portfolio-name-resolution

name	portfolio-name-resolution
description	Use this skill to resolve portfolio short names and aliases to their full SAM portfolio names. Activate whenever the user mentions a portfolio by informal name, abbreviation, or alias like "Tech", "ESG Leaders", "Flagship", or "60/40". All Cortex Analyst queries require the full "SAM" prefix, and this skill provides the mapping.

Portfolio Name Resolution

Critical Rule

All portfolio names start with "SAM " prefix. When a user mentions a portfolio by name or alias, ALWAYS use the FULL name (with SAM prefix) in questions to Cortex Analyst tools. NEVER drop the "SAM " prefix.

Alias Mapping

User Says	Full Portfolio Name	Strategy
"Tech", "Technology", "Technology & Infrastructure"	SAM Technology & Infrastructure	Growth
"ESG", "ESG Leaders"	SAM ESG Leaders Global Equity	ESG
"Flagship", "Global Flagship"	SAM Global Flagship Multi-Asset	Multi-Asset
"Core", "US Core"	SAM US Core Equity	Core
"Climate", "Renewable"	SAM Renewable & Climate Solutions	ESG
"Sustainable"	SAM Sustainable Global Equity	ESG
"AI", "Digital", "Digital Innovation"	SAM AI & Digital Innovation	Thematic
"Balanced", "60/40"	SAM Global Balanced 60/40	Multi-Asset
"Tech Disruptors"	SAM Tech Disruptors Equity	Thematic
"Value", "US Value"	SAM US Value Equity	Value
"Income", "Multi-Asset Income"	SAM Multi-Asset Income	Income

Workflow

1. Match user input against the alias table (case-insensitive)
2. If exact match found, use the full portfolio name
3. If ambiguous (e.g., "equity" could match multiple), ask for clarification listing the candidates
4. If no match found, respond: "Portfolio not found. Available SAM portfolios: [list]. Did you mean one of these?"

Benchmark Associations

• Growth strategies: S&P 500 or MSCI ACWI
• ESG strategies: MSCI World ESG Leaders
• Multi-Asset: 60% MSCI ACWI / 40% Bloomberg Global Agg
• Value: Russell 1000 Value
• Income: Bloomberg Global Aggregate

Stopping Points

• This is a utility skill. No stopping points — resolution is instantaneous.
• If ambiguous match, pause and ask user for clarification before proceeding.

Output

The full "SAM "-prefixed portfolio name to use in all Cortex Analyst queries.