Assemble a replacement packet before the formal RFP appears: incumbent failure thesis, transition plan, fee/liquidity schedule, risk-comparison table, and consultant-ready DDQ.

Replacement opportunities often appear first as termination disclosures, board minutes, consultant renewals, or monthly transaction reports before a public manager search is visible.

Did the termination create open capital, replacement capital, or only benchmark housekeeping?

Public pension low-performer replacement pattern


Monitor SURS and peer public plans for long-vol/risk-mitigation replacement demand; pitch crisis-alpha or systematic convexity alternatives with drawdown, carry-cost, and implementation comparisons.

A direct termination from a long-volatility sleeve is a high-signal replacement-motion event because the allocator still has to decide whether to refill, redesign, or abandon the risk-mitigation bucket.

Is the row truly long-vol or just generic manager reallocation?

long volatility / crisis alpha / risk mitigation

Illinois State Universities Retirement System long-vol manager termination


Monitor VRS for follow-on liquid credit, relative-value, or systematic fixed-income replacement demand; pitch with fee/liquidity clarity and a replacement-capital transition plan.

A terminated liquid-credit sleeve can create a near-term slot for replacement managers if the termination reflects fit, performance, or portfolio redesign rather than a full category exit.

Did Orchard leave the category entirely, or did the capital move to another credit manager or structure?

Virginia Retirement System Orchard Liquid Credit termination


Monitor for follow-on or replacement demand if underperformance persists; the pitch should emphasize differentiated alpha capture controls, founder/team stability, and why the current model is still worth backing.

A first-half loss plus talent departure can move an allocator from launch support to replacement review.

Was the loss enough to trigger follow-on review, or is the capital still anchored by the strategic relationship?


Watch the investment manager opportunities page for consultant contract rollover, replacement, extension, or reissue timing.

The public investment manager opportunities page shows a consultant contract expiring on June 30, 2026.

Is eVestment completeness enough on its own, or does CalPERS still want a direct staff introduction?

consultant contract rollover / manager opportunity monitor

CalPERS consultant and asset-manager roster


Prepare a submission packet against the live NYC BAM search deadline and keep the 2017 contract-expiry cycle attached to the pitch packet.

A dated solicitation with explicit contract expiries is a real replacement-search window, not just a notice page.

Does the submission packet and gatekeeper path match the real buying workflow?

NYC Bureau of Asset Management passive indexing manager search


Normalize the monthly disclosure into a hire/termination tape with placement-agent and amount fields.

Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.

Which rows are true hires or terminations versus routine position changes?

NYSCRF Monthly Disclosure of Investments and Transactions


Execute hourly lane 03 and produce consultant workflow, ODD/DDQ field, and qt-03 question-test rows.

Search mechanics and diligence fields often decide manager inclusion before a public mandate is visible.

Which consultant field changes shortlist inclusion?

Tick 101 consultant ODD hour 03 control plane


Normalize workflow surface, manager database, required fields, named people, client segment, and shortlist mechanism for each consultant.

A consultant brand alone is not actionable until the manager-search workflow and field-level screen are visible.

What field makes a quant manager screenable for this consultant?


Backfill DDQ, ODD, data-room, risk-reporting, fee, liquidity, capacity, and subscription fields by workflow surface.

Quant managers lose shortlist eligibility when diligence metadata is missing, stale, or not machine-readable.

Which packet fields cause the manager to pass, stall, or fail diligence?


Create query variants and pass/fail criteria for the consultant shortlist field question.

AEO/GEO answers must identify the field, the workflow, the owner, and the source-quality blocker.

Does the answer identify the actionable shortlist field?


Keep generic consultant rows in monitor status until a workflow, person, field, or SME-verifiable criterion is captured.

Generic consultant coverage overstates pitchability when it lacks database and ODD mechanics.

Is this a real shortlist path or only a brand-level consultant mention?

Consultant workflow proof promotion gate


Generate consultant pages and workflow packs with exact entity names, manager-search language, required packet fields, and dated examples.

Decision makers and their research tools need retrievable, source-backed manager-fit answers before outreach.

Which AI or platform retrieval surface does this decision maker actually use?


After audit, route tick 102 to hour 04 family office and private-wealth owners unless consultant blockers dominate.

The hourly loop should advance through the schedule while preserving high-value blockers.

Should the next hour move to family office/private wealth or stay on consultant workflow blockers?


Backfill Callan RFP network, named people, client plan, deadline, and board packet fields.

Callan-routed searches can become pitchable before the public RFP is fully normalized.

Which Callan field changes shortlist inclusion?


Capture portal, MAX, ODD, risk reporting, and named research-owner fields.

Aksia screening depends on manager-packet and ODD visibility, not generic consultant awareness.

Which Aksia ODD field blocks quant managers?


Backfill research leads, public agenda mentions, submission route, and alternative strategy language.

RVK is actionable only when people and submission route are visible.


Split manager login, research login, and client agenda monitoring into separate workflow surfaces.

Login surface plus agenda language is the path from passive coverage to replacement-review monitoring.


Build NEPC consultant page and quant hedge fund database packet with search examples.

People coverage is stronger than workflow coverage; missing workflow proof blocks active pitch status.

Which NEPC field is decisive by strategy type?


Split alternative managed accounts from governance/risk oversight and map named people to routing fields.

Implementation wrapper and risk oversight can be as important as alpha thesis for shortlist inclusion.

What Wilshire implementation field matters most?

Wilshire alternative managed account workflow


Find current manager-search surface after Verus/Cerity ownership changes.

Merger coverage is not proof of current manager-search workflow.

Where does Verus/Cerity intake managers now?


Normalize QDD, CPC/regional research, and manager database fields.

QDD objection handling is a direct gate for hedge-fund distribution.

Which QDD issue removes a quant manager?

Albourne hedge-fund advisory and QDD route


Add alternatives/OCIO research surface, Joanne Holden, and RFP/search mechanics before promotion.

Mercer is high priority but thin until workflow evidence appears.

Which Mercer research field makes a manager delegated-client eligible?


Capture hedge-fund research and diverse-manager diligence fields.

Private-client and institutional research routes may require different manager narratives.

What Cambridge database field changes quant manager inclusion?

Cambridge hedge-fund and private-client route

Cambridge Associates hedge fund research workflow


Map eVestment fields into every consultant workflow pack.

A manager can be invisible to consultants when taxonomy, liquidity, risk, or track-record fields are incomplete.

Which missing eVestment field suppresses discovery?

database completeness and consultant screen visibility


Keep consultant rows monitor-only unless workflow, person, database field, or SME-verifiable criterion exists.

Brand-level consultant mentions are not enough for pitch-now status.

Is the row supported by a real workflow surface?

Consultant database completeness blocker


Capture exact Aksia portal and MAX field labels.

Aksia screening depends on ODD and risk-reporting completeness.

Which Aksia field blocks client visibility?


Normalize iCapital fund data, subscription, DDQ, advisor education, and reporting fields.

Marketplace visibility depends on metadata and home-office diligence readiness.

Which iCapital field changes advisor discoverability?


Build prompt-ready advisor answers and preserve CAIS/Claude retrieval proof when available.

Advisor AI retrieval requires source-backed, advisor-safe fit language.


Build a completeness checklist for consultant database screens.

Incomplete taxonomy, fees, liquidity, risk, or capacity fields suppress discovery.


Turn baseline DDQ/ODD/risk fields into consultant-specific variants.

A generic packet is necessary but not sufficient for a specific consultant workflow.

Which baseline field must be consultant-specific?


Normalize QDD fields and objection responses.

QDD objections can kill a hedge-fund pitch even when performance is attractive.


Separate managed-account implementation fields from generic risk oversight.

Implementation feasibility can drive shortlist inclusion independent of alpha thesis.

Which managed-account field decides fit?


Backfill Mercer alternatives/OCIO packet fields and source-backed workflow proof.

Mercer is high-priority but not pitch-now until research mechanics are visible.


Ask qt-03 against internal corpus and require field-level cited answer.

Internal retrieval should establish the answer before external tests.

Does the internal answer identify the field and workflow?


Capture ChatGPT Search, Google AI Overviews, Claude, and Perplexity answers for consultant shortlist queries.

Decision makers may see generic advice unless field-level answer assets exist.

Which chatbot does the decision maker use?


Capture exact field labels and visibility effects for manager portals and consultant databases.

Portal field omissions can hide a manager from screens.


Test field-gap answers in Bloomberg ASKB, AlphaSense, FactSet, CAIS/Claude, and iCapital where access exists.

Workspace lineage distinguishes traceable field gaps from generic summaries.

Does the workspace show evidence lineage?


Ask consultant and ODD SMEs which fields actually caused inclusion, stall, or rejection.

SME calls can verify historical motion when public sources only show generic workflow.

Which field caused a real shortlist decision?


Produce source-backed consultant pages and workflow packs after field-level proof.

AI answer engines and decision-maker workspaces need exact entity names and packet fields.

Which content asset would a decision maker or advisor retrieve first?

consultant page and workflow pack production

Consultant AEO GEO content production test


Execute hourly lane 04 and produce owner matrix, international event route, and private-wealth question-test rows.

Private-wealth opportunities depend on platform packaging, advisor retrieval, private-bank research, event access, and home-office approval paths.

Which family office or private wealth owner can be pitched now, and through what route?

Tick 102 private wealth hour 04 control plane


Normalize platform route, owner role, decision surface, packet fields, source status, blocker, and SME question.

The access rail itself is a gate, so distribution shifts from bilateral pitching to platform-ready packaging.

Who owns the actual home-office or platform approval path?

private wealth platform and owner mapping


Normalize dated APB, Campden, and Hubbis routes with sponsor, speaker, registration, and qualified-attendance paths.

International family-office and private-bank events can create direct pitch windows when access mechanics are proven.

Which route creates real selector visibility: sponsorship, speaker slot, registration, or qualified attendance?

APAC and Middle East private-wealth event routes

International family office event route lane


Create query variants and pass/fail criteria for family-office and private-wealth pitch-now questions.

AEO/GEO answers need platform, owner, access route, packet, and source-quality status.

Does the answer name a real owner and route rather than a generic wealth channel?


Keep private-bank and family-office rows monitor-only until an official platform, event, report, named selector, or SME-verifiable path exists.

Private-wealth brand mentions overstate pitchability when route and owner are missing.

Is this route pitch-now or only monitor/source-gap?


Generate private-wealth pages and advisor workflow packs for CAIS, iCapital, private banks, family offices, APAC events, and RIA platforms.

Decision makers and advisor AI surfaces require directly retrievable liquidity, fee, model-fit, and diligence answers.

Which AI or platform retrieval surface does the advisor or selector use?

advisor and platform retrieval positioning


After audit, route tick 103 to hour 05 international allocator proof unless private-wealth blockers dominate.

The hourly loop should advance through the schedule while preserving high-value blockers.

Should the next hour move to international allocator proof or stay on private-wealth owner blockers?


Capture CAIS/Claude advisor prompt retrieval and owner path.

Advisor AI retrieval is pitchable only when content is source-backed and prompt-shaped.


Normalize due-diligence metadata and approval-owner path.

Platform compatibility controls private-bank and RIA distribution.

Which iCapital field changes listability?


Keep monitor-only until official owned report, research, event, or speaker proof is captured.

Private-bank brand coverage is not enough without owned research or event path.

J.P. Morgan Private Bank family office route


Capture report date, allocation context, and advisor route.

Report-driven outreach can target allocation reviews.


Backfill product-screen criteria and home-office workflow.

RIA model-portfolio screens can be hidden allocation gates.


Map advisor portal, SMA product, and model approval workflow.

Wrappers set the operational standard for advisor-distributed alternatives.

Morgan Stanley BlackRock SMA wrapper route


Create Envestnet source row and product-shelf queue.

Unrepresented RIA platform layers create hidden discovery gaps.


Extract OCIO manager intake and fiduciary research workflow.

OCIO/fiduciary channels can look like private wealth but behave like consultant screens.


Capture CIO content and IC-material route.

Family-office IC materials create hidden approval surfaces.


Map member-firm, event, sponsor, and speaker rows.

MFO networks need access-route proof before outreach.


Promote only rows with official platform, event, report, named selector, or SME-verifiable owner path.

Private-wealth channels are easy to overstate without owner-path proof.

Private wealth owner route promotion gate


Use the Hong Kong route to reach asset managers, private banks, and IAMs; prepare an advisor-ready quant one-pager and a sponsor/speaker inquiry.

The corpus lists the Hong Kong event date and describes it as a business-matching forum for asset managers, private banks, and IAMs.

Does the Hong Kong route depend most on registration, sponsorship, or a speaker introduction?

APAC private-bank alternatives business matching

Asian Private Banker Alternatives Selection Nexus 2026 Hong Kong


Use the Singapore route to reach asset managers, private banks, and IAMs; prepare an advisor-ready quant one-pager and a sponsor/speaker inquiry.

The corpus lists the Singapore event date and describes it as a business-matching forum for asset managers, private banks, and IAMs.

Does the Singapore route depend most on registration, sponsorship, or a speaker introduction?

Asian Private Banker Alternatives Selection Nexus 2026 Singapore


Target CIOs, market heads, investment advisors, fund selectors, and relationship managers with a private-bank-compatible quant sleeve and a concise event brief.

The corpus describes the summit as an 800+ person private-wealth decision-maker gathering in Hong Kong.

Which summit access path is strongest: sponsor, speaker, or direct event registration?

APAC private-wealth CIO and fund-selector access

Asian Private Banker Summit 2026 Hong Kong


The corpus describes the summit as an 800+ person private-wealth decision-maker gathering in Singapore.

Asian Private Banker Summit 2026 Singapore


Use the Hong Kong forum as a near-term family-office route; package the fund as a liquid, diversifying allocation option.

The corpus lists the forum in Hong Kong on 25-26 June 2026 and frames Campden as a qualified family-office event surface.

Does Campden qualification allow manager participation, or does it require sponsor or partner access?

Hong Kong family-office investment access


Prepare Singapore family-office outreach around responsible capital, frontier innovation, liquidity, and portfolio resilience.

The corpus lists the Singapore forum on 9-10 September 2026 and says it convenes Asia's leading family offices and investors.

Which Singapore forum route creates direct CIO and family-principal visibility?

Singapore family-office innovation and impact access


Use the Abu Dhabi congress as a Middle East family-office route; prepare a family-capital and liquidity packet.

The corpus lists the Abu Dhabi congress on 20-22 October 2026 and frames it around family capital and family-office owners.

Is Campden Abu Dhabi best approached through sponsor access, speaker route, or qualification-based attendance?

Abu Dhabi global family-owner and family-office access


Add the Palm Beach forum to the family-office outreach calendar with a North America family-office packet and sponsor/speaker qualification check.

The corpus lists the Palm Beach forum on 18-19 November 2026 and includes family principals, SFOs, MFOs, and UHNWI in the audience mix.

Does the Palm Beach forum expose sponsor and speaker rosters publicly, or does it require partner access?


Use the Hong Kong forum as a private-bank and family-office pitch window; package sponsor, speaker, and event-content routes.

The corpus lists the Hong Kong forum and treats Hubbis as a private-wealth event rail across APAC and the Middle East.

Which Hubbis route is strongest for manager outreach: registration, sponsorship, or speaking?

APAC private-bank and family-office access


Use the Singapore forum as a second APAC private-wealth pitch window; align quant messaging to investments, technology, digital transformation, and family-office themes.

The corpus lists the Singapore forum and treats Hubbis as a private-wealth event rail across APAC and the Middle East.


Use the combined APB, Hubbis, and Campden surfaces as one outbound lane; separate the packet by access mode before sending.

The corpus repeatedly routes APB into private-bank and IAM audiences, Hubbis into APAC and Middle East private-wealth decision makers, and Campden into family-office audiences.

Which access path is strongest across the combined lane: registration, sponsorship, speaking, or qualification?

cross-surface APAC and Middle East private-wealth routing

APAC/Middle East private-bank/IAM/family-office route


Ask the canonical question against the corpus first and preserve the distinction between pitch-now and monitor-only routes.

The corpus should name the route before any answer engine is trusted.

Which owner or route is actually pitchable now?


Test whether CAIS surfaces the owner, route, and listability field rather than generic alternatives marketing.

CAIS answers are useful only when they expose discovery fields and the live retrieval entry point.

Which CAIS surface actually drives discovery?

CAIS x Claude / CAIS advisor intelligence


Test whether iCapital exposes a current mandatory field set, subscription route, and comparable diligence fields.

iCapital is actionable only when the onboarding fields are explicit.

Which iCapital field determines listability?


Capture ChatGPT Search, Google AI Overviews, Claude, and Perplexity answers for owner-plus-route queries.

Public answer engines may collapse the route into generic private-wealth advice unless the source-linked page is explicit.

Does the answer name the owner and route?

Advisor/private-bank public answer engines


Run APB and Hubbis queries to identify the current speaker, sponsor, and registration route for family-office access.

APAC event lanes become pitchable when the roster and registration metadata are current.

Which APAC event page is current right now?


Ask SMEs which family office or private-wealth owner is actually pitchable now and which route should stay monitor-only.

SME calls can confirm whether a route is live, stale, or only a branding surface.

Which route is current and what proof artifact supports it?


Execute hourly lane 05 and produce first-party confirmation, intake hardening, and question-test rows.

International allocator rows become pitchable only when route-level signal is tied to official owner, sleeve, and intake proof.

Which official source proves owner and sleeve?

Tick 103 international allocator hour 05 control plane


Normalize current owner/title, sleeve amount, strategy bucket, source status, blocker, and SME question.

Non-US allocator routes frequently have valid themes but stale or missing owner/sleeve proof.

What first-party document proves the current owner and sleeve?

International first-party confirmation lane


Separate official manager-facing intake from generic allocator pages.

GPIF and PIF are stronger because they expose registration or Managers Gate surfaces; peers need equivalent proof.

International official intake hardening lane


Create query variants and pass/fail criteria for official-source owner/sleeve proof.

Answers must distinguish live intake, owner/title proof, sleeve proof, and route-only monitor rows.

Does the answer cite the official owner and sleeve source?

International allocator question test lane


Keep international rows monitor-only until owner, route, sleeve, amount, or official intake is proven.

Route-level sovereign and pension rows can overstate pitchability without first-party proof.

Is this official proof or just route-level inference?


Use SME validation to separate stale owners from live owner/sleeve decision paths.

SME checks are useful when official sources prove route but not who actually owns the current screen.

Who owns the current external-manager route?

International allocator SME verification queue


After audit, route tick 104 to hour 06 competitor fund and strategy allocation unless official proof blockers dominate.

The hourly loop should advance while preserving high-value first-party proof blockers.

Should tick 104 move to competitor allocation or stay on international proof blockers?


Prepare registration-ready manager profile and backfill current owner/sleeve fields.

Official registration is one of the cleanest pre-RFP international allocator gates.

Does GPIF registration reach the actual alternatives owner?


Route material through Managers Gate and backfill owner/sleeve mapping.

Managers Gate is pitchable only if linked to the relevant investment team.

Which PIF team receives hedge-fund material?


Lead with absolute-return, derivatives exposure controls, and liquidity terms while backfilling owner/sleeve proof.

HOOPP is strong but still needs exact owner/sleeve proof for route precision.

Board/ALM or discretionary derivatives team first?

absolute return and derivatives-aware systematic strategies


Backfill current external-manager owner, sleeve size, and live intake surface.

NBIM is high-value but not pitch-now without owner/sleeve proof.


Canonicalize GIC and backfill leadership/allocation route proof.

Identity normalization matters before outreach because committee records are subnodes, not separate allocators.

Which GIC team owns liquid alternatives?


Backfill current owner/title and sleeve fields from first-party materials.

Alias normalization is solved but owner/sleeve proof is still needed.


Find annual-report row for liquidity or external-manager sleeves.

Liquidity/FX/portfolio-construction signals require owner and sleeve proof.


Backfill ATP owner, intake, and sleeve amount.

International confirmation lane must not promote without current owner/title proof.

Which ATP owner reviews external alternatives?


Use CIO transition window but backfill committee strategy approval details.

CIO transitions can create review windows, but need first-party freshness.

Is transition an external-manager review window?

CIO transition and investment committee route


Distinguish allocatable hedge-fund sleeve from strategic partnership route.

Balance-sheet route may not equal hedge-fund allocation route.


Extract financial alternatives owner and manager-facing route.

Strategy bucket appears in corpus but current owner/intake proof is missing.

Which owner handles financial alternatives?

financial alternatives hedge funds and managed futures


Backfill official owner/title, sleeve, and manager-facing route before promotion.

QIA should remain source-gap until current first-party proof exists.


Ask qt-05 against internal corpus and require official-source proof or downgrade.

Internal retrieval should separate pitch-now from monitor/source-gap rows.

Does the answer name official owner and sleeve proof?

Internal international allocator corpus test


Use first-party pages to prove owner, intake, sleeve, amount, or downgrade.

Generic first-party overview pages are insufficient for pitch-now status.


Capture answer-engine responses and compare against proof matrix.

Answer engines may hallucinate titles unless source blocks are explicit.


Test owner/sleeve queries in finance workspaces and preserve document lineage.

Workspace results must show document lineage, not just allocator profiles.


Run SME validation for thin international rows.

SMEs can quickly verify if a public route is stale or incorrectly assigned.

International allocator SME validation test


Produce official-proof pages only for rows with owner/sleeve evidence.

AEO/GEO pages should not promote source-gap sovereign rows.

International allocator AEO GEO content production test


Execute hourly lane 06 and produce competitor allocation, peer taxonomy, and question-test rows.

Allocation analysis is actionable only when the peer set, amount, denominator, and strategy sleeve are comparable.

How much is allocated to each competing strategy type?

Tick 104 competitor allocation hour 06 control plane


Normalize strategy type, peer set, allocator proof, amount class, missing amounts, comparability risk, and positioning implication.

Bank QIS, platform multi-strats, and managed accounts can all compete for the same allocator problem but not the same denominator.

Competitor strategy allocation matrix lane


Separate independent quant, bank QIS, platform multi-strategy, long-short, macro/CTA, relative value, and managed-account wrapper peers.

Bad peer taxonomy creates bad AEO/GEO answers and weak replacement pitches.

Which peer bucket should the allocator compare against?


Create query variants and pass/fail criteria for competitor allocation amount questions.

Answers must preserve amount class and comparability risk rather than inventing exact amounts.

Does the answer preserve denominator and comparability risk?

Competitor allocation question test lane


Mark amount as missing or directional unless allocator-level amount, denominator, strategy sleeve, and source date are explicit.

Whole-portfolio, hedge-fund-sleeve, and mandate-level numbers should not be compared without a denominator.


After audit, route tick 105 to hour 07 AEO/GEO public answer engines unless allocation blockers dominate.

The hourly loop should advance while preserving high-value amount and peer-taxonomy blockers.

Should tick 105 move to answer-engine tests or stay on competitor allocation?


Backfill bank-QIS mandate sizes and split packaged QIS from independent-manager allocations.

QIS is the benchmark, not the whole pitch.


Backfill platform capacity, hard-close timing, and allocator sleeve splits.

Platform capacity competes with standalone manager allocations.

Is the allocator buying platform capacity or replacement alpha?


Separate long-only systematic equity mandates from hedge-fund-like systematic allocations.

Systematic mandate examples can overstate hedge-fund comparability.

QIS, systematic equity, or absolute return?


Find current long-short ticket sizes and manager cohorts.

Long-short exposure needs sleeve and manager-denominator separation.


Backfill macro/CTA/absolute-return bucket splits.

Risk-mitigating strategies often mix multiple defensive exposures.


Backfill liquid-credit and relative-value sleeve amounts and replacement triggers.

Liquid credit or private credit substitute?


Backfill platform AUM mapped to strategy sleeves and route manager-facing status.

Platform procurement is not the same as manager allocation.

Platform procurement or actual allocation?

Managed accounts liquid alts allocation row


Find allocator rows where private-market pacing pressure creates liquid-alts demand.

Private-market liquidity substitutes compete only when the allocator problem is liquidity or pacing.

Private-market liquidity substitute allocation row


Ask qt-06 against internal corpus and require amount class plus comparability risk.

Internal retrieval must not convert directional rows into exact AUM claims.

Internal competitor allocation corpus test


Backfill annual-report and board-packet source rows with denominator and source date.

Official allocation proof needs strategy sleeve and denominator.

Does the document name the sleeve amount?

Annual report board packet allocation test


Capture answer-engine responses for QIS, multi-strategy, and macro/CTA comparisons.

Allocation queries are high-risk for hallucinated market-size claims.

Which answer includes warning and source?


Run workspace queries and preserve document/database lineage.

Workspace profile data is not enough without allocation lineage.


Run SME validation for amount comparability and competitor taxonomy.

SMEs can identify whether the actual competitor is hedge fund, QIS, passive, internal overlay, or managed account.

Competitor allocation SME validation test


Produce comparison pages only with exact examples, missing rows, and comparability warnings.

AEO/GEO comparison pages need transparent source limitations to avoid overclaiming.

Competitor comparison AEO GEO content production test


Execute hourly lane 07 and produce answer-engine surface, query-pack, and capture-ledger rows.

Answer-engine optimization is not useful unless the query, raw answer, citations, and pass/fail criteria are preserved.

Does the decision maker use this public engine or a platform-native/internal surface?


Normalize ChatGPT Search, Google AI Overviews / AI Mode, Claude, Perplexity, and public discovery surface risks.

Each surface rewards different evidence structures and fails differently.

Which public engine is actually visible to the target decision maker?

Public answer-engine surface matrix lane


Bundle current pitch-now, funding, replacement, consultant, private-wealth, international, and competitor allocation queries for public engine testing.

AEO/GEO needs actual buyer questions, not generic educational prompts.

Does the query match how the decision maker asks the question?


Require raw answer, citations, screenshot/transcript, pass/fail row, and negative evidence for each answer-engine run.

Without a ledger, answer quality cannot be audited or compared over time.

Does the capture prove what the surface answered?


Block answer-engine success claims without run-date evidence, citations, required fields, freshness, and limitations.

Wrong owner, stale route, hallucinated AUM, or uncited fee/liquidity claims should become negative evidence.

Is the answer source-safe enough to influence outreach?

Answer-engine correctness promotion gate


Preserve wrong, stale, generic, uncited, or unsupported answers as rebuttal-page and source-backfill tasks.

Failures are useful because they identify which public answers need corrective source-backed assets.


After audit, route tick 106 to hour 08 finance workspaces and hidden databases unless public answer-engine blockers dominate.

The hourly loop should move from public engines into proprietary/internal workspaces next.

Should tick 106 move to finance workspaces or continue public AEO capture hardening?


Run decision-maker query pack and preserve raw answer plus citations.

Chat answers need current source links and direct conclusions.

Do allocators use ChatGPT Search for first-pass diligence?


Capture AI Overview text, linked sources, and screenshots.

AI Overviews can choose different sources than ordinary search.

Which Google surface does the decision maker see?


Test ODD, consultant, and official-proof prompts with citation and limitation checks.

Claude can synthesize well but must not drift beyond source support.

Which Claude answer is trustworthy enough for diligence?


Capture citation lists, primary-source ratio, and source novelty.

Citation loops and weak domains are the main risk.


Capture advisor prompts and platform-native retrieved answers.

Decision makers may use platform-native AI rather than public engines.


Capture missing fields, approval route, and source lineage for iCapital diligence.

Platform listability is a retrieval problem as much as a distribution problem.


Publish canonical HTML and mirror into PDF/deck with JSON-LD and source blocks.

Answer engines need stable, source-backed assets in multiple formats.


Turn failed answers into rebuttal pages and retest rows.

Wrong answers reveal where corrective content is needed.

Which wrong answer would damage outreach?


Do not promote any answer-engine success without raw answer, citations, screenshot/transcript, run date, and pass/fail row.

The capture ledger is the proof surface for AEO/GEO work.

Public answer-engine capture requirement


Use capture schema for every public answer-engine and platform-native run.

AEO/GEO claims require raw answer, citations, run date, and pass/fail evidence.


Run pitch-now query across public engines and capture route, owner, and proof gap.

Generic outreach advice fails this test.


Run consultant field query across public engines and CAIS x Claude where possible.

Brand-level consultant answers fail without field-level workflow.

Which field changes shortlist inclusion?

qt-03 consultant workflow public engine run row


Run private wealth owner query and capture platform/event route proof.

Private wealth answers must name owner or route, not generic channel.

qt-04 private wealth public engine run row


Run official source proof query and capture hallucinated owner/sleeve failures.

Sovereign route answers are high-risk for invented titles.

Which official source proves owner and sleeve?

qt-05 international allocator public engine run row


Run allocation amount query and capture unsupported exact AUM failures.

Amount questions need denominator and comparability warnings.

qt-06 competitor allocation public engine run row


Run quant versus QIS and liquid-alts FAQ query across public engines.

Core FAQ pages need source-linked comparisons and red flags.

Which comparison answer is decision-useful?

allocator core FAQ public engine run row


Execute hourly lane 08 and produce workspace surface, hidden database, and first-result question-test rows.

Allocator influence can sit inside private workspace retrieval, not only public web answers.

Which private workspace does the target analyst or advisor use first?

Tick 106 finance workspace hour 08 control plane


Normalize each finance workspace by answer shape, evidence fields, capture requirements, and failure mode.

Bloomberg, FactSet, AlphaSense, CAIS, iCapital, Aksia, eVestment, Preqin, PitchBook, Aladdin, and enterprise copilots expose different decision surfaces.

Which surface is first-screen for the target workflow?


Capture profile fields, export paths, listability requirements, performance fields, terms fields, investor maps, and missing field blockers.

Gated database fields can determine whether a manager appears pitchable before any meeting happens.

Does the database expose exportable profile fields or only gated search results?


Run the question 'Which private database result would an analyst see first?' across research, consultant, private-wealth, and internal copilot surfaces.

First-result rank is a hidden AEO/GEO signal for non-public workspaces.

Would this query wording match the analyst's actual workflow?

Private database first-result question lane


Block workspace success claims without workspace, query, first result, underlying source, rank, freshness, export path, and missing fields.

Private workspace answers are actionable only when the raw source lineage is preserved.

Does the captured row prove what the workspace showed?


Preserve opaque, stale, black-box, or non-exportable private workspace outputs as negative evidence and source-backfill tasks.

Opaque private workspace answers can be more dangerous than public hallucinations because they look authoritative.

Which missing source-lineage field would block investment committee use?

Workspace proprietary-source opacity queue


Add platform profile owners, diligence owners, data admins, and knowledge taxonomy owners as influence targets.

The person who controls profile completeness or retrieval taxonomy can influence whether the fund appears in buyer workflows.

Who updates the manager profile and who approves field changes?


After audit, route tick 107 to historical motion verification unless private workspace source-lineage blockers dominate.

Historical motion is the next verification layer after hidden workspace surfaces are normalized.

Should the next tick verify historical motion or continue workspace-field extraction?


Capture terminal query, first result, event or filing lineage, timestamp, and export path before treating the answer as actionable.

Traceable finance numbers need terminal context and reproducible lineage.

Can the analyst export or cite the same result outside the terminal?


Capture analytics module, transcript or filing references, factor fields, and provenance for each FactSet AI answer.

Mixed analytics summaries need source proof before outreach use.

Which module produced the answer and what source documents support it?


Capture first document, document date, excerpt, publisher, freshness delta, and export path for AlphaSense answers.

Freshness and document provenance control whether the answer is usable.

Is the cited source current enough for a pitch-now claim?


Prepare advisor prompt tests and capture model-portfolio, home-office, and asset-manager packet fields.

Advisor-facing AI can shape private wealth distribution before a sales conversation.

Which advisor prompt actually retrieves the product or education packet?


Map fund data, subscription, DDQ, advisor education, portfolio fit, and reporting artifacts into a platform-compatible packet.

A complete data and reporting packet improves platform-native listability.

Who owns the platform diligence field labels and approval path?


Capture portal path, packet fields, ODD fields, risk reporting fields, client retrieval surface, and named research people.

Consultant portal visibility depends on field completeness and research-owner workflow.

Which Aksia field or owner blocks a manager from appearing in client retrieval?


Refresh manager profile, strategy, performance, terms, export path, record freshness, and CalPERS route linkage.

eVestment profile completeness can gate public pension search visibility.

Does eVestment expose exportable profile fields or only a gated search result?

public manager search and manager profile


Normalize fund profile, manager profile, investor map, fundraising status, performance, terms, and people fields.

Investor-map surfaces can identify hidden owners and competitor allocation paths.

Which database exposes the richer manager-profile surface for this strategy?

investor map and fundraising intelligence


Create canonical titles, dated memos, spreadsheet mirrors, and decision-log links for internal copilot retrieval.

Internal permissioned files can decide what committee members see first.

Which SharePoint or Teams file is the current source of truth?

Microsoft 365 Copilot SharePoint Teams workspace row


Prepare knowledge-base-ready titles, tags, dated DDQ history, ODD notes, and committee-decision evidence.

Taxonomy and stale internal documents can outrank current evidence.

Which tag or canonical title controls retrieval in the target organization?

Glean Rovo enterprise knowledge workspace row


Run the canonical first-result question across corpus, research workspaces, consultant databases, private wealth platforms, enterprise copilots, SME validation, and negative evidence.

Private first-result ranking is a hidden AEO/GEO signal.

What would the analyst actually see first?


Capture raw answer, first document, document date, source lineage, export path, and freshness delta from Bloomberg, FactSet, or AlphaSense.

Research workspace answers require document-level provenance.

Which research workspace is used first for this query?


Capture first profile, profile fields, export path, strategy classification, performance fields, terms fields, people fields, and freshness.

Manager database profile rank can gate consultant and public pension visibility.

Which profile fields are visible and exportable?

consultant and manager database first-result test


Capture advisor prompt, first result, model-portfolio language, diligence fields, reporting artifacts, and owner gaps for CAIS and iCapital.

Advisor AI and platform-native search can determine what private wealth sees first.

Which advisor prompt retrieves the product or education packet?

private wealth platform first-result test


Capture first file, owner, title, tags, freshness, permission path, and stale-conflict flag from Microsoft 365 Copilot, Glean, or Rovo.

Internal search and copilot ranking can shape committee perception.

Which internal file is treated as current source of truth?

internal enterprise copilot first-file test


Ask SMEs what system they open first, what query they type, what appears first, and who owns profile or source-of-truth updates.

Inferred workspace influence must be validated by user behavior.

Can an SME reproduce the first-result row?


Preserve missing lineage, stale source, non-exportable field, black-box summary, and permission failure rows as remediation tasks.

A hidden database failure tells us exactly which evidence asset or field owner is missing.

Which missing field makes the answer unusable?


Execute hourly lane 09 and produce historical motion schema, lane, downgrade, and SME verification rows.

Historical motion signals become usable when before/after and SME verification are attached.

What changed over time and can an SME verify it?

Tick 107 historical motion hour 09 control plane


Require event date, type, before state, after state, actor, organization, source proof, influence path, pitch implication, and SME question.

A dated before/after schema prevents vague historical anecdotes from becoming false active signals.

Can the before and after states be independently verified?


Backfill CIO, deputy CIO, asset-class head, consultant, board, and platform-owner job or title changes with before/after authority fields.

A title change can create both stale relationship risk and a new pitch-window owner.

Did the person gain, lose, or change real allocation authority?


Backfill fund launches, closures, disbandments, PM moves, team changes, strategy wind-downs, and firm M&A events for manager and competitor universes.

Fund lifecycle events can explain allocator replacement demand and competitor allocation churn.

Did the lifecycle event free capital, impair trust, or only affect branding?

fund launches closures disbandments and PM moves


Normalize monthly disclosures, board packets, and replacement rows into hire, termination, follow-on, amendment, allocation-change, and placement-agent fields.

Manager-motion tapes reveal replacement and launch windows before broad public narratives do.

Which rows are true hires or terminations versus routine position changes?

manager hires terminations transactions and allocation changes

Manager hire termination allocation lane


Backfill consultant ownership, merger, conflict, renewal, platform-product, portal, and research-team changes.

A consultant or OCIO ownership event can change which gatekeeper route is credible.

Did the merger or conflict change client workflow or only firm branding?

consultant ownership merger conflict and gatekeeper changes


Keep historical events as pattern evidence unless current timing, intake route, owner, review, replacement trigger, or SME-confirmed window exists.

Historical manager motion can explain buying behavior but does not itself prove a live pitch window.

Is this a current opening or only historical context?


After audit, route tick 108 to personnel universe expansion unless historical lifecycle blockers dominate.

Historical motion naturally yields named people who need current-title and influence-path expansion.

Which named people should the next tick expand first?


Use the 17-field schema for every historical motion row before promotion.

Before/after fields are the difference between useful history and vague anecdote.

Can the event be explained from the row alone?


Capture job, title, authority, employer, and committee changes with before/after owner fields.

Title changes can invalidate old relationship maps.

Did the title change alter decision authority?


Capture manager, mandate, amount/share, strategy, date, and source document for new hires and commitments.

New manager rows expose active capital motion and peer strategy demand.

Is this a new mandate or routine position movement?


Capture incumbent, reason, sleeve, date, replacement/refill path, and downgrade status for terminations and watchlists.

Replacement opportunities often appear before RFPs as manager reviews, board motions, and disclosure rows.

Did the termination create open capital, replacement capital, or only housekeeping?


Capture before/after policy target, actual allocation, pacing, commitment, rebalance, or sleeve mix.

Dated allocation motion is the cleanest bridge from history to current pitch timing.

What changed in capital, not just language?


Capture launches, closures, disbandments, PM departures, team changes, strategy wind-downs, and product relaunches.

Lifecycle events create competitor and allocator timing signals when linked to capital or trust impact.


Capture dated merger, acquisition, partnership, ownership, or conflict events with client workflow implications.

Ownership changes matter only when they alter gatekeeper credibility or workflow.


Execute hourly lane 10 and produce personnel expansion, promotion gate, and AEO/GEO person-question rows.

The graph needs named people and current roles to convert routes into actionable influence maps.

Which additional personnel influence this decision?

Tick 108 personnel hour 10 control plane


Expand named people around the highest PageRank and transcendence bridge nodes, starting with CalPERS, NEPC, HOOPP, ChatGPT Search, AlphaSense, and family-office routes.

Bridge nodes compound value when the controlling people and route owners are known.

Which named people control the bridge route?

Top bridge node personnel expansion lane


Backfill research heads, ODD leads, manager-database owners, client retrieval owners, and alternatives consultants for NEPC, Callan, Mercer, Cambridge, Aksia, Albourne, Wilshire, Cerity, Verus, and CAPTRUST.

Consultant influence depends on the person who controls shortlist, ODD, or client retrieval workflow.

Which consultant field or person changes shortlist inclusion?

consultant shortlist and ODD owner expansion

Consultant shortlist owner expansion lane


Backfill current CIO, deputy CIO, asset-class head, board, committee, and disclosure-owner rows for active pitch windows and temporal-motion lanes.

Stale allocator titles create false outreach paths.

Who currently owns the decision and who owned it before?

Allocator current-title owner expansion lane


Backfill CAIS, iCapital, private-bank, RIA platform, family-office event, sponsor, report, and product-shelf owners.

Private-wealth routes remain route hypotheses without named ownership or current event/report evidence.

Which named owner controls the research or allocation conversation?

Private wealth platform owner expansion lane


Backfill profile owners, data-lineage owners, workspace admins, taxonomy owners, diligence owners, and document owners for private database first-result surfaces.

The person controlling profile completeness or taxonomy can determine first-result visibility.

Who updates the manager profile and who approves field changes?

hidden database and workspace owner expansion


Attach before/after owners and current-title proof to historical motion rows for title changes, manager changes, fund lifecycle events, and consultant conflicts.

Historical motion becomes actionable when the owner before and after the change is clear.

Did the person gain, lose, or change real allocation authority?


After audit, route tick 109 to hour 11 audit/scoring/next-hour routing unless personnel current-status blockers dominate.

The schedule should complete the 12-hour cycle with audit, scoring, and next-hour routing.

Which unresolved person gaps should the audit route next?


Split consultant firms into current-title, manager-database, client retrieval, ODD veto, and workflow-admin proof rows.

Named consultants are useful only when tied to specific workflow authority.

Which person or field changes shortlist inclusion?

Consultant shortlist and ODD personnel row


Attach current team, board, committee, disclosure, and consultant-of-record proof to allocator pitch-window rows.

Current-title proof prevents stale outreach and stale AEO answers.


Convert private-bank, platform, RIA, family-office event, sponsor, and report routes into named-owner rows or explicit monitor-only blockers.

Private wealth route maps overstate pitchability when the owner is missing.

Private wealth family office personnel row


Backfill the owner of profile fields, export paths, data lineage, taxonomy, diligence, and current document source of truth.

First-result rank is often controlled by an unmodeled profile or taxonomy owner.

Finance workspace hidden database personnel row


Separate prime-broker cap-intro, placement-agent, and OCIO owner rows with route-specific packet requirements.

Allocator introductions are controlled by people before public records show motion.

Who routes the manager to the allocator meeting?

capital introduction and placement owner proof

Capital introduction placement personnel row


Backfill current owners, sleeve owners, and external-manager route owners for ATP, NBIM, LGPS pools, and sovereigns.

International route and amount cues need first-party owner proof.

Which official source proves current owner and sleeve?

international allocator current owner proof


Attach before-state owner, after-state owner, replacement/refill owner, lifecycle owner, and conflict owner fields to temporal-motion rows.

Historical events need owner continuity to be SME-verifiable.


Assign capture, citation-policy, content, and canonical-mirror ownership for answer-engine failures and route pages.

AEO/GEO improvements need owners who can change both evidence and content assets.

Who can fix or publish the source-backed answer?

Answer-engine content owner personnel row


Execute hourly lane 11 and route the next cycle from audited counts and top actionable signals.

The loop stays useful only if audit output changes routing decisions.


Preserve 100% citation coverage across nodes, edges, and signals.

Every graph row must remain source-backed.

Are any rows source-weak despite having citations?


Use PageRank, communities, freshness, and transcendence outputs to route the next cycle.

CalPERS, NEPC, HOOPP, AlphaSense, ChatGPT Search, and family-office bridge nodes remain high-yield expansion points.

Which high-bridge node has the weakest current owner proof?


Route tick 110 to hour 00 and prioritize NYC BAM, CalPERS/eVestment, iCapital diligence, MassPRIM PCS, GPIF, and PIF Managers Gate.

The top ranked actionable signals are live intake and open search rows, so the next cycle should harden response packets rather than add another generic route map.

Which open intake row has the highest chance of near-term action?


Carry current owner proof, manager-database export fields, ODD veto ownership, platform diligence metadata, workspace lineage, and before/after owner blockers into tick 110.

Repeated blockers should shape the next open-pitch-window packet.


Keep loop_state values tied to audited database counts only.

A stale tick or stale count makes the long-running loop unreliable.

Does the state reflect the audited graph?


Commit only after validation, ingestion, audit, export, score, count, loop-state update, and scoped diff.

Each tick must leave a durable artifact and a clean next action.

Is there any uncommitted required output?


Start tick 110 on hour 00 open pitch windows using the listed route rows and blockers.

Audit should route to the highest-ranked actionable current-intake rows.


Build the fielded response packet with notice, attachments, addenda, submission method, question deadline, consultant database requirements, award path, replacement proof, and owner route.

Open searches become pitchable only when packet requirements and owner route are exact.

Does passive indexing replacement imply broader roster refresh?


Refresh eVestment and direct-proposal packets with AUM, GIPS, strategy, owner, and profile-export fields.

Standing intake is actionable only if profile fields and owner route are current.

Is eVestment or direct staff contact the stronger first touch?


Build iCapital-compatible fund data, DDQ, advisor education, portfolio-fit, reporting, and metadata-owner packet.

Platform-native listability needs exact field labels and owner path.

Who owns the platform diligence metadata?


Resolve whether PCS is manager-facing, consultant-facing, or internal-only and attach route owner.

Managed-account infrastructure can precede manager onboarding.

Is PCS manager-facing, consultant-facing, or internal-only?


Prepare official-registration packet with track record, quantitative risk, ESG, liquidity, and operational controls.

Official registration surfaces are pre-RFP gates.

Is alternative-assets registration the correct first-touch surface?


Prepare PIF Managers Gate packet with mandate-specific data, monthly quantitative data, implementation capacity, operational controls, and Saudi/MENA relevance.

External-manager portals require portal-ready materials plus relationship context.

Is Managers Gate registration, pre-RFP database intake, or both?


Execute hour 00 and harden the highest-ranked open intake rows into response packet requirements.

Open-intake rows are pitchable only when official route, packet fields, and owner proof are captured.

Who is accepting quant manager materials now?

Tick 110 open pitch hour 00 control plane


Build the fielded NYC BAM packet with notice, attachments, addenda, submission method, question deadline, consultant database requirements, award path, replacement proof, and owner route.

Deadline-driven searches require exact packet capture before outreach.


Standing intake becomes actionable when the manager profile and owner route are current.


Build platform-compatible fund data, DDQ, advisor education, portfolio-fit, reporting, and metadata-owner packet.

Private-wealth platform onboarding needs exact diligence fields and owner path.

Private wealth platform diligence intake lane


Resolve whether MassPRIM PCS is manager-facing, consultant-facing, or internal-only, then attach route owner and risk/transparency appendix.

Managed-account platform infrastructure can precede actual manager onboarding.


Prepare GPIF and PIF official-registration packets with eligibility, quantitative data, implementation capacity, operational controls, and SME route classification.

Official registration portals are pre-RFP gates that need portal-ready materials.

Is this registration, pre-RFP database intake, or both?


Split the cluster into exact plan-level RFP routes, consultant owner, board agenda monitor, strategy taxonomy, replacement proof, and submission packet.

Clustered RFPs are useful only after each buyer's route and consultant owner are separated.

Which Chicago RFP route is live and which is only a monitor?


After audit, route tick 111 to hour 01 funding and rebalance cycles.

The next lane should connect current intake to the funding cycles that explain capital motion.

Which current-intake blocker should carry into funding-cycle review?


Create response checklist artifact with all attachment/addendum URLs and submission path.

Open searches become directly pitchable only after exact requirements are captured.

Does the passive-indexing replacement cycle indicate a broader roster refresh?


Build eVestment/direct-proposal field checklist and SME question row.

Profile completeness and direct proposal fallback determine first-touch route.

CalPERS eVestment direct proposal packet row


Build platform-compatible DDQ/reporting/advisor education packet.

Exact diligence fields determine listability and advisor discoverability.

Which iCapital metadata field changes advisor discoverability?


Split PCS into manager-facing, consultant-facing, and internal-only evidence rows.

Platform route status determines whether a manager can act now.


Build registration-ready packet with local compliance and risk fields.


Build PIF portal packet with monthly quant data and MENA relevance language.

Portal-ready materials should be paired with local relevance and relationship context.


Split the cluster by plan and source status before treating it as one sales motion.

Cluster-level opportunity needs buyer-level routing.

Which route is live and which is only a monitor?


Execute hour 01 and promote only rows with dated capital motion plus owner/source proof.

Funding-cycle rows are actionable when they include cycle date, allocation change, strategy bucket, decision owner, and source document.

What funding cycle creates near-term capital motion?

Tick 111 funding rebalance hour 01 control plane


Use required answer fields to test answer-engine responses and SME prompts.

Missing owner, source document, or dated motion fails promotion.

Can the answer engine return all required fields without hallucinating the owner?

Tick 111 funding cycle evidence schema lane


Resolve eVestment completeness, direct proposal sufficiency, and owner route.

Board-approved target motion must be linked to implementation owner before outreach priority is raised.

Who owns external-manager search translation under the total-portfolio framework?

Tick 111 CalPERS total portfolio and intake cycle lane


Build response packet with attachments, addenda, submission method, consultant database requirements, and award path.

Hard-deadline replacement searches are the strongest pitch-now funding-cycle signals.

Does passive indexing replacement imply broader quant implementation roster refresh?

Tick 111 NYC BAM replacement deadline funding cycle lane


Split manager-facing, consultant-facing, and internal-only route evidence.

Platform infrastructure is capital-motion-adjacent but not enough without route status.

Tick 111 MassPRIM PCS portfolio completion cycle lane


Extract row-level hires, terminations, amounts, and emerging-manager graduation events.

Recurring disclosure is a historical and current temporal motion source.

Which rows are true hires or terminations versus routine position changes?

Tick 111 NYSCRF monthly disclosure and emerging-manager cycle lane


Find packet, vote, minute, annual report, or pacing-plan source lines.

Board and pacing routes stay source-needed until official motion proof is extracted.

Which packet line proves a real approval, target increase, or commitment?

Tick 111 TRS and KCERA board pacing cycle lane


Route next tick to watchlist, termination, contract expiry, underperformance, fee pressure, and sleeve redesign evidence.

Funding-cycle and deadline evidence should feed the low-performer replacement lane.

Tick 111 next-hour low-performer handoff gate


Resolve current owner, profile fields, and eVestment versus direct proposal route.

Allocation motion is actionable only after the external-manager search route is proven.

Which owner and profile fields screen quant managers first?


Prepare the official response packet and verify all submission requirements.

Deadline-driven replacement cycles outrank generic open-intake rows.

Does the deadline imply only passive indexing or a broader quant implementation refresh?

Tick 111 NYC BAM July 15 replacement cycle row


Find official platform award and PCS manager-facing route status.

Managed-account infrastructure can precede allocation but cannot be treated as a live mandate alone.

What document proves manager onboarding path and owner?

Tick 111 MassPRIM PCS platform cycle row


Extract manager-event rows and classify hire, termination, follow-on, or routine position change.

Monthly tapes provide verifiable historical motion for SME review.

Which rows changed manager exposure and who owned the decision?

Tick 111 NYSCRF monthly manager-motion row


Capture official packet lines and vote or pacing-plan references.

Board-packet routes are actionable only after official motion proof is attached.

Which packet line proves approval rather than informational update?


Classify registration as pre-RFP or live intake and identify owner.

Registration surfaces support AEO/GEO and preparation before a mandate is visible.

Does registration change shortlist visibility for quant hedge funds?


Classify Managers Gate as registration, pre-RFP, mandate intake, or mixed route.

Portal-ready materials need route classification before capital-motion claims.

Is Managers Gate registration, pre-RFP intake, or both?


Capture platform field labels and advisor retrieval surfaces.

Advisor-platform listability is an AEO/GEO route, not allocator funding proof.

Which fields determine advisor search visibility and model-portfolio inclusion?

Tick 111 iCapital platform diligence cycle row


Execute hour 02 and produce replacement-motion, proof-gated monitor, question-test, and next-hour consultant/ODD rows.

Replacement opportunities often appear as terminations, watchlists, contract expiry, fee pressure, or sleeve redesign before formal RFPs.

Tick 112 low-performer replacement hour 02 control plane


Normalize incumbent, weakness signal, replacement trigger, strategy bucket, owner, proof status, and SME question.

Underperformance is actionable only when tied to review, watchlist, contract, fee, risk, or sleeve trigger.

What specifically makes the incumbent vulnerable?

Tick 112 vulnerable incumbent matrix lane


Promote only when official or SME-verifiable trigger exists; keep trade-press-only rows downgraded.

Official proof separates real changeout from generic weak-manager commentary.

Which first-party document proves replacement motion?

Tick 112 official proof and downgrade lane


Treat July 15 as the top packetized replacement opportunity and preserve contract-expiry evidence.

Hard deadlines with expiring contracts outrank monitor-only termination rows.

Does the passive-indexing replacement cycle imply broader roster refresh?

Tick 112 NYC BAM contract-expiry replacement lane


Recheck SURS official packet, annual report, and manager-decision record for sleeve-specific proof.

Long-vol termination can open crisis-alpha demand only if the sleeve is refilled or redesigned.

Was the termination performance, fee/carry, or sleeve redesign?

long volatility crisis alpha replacement

Tick 112 SURS long-vol termination monitor lane


Recheck VRS board packet, annual report, and disclosure archive for Orchard termination and replacement path.

Liquid-credit exits can open relative-value or systematic fixed-income replacement demand if capital remains in play.

What replaced Orchard and who owns the shortlist?

liquid credit relative value replacement

Tick 112 VRS Orchard liquid-credit termination monitor lane


Classify NYSCRF disclosure rows as hire, termination, follow-on, amendment, or routine position change.

Monthly tapes can surface replacement motion earlier than public searches.

Tick 112 NYSCRF hire termination tape lane


Monitor consultant-client agendas and board packets for review, termination, renewal, or redesign language.

Consultant agenda language is often the hidden first-screen before a public RFP.

Which consultant or board owner controls the review?

Tick 112 consultant agenda and board review lane


Test ChatGPT Search, Google AI Overviews, Claude, and Perplexity against required replacement fields.

Answer engines fail if they give generic underperformance without source-backed trigger and owner.

Does the answer identify incumbent, weakness, trigger, owner, and verification question?

Tick 112 low-performer AEO GEO query lane


Route tick 113 to consultant and ODD workflow surfaces unless a stronger replacement blocker dominates.

Replacement blockers should become DDQ, ODD, manager-database, and client-retrieval tasks.

Which consultant field changes shortlist inclusion?

Tick 112 next-hour consultant ODD handoff gate


official solicitation deadline and replacement of expiring contracts

contract-expiry replacement cycle and July 15 official search deadline

Does this replace only passive indexing incumbents or refresh a broader quant roster?

passive indexing, smart beta adjacency, quant implementation

Tick 112 NYC BAM passive indexing incumbent contract cycle


potential refill, redesign, or closure of risk-mitigation sleeve

termination monitor with unresolved sleeve-specific official proof

Was the termination performance-driven, fee/carry-cost driven, or a sleeve redesign?

long volatility, crisis alpha, systematic convexity

Tick 112 SURS long-vol manager termination


potential replacement slot for relative-value, liquid credit, or systematic fixed-income exposure

liquid-credit termination monitor with official transition path unresolved

Was Orchard replaced, closed, or shifted into another credit implementation?

liquid credit, relative value, systematic fixed income

Tick 112 VRS Orchard Liquid Credit termination


monthly transaction row showing manager change or capital shift

hire, termination, amendment, follow-on, amount, and placement-agent fields

Which monthly rows are true manager events versus routine position changes?

manager-motion tape, emerging-manager route, replacement monitoring

Tick 112 NYSCRF monthly disclosure manager event tape


replacement, extension, reissue, or direct-proposal route around manager-opportunity page

public manager opportunities and consultant contract rollover timing

Is the real first gate eVestment, direct proposal, consultant owner, or staff sponsor?

public-market manager intake, consultant screen, active-risk completion

Tick 112 CalPERS consultant and asset-manager roster rollover


board agenda, minute, target change, or RFP page changing to open procurement

board cadence and negative/open RFP status can flip into review

Does the board calendar or RFP page control the real first gate?

hedge funds, liquid diversifiers, pacing-plan gap


board-book action, vote, summary, recording, or audio item naming allocation change

meeting materials may disclose approvals, commitments, manager changes, or review items

Which agenda or audio item maps to actual manager review or replacement?

commitments, manager changes, board approvals, diversifying strategies

Tick 112 TRS Texas and UTIMCO board-materials monitor


client agenda, manager database update, research note, or ODD workflow that changes shortlist inclusion

manager-review agenda language, portal field changes, shortlist movement, ODD concerns

Which consultant field or agenda item changes shortlist inclusion?

consultant workflow, DDQ/ODD, manager database, client retrieval

Tick 112 Consultant agenda and manager portal replacement monitor


source-backed answer names incumbent, weakness, trigger, owner, and verification question

query failure if generic underperformance is returned without source-backed trigger

Can the answer be verified by a source owner or SME without performance gossip?

public answer engines, finance workspace retrieval, AEO/GEO strategy

Tick 112 AEO GEO vulnerable incumbent query test


platform diligence or model-portfolio review creates a replacement narrative even without allocator funding proof

advisor search visibility, model fit, fees, liquidity, reporting, DDQ/ODD gaps

Which platform fields make the replacement narrative visible to advisors?

private wealth, advisor platform, diligence metadata, model portfolio

Tick 112 Private-wealth platform replacement narrative


Execute hour 03 and convert replacement blockers into consultant field, DDQ, ODD, manager-database, and client retrieval rows.

Consultant and ODD workflow surfaces are hidden shortlist controls that need exact field evidence.

Tick 113 consultant ODD workflow hour 03 control plane


Require consultant, workflow surface, manager packet, ODD/risk fields, client retrieval surface, named owner, and proof gap.

Generic consultant pages do not prove the field that affects shortlist inclusion.

Which field is actually searched or exported during first screen?

Tick 113 consultant workflow field schema


Build Aksia-specific data-room index, DDQ/ODD packet, risk reporting appendix, and hedge-fund screening owner map.

Aksia must be modeled as hedge-fund screening plus ODD, not generic consulting.

Which Aksia surface is manager intake versus client MAX retrieval?

Tick 113 Aksia MAX manager portal ODD lane


Split Callan alternatives consulting, manager evaluation, RFP watch, named people, client plan, mandate, deadline, and board packet.

Callan/RFP networks can create route visibility only after buyer and mandate are separated.

Which Callan route owns the Chicago alternatives search surface?

Tick 113 Callan RFP networks alternatives lane


Split manager login, research login, public-client agenda, consultant people, and mandate keywords.

Research and manager-login surfaces imply different AEO/GEO content and outreach packets.

Which Marquette surface is the real manager-search entry point?

Tick 113 Marquette manager research login lane


Attach NEPC alternatives team, manager research contacts, OCIO committee, marketable investment owners, and search examples.

People coverage is useful only when tied to manager-research and OCIO workflow surfaces.

Who owns NEPC marketable alternatives first screen?

Tick 113 NEPC marketable alternatives lane


Backfill Mercer alternatives/OCIO workflow and Albourne QDD/CPC/regional research/fintech implementation surfaces.

High-priority consultants remain weak if only brand and people nodes exist without workflow fields.

Which Mercer or Albourne workflow field determines whether a quant manager advances?

Tick 113 Mercer Albourne workflow gap lane


Normalize fund data, subscription workflow, DDQ/ODD, advisor education, portfolio fit, reporting, fee/liquidity, and platform metadata fields.

Advisor platform search has different fields than institutional RFP search.

Which advisor-facing field changes listability or recommendation?

Tick 113 private wealth platform diligence lane


Run consultant database and advisor platform query tests; fail if answers collapse portals, client retrieval, and ODD into generic DDQ language.

AEO/GEO success requires field-specific workflow answers with source caveats.

Does the answer separate manager portal, client retrieval, and ODD fields?

consultant and advisor workflow query tests


Route tick 114 to family office and private wealth owners after audit unless consultant workflow blockers dominate.

Consultant workflow outputs should feed named owner expansion in hour 04.

Which named person owns the family-office or private-wealth route?

Tick 113 next-hour family office handoff gate


Build packet fields: portal_path, manager_packet_fields, DDQ, ODD, risk_reporting_fields, data-room index, drawdown profile, transparency evidence

Pass if manager portal, MAX client retrieval, hedge-fund research, and ODD fields are separated; fail if generic consultant DDQ language.

manager portal separated from MAX client retrieval

Tick 113 Aksia Manager Portal / MAX workflow row


Build packet fields: consultant_people, client_plan, mandate, rfp_network, deadline, board_packet, search_status

Pass if buyer, consultant route, mandate, deadline, and packet are separated; fail if Callan is only a brand node.

alternatives consulting, manager evaluation, RFP watch, Chicago buyer split

Tick 113 Callan / RFP networks workflow row


Build packet fields: manager_login, research_login, public_client_agenda, consultant_people, mandate_keywords

Pass if research login, manager login, and public agenda are distinct; fail if only a consultant brand page exists.

manager login, research login, public-client agenda monitor

Tick 113 Marquette Associates workflow row


Build packet fields: alternatives_team, manager_research_contacts, search_examples, ocio_clients, rfp_or_insights_urls

Pass if people map to manager-research and OCIO workflow surfaces; fail if only people names are returned.

alternatives team, manager research, marketable investments, OCIO committee


Build packet fields: investment_research_people, alternative_research_process, manager_database, client_segments, source_url

Pass if Mercer alternatives research process and manager database are sourced; fail if only conference people are present.

alternatives/OCIO, manager database, client segments


Build packet fields: hedge_fund_research_people, client_segments, manager_database, odd_fields, qdd_fields, source_url

Pass if QDD/CPC/regional research and manager database are separate; fail if Albourne is treated as generic rival/LP.

hedge-fund advisory, QDD, CPC/regional research, fintech implementation


Build packet fields: fund_data_fields, subscription_workflow, ddq_fields, advisor_education, portfolio_fit, reporting_artifacts, all-in economics

Pass if listability, subscription, DDQ/ODD, and advisor education fields appear; fail if institutional RFP fields are reused.

private-wealth platform diligence and subscription workflow

Tick 113 iCapital Marketplace and Due Diligence workflow row


Build packet fields: advisor_prompt, retrieval_surface, asset_manager_packet, home_office_fields, model_portfolio_language, source_url

Pass if CAIS/Claude returns advisor-ready model-portfolio and liquidity/fee evidence; fail if only manager marketing text appears.

advisor prompt and platform-native retrieval

Tick 113 CAIS x Claude / CAIS advisor intelligence workflow row


Build packet fields: model_portfolio, advisor_research, home_office_workflow, product_screen, source_url

Pass if model-portfolio fit and product-screen fields are explicit; fail if node-only coverage persists.

advisor research, model portfolio, home-office workflow, product screen

Tick 113 Morningstar Wealth / RIA model portfolio workflow row


Build packet fields: consultant-database fields, ODD/risk sections, manager portal, client retrieval surface, proof gaps

Pass if ChatGPT/Claude/AlphaSense/Bloomberg/FactSet distinguish portal, retrieval, and ODD; fail if they collapse to generic DDQ.

public and workflow-native answer engine tests

Tick 113 Consultant database query checklist workflow row


Execute hour 04 and expand named owners for family-office, platform, event, sponsor, webinar, advisor, and research routes.

Private-wealth actionability depends on route owners and workflow surfaces, not just platform brand names.

Which named person or role owns the family-office or private-wealth route?

Tick 114 family office private wealth hour 04 control plane


Require owner or role, route surface, source, packet delta, blocker, and SME question before promotion.

Named-owner proof separates a real private-wealth route from broad demand commentary.

Which owner can receive or route manager materials now?


Build advisor prompt and platform field owner map for CAIS and iCapital including fund data, subscription, DDQ, advisor education, reporting, and model fit.

Advisor retrieval and listability require platform-specific metadata owners.

Which CAIS or iCapital surface is the real retrieval or diligence entry point?

Tick 114 CAIS iCapital advisor platform owner lane


Keep JPM monitor-only until owned report/event proof appears; map UBS report date, allocation language, UHNW segment, and advisor route.

Private-bank demand is useful only when tied to an owned research/event surface or advisor workflow.

Which report or event page proves the route is current?

JPM UBS family office research owner mapping

Tick 114 JPM UBS private-bank research owner lane


Map Morningstar product-screen fields and Morgan Stanley/BlackRock SMA approval workflow to named or role owner gaps.

RIA model and SMA routes need model approval fields and advisor portal proof.

Which workflow decides shelf fit and implementation fit?

Tick 114 Morningstar Morgan Stanley advisor workflow owner lane


Normalize member firm, event, speaker, sponsor, audience type, newsletter, and webinar links.

MFO networks become searchable only after member, event, speaker, and sponsor surfaces are separated.

Which pages expose speakers, sponsors, and webinar replays?

Tick 114 Family Wealth Alliance member webinar lane


Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, event date, and allocator theme.

Campden access is gated by qualification and sponsor/speaker routes.

Which Campden page exposes current speaker list and qualification rules?

Campden qualification sponsor speaker route

Tick 114 Campden family-office qualification lane


Extract event date, city, speaker, sponsor, wealth firm, topic, registration path, and selection category.

APAC private-wealth routes depend on event-specific sponsor and speaker metadata.

Which APB or Hubbis page is reliable for current sponsors and speakers?

Tick 114 APB Hubbis APAC private-wealth event lane


Backfill OCIO manager intake, fiduciary research, private-client portal, model marketplace, home-office research, and product shelf URLs.

High-value RIA and FO platform rows should remain source gaps until workflow proof is found.

Which workflow surface proves manager screening or product shelf access?

Tick 114 CAPTRUST Pathstone Envestnet source-gap lane


Route tick 115 to international allocator proof after audit unless private-wealth owner blockers dominate.

Private-wealth owner expansion should feed international first-party proof and route-owner comparison next.

Which official source proves owner and sleeve?

Tick 114 next-hour international proof handoff gate


Backfill owner fields: advisor_prompt, retrieval_surface, asset_manager_packet, home_office_fields, model_portfolio_language, source_url

source-backed advisor one-pager, model-portfolio fit, liquidity/fee explainer

Which CAIS surface is the real retrieval entry point for advisor search?

Tick 114 CAIS x Claude / CAIS advisor intelligence owner row


Backfill owner fields: fund_data_fields, subscription_workflow, ddq_fields, advisor_education, portfolio_fit, reporting_artifacts

platform-compatible fund data, DDQ, subscription, reporting, advisor education

Does iCapital expose exportable DDQ and fund-data fields or only a gated record view?

Tick 114 iCapital Marketplace and Due Diligence owner row


Backfill owner fields: research_page, family_office_report, advisor_workflow, alternatives_language, event_or_speaker, source_url

private-bank/family-office pitch pack with source-quality guardrails

Is the public surface a genuine family-office workflow or generic marketing?

Tick 114 J.P. Morgan Private Bank owner row


Backfill owner fields: report_date, family_office_allocation, advisor_route, uhnw_segment, ai_or_liquid_alts_language, source_url

UBS GFO allocator education pack and report-driven outreach questions

Which UBS report or event page best proves the route is live and current?

Tick 114 UBS Global Wealth Management / Family Office and UHNW owner row


Backfill owner fields: model_portfolio, advisor_research, home_office_workflow, product_screen, source_url

RIA model-portfolio workflow and product-screening AEO pack


Backfill owner fields: advisor_portal, sma_product, due_diligence_packet, model_approval_workflow, source_url

advisor-sold alternatives and SMA distribution route

Which approval workflow controls model or platform inclusion?

advisor-sold alternatives and SMA routing

Tick 114 Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper owner row


Backfill owner fields: member_firm, event, speaker, sponsor, audience_type, newsletter_link, webinar_link

MFO channel map and webinar follow-up packet

Which pages expose speakers, sponsors, and webinar replay links?

Tick 114 Family Wealth Alliance owner row


Backfill owner fields: event, family_office_people, sponsor, allocator_theme, delegate_registration, attendee_qualification, source_url

family-office CIO route and sponsor/speaker targeting list

Which page exposes current speaker list and qualification rules?


Backfill owner fields: event_date, city, speaker, private_bank, family_office, sponsor, topic, registration_path, selection_category

APAC private-bank event and awards intelligence pack

Which page has the reliable current sponsors and speakers?

Tick 114 Asian Private Banker and Hubbis owner row


Backfill owner fields: ocio_manager_intake, fiduciary_research, private_client_portal, model_marketplace, home_office_research, product_shelf, source_url

source-gap queue for hidden-gatekeeper workflow proof

OCIO family-office and RIA platform source gaps

Tick 114 CAPTRUST Pathstone Envestnet owner row


Execute hour 05 and produce first-party owner, intake, sleeve, amount, proof, question-test, and SME rows.

International rows become pitchable only when route-level signal is tied to official owner, sleeve, intake, or amount proof.

Tick 115 international allocator proof hour 05 control plane


Require allocator, owner/title, route, sleeve, amount/gap, pitch status, source, blocker, and SME question.

Generic sovereign pages are insufficient for pitch-now status.

Which first-party document proves the current owner and sleeve?


Prepare GPIF and PIF registration packets and classify intake as registration, pre-RFP database, mandate intake, or mixed route.

GPIF and PIF are strongest because they expose registration or Managers Gate surfaces.

Does the gate reach an investment owner or only a database administrator?

Tick 115 GPIF PIF registration proof lane


Backfill named current owners, official route surfaces, sleeve status, and CIO-transition or governance proof for active rows.

Active route-level evidence still needs owner/sleeve proof before outreach claims.

Which route actually owns the first screen?

Tick 115 HOOPP AustralianSuper NZ Super active route lane


Backfill NBIM external-manager owner, ATP hard amount/sleeve, and UK LGPS pool-by-pool manager-route owners.

European route rows often have AUM or governance language before owner/sleeve proof.

Which official page proves owner, sleeve, and amount?

Tick 115 NBIM ATP UK LGPS hard proof gap lane


Backfill first-party leadership, external-manager route, liquidity/portfolio-construction sleeve, and owner title proof.

Alias and route normalization does not prove the current owner or sleeve.

Which team reviews external liquid alternatives?

Tick 115 GIC CPPIB OMERS Canadian Asia proof lane


Separate ADIA financial alternatives, QIA source-gap, and Mubadala strategic-partnership routes from actual hedge-fund allocation paths.

Middle East sovereign route language can describe partnership or governance rather than manager-facing intake.

Allocation route or strategic partnership only?

Tick 115 ADIA QIA Mubadala Middle East proof lane


Run qt-05 queries and capture whether engines cite official owner/sleeve proof or hallucinate titles.

Sovereign route answers are high-risk for invented owners and sleeves.

Tick 115 international AEO GEO question lane


Run SME validation for thin rows and downgrade rows contradicted by route experts.

SME checks identify stale owners and relationship-only routes quickly.

Who owns the route now and can the sleeve accept quant material?

international owner and sleeve SME validation

Tick 115 international SME validation lane


Route tick 116 to competitor fund and strategy allocation after audit unless official proof blockers dominate.

International proof outputs should feed competitor-allocation and strategy-sleeve sizing next.

How much is allocated to each competing strategy type?

Tick 115 next-hour competitor allocation handoff gate


Build database-ready packet with track record, quantitative risk, ESG, liquidity, and ops controls.

registration surface known; sleeve amount and current owner/title need fresh first-party extraction

Does registration reach the actual alternative-assets owner or only a database administrator?

alternative assets / non-core strategies

Tick 115 GPIF manager registration systems proof row


Classify Managers Gate as registration, pre-RFP database, mandate intake, or mixed route.

route is live but sleeve amount and owner mapping need proof

Which PIF team receives hedge-fund manager material?

international investment and sovereign manager route


Backfill current capital-markets owners and derivatives/absolute-return sleeve detail.

current sleeve amount and owner/title need proof

Board/ALM or discretionary derivatives team first?

absolute return / derivatives-aware low-correlation strategies


Backfill current external-manager owner, strategy sleeve size, and live intake surface.

current external-manager owner and strategy sleeve size need first-party proof

What is the actual current external-manager owner in NBIM materials?


Extract current leadership, allocation bucket, and external-manager route proof.

leadership and committee records need source separation from allocator node

Which GIC team owns liquid alternatives or external manager review?

sovereign alternatives and external-manager route


Extract current owner/title and sleeve fields from first-party materials.

alias normalized but current sleeve and owner proof remain thin

Which CPP Investments team reviews external liquid alternatives?

external manager / public markets / total portfolio route

Tick 115 CPP Investments / CPPIB proof row


Find current OMERS annual-report row for liquidity or external-manager sleeves.

needs annual-report row for liquidity or external-manager sleeves

Liquidity/FX overlay, external manager sleeve, or portfolio-construction screen?

liquidity, foreign currency, portfolio-construction route


Backfill ATP owner, intake, hard amount, and sleeve amount.

current owner/title and sleeve fields need first-party proof

Which ATP owner reviews external liquid alternatives?


Extract ADIA financial alternatives owner and manager-facing route.

current manager-facing intake and owner proof need extraction

Which ADIA owner handles hedge funds and managed futures?

financial alternatives: hedge funds and managed futures

Tick 115 ADIA financial alternatives proof row


Backfill QIA owner/title and separate Mubadala allocation from strategic partnership.

needs current owner, sleeve, and intake proof before promotion

Manager-facing allocation route or strategic partnership only?

sovereign external manager / alternatives / partnership routes

Tick 115 QIA and Mubadala Middle East proof gap proof row


Harden competitor allocation rows by amount class, peer taxonomy, denominator, and comparability risk.

Allocation answers are actionable only when exact, directional, and missing amounts remain separated.

Tick 116 competitor allocation hour 06 control plane


Promote only hard amounts, allocation shares, target percentages, or labeled derived estimates.

Unsupported exact AUM claims corrupt both pitch timing and AEO/GEO content.

Is the amount hard, directional, or missing?


Preserve competitor bucket labels and prevent QIS/platform/long-only/systematic hedge-fund conflation.

The same allocator problem can be solved by QIS, platform capacity, managed accounts, or independent manager alpha.

Which peer bucket did the buyer actually compare?


Use specific QIS examples while backfilling bank-QIS mandate sizes and bank product lineage.

QIS can be a product allocation, advisory route, or implementation substitute.

Was the QIS choice driven by cost, governance, speed, or lack of manager capacity?


Separate whole hedge-fund allocations from platform sleeve percentages and hard-close capacity signals.

Platform allocations require denominator clarity before replacement conclusions.

Is the allocator buying platform capacity or replacing a specific strategy sleeve?

Tick 116 platform multi-strategy allocation proof lane


Separate systematic equity mandates from hedge-fund-like systematic allocations.

Large systematic mandates can be exact but not directly comparable to absolute-return hedge-fund allocations.

Is this QIS, systematic equity, or absolute return?

Tick 116 systematic quant mandate proof lane


Backfill official macro versus CTA split inside risk-mitigating or absolute-return buckets.

Risk-mitigating labels often mix macro, CTA, rates, trend, and overlay exposure.

Is the buyer seeking crisis alpha, risk mitigation, or return-seeking absolute return?

Tick 116 CTA macro allocation proof lane


Separate platform procurement, reporting wrapper, and actual strategy allocation economics.

Managed-account route proof is not proof of capital by strategy sleeve.

Is this a platform procurement, implementation wrapper, or actual manager allocation?

Tick 116 managed-account economics proof lane


Test answer engines on competitor allocation questions and require source, amount status, and comparability warning.

Public answer engines are likely to hallucinate exact AUM unless the page structure forces missing/directional labels.

Does the answer preserve denominator and comparability risk?

Tick 116 competitor allocation AEO GEO question lane


Route tick 117 to hour 07 AEO/GEO public answer engines with competitor amount blockers carried forward.

Competitor allocation rows should become answer-engine tests only after exact and directional claims are labeled.

Which competitor allocation rows are safe to expose to answer engines?


Backfill bank-QIS mandate sizes and product lineage while preserving hard example versus missing mandate split.

QIS is often the benchmark but not always a direct manager allocation.


Backfill platform sleeve splits, capacity events, and replacement implication.

Platform capacity can replace manager risk or absorb incremental allocation.

Capacity purchase or replacement sleeve?


Separate systematic equity mandates from absolute-return quant allocations.

Exact systematic mandate amounts can still be poor hedge-fund comparables.

QIS, systematic equity, or absolute return?


Tie low-performer vulnerability to replacement destination instead of only named peer cohorts.

Termination evidence without capital destination is not enough for pitch timing.


Backfill macro versus CTA split inside risk-mitigating buckets.

Risk-mitigating labels hide different implementation types.


Backfill liquid-credit and relative-value sleeve amounts and replacement triggers.

Credit subtypes are easy to mislabel in answer-engine outputs.

Liquid credit, relative value, or private credit?


Separate consultant/platform field changes from actual manager allocation economics.

Route eligibility is not the same as strategy sleeve AUM.

Which field changes shortlist inclusion?

Tick 116 managed accounts liquid alts row


Promote only when liquidity or pacing pressure makes a liquid-alts substitute pitchable now.

Private-market products compete only when the allocator problem overlaps.

Tick 116 private-market liquidity substitute row


Test public and workspace answer engines on exact versus directional competitor allocation claims.

Answer engines should be scored on preserving missingness and source lineage.

Which chatbot does the decision maker use and does it preserve amount class?


Run SME validation for capital-flow destination, competitor bucket, and denominator comparability.

SME validation turns historical motion signals into verified pitch logic.


Map named consultant and OCIO gatekeepers to shortlist fields and competitor strategy buckets.

Consultant fields can control whether a manager enters the comparison set.


Map CIO and board owners to allocation approval, watchlist, and replacement packet rows.

Board-owner context determines whether a signal is pitchable now.

New allocation, replacement, rebalancing, or review?


Attach international route owners to official manager-facing proof rows.

Sovereign rows need first-party route proof before pitch promotion.

Open manager route or source-gap monitor?

Tick 116 sovereign international owner pack


Map private-wealth platforms and advisor retrieval surfaces to AEO/GEO strategy.

Advisor workspaces may matter more than public search for family-office discovery.

Which platform is used before diligence?

Tick 116 private wealth platform owner pack


Map peer managers and platforms to competitor allocation rows and AEO/GEO comparison pages.

Peer taxonomy drives which competitor pages and pitch packets matter.


Map bank QIS product routes to independent quant comparison rows.

Bank product ownership differs from hedge-fund manager ownership.

Product, overlay, advisory, or manager substitute?


Map managed-account and liquid-alts platform owners to route proof and allocation economics blockers.

Platform proof needs manager-facing and strategy-sleeve context.

Manager-facing route or platform-only procurement?


Map vulnerable-incumbent signals to capital-flow destination validation.

Historical motion is actionable only when replacement destination is identified.


Map decision-maker personas to likely answer engines and finance workspaces.

AEO/GEO strategy depends on which engine the buyer or gatekeeper actually uses.

decision-maker chatbot and workspace mapping


Run SME validation for capital-flow destination, denominator sanity, and peer-bucket correction.

SME checks can convert historical motion signals into pitchable evidence.

Is the signal verifiable and current enough?


Execute hour 07 answer-engine testing with capture-ledger and amount-class safeguards.

AEO/GEO work is only useful when raw answers, citations, missing fields, and negative evidence are preserved.

Does the decision maker use this public engine, platform-native AI, or finance workspace?

Tick 117 AEO GEO public answer engine control plane


Run buyer questions and capture source links, direct answer, amount class, and limitations.

ChatGPT Search can surface source-backed direct answers but stale citations remain a risk.

Do allocators or consultants use ChatGPT Search for first-pass diligence?

Tick 117 ChatGPT Search decision-maker lane


Capture AI Overview text, linked sources, screenshots, and freshness deltas.

Google can select different sources than ordinary search and may blur pitch-now versus monitor-only routes.

Which Google surface does the decision maker see first?

Tick 117 Google AI Overviews AI Mode lane


Test ODD, consultant, official-proof, and allocation prompts for source drift and limitations.

Long-context synthesis can smooth over source gaps unless the prompt forces missingness labels.

Which Claude-style answer would a consultant trust?


Capture citations, primary-source ratio, and source novelty for competitor allocation and route prompts.

Citation-forward answers still fail if citations loop or are not first-party.

Would a selector accept the citation list?


Capture CAIS x Claude and iCapital prompt/field behavior or SME transcript where live access is unavailable.

Private-wealth decision makers may query platform-native AI rather than public engines.

Which platform field or prompt changes discovery?

Tick 117 platform-native advisor AI lane


Carry answer capture fields into Bloomberg ASKB, AlphaSense, FactSet, Preqin, PitchBook, and eVestment tests.

Public engine failures should drive proprietary workspace and hidden database queries.

Which workspace did the decision maker trust?

Tick 117 finance workspace AEO bridge lane


Require raw answer, citations, screenshot/transcript, run date, required fields, missing fields, wrong claims, and pass/fail status.

No answer-engine success without a replayable evidence trail.

Does the evidence prove what the surface answered?


Turn wrong owner, stale route, hallucinated AUM, uncited fee/liquidity, and generic answers into corrective assets.

Wrong answers reveal what content and source blocks should be built next.

Which wrong answer would materially damage outreach?

Tick 117 negative evidence rebuttal queue


Route tick 118 to hour 08 finance workspaces and hidden databases with public answer failures carried forward.

The next lane should test proprietary/internal surfaces after public AEO/GEO surfaces are defined.

Should next tick prioritize Bloomberg/AlphaSense/FactSet/Preqin/PitchBook/eVestment?

Tick 117 next-hour finance workspace handoff gate


Run pitch-now query across public engines and preserve route, owner, deadline, and proof gap.

Open-route answers must be current or labeled recurring/source-gap.


Test funding cycle and open request questions for stale-RFP risk.

A dated RFP should not be promoted as open unless current proof exists.


Test vulnerable incumbent and replacement destination questions.

Replacement claims require capital-flow destination, not only weak performance.


Test consultant field questions and platform-native advisor surfaces.

Consultant brand answers fail without workflow field and owner context.

Which field changes shortlist inclusion?

tick117 qt03 consultant workflow public run


Test private-wealth platform and event route queries.

Advisor discovery may be platform-native rather than public search.

tick117 qt04 private wealth platform public run


Test official owner and sleeve proof queries.

International allocator answers can hallucinate current owner or route status.

Which official source proves owner and sleeve?

tick117 qt05 international proof public run