sfguide-agentic-ai-for-asset-management

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.

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 explicitly name an audience tier.

Legacy skill — superseded by multi-level-attribution.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.

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 for that client.

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 positioning", or "competitive advantage".

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, geographic segment data, and financial simulation.

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.

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 RUN_COUNTERFACTUAL_ANALYSIS procedure.

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 borrowers are in breach", "covenant deep-dive on [borrower]", or "credit committee summary".

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", "portfolio health", "credit quality trends", "concentration risk", or "quarterly review".

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?".

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 pipeline", "screen this deal", "comparable transactions", or "should we bid on this".

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", "earnings surprises", "guidance raised/lowered", "tone of the call", or "red flags in earnings".

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 report", or comprehensive company analysis with price target.

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.

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.

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 that require multi-tool orchestration across KPIs, flows, and strategy performance.

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 like "60/40 AAPL/MSFT" and wants to see how it would have performed.

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, and settlement timelines.

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", "institutional holders", "smart money", or "ownership concentration".

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 orchestration across SEC data, analyst estimates, and qualitative research.

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 portfolio outcomes like "what are the odds of reaching $2M" or "how risky is this allocation".

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, sector, or industry. This provides full multi-level drill-down with stopping points for interactive exploration.

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", or "document" alone — those should produce markdown text output.

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 portfolio", "aggressive growth portfolio", "balanced allocation", "60/40 split", or any request that requires selecting securities and assigning weights from scratch.

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.

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 data with holdings and sector allocation.

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 rise", "floating rate exposure", "rate impact on portfolio", or "which borrowers are most vulnerable to rate rises".

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 cross-jurisdiction comparison.

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 in a recession". Covers both historical scenario replay and custom shock construction.