finance-research-agent: Skill for Claude Code

Ethics assessment

Apply the user's ethical-investment framework rigorously to a company's real businesses and conduct — not a keyword guess. The judgement and the final investment decision remain the user's; you provide a structured, evidence-based assessment.

Procedure

1. Load the framework (source of truth). Read scripts/Ethical Investment.txt before assessing — the user may have edited it. Apply exactly the four principles and the decision framework it states (doctrine of double effect: act morally neutral/good; good effect intended not the bad; good not flowing from the bad; proportionality — plus the primary moral orientation, trajectory, alternatives and witness tests).

2. Establish what the company actually does. business_profile (revenue mix by segment — this is what reveals whether a "diversified" company derives revenue from an excluded activity, e.g. tobacco buried inside an FMCG), company_overview "about", and search_documents for segment detail. Do NOT judge on the sector label alone.

3. Surface conduct & controversies. search_documents on annual reports / ratings for governance and litigation; WebSearch (credible domains only) for controversies, regulatory actions, environmental/labour issues, and how the company presents itself. Include executive pay as a conduct signal: search_documents(symbol=..., doc_types=["annual_report"], query= "ratio of remuneration of directors to median employee percentage increase") — the mandatory KMP-pay-ratio-to-median-employee disclosure. A large, widening gap between leadership's raise and both the median employee's raise and actual company performance bears on proportionality/fairness; a modest, performance-linked ratio does not. Include executive pay as a conduct signal: search_documents(symbol=..., doc_types=["annual_report"], query= "ratio of remuneration of directors to median employee percentage increase") — the mandatory KMP-pay-ratio-to-median-employee disclosure. A large, widening gap between leadership's raise and both the median employee's raise and actual company performance bears on proportionality/fairness; a modest, performance-linked ratio does not. Include executive pay as a conduct signal: search_documents(symbol=..., doc_types=["annual_report"], query= "ratio of remuneration of directors to median employee percentage increase") — the mandatory KMP-pay-ratio-to-median-employee disclosure. A large, widening gap between leadership's raise and both the median employee's raise and actual company performance bears on proportionality/fairness; a modest, performance-linked ratio does not.