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fund-selection-criteria

Score mutual funds and bonds using weighted cost, performance, AUM, risk, and hedging criteria.

Updated Aug 27, 2026
Search Tags:#asset allocation#scorecard#core-satellite#fund selection#currency hedging#risk filtering
One-click install
npx skills add https://github.com/yjang-git/HoneyPot --skill fund-selection-criteria-yjang-git
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fund-selection-criteria
Source: https://github.com/yjang-git/HoneyPot/tree/main/plugins/investments-portfolio/skills/fund-selection-criteria
Command: npx skills add https://github.com/yjang-git/HoneyPot --skill fund-selection-criteria-yjang-git

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Provides a systematic, objective framework and scorecard to evaluate and select mutual funds and bond products for DC pension and institutional portfolios, removing bias and ensuring consistent, data-driven choices.

Core Features & Use Cases

  • Fund Selection Scorecard: Weighted evaluation across cost, long-term performance, assets under management, risk-grade fit, and hedging status to produce a single comparable score.
  • Core‑Satellite Allocation Guidance: Clear guidance for allocating core (low-cost index) versus satellite (thematic/active) funds with recommended ranges by investor risk profile.
  • Decision Flows & Filters: Practical rules for index-first selection, active-fund validation checklist, bond vs deposit decision rules, risk-grade filters (exclude 1–3 grade as "safe asset"), and currency hedging criteria.
  • Use Case: Given local fund datasets, produce ranked fund recommendations, SAFE_ASSET_DECISION (예금/채권/혼합) rationale, and a shortlist of core and satellite candidates.

Quick Start

Rank funds from funds/fund_data.json using the scorecard, filter by risk and hedging rules, and recommend core versus satellite allocations with a brief rationale.

Frequently Asked Questions about fund-selection-criteria

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I evaluate mutual funds for a DC pension portfolio?▼

Evaluate mutual funds for a DC pension portfolio using a standardized scorecard that assesses cost, long-term performance, AUM, risk-grade fit, and hedging status to generate a single comparable score.

What is core-satellite allocation in fund selection?▼

Core-satellite allocation in fund selection divides investments into core low-cost index funds and satellite thematic or active funds, with recommended allocation ranges based on the investor's specific risk profile.

How do I screen bond funds versus deposits for safe assets?▼

Screen bond funds versus deposits for safe assets by applying decision rules and risk-grade filters that automatically exclude funds with a risk grade of 1 to 3 from the safe asset category.

Can I filter ETFs based on currency hedging status?▼

Filter ETFs based on currency hedging status by applying the framework's specific currency hedging criteria, which enforces strict checks during the fund screening and validation process.

What data do I need to rank funds using a selection scorecard?▼

Ranking funds using a selection scorecard requires local fund datasets, specifically fund_data.json, fund_classification.json, and deposit_rates.json, to complete the weighted evaluation.

Does this fund selection framework validate active fund performance?▼

The fund selection framework validates active fund performance using a dedicated active-fund validation checklist alongside the index-first selection rules and comprehensive risk filtering.

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