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SkillsMP ha recopilado 35 skills de Snowflake-Labs/sfguide-agentic-ai-for-asset-management. Abre una skill para revisar su origen y sus detalles.
Mostrando 35 de 35 skills recopiladas.
Use this skill when the user asks to "prepare an RFP response", "draft an RFP", "respond to an RFP", or needs to compile firm capabilities, track record, investment process, and compliance content for a proposal. Also use when the user mentions "Request for…
Idioma del texto original: inglés
Use this skill when the user asks about a borrower's default probability, credit risk drivers, PD scores, risk ratings, or wants to run what-if scenarios on credit metrics like "what if revenue drops 20%" or "recalculate PD with adjusted inputs". Also use…
Idioma del texto original: inglés
Use this skill when the user asks which factors are driving returns, wants to compare factor performance across periods, or requests ad-hoc factor exploration like "which factors are working this quarter", "compare momentum vs value", or "factor…
Idioma del texto original: inglés
Use this skill when the user wants to optimize portfolio weights, find the efficient frontier, construct a maximum Sharpe or minimum variance portfolio, or rebalance with specific constraints like position caps, sector limits, or ESG minimums. Also use when…
Idioma del texto original: inglés
Use this skill when the user asks about anomalies, risk flags, style drift, attribution drift, concentration alerts, or anything unusual in attribution patterns. Also use proactively when generating reports to check for HIGH severity items before presenting…
Idioma del texto original: inglés
Use this skill when the user asks to "generate an attribution report", "prepare attribution for the board", "write up quarterly performance", or wants a comprehensive multi-section attribution narrative. Orchestrates multiple tools into a complete report with…
Idioma del texto original: inglés
Use this skill to adapt response depth, formatting, and language to the target audience. Activate when the user specifies an audience like "board memo", "client letter", "PM deep-dive", or when generating reports for different stakeholders, even if they don't…
Idioma del texto original: inglés
Legacy skill — superseded by multi-level-attribution. This skill redirects to multi-level-attribution which provides full sector/country/industry drill-down, linked period attribution (QTD/YTD/12M), factor cross-reference, and interactive stopping points.
Idioma del texto original: inglés
Use this skill when the user asks to "prepare for a client meeting", needs "meeting prep", or wants a "client review" briefing. Also use when the user mentions a client by name and wants talking points, relationship context, or portfolio performance summary…
Idioma del texto original: inglés
Use this skill when the user asks to compare companies, analyse competitive positioning, peer analysis, market share, competitive landscape, or competitive moat. Also use for "compare X to Y", "who are the competitors", "peer group analysis", "industry…
Idioma del texto original: inglés
Use this skill when the user asks about competitor acquisition opportunities, divisional sales, or strategic M&A. Also use for "model acquiring [target]", "EPS accretion analysis", or any question about evaluating an M&A target that requires combining news,…
Idioma del texto original: inglés
Use this skill when the user asks about "concentration risk", "which positions need attention", or "position limit breaches". Retrieves thresholds from internal policy documents and applies them to portfolio positions.
Idioma del texto original: inglés
Use this skill when the user asks "what if", "what would have happened if", "counterfactual", "had we held benchmark weights", "exclude a sector", "cap weight at", or "compare sector vs country classification". Maps natural language what-if questions to the…
Idioma del texto original: inglés
Use this skill when the user asks about covenant compliance, covenant breaches, covenant headroom, watchlist borrowers, equity cures, waiver requests, or credit committee recommendations on covenant issues. Also use for "any covenants at risk", "which…
Idioma del texto original: inglés
Use this skill when the user asks for a portfolio overview, credit quality summary, portfolio health check, concentration analysis, vintage analysis, rating migration, watchlist review, or quarterly portfolio report. Also use for "how is the portfolio",…
Idioma del texto original: inglés
Explains where data comes from, how metrics are calculated, and traces data lineage through the pipeline. Use when the user asks "where does this data come from?", "how is X calculated?", or "what does this metric mean?".
Idioma del texto original: inglés
Use this skill when the user asks about new deal screening, pipeline opportunities, deal flow, new investment candidates, term sheet analysis, comparable deals, or preliminary credit assessment for incoming opportunities. Also use for "what's in the…
Idioma del texto original: inglés
Use this skill when the user asks about earnings analysis, quarterly results, management commentary, earnings call insights, guidance changes, sentiment analysis of earnings, or investment committee earnings summaries. Also use for "what did management say",…
Idioma del texto original: inglés
Generates institutional-format equity research reports with 10 sections including recommendation, scenario analysis (Bull/Base/Bear), and monitoring plan. Use when the user asks for an "equity research report", "research report with scenarios", "full research…
Idioma del texto original: inglés
Use this skill when the user asks about ESG mandate compliance, ESG grade breaches, SFDR Article 8/9 requirements, or ESG portfolio screening. Detects breaches, checks engagement history, and generates remediation plans.
Idioma del texto original: inglés
Use this skill when the user provides an external event alert or asks about the impact of a specific event on portfolio holdings. Verifies events, calculates direct and indirect exposure through supply chains, and synthesises risk assessments.
Idioma del texto original: inglés
Use this skill when the user asks for a "board briefing", "executive briefing", "firm overview", or mentions preparing for a board meeting or stakeholder presentation. Also use for "comprehensive performance summary" or "how is the firm performing" questions…
Idioma del texto original: inglés
Use this skill when the user asks to "backtest" a portfolio, test historical performance of a portfolio allocation, or run a "historical simulation". Also use when comparing two portfolio candidates over a historical period, or when the user provides weights…
Idioma del texto original: inglés
Use this skill when the user explicitly requests an "implementation plan", "execution plan", "trading plan", or asks for specific costs and timelines for portfolio changes. Creates detailed trade plans with dollar amounts, trading costs, execution strategies,…
Idioma del texto original: inglés
Use this skill when the user asks about insider trading, institutional ownership, Form 4 filings, 13F holdings, smart money activity, insider buying/selling, top shareholders, or ownership changes. Also use for "who owns this stock", "insider activity",…
Idioma del texto original: inglés
Generates structured investment memos with thesis framing, financial analysis, risk assessment, and catalyst identification. Use when the user asks for an "investment memo", "investment thesis", or "comprehensive company analysis". Requires multi-tool…
Idioma del texto original: inglés
Use this skill when the user asks for a "Monte Carlo" simulation, wants to know the probability of reaching a financial target, or needs forward-looking risk analysis. Also use for retirement planning questions, DCA analysis, or any query about probabilistic…
Idioma del texto original: inglés
Use this skill when the user asks about performance attribution, what drove returns, allocation vs selection effects, or Brinson analysis. Also use for "why did we outperform/underperform", "break down excess return", or requests for attribution by country,…
Idioma del texto original: inglés
Use this skill when the user explicitly requests a PDF document, file export, or downloadable report. Trigger on phrases like "generate PDF", "create PDF", "export as PDF", or "save as document". Do NOT trigger for general requests like "report", "summary",…
Idioma del texto original: inglés
Use this skill when the user asks to "build a portfolio", "construct an allocation", "create a proposal", or requests a portfolio with specific constraints (max volatility, minimum fixed income, target return, goal probability). Also use for "conservative…
Idioma del texto original: inglés
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…
Idioma del texto original: inglés
Use this skill when the user asks to "prepare a quarterly client letter", "draft a client update", or create a "quarterly performance summary" for a specific portfolio. Also use when the user mentions preparing client communications that combine performance…
Idioma del texto original: inglés
Use this skill when the user asks about interest rate exposure, floating rate risk, SOFR impact, rate sensitivity, rate shock scenarios, coverage ratio impact from rate changes, PIK triggers, or SOFR floor protection. Also use for "what happens if rates…
Idioma del texto original: inglés
Routes regulatory framework queries to the correct search filters and provides structured regulatory analysis. Use when the user asks about SFDR, EU Taxonomy, MiFID II, FCA SDR, FCA Consumer Duty, AIFMD, UCITS, SEC rules, or IFRS standards. Supports…
Idioma del texto original: inglés
Use this skill when the user asks for a "stress test", "scenario analysis", or wants to know how the portfolio would perform in a crisis. Also use for what-if questions like "what if rates rise 200bps", "impact of a COVID-like event", or "how bad could it get…
Idioma del texto original: inglés