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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.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| name | event-driven-risk-verification |
| description | 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. |
Trigger when user mentions: event impact on portfolio, supply chain disruption, geopolitical event, natural disaster affecting holdings, regulatory change impact, "what's our exposure to [event]?"
Tool: search_internal_docs
Confirm event details: EventType, Region, Severity, AffectedSectors
Tool: quantitative_analyzer
Filter by affected region and sectors from Step 1. Get position weights for directly affected securities.
Tool: supply_chain_analyzer
Apply multi-hop supply chain analysis:
Tool: search_external_docs
Search for company statements about supply chain exposure to the event region/sector. Validate or refine indirect exposure estimates.
Present comprehensive assessment:
| Exposure Type | Security | Weight | Dependency | Source |
|---|---|---|---|---|
| Direct | [Ticker] | X.X% | N/A | Holdings data |
| Indirect (Tier 1) | [Ticker] | X.X% | XX% (supplier) | Supply chain |
| Indirect (Tier 2) | [Ticker] | X.X% | XX% (supplier) | Supply chain |
Total portfolio exposure: [sum direct + adjusted indirect]
Recommendations:
A comprehensive risk assessment with direct exposure, indirect supply chain exposure (with decay), corroborating evidence, and prioritised recommendations.
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 Proposal", "mandate proposal", "tender response", or "client proposal".
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 when explaining why a borrower received a particular risk rating, SHAP analysis, or comparing risk across borrowers.
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 correlations". Also use when the user needs analysis beyond what pre-computed factor views provide.
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 the user says "what's the optimal allocation" or "rebalance for minimum risk".
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 findings.
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 audience-appropriate depth.
