{
  "id": "workflow:asset-allocation-strategy-review",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-portfolio-mgmt.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Asset Allocation Strategy Review",
    "workflowKind": "governance",
    "triggerType": "scheduled",
    "typicalCadence": "quarterly",
    "complexity": "cross-team",
    "description": "Reviews strategic and tactical asset allocation against policy\nbenchmarks — evaluating long-term capital market assumptions (expected\nreturns, volatilities, correlations) for staleness, comparing realized\nallocation drift against strategic targets, assessing tactical tilts\nagainst macro regime indicators, reviewing benchmark appropriateness\nand peer-group comparison, and stress-testing allocation under tail\nscenarios. Produces allocation review memos with recommended\nadjustments, benchmark comparison tables, and efficient frontier\nanalysis. Excludes individual security selection and execution.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "role:risk-analyst",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "role:research-analyst",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "skill-area:python-data-pipelines",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "domain:portfolio-management",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "domain:financial-risk-management",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "domain:capital-markets",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "responsibility:risk-reporting",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "org-unit:portfolio-management-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "org-unit:market-risk-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}