菜单
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.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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.
| name | esg-mandate-compliance |
| description | 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. |
Trigger when user asks about: "ESG mandate breach", "ESG compliance check", "ESG grade monitoring", "SFDR classification", "Article 8 compliance", "sustainability disclosure"
Tool: search_internal_docs or search_regulations
Search: "ESG mandate requirements" or "minimum ESG grade policy"
Extract: Minimum ESG grade (typically BBB), exclusion lists, SFDR classification
Tool: quantitative_analyzer
Query: "Current ESG grades for all holdings in SAM [portfolio]"
Extract: ESG grade per security, overall portfolio ESG score
Compare each holding's ESG grade against mandate minimum:
Tool: search_internal_docs
Search: "engagement notes [company name]" (filter DOCUMENT_TYPE = 'engagement_notes')
Extract: Prior engagement attempts, management responsiveness, timeline commitments
Synthesise into remediation report:
| Security | Current Grade | Mandate Min | Gap | Engagement Status | Recommendation |
|---|---|---|---|---|---|
| [Ticker] | BB | BBB | -1 notch | 2 prior engagements | Escalate / Divest |
Remediation Timeline:
For SFDR-specific queries, use the regulatory-lookup skill for detailed regulation text.
An ESG compliance report with breach table, engagement history context, and remediation timeline.
