investment-allocation-brief
Use for practical portfolio allocation decisions, even short or explicitly named skill requests and supplied-source-only or no-search questions. Analyze cross-asset allocation, private-asset targets, spending and capital-call cash-flow stress, active versus passive management, factor strategy or manager claims, diversification, liquidity, costs, and rebalancing. Produce evidence-based comparisons or allocation briefs for institutional allocators, investment consultants, family offices, and wealth professionals using Corbis research or supplied records. Route comparisons confined to commercial property strategies to real-estate-investment-brief, academic synthesis without a practitioner decision to literature-review, and manuscripts to paper-review.
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Files
- skills/investment-allocation-brief/SKILL.md
- skills/investment-allocation-brief/references/allocation-framework.md
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