SKILL: <SKILL_NAME>

Summary

One-paragraph description of the skill as a durable investment judgment capability. Explain what judgment this skill enables and why it matters institutionally.

Judgment Role

Describe how this skill participates in the investment decision loop. Clarify whether it:

• constrains decisions,
• informs decisions,
• vetoes decisions,
• or escalates decisions.

Judgment Checkpoints

Checkpoint 1: <Checkpoint Name>

Purpose:
Why this checkpoint exists and what risk it is designed to control.

Key Questions:

• Question 1
• Question 2
• Question 3

Required Evidence / Inputs:

• Evidence artifact 1
• Evidence artifact 2

Expected Outputs:

• Judgment Record: affirm_alignment | recommend_adjustment | escalate
• Notes (free-text, rationale)

Failure Modes Guarded Against:

• Failure mode 1
• Failure mode 2

Escalation Criteria:

• Condition under which escalation is mandatory

Checkpoint 2: <Checkpoint Name>

(Repeat structure as needed)

Authority Boundaries

Specify who or what may exercise this skill:

• Human committee
• Designated fiduciary
• Model (advisory only)
• Model (bounded authority)

Explicitly state what this skill may NOT decide.

Time Horizon

• Primary horizon: (e.g. 5–10 years)
• Secondary horizon: (if applicable)

Explain how this skill behaves differently over time.

Interaction With Other Skills

List upstream and downstream skill dependencies.

Upstream (inputs from):

• Skill A
• Skill B

Downstream (feeds into):

• Skill C
• Skill D

Auditability & Records

Describe how this skill’s judgments are recorded, reviewed, and audited.

• Judgment Record type(s)
• Required rationale fields
• Review cadence
• Retention expectations

Common Misuse Patterns

Document known ways this skill is misapplied or overextended.

Versioning

• Skill version:
• Last reviewed:
• Change notes:

Notes

Optional clarifications, examples, or institutional guidance.