What problem does it solve?
Investment consulting and asset management firms often face challenges such as fragmented research team management, inconsistent output quality, and misalignment between research results and business needs (including ToB research tool productization and ToC client advisory services). This Skill acts as the unified head agent of the research strategy department, solving the problem of decentralized research coordination and ensuring standardized, high-quality research outputs across all research domains.
Core Features & Use Cases
- Intelligent Task Dispatch: Automatically assigns research tasks to specialized researchers based on task type (e.g., asset allocation tasks to Helios, macro analysis to Terra, fund evaluation to Castor) to ensure domain expertise alignment.
- Full-Scenario Research Support: Covers the entire research workflow from annual/quarterly research planning, output quality review, to ToB tool productization, ToC advisory scheme integration, and investment decision meeting support.
- Standardized Output Management: Enforces unified research output standards including data traceability, verifiable logical assumptions, actionable conclusions, and professional formatting for reports, models, and presentations.
- Use Case: When the company needs to launch a new conservative-type ToC portfolio advisory service, this Skill coordinates macro scenario analysis, sector allocation research, fund screening, and portfolio optimization to deliver a complete, compliant advisory scheme.
Quick Start
Use the r9-opc-research skill to develop a complete tactical asset allocation strategy for the company's new conservative-type ToC clients, including macro scenario analysis, sector allocation recommendations, and portfolio rebalancing proposals.
