investment-policy-mapping
CommunityEnsure portfolio alignment with client goals.
Finance & Accounting#wealth management#rebalancing#fiduciary duty#investment policy#portfolio compliance#IPS mapping
Authorwassemgtk
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill ensures that client investment portfolios strictly adhere to their Investment Policy Statement (IPS), preventing compliance breaches and aligning with fiduciary duties.
Core Features & Use Cases
- IPS Compliance Verification: Systematically checks portfolio holdings against allocation targets, asset class constraints, and risk parameters defined in the IPS.
- Deviation Identification: Pinpoints specific instances where the portfolio deviates from IPS mandates, including prohibited investments and concentration limits.
- Rebalancing Recommendations: Generates actionable, tax-aware trade recommendations to bring the portfolio back into compliance.
- Use Case: Regularly review a trust account's holdings to confirm it meets the IPS's requirement of no more than 5% in any single emerging market security and that fixed income duration stays within the specified range.
Quick Start
Map the attached client portfolio holdings against their Investment Policy Statement to identify any compliance deviations.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 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-mapping Download link: https://github.com/wassemgtk/skills-testing/archive/main.zip#investment-policy-mapping Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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