manager-dd-real-assets

Generate a due diligence memo by running the skill agent to collect advisor inputs on asset class, inflation-hedging, expected yield, liquidity, and fee terms, producing a structured markdown memo and interview.json file.

Required inputs for a real assets investment memo include manager_name, asset_class, inflation_hedge_profile, expected_yield, liquidity_profile, and fee_terms, gathered through a structured advisor interview.

Yes, the structured interview process applies to infrastructure funds, commodities allocation, and natural resources manager evaluation workflows, capturing specific inputs to produce tailored investment decision support memos.

The skill optionally writes memory entries and pushes the artifact via configured Seren gateway publishers, while always writing the markdown memo and interview.json locally to a timestamped directory.

The skill requires Python dependencies including psycopg and snowflake-connector-python, alongside the requests library, to execute the real assets manager evaluation workflow and handle optional data connections.

Standardize family office investment memos by using a structured interview to consistently capture inflation-hedging profiles, expected yields, and fee terms, generating execution-ready markdown artifacts for downstream approval pipelines.