esg-impact-investing-mandate
CommunityGenerate an ESG/impact investing mandate for families.
Finance & Accounting#esg#measurement framework#family office#investment policy#impact investing#mandate drafting
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It helps a family office turn advisor intent into a structured, review-ready ESG / impact investing mandate that clearly defines themes, exclusions, measurement approach, and acceptable blended-return tradeoffs.
Core Features & Use Cases
- Themes & Exclusions Capture: Collects priority impact themes and hard exclusions (sectors/behaviors).
- Measurement Framework Definition: Documents how impact will be measured (IRIS+, SDG, or custom).
- Return Tradeoff Tolerance: Captures concessionary-return tolerance in basis points below a benchmark.
- Mandate Allocation Targeting: Records the intended allocation percentage to mandate-aligned managers.
- Operational Artifact Output: Produces a markdown deliverable plus an interview.json capturing all inputs for downstream publishing and approvals.
Quick Start
Use the esg-impact-investing-mandate skill to produce an ESG / impact investing mandate artifact by asking for an ESG or impact investing policy for the family office.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scripts
💻 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: esg-impact-investing-mandate Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#esg-impact-investing-mandate Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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