you can paste into a memo or model. The result is a decision-ready view of people quality and alignment to shareholder outcomes.
As always, be aware that models can make mistakes. At each step, examine the response and challenge information or conclusions that appear erroneous before proceeding to any subsequent steps. If in doubt use a second model with the same prompt to verify the information and generate challenge questions and answers (CoVe process) to correct interpretations of data.
Link to blog post explanation:
N/A
Preferred Model(s):
ChatGPT-5+
Important Execution Notes:
Insert the Ticker, Exchange and Company name into the Inputs section
The look-back window (news, management turnover etc) defaults to 3 years but can be user specified
Sample Output:
DownloadCopy/Paste Prompt Set:
Important note: Subscribers can use this prompt set for their own analysis. However, the prompt is copyrighted by The Inferential Investor, paywalled, and must not be shared without permission.