investment-policy
CommunityCraft Investment Policy Statements
Finance & Accounting#asset allocation#wealth management#financial planning#IPS#investment policy#risk tolerance
AuthorJoelLewis
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps users construct comprehensive Investment Policy Statements (IPS) by defining return objectives, risk tolerance, and portfolio constraints, ensuring a structured approach to investment management.
Core Features & Use Cases
- IPS Construction: Guides users through creating a formal investment policy document.
- Objective Setting: Assists in defining clear return objectives based on liabilities and spending needs.
- Risk Assessment: Helps reconcile financial capacity with psychological comfort for risk tolerance.
- Constraint Identification: Covers liquidity, legal, time horizon, tax, and unique circumstances.
- Use Case: An endowment manager needs to draft a new Investment Policy Statement. This skill will guide them through defining the spending rate, acceptable risk levels, and asset allocation ranges.
Quick Start
Use the investment-policy skill to help construct an IPS for a new client, focusing on their return objectives and risk tolerance.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: investment-policy Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#investment-policy Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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