What is the primary purpose of the dc-pension-rules skill?

It is designed to ensure DC-type retirement portfolios comply with Korean regulations, specifically managing risky asset limits and ensuring proper diversification.

How does it detect sector concentration risks?

It uses a correlation matrix to group highly related themes like AI, Semiconductors, and Robotics, flagging them if their combined weight exceeds 40%.

How does the skill handle bond-hybrid funds?

The skill strictly classifies bond-hybrid funds as risky assets to prevent accidental breaches of the 70% total risky asset limit.

Does it provide guidance for different age groups?

Yes, it includes a Life-Cycle Allocation guide that recommends specific risk/safety asset ratios based on the investor's age, from their 30s to retirement.

DC Pension Compliance & Portfolio Rules

Name: DC Pension Compliance & Portfolio Rules
Author: orientpine

byorientpine

•

생산성 및 워크플로

Enforces regulatory compliance and diversification standards for DC-type retirement pension portfolios according to Korean financial standards.

The dc-pension-rules skill provides a comprehensive framework for managing Defined Contribution (DC) retirement pensions. It automates the validation of strict regulatory limits, such as the 70% risky asset cap and 40% single-fund concentration limit. By integrating asset classification data and sector correlation matrices, it helps AI agents identify hidden risks in overlapping Tech/AI themes and provides age-based life-cycle allocation strategies. It is an essential tool for ensuring financial compliance and disciplined rebalancing in retirement portfolio management.

주요 기능

01Age-based life-cycle asset allocation modeling for long-term retirement planning

02Automated 70% risky asset limit verification including complex bond-hybrid funds

03Concentration risk monitoring for single funds (40%) and asset managers (60%)

04Disciplined rebalancing triggers and fund replacement checklist for risk control

059 GitHub stars

06Advanced sector correlation matrix to detect Tech/AI cluster over-exposure

사용 사례

01Automating asset classification and risk assessment for pension fund selections

02Optimizing long-term investment strategies based on investor age and market volatility

03Validating DC retirement portfolios against Korean financial regulatory constraints

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add orientpine/honeypot dc-pension-rules

For use in Claude.ai and ChatGPT

Download Skill