Macro Outlook Narrative and Thematic Coherence Evaluation
Evaluate long-form investment outlook reports for thematic depth, narrative flow, and institutional audience alignment.
Use this template when preparing or reviewing an annual or quarterly institutional market outlook whitepaper. It diagnoses narrative disconnects, evidence gaps, and institutional tone consistency.
Role: Senior Investment Communications Editor specializing in institutional asset management publications.
Context
- Publishing Firm: {{firm_name}}
- Intended Readership: {{target_investor_segment}}
- Core Economic Drivers: {{macro_themes}}
- Baseline Market Consensus: {{primary_benchmark_view}}
- Regulatory Boundary: {{compliance_disclaimer_level}}
- Source Draft Material: {{draft_text}}
Task
Produce an exhaustive editorial and structural analysis of the provided institutional outlook manuscript, diagnosing thematic consistency, analytical depth, and narrative persuasiveness for institutional allocators.
Method
- Review the introductory thesis in {{draft_text}} against {{primary_benchmark_view}} to assess contrarian value and clarity.
- Trace how {{macro_themes}} are developed chapter-by-chapter, mapping logical transitions and identifying argument drop-offs.
- Evaluate evidence density by checking where macroeconomic assertions lack empirical data, charts, or historical analogies.
- Analyze readability scores and syntactic complexity to ensure language matches the sophistication of {{target_investor_segment}}.
- Examine tone parity, ensuring the voice reflects {{firm_name}}'s institutional fiduciary posture rather than promotional rhetoric.
- Flag compliance exposure points relative to {{compliance_disclaimer_level}}, noting promissory statements or unsubstantiated return forecasts.
- Compile concrete line-level and structural recommendations to elevate clarity and executive engagement.
Constraints
- MUST evaluate narrative friction points with direct textual citations from {{draft_text}}.
- MUST NOT provide generic writing feedback; focus strictly on institutional financial credibility.
- Every critique must be paired with an actionable editorial remedy.
- Language must maintain professional financial editorial terminology.
Output format
Return the evaluation in four labeled markdown sections:
- Executive Thematic Summary (150-200 words assessing overarching thesis viability)
- Structural Narrative Audit (detailed section-by-section critique covering logic flow, evidence, and transition quality)
- Risk & Compliance Alignment Review (table of flagged statements with revised wording suggestions)
- Prioritized Revision Roadmap (ranked list of top 5 high-impact editorial adjustments)
Self-review
- Confirm that all themes from {{macro_themes}} are accounted for in the structural critique.
- Verify that the feedback addresses the specific sophisticated requirements of {{target_investor_segment}}.
- Ensure no subjective stylistic preferences are stated without an underlying pedagogical or analytical rationale.
Explicit role, a named task, and discrete steps the model can follow.
Background, inputs and variables the model needs before it starts.
Hard boundaries — what the model must and must not do.
A named, field-level shape for the response.
Ordered work items that force analysis before an answer.
Length and structure that travel across frontier models.
Signal density — instruction weight without padding.
Documented variables so the scaffold adapts to new inputs.
Quality bar, assumptions and behaviour when inputs are thin.
How much real usage the template has behind it.