Treat hospital-related allocators as review-window targets: focus on liquidity, downside buffering, and mission-aligned portfolio completion.

Hospital and healthcare-system capital is often reviewed through operating-budget sensitivity rather than pure return maximization.

Which staff member owns external-manager review after the CIO or finance lead is changed?

hospital and healthcare-system allocator outreach


Lead insurers with capital efficiency, liquidity, and systematic or market-neutral sleeves that behave well inside a general-account framework.

Insurance allocators in the corpus are more reachable when the pitch is framed as a balance-sheet tool instead of a pure return chase.

Is the real buyer the insurer, the OCIO team, or a delegated fiduciary adviser?

insurance general-account and life/pension allocations


Route pitches through external-manager teams and CIO transitions; prioritize managed accounts, macro, and systematic sleeves that fit large sovereign portfolios.

Sovereign allocators open when the corpus shows CIO turnover, regional coverage changes, or external-mandate language.

Is the route a direct CIO reset, a regional coverage change, or a formal external-mandate search?

sovereign hedge-fund and managed-account outreach


Target families through liquidity, transparency, and faster rebalance capability versus private equity and venture capital.

Family-office demand in the corpus is real but incomplete, and the best openings come from private-wealth channels plus reported reallocations.

Which family offices are explicitly shifting from private equity or venture toward hedge funds or liquid alternatives?

family office and private wealth hedge-fund allocation


Pitch liability-aware diversifiers with fee discipline, implementation detail, and consultant-friendly evidence.

Corporate pensions usually buy hedge-fund-like diversifiers through consultant channels and care more about funded-status protection than headline upside.

Does the plan search through a consultant, an internal CIO, or a delegated manager platform first?

corporate pension diversification / consultant-led search


Package hedge-fund-like exposure for advisor platforms with model-portfolio fit, SMA compatibility, clean fees, liquidity, and operational controls.

Advisor channels now behave like workflow systems, so manager materials need to be platform-ready rather than deck-only.

Which platform field set is required before an advisor can actually recommend the strategy?

advisor / private-wealth alternatives distribution


Win consultant and fiduciary teams first with transparent due diligence, then the allocator conversation gets easier.

Consultant-led diligence can determine which managers enter the allocator search set before any public RFP appears.

Which consultant team actually owns the shortlist, and what evidence changes that shortlist?


Treat the insurer as a high-value gatekeeper: lead with capital efficiency, liquidity, and systematic or market-neutral sleeves that fit a general-account framework.

A hedge-fund-fluent alternatives lead makes the insurer route materially more actionable than a generic insurance brand page.

Does the insurer buy through a general-account team, a consultant, or a delegated OCIO?


Approach the external-mandates side of the co-CIO model with portable alpha, systematic, and managed-account proposals.

A co-CIO split that isolates external mandates usually yields an identifiable onboarding lane for hedge funds and liquid alternatives.

Does the external-mandates lane suffice, or does NZ Super require a mandate-specific RFP?


Route pitches through the International Investments and MENA Investments leadership stack and use the Managers Gate as the intake surface.

Division-specific ownership inside a mega-SWF is the closest thing to a standing manager-search map.

Is the portal merely a registry, or does a named-leader introduction matter more for the first screen?


Use the CIO transition and hedge-fund-strategies background as the routing clue for a cleaner external-manager reset.

A sovereign allocator that hires a CIO from hedge fund strategies tends to reopen external-manager conversations and weight liquid, institutionally run strategies more heavily.

Does the new CIO actually control external-manager selection or only oversee it indirectly?


Use the CIO seat to pitch consultant-friendly, risk-mitigating liquid alts with implementation and fee discipline up front.

Corporate-pension federations can be slow, but they become actionable when the named CIO is visible and the packet solves governance concerns.

Is the federated route pooled across corporates or does each plan still make its own allocation decision?

liquid alternatives / risk-mitigating hedge funds


Build an answer-first comparison page for allocator-intent queries: quant hedge fund versus QIS, bank wrappers, managed accounts, liquid alternatives, and private-market liquidity substitutes.

Public answer engines need a source-backed page that directly answers comparison prompts.

Which comparison table would an allocator trust before speaking to a consultant?

ChatGPT Search
Google AI Overviews / AI Mode
Perplexity
Claude web search


Create JSON-LD FAQ and FinancialProduct schema that encodes fund category, strategy, fees, liquidity, capacity, risk controls, target users, and source appendices.

Answer engines and search surfaces benefit from stable entity and product fields.

Which structured fields reduce ambiguity for allocator-intent queries?

Google AI Overviews / AI Mode
ChatGPT Search
Perplexity
public web

Quant FAQ and FinancialProduct schema pack


Normalize Mercer/eVestment and Aksia fields: track record, AUM, strategy AUM, GIPS, registration, fees, liquidity, capacity, contacts, DDQ, ODD, risk reporting, and transparency evidence.

Consultant screening starts with profile completeness and standardized fields before narrative review.

Which database fields are decisive for shortlist inclusion?

MercerInsight/eVestment
Aksia MAX / Manager Portal
Callan / RFP networks

consultant shortlist and diligence retrieval


Build advisor-ready one-pagers with model-portfolio fit, all-in economics, liquidity, subscription workflow, platform-compatible fund data, and DDQ/ODD summary.

Private-wealth distribution depends on platform and advisor workflow compatibility.

Which advisor prompt or platform field is mandatory for recommendation?

CAIS x Claude
iCapital
J.P. Morgan Private Bank
Morningstar Wealth
UBS UHNW/family office


Package current memo, DDQ history, ODD notes, committee decisions, spreadsheet tables, source appendices, and slide-ready evidence with canonical titles and tags.

Enterprise retrieval systems surface internal memory, not just public pages.

Which internal retrieval surface decides whether a manager survives first-pass diligence?

Microsoft 365 Copilot
Glean
Atlassian Rovo
AlphaSense
Bloomberg ASKB
FactSet AI


Download the notice PDF, capture every addendum URL, and record the consultant-database names and submission fields before building the final response packet.

A notice page becomes pitchable only when the PDF, addenda, and consultant-database requirements are pinned together.

Which consultant databases count for the July 15 requirement, and are the addenda public or gated?

passive-indexing search notice download and addenda capture

NYC Comptroller Equity Index Notice of Search


Download the March 2026 PDF and normalize manager names, transaction types, placement-agent status, amounts, and close dates.

Monthly disclosures become actionable only when the row-level fields are separated cleanly enough to distinguish fresh hires, terminations, and routine follow-on transactions.

Which monthly-disclosure rows are true manager openings or replacements versus routine capital calls or internal reallocations?

NYSCRF Monthly Disclosure of Investments and Transactions


Extract eligibility, graduation, allocation-route, and contact language into a routing packet for small or newer systematic managers.

Emerging-manager pages are standing pipeline surfaces, so the useful signal is the route into allocation and graduation, not just a generic program description.

Does the emerging-manager intake differ for systematic liquid strategies versus private markets or long-only public markets?

emerging-manager eligibility and graduation route


Capture the July 16-17 board-material bundle at URL level and extract agenda, summary, recording, board-book sections, approvals, commitments, and manager-change references.

Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.

Does the July meeting include approvals and commitments, or only informational items?

board book and manager-change extraction

TRS Texas July 2026 board bundle extraction gap


Normalize the June 18 archive row into agenda, book, and audio fields before treating the packet as complete.

Board archive rows become useful only when the meeting-level agenda, book, and audio links are separately captured.

Which archive fields are actually posted for the June 18 meeting, and which are only implied by the hub?

board agenda, book, and audio extraction

UTIMCO June 18 2026 agenda/book/audio gap


Download and normalize the Q1 2026 report into manager, mandate, asset class, selection date, allocation or commitment, consultant, and document URL fields.

Quarterly new-manager reports can reveal active manager appetite before the next formal solicitation.

Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?

Florida SBA 2026 Q1 New Managers Report official link


Fetch the future-solicitations form, capture its fields, and preserve the exact notification path for future searches.

A standing notification form creates a clean pre-RFP contact route even before a manager search opens.

Is the form a public notification list, an internal procurement intake, or both?

pre-RFP solicitation notification intake

Florida SBA Future Solicitations Request official form


Recheck the board-agenda surface and the RFP page together, then split the result into plan-level manager-review evidence and procurement evidence.

Merged board and procurement monitors only become actionable when the official surface flips from negative to open.

Does KCERA announce manager searches on the RFP page first, or through board and investment committee agendas?

board agendas/minutes plus open-cycle RFP watch


Find an official PRIM procurement, board, agenda, or award record before treating the managed-account platform as a direct live manager-facing window.

A high-value hedge-fund infrastructure signal needs official platform proof before outreach timing can be treated as confirmed.

Is the PCS or managed-account platform manager-facing, consultant-facing, or only an internal implementation procurement?

managed-account platform and PCS official proof

MassPRIM managed-account platform / PCS proof gap


Open the Comptroller RFP board page, extract every solicitation attachment and addendum URL, and keep the replacement-cycle evidence attached to the pitch packet.

Search announcements become pitch windows only when the addenda and award path are captured.

Do the attachments show a true search launch or just a notice of future solicitation?


Use the secure proposal portal for unsolicited or opportunistic submissions and keep a direct-contact fallback ready if the eVestment screen is not cleared.

CalPERS exposes both a proposal route and a public-manager route, so the first-touch path depends on qualification and sponsorship.

Do unsolicited proposals get triaged centrally, asset-class-team routed, or referred out to an adviser first?

direct proposal intake plus public-manager qualification screen

CalPERS Investment Proposal Submission / Public Investment Manager Opportunities


opportunistic absolute return plus systematic public strategies


Capture the July 16-17 board-material bundle at URL level and extract agenda, summary, recording, approvals, commitments, and manager-change references.

Does the July meeting include actual approvals and commitments, or only informational items?


Mirror the posted meeting resources and extract any allocation-language, manager references, and archive fields that point to live pitchable motion.

An archive that exposes agenda, book, and audio fields can surface allocation motion even after the meeting date passes.

Which archive fields are actually posted for June 18, 2026: agenda only, agenda plus book, or full agenda/book/audio?

board agenda / board book / audio extraction


Prioritize PRIM for hedge-fund-like PCS, risk premia, and completion-strategy capacity; frame the pitch around portfolio completion, liquidity, and drawdown control.

A target-range update and new direct hedge-fund inceptions usually signal a real review of capacity and manager mix.

Does the official record prove a manager-facing platform, or is this still an internal procurement surface?

Portfolio Completion Strategies including hedge funds


Use the partner-contact surface as the public intake for new-manager relationships, but keep the stronger hedge-fund-allocation claim source-gated.

A public partner page is actionable, but it is not the same as an official hedge-fund allocation review.

Does HMC want a partner-intake conversation, or is there a real hedge-fund allocation review behind the page?

Harvard University Endowment / Harvard Management Company


Lead with absolute-return, derivatives, and low-correlation risk management.

HOOPP openly operates a discretionary derivatives and alternative-investments team and says absolute-return strategies are meant to work in any market condition.

Which named contact or committee actually owns the absolute-return review?

absolute return / derivatives / low-correlation risk management

Healthcare of Ontario Pension Plan (HOOPP)


Use consultant coverage and RFP visibility to reach the first-screen shortlist, but split the Chicago cluster into plan-level buyers before outreach.

Consultant-led alternatives diligence can determine which managers enter the allocator search set before any public RFP appears.

Which Chicago plan is the actual buyer, and does Callan or direct board routing dominate?

alternatives consulting / OCIO / RFP routing


Prepare platform-compatible fund data, subscription docs, advisor comparisons, and family-office-ready messaging for CAIS, iCapital, Morningstar, UBS, and Morgan Stanley/BlackRock wrapper channels.

Private-wealth alternatives platforms consolidate access rails, so manager distribution shifts from bilateral pitching to platform-ready packaging.

Which workflow fields are mandatory on each platform before a manager becomes listable or searchable?

advisor-platform and family-office routes


Publish a CAIS-style advisor answer pack covering quant hedge funds versus QIS, managed futures, market-neutral, and liquid alternatives, with platform fields and advisor FAQ.

CAIS x Claude; ChatGPT Search; Google AI Overviews; Perplexity

Advisor platforms can turn answer-engine visibility into listability when platform data fields and advisor language are ready.

Verify the current CAIS/Claude advisor-intelligence workflow and required asset-manager fields.

Which CAIS field or advisor prompt most often determines whether a liquid-alts manager is shown to advisors?

CAIS x Claude advisor intelligence route


Create iCapital-compatible fund metadata, subscription, diligence, advisor education, and reporting artifacts.

iCapital Marketplace; advisor research workflow; ChatGPT Search

Private-wealth access depends on platform-ready packets, not generic institutional pitch books.

Extract current marketplace and due-diligence workflow fields from official iCapital surfaces.

Which iCapital metadata fields determine whether advisors can find and compare a hedge-fund strategy?

platform listing and diligence packaging


Hold as monitor until official alternatives, research, event, or family-office pages prove current workflow; prepare source-quality guarded content now.

J.P. Morgan research portal; Microsoft 365 Copilot; AlphaSense; ChatGPT Search

Private-bank influence is valuable but weak official evidence should not be treated as active pitchability.

Need current official research page, family-office report, event page, or alternatives workflow.

Which private-bank desk screens liquid alternatives for family-office clients, and what official document proves it?

private-bank family-office route with source guardrails

J.P. Morgan Private Bank family-office route


Turn UBS family-office allocation themes into quant hedge-fund education assets, SME call questions, and advisor-ready comparison pages.

UBS family-office reports; Microsoft 365 Copilot; ChatGPT Search; Perplexity

Family-office report language can drive advisor education and answer-engine queries before a formal platform search appears.

Fetch the latest report or event proof for alternatives allocation and liquid-alts language.

Which UBS family-office report topics map to active liquid-alternatives manager conversations?

UBS Global Wealth Management UHNW and family-office route


Draft a model-portfolio fit note and product-screen checklist while sourcing official workflow proof.

Morningstar advisor workflow; ChatGPT Search; Google AI Overviews; Perplexity

RIA platforms translate manager discovery into model/shelf compatibility fields.

Need official model-portfolio or product-screening source before active pitch status.

What model-portfolio field disqualifies or advances a liquid-alts manager in Morningstar-style workflows?

Morningstar Wealth model-portfolio route


Prepare wrapper-compatible diligence and monitor for official advisor portal, SMA product, or approval-workflow evidence.

advisor portal search; Microsoft 365 Copilot; ChatGPT Search; Google AI Overviews

Advisor-sold alternatives require wrapper and model-approval fit, not only institutional manager quality.

Need current official wrapper, advisor portal, or product approval workflow source.

Which wrapper or product-approval route would let a hedge-fund strategy reach Morgan Stanley advisors?

advisor-sold alternatives wrapper readiness

Morgan Stanley and BlackRock alternatives-wrapper route


Extract current event, speaker, sponsor, and theme pages, then route family-office quant education assets to named CIO corridors.

ChatGPT Search; Perplexity; Google AI Overviews; event agenda search

Family-office events reveal influence paths before capital movements appear in public filings.

Need current Campden event or speaker proof.

Which Campden corridor has CIOs discussing liquid alternatives, crisis alpha, or uncorrelated return?


Extract member-firm, event, speaker, and sponsor evidence, then map advisor education assets to firms with alternatives or OCIO language.

ChatGPT Search; Google AI Overviews; Perplexity; event/member search

Multifamily-office B2B networks can be hidden distribution rails for alternatives managers.

Need current member, event, or person pages.

Which Family Wealth Alliance member firms screen external liquid-alternatives managers?

Family Wealth Alliance multifamily-office network route


Use event-route rows to schedule family-office and advisor meetings, then capture SME-verifiable motion signals from each conversation.

ChatGPT Search; Perplexity; Google AI Overviews; LinkedIn/news search; conference app search

Conference corridors compress hidden family-office influence into public agendas, sponsors, and attendee networks.

Need current agenda, sponsor, and attendee proof for each named event before assigning person-level outreach.

Which family-office attendees or allocators at these events are currently replacing low-performing liquid-alts exposure?

conference-led private-wealth meeting route

SALT iConnections Sohn Milken family-office corridor


Downgrade if two consecutive rechecks find only trade-press echoes or no new primary allocator record.

board packet
annual report
disclosure
termination reason
replacement plan

Promote when a primary VRS board packet, annual report, or disclosure names Orchard termination and shows a replacement or transition path.

VRS board packet, annual report, and disclosure archive

Liquid-credit exits can open replacement, relative-value, or systematic fixed-income slots with clear transition economics.


Downgrade if the record stays at generic manager-reallocation language after two rechecks or never identifies a sleeve-level decision.

board packet
sleeve-specific manager change
long-vol allocation history
reason category
replacement or redesign language

Promote when sleeve-specific evidence proves the long-vol or risk-mitigation termination claim and identifies a live replacement or redesign decision.

SURS board packet, annual report, and manager-decision record

A real long-vol reallocation can open a crisis-alpha or convexity pitch window with a clear implementation need.


Downgrade if only mission or scale material remains after two monthly checks and no official investment decision surface appears.

investment office page
annual report
Form 990
staff bio
governance document

Promote when an official St. Jude or ALSAC source names the investment gatekeeper or shows a current liquid-alts or alternatives screening route.

St. Jude financial-information, annual-report, Form 990, and staff-bio surfaces

Mission-aligned capital can buy low-correlation, downside-buffering sleeves when the gatekeeper and intake route are real.


Downgrade if the only evidence is a generic PRIM investments page or the PCS route never resolves into a dated official record after two checks.

procurement record
board record
PCS timing
manager-facing language
official platform document

Promote when a PRIM board, procurement, or official platform record proves the PCS or managed-account route is manager-facing and current.

MassPRIM investments, PCS procurement, and board-record surfaces

A manager-facing PCS lane creates a direct distribution and implementation wedge for systematic, hedge-fund-like, or risk-premia sleeves.


Downgrade if the RFP page remains negative and board packets show only routine governance for two weekly checks.

board agenda
minutes
motion
vote
attachment
RFP status

Promote when board materials show manager review, replacement, or the RFP page flips to an open procurement cycle.

KCERA board agendas/minutes and KCERA RFP page

Mid-sized plan cadence often exposes renewal and replacement timing before a broad search becomes public.


Downgrade if only historical reports or boilerplate solicitation language remain after two checks.

new-manager report
trustee packet
future solicitations form
mandate language
selection date

Promote when the quarterly report shows a fresh allocation or the trustee/future-solicitation surfaces show a live vendor intake path.

Florida SBA new-manager reports, trustee materials, and future-solicitations form

Onboarding tapes expose newly opened relationships earlier than broader procurement notices.


Downgrade if the cluster stays merged and no plan-level buyer or consultant surface appears after two cycles.

plan-level board packet
RFP notice
consultant page
named contact
committee agenda

Promote when the merged Chicago row splits into a plan-level buyer or Callan exposes a live search with named consultant owners.

Chicago plan procurement pages and Callan / RFP network surfaces

Consultant routing determines who screens managers and where the shortlist actually lives.


Downgrade if the page is static guidance or stale registration language across two monthly checks.

manager registration page
form fields
intake instructions
process lead
future RFP cues

Promote when the GPIF registration system is live, the fields are current, and alternative-assets intake confirms manager-facing access.

GPIF manager registration system for alternative assets

Pre-RFP gates can be the first real distribution surface for hedge-fund-like strategies.


Downgrade if the gate is not reachable or the route is clearly closed or relationship-only after two rechecks.

Managers Gate login or register path
external-manager program language
monthly quantitative data fields
regional relevance
named governance contact

Promote when Managers Gate remains open and the program frames direct external-manager registration or pre-RFP intake.

PIF Managers Gate and MENA External Managers Program

Access to a sovereign external-manager gate can bypass normal RFP lag.


Downgrade if only broad marketing survives and no current official manager-context surface is updated across two 45-day cycles.

official manager context
annual report
external mandates
responsible-investment policy
mandate contact

Promote when current official materials show external-mandates review, ownership structure, or actual mandate intake relevant to systematic or liquid alternatives.

NZ Super official manager context, annual report, and external-mandates route

Sovereign pools can accept systematic or managed-account allocations when the right governance lane is visible.


Downgrade if only generic brand pages remain and no current governance or research cue appears after two monthly checks.

derivatives or risk-management references

Promote when governance documents or research pages still show absolute-return or derivatives fit and the named route owners remain current.

HOOPP board and asset-liability route plus research surface

Absolute-return and derivatives-aware allocators can be high-quality homes for market-neutral and crisis-alpha sleeves.


Turn the search page, attachments, and addenda into a one-page response brief before the deadline window closes.

The search is pitchable only when the actual attachments and award path are captured.

Do the attachments show a true search launch or only a notice of future solicitation?

passive-indexing search / replacement cycle

NYC Bureau of Asset Management (NYC BAM)


Keep the proposal portal and manager-opportunity packet aligned to a total-fund completion memo with a direct-contact fallback.

CalPERS can screen through either proposal intake or manager opportunities, so the packet has to work on both paths.

Is eVestment completeness enough, or does CalPERS want a direct staff sponsor first?


Normalize each disclosure row into a hiring, termination, or follow-on action and map the emerging-manager route beside it.

Monthly disclosure and emerging-manager rows become actionable only after the row-level fields are separated cleanly.

Which disclosed hires, terminations, or graduation signals actually trigger a review cycle?

monthly disclosure / emerging-manager routing

New York State Common Retirement Fund (NYSCRF)


Capture the July 16-17 board bundle at URL level and extract approvals, votes, committee routing, and manager-change references.

Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.

Does the July meeting include actual approvals and commitments, or only informational items?

board book and manager-change extraction

Teacher Retirement System of Texas (TRS Texas)


Mirror the posted meeting resources and extract any allocation-language, manager references, and archive fields that point to live motion.

An archive that exposes agenda, book, and audio fields can surface allocation motion even after the meeting date passes.

Which archive fields are actually posted for June 18, 2026, and is there any audio URL beyond the board row?

University of Texas Investment Management Co. (UTIMCO)


Hold the row at monitor until the official record proves the platform is manager-facing and not just internal procurement.

A target-range update only matters when the platform evidence is official and manager-facing.

Does the official record prove a manager-facing platform, or is this still an internal procurement surface?

portfolio completion strategies and managed-account platform

Massachusetts Pension Reserves Investment Management Board (MassPRIM)


Use the partner page as intake only until an annual report or board record proves hedge-fund allocation motion.

A public partner page is actionable, but it is not the same as an official hedge-fund allocation review.

Does HMC want a partner-intake conversation, or is there a real hedge-fund allocation review behind the page?


Use Nicola da Roza as the operating gatekeeper and pitch liquid alts as mission-fit portfolio-completion capital.

A named investment lead plus a hospital-related allocator profile creates a practical route for a concise liquidity-aware packet.

Is Nicola da Roza still the current gatekeeper, and does outreach go direct or through a consultant?

St. Jude Children's Research Hospital ALSAC


Use the alternative-assets registration system as the entry point and build a database-ready packet.

GPIF formalized a manager-registration system for alternative assets and names a CIO-level executive for investment decisions.

Is alternative-asset registration the correct first-touch surface before any formal RFP?

alternative assets / separate managed accounts

Japan Government Pension Investment Fund (GPIF)


Route pitches through the International Investments and MENA Investments leadership stack and use the Managers Gate as the intake surface.

Division-specific ownership inside a mega-SWF is the closest thing to a standing manager-search map.

Is the portal merely a registry, or does a named-leader introduction matter more for the first screen?


Approach the external-mandates side of the co-CIO model with portable alpha, systematic, and managed-account proposals.

A co-CIO split that isolates external mandates usually yields an identifiable onboarding lane for hedge funds and liquid alternatives.

Does the external-mandates lane suffice, or does NZ Super require a mandate-specific RFP?


Lead with absolute-return, derivatives, and low-correlation risk management.

HOOPP openly operates a discretionary derivatives and alternative-investments team and says absolute-return strategies are meant to work in any market condition.

Which named contact or committee actually owns the absolute-return review?


Build platform-compatible one-pagers, DDQ fields, and subscription workflow text that can pass listability and shelf-review screens.

The access rail itself is the gate, so the packet has to work for workflow, education, and model-portfolio review.

Which workflow fields are mandatory on each platform before a manager becomes listable or searchable?

advisor-platform demand for liquid alternatives and model-portfolio fit


Build consultant-specific manager pages and database packets before broad allocator outreach.

AlphaSense, Bloomberg ASKB, FactSet AI, Claude, ChatGPT Search

Research heads can shape the shortlist before an allocator publicly signals a mandate.

Which consultant research head actually owns the hedge-fund shortlist for the target allocator?


Ship an ODD-ready evidence pack with source-backed operational controls and data-room index.

Claude, Microsoft 365 Copilot, Aksia MAX, consultant portal search

ODD can kill a manager after investment interest exists, so the route must be handled before final diligence.

Which ODD item most often blocks quant hedge-fund approval at Aksia or Albourne?


Create advisor-platform content and fund-data objects for CAIS, iCapital, Morningstar Wealth, UBS, and Morgan Stanley/BlackRock wrapper paths.

CAIS x Claude, ChatGPT Search, Google AI Overviews, Perplexity, Microsoft 365 Copilot

Home-office and platform reviewers decide whether advisors can find or recommend the product.

Which home-office field or advisor prompt determines whether the manager becomes listable?

advisor shelf and model-portfolio approval


Extract current agendas and attendee/sponsor proof, then route meeting briefs through curator and side-event access paths.

ChatGPT Search, Perplexity, Google AI Overviews, conference app search

Conference curators control compressed access to family-office and allocator conversations.

Which event route produced a real allocator meeting or replacement-motion clue?

event-driven family-office and allocator access


Mirror top-account brief templates into committee-packet-ready pages with internal retrieval labels.

Microsoft 365 Copilot, AlphaSense, Bloomberg ASKB, ChatGPT Search, Claude

CIO and deputy-CIO routes need compact committee evidence, not generic marketing pages.

Does the route enter through CIO sponsorship, committee packet, consultant first-screen, or portal intake?

Allocator CIO and deputy-CIO packet route


Use SME calls to verify manager replacements, low-performer changes, open windows, and hidden workflow owners before promoting weak rows.

Claude, ChatGPT Search, AlphaSense, Microsoft 365 Copilot

Historical motion signals become actionable when a subject-matter expert can confirm the real workflow and owner.

Which weak row is actually pitchable now, and what proof would make the row safe to act on?

historical-motion and live-buying validation


Draft the HTML page, wire the comparison table to dated evidence, and generate a PDF mirror with the same claims.

Quant Hedge Fund vs Bank QIS: What Changes the Answer?

answer-first summary
dated claims
source-linked comparison table
counterevidence and red flags
primary-source appendix
PDF/deck mirror

@type FAQPage FinancialProduct Organization name description dateModified sameAs mainEntity offers audience comparisonTable fees liquidity capacity drawdownBehavior operationalControls bearCase sourceAppendix

Which quant hedge funds have the best downside capture and lowest factor crowding in semis over the last 3 years?

Does the comparison table use the peer set, benchmark, and time horizon the allocator would actually trust?

ChatGPT Search
Google AI Overviews / AI Mode
Perplexity
Claude
Bloomberg ASKB
FactSet AI

public answer-engine discovery and first-shortlist conversion


Implement the JSON-LD and make the visible FAQ text match the structured fields exactly.

Quant Hedge Fund FAQ and FinancialProduct Schema

FAQ answer blocks
visible economics table
dated definitions and methodology notes
JSON-LD mirror
source appendix
update log

@type FAQPage FinancialProduct Organization Question Answer name description category audience fees liquidity capacity riskControls benchmark updatedAt sourceAppendix

What is the liquidity, capacity, and fee structure of this quant hedge fund?

How should an allocator think about drawdown behavior and operational controls?

Which FAQ answers and structured fields remove the most ambiguity for allocator-intent queries?

quant hedge fund fees liquidity and drawdown FAQ

Google AI Overviews / AI Mode
ChatGPT Search
Claude
Perplexity

structured retrieval and FAQ disambiguation


Publish one rebuttal page per objection and cross-link each page from the comparison hub and FAQ hub.

Black-Box Risk Rebuttal
Crowding and Capacity Rebuttal
Backtest Overfitting Rebuttal
Fee and Liquidity Rebuttal
Operational Controls Rebuttal

objection statement
direct answer
claim-vs-evidence table
counterevidence
red-flag note
primary-source appendix
SME verification note

@type FAQPage Question Answer claim evidence counterevidence riskFactor capacity liquidity feeSchedule drawdownHistory sourceAppendix

How do you know the backtest is not overfit?

Can the fund take capital without crowding or style drift?

What are the fee, liquidity, and operational red flags?

Which objection would a consultant or CIO actually raise before the first meeting?

ChatGPT Search
Perplexity
Claude
AlphaSense

diligence objection handling and counterevidence surfacing


Mirror the top-account brief into a public HTML page and a PDF version with the same fields and dates.

Allocator Brief Mirror: Live Signal, Required Packet, and Proof Gap

NYC BAM
CalPERS
NYSCRF
TRS Texas
UTIMCO
MassPRIM
Harvard/HMC
GPIF
PIF
HOOPP

buyer-gatekeeper line
live-signal line
funding or rebalance cycle
replacement or low-performer trigger
required packet
proof URL or document gap
AEO/GEO query targets
internal retrieval surface
SME verification question
next action

What is the current live signal, required packet, and proof gap for this allocator?

Which query would the allocator or consultant actually type into search?

Which allocator page should be mirrored first because it has the strongest live signal and proof gap closure path?

ChatGPT Search
Claude
Bloomberg ASKB
FactSet AI
AlphaSense

allocator-specific retrieval mirrors and outreach packets


Split the pack into platform-specific pages, fill mandatory onboarding fields, and sync the FAQ with the listable fund data.

Advisor-Platform Brief: Model-Portfolio Fit, Fees, Liquidity, and Subscription Workflow

CAIS advisor one-pager
iCapital diligence page
Morningstar model-portfolio fit page
Private-bank liquidity and fee brief

advisor one-pager
model-portfolio fit summary
liquidity and fee explainer
subscription workflow checklist
platform-compatible fund data
DDQ/ODD summary
advisor FAQ
canonical terminology

What fund data do CAIS and iCapital require before a strategy is listable?

How does this strategy fit a model portfolio or private bank platform?

Which advisor prompt or platform field is mandatory before the strategy can be recommended or listed?

CAIS x Claude / CAIS advisor intelligence

advisor and private-wealth platform visibility


Normalize the field sheets into exportable platform profiles and separate public fields from gated diligence fields.

Quant Hedge Fund Consultant Database Field Sheet

eVestment profile page
Preqin manager and fundraising page
PitchBook manager-discovery page
Aksia screening and diligence page

manager profile fields
strategy taxonomy
performance and terms fields
investor map
whitepapers and committee narrative
DDQ and ODD fields
named contacts
updated_at and source URL

fund manager investor performance terms benchmark fundraising_update updated_at source_url

What fields do MercerInsight, eVestment, Aksia, PitchBook, and Preqin need for a quant hedge fund?

Which profile fields are decisive for shortlist inclusion?

Which database fields are visible without a deep click, and which require gated export or manual entry?

show the current manager profile, investor map, and the freshest performance and terms fields

MercerInsight/eVestment
Aksia MAX / Manager Portal
PitchBook
Preqin
AlphaSense

consultant-screening and manager-profile discoverability


conference-derived Mercer alternatives signal

thin search mechanics in the current corpus

Mercer consultant landing page
FAQ and comparison page
manager profile fields
PDF mirror

MercerInsight / Mercer alternatives search

strategy taxonomy
returns
AUM
capacity
fees
liquidity
portfolio construction notes
named contact

search intake owner
manager-research contact
OCIO route owner

Draft a Mercer-specific consultant page with a search-intake field list and a current-contact watchlist.

research cadence
service-provider roster
conflicts
data freshness

Thin consultant coverage needs an explicit search-owner and profile-field map before it converts into outreach.

No current repo-doc proof of a live Mercer search page or a named Mercer intake owner beyond the thin alternatives/strategy coverage.

drawdown
capacity
liquidity
implementation burden
portfolio fit

Which Mercer owner actually routes a new manager into search, and where is the current entry page?

alternatives consulting and OCIO routing


Chicago-area RFP rows
alternatives consulting
manager evaluation and RFP networks

Callan alternatives consulting page
RFP-readiness FAQ
manager-evaluation table
schema pack

Pete Keliuotis, Greg Allen, Ivan Butch Cliff

manager evaluation notes
strategy taxonomy
RFP status
capacity
fees
liquidity
client type
deadline

current search-page owner
alternatives follow-up contact
RFP network intake contact

Extract the live Callan intake surface and normalize it into the shared consultant database schema.

investment due diligence
monitoring
strategic planning
ODD summary

RFP visibility plus consultant coverage creates a near-term pitchability signal.

The corpus has Callan gatekeeper language, but not a current repo-doc proof of the exact live intake page or current search examples.

drawdown
capacity
liquidity
operational risk
implementation burden

Which Callan surface is the real manager-search entry point: alternatives consulting page, RFP network, or renewal notice?


manager portal and client/MAX split
ODD-heavy workflow
data-room-grade diligence

DDQ/ODD packet
data-room index
risk reporting appendix
transparency evidence

Brian Goldberg, Oliver Newton, Daniel Burdett, Rebecca Heun, Ryan Teal

DDQ
ODD memo
risk reporting
fee/liquidity schedule
drawdown profile
transparency evidence
manager research summary

portal product owner
client/MAX login owner
backup ODD lead

Backfill the split with a field-by-field packet and a retrieval-surface map.

operational controls
service providers
transparency
review cadence
data-room index

Aksia surfaces are ODD-heavy and should be modeled as workflow, not marketing.

The corpus names the Aksia split, but the exact current field-level split between manager portal and client retrieval still needs canonical proof.

drawdown
exposure taxonomy
liquidity
portfolio analytics
implementation risk

Which Aksia surface is authoritative for manager upload versus client retrieval, and which fields are required in each?

manager screening, ODD, and client retrieval


marketable investments and committee routing

NEPC consultant page
manager research page
alternatives FAQ
proof appendix

NEPC alternatives / manager research surface

Sarah Samuels, William Forde, Dulari Pancholi

manager research summary
strategy taxonomy
fees
liquidity
capacity
allocator fit
OCIO framing

search example owner
alternatives intake contact
OCIO committee contact

Build a NEPC-specific consultant page around alternatives, OCIO, and manager-research routing.

manager research
operational controls
committee routing
review cadence

Consultant-led alternatives diligence can gate which managers enter the search set.

The corpus has usable NEPC people coverage, but it still lacks a clean manager-search example or search-page proof in repo docs.

drawdown
liquidity
capacity
implementation burden
style drift

Which NEPC manager-research contact owns the search example we should model first?

alternatives consulting, manager research, and OCIO routing


public-agenda mentions
corporate and public retirement systems
manager-submission route

RVK consultant page
manager-search snippet
public-agenda monitor page
PDF/deck mirror

RVK consultant database / manager submission surface

research leads and public-fund relationship owners

manager profile
strategy summary
fee/liquidity
implementation fit
public-pension framing

research lead
client-type owner
submission route owner

Turn RVK into a consultant-page and manager-submission checklist with named owners and search clues.

submission route
review cadence
client type mapping

Consultant relationship depth matters only when the intake route is visible.

RVK is active in the corpus, but the current repo docs do not yet give a searchable manager-submission example or a named route owner.

drawdown
liquidity
capacity
implementation burden

Which RVK route is used first for a new quant manager: research intake, public agenda, or direct submission?

institutional consultant routing and manager submission


research-login and manager-login split
public-client agenda
replacement-review monitor

research-login explainer
manager-login explainer
replacement-review monitor
FAQ page

Marquette research login / manager login surface

research-login owner and public-client agenda owner

research snippet
manager profile
public-client agenda
mandate keywords
replacement-review timing

research-login owner
manager-login owner
public-client agenda contact

Split Marquette into separate login and agenda artifacts and pull the public-client monitor forward.

login split
agenda proof
research cadence

AI-readable research snippets require the login route to be normalized first.

The corpus knows Marquette matters, but it still needs a clean login split and a proof-backed public-client route.

drawdown
liquidity
capacity
implementation burden
replacement-cycle timing

Which Marquette login or agenda path is the real manager-search entry point?

research-login and manager-login routing


alternative managed accounts
governance and risk oversight
institutional growth

OCIO routing page
search/readiness page
risk and operations appendix
comparison table

Wilshire alternatives platform / OCIO surface

Josh Emanuel, Jason Hubschman, Erin Simpson

alternative managed accounts summary
risk controls
operations fit
liquidity
fees

alternatives managed-account owner
risk-management owner
institutional growth owner

Split Wilshire into alternatives, OCIO, and governance-risk surfaces and write the packet fields per surface.

risk oversight
operations
committee routing

Alternative managed accounts should not be collapsed into generic consulting.

The corpus shows Wilshire as active, but not yet as a fully split alternatives-search workflow with named intake ownership.

drawdown
capacity
liquidity
implementation burden
operational risk

Does Wilshire want direct manager intros, platform onboarding, or consultant-mediated evaluation first?

consulting, OCIO, and alternatives managed accounts


regional research and implementation language

QDD page
implementation page
source-backed comparison table
PDF mirror

Albourne QDD / CPC / regional research surface

John Claisse, Gaurav Amin, Christina Stavrinides, Andrew McCulloch, Debra Ng

QDD
regional research
implementation fit
operational controls
capacity
liquidity

QDD lead backup
regional research owner
implementation owner

Decompose Albourne into QDD, CPC, and regional research artifacts and attach the contact map.

QDD
CPC
regional research
implementation
fintech and data

A specialist alternatives consultant needs separate diligence and implementation surfaces.

Albourne is strong in the corpus, but the current repo docs still need a cleaner surface split into QDD, CPC, and regional research.

Which Albourne team owns the first QDD screen for a new hedge fund?


Cerity-linked institutional consulting
OCIO-led routing
ownership and conflict sensitivity

ownership/conflict explainer
institutional consulting page
advisor FAQ
PDF mirror

Cerity / Verus institutional consulting surface

institutional consulting brief
ownership/conflict disclosure
manager research summary
client segment
OCIO fit

institutional consulting owner
ownership/conflict explainer
manager research owner

Write a Cerity/Verus page that separates ownership disclosure from manager-screening mechanics.

ownership/conflict
manager research process
institutional client routing

Consultant-independence risk needs to be named up front.

The corpus recognizes the Cerity/Verus channel, but it still lacks a clean current proof of the exact consultant-search workflow and ownership-disclosure language.

ownership concentration
conflict disclosure
implementation burden
fee transparency

Where does Cerity/Verus expose the current institutional-consulting workflow and conflict language?

institutional consulting and OCIO routing

Cerity Partners Institutional Consulting / Verus Investments


standing manager profile
strategy list and investor map
fresh performance and terms fields

manager profile
performance and terms fields
investor map
whitepaper evidence

profile owner
investor-map owner
update-cadence owner

Refresh the eVestment standing profile and strategy fields so the row stays discoverable.

profile completeness
exportability
update cadence

Structured manager data matters more than marketing copy.

The corpus has the strongest structure for eVestment, but still wants a current extraction of the exact profile/export fields.

freshness delta
style drift
capacity
liquidity
benchmark fit

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

allocator database and manager-profile routing


monitor-only branch
private-markets research adjacency
no normalized repo proof yet

proof-of-surface page
search workflow explainer
data-license question page
gap note

Burgiss / MSCI private-markets research surface

private-markets research view
fund/manager screen
exposure summary
benchmark notes
search workflow proof

named contact
workflow owner
client retrieval contact

Hold Burgiss/MSCI as a proof-gap monitor until a direct repo-doc surface appears.

surface proof
licensing/access proof
workflow owner

If there is no current proof of a live workflow, keep the branch on monitor.

No repo-doc citation yet proves a normalized Burgiss/MSCI consultant search surface in the current corpus.

coverage gap
no normalized search workflow
proof-of-surface missing

Should Burgiss/MSCI be modeled as a consultant database, a private-markets data license, or a separate monitor-only branch?

private-markets research and exposure data


Run every tick and restrict immediate outreach to rows with official intake, deadline, RFP, or board-packet evidence.

Pitchability is highest when official timing and submission route are both present.

Which open rows are actually accepting manager materials today?


Run every tick and convert query targets into page specs, schema blocks, PDF/deck mirrors, and verification prompts.

Decision makers increasingly use ChatGPT Search, Google AI Overviews, Claude, Perplexity, AlphaSense, Bloomberg ASKB, FactSet AI, and platform-native retrieval.

Which chatbot or retrieval surface does the target decision maker actually use before a manager meeting?


Run every two ticks and promote only rows with termination, watchlist, manager review, contract expiry, consultant renewal, or official sleeve redesign evidence.

Replacement opportunities often appear before RFPs as manager reviews, board motions, and consultant renewal language.

Was the changeout driven by performance, fees, risk fit, sleeve redesign, or governance?


Run every three ticks and map manager packet, ODD, risk, named people, client retrieval surface, and proof gaps for each consultant workflow.

Consultant databases and research workflows can determine who enters a search before public evidence appears.

Which consultant field or research owner changes the shortlist?

hidden shortlist and consultant workflow capture


Run every three ticks and use SME calls to promote, downgrade, or kill weak rows.

Historical motion signals are actionable when an SME can verify the true owner and workflow.

Which current monitor row is safe to pitch now, and what proof makes it safe?

source-quality and workflow verification


Build a cap-intro-ready strategy and allocator-fit packet for Kristin Kramer / Goldman Prime Brokerage route.

Cap-intro routes can compress introductions when the manager packet maps cleanly to allocator demand.

Which Goldman cap-intro fields or allocator demand themes decide whether a manager gets meetings?

capital introduction and allocator meeting access

Goldman Sachs capital introduction route


Build NEPC-specific database and research packet for Sarah Samuels, William Forde, Dulari Pancholi, and Sebastian Grzejka routes.

NEPC combines CIO, manager research, marketable credit, multi-asset, and committee influence.

Which NEPC person or committee controls marketable alternatives shortlist entry?


Tie Chicago/Callan RFP cluster rows to Callan alternatives and research people before outreach.

Consultant-led public-plan searches often move through alternatives consulting and research before public board action.

Which Callan contact owns alternatives search language for the Chicago cluster?


Backfill Mercer proof gaps and produce Mercer-specific content for Raelan Lambert and Rich Nuzum route.

Mercer is high leverage but still thin in current workflow proof.

What Mercer workflow proves current hedge-fund or liquid-alts search ownership?

global alternatives and portfolio-construction positioning

Mercer alternatives and portfolio-construction route


Split investment-screen and ODD evidence for Brian Goldberg, Rebecca Heun, Daniel Burdett, and Ryan Teal routes.

Aksia-style screening requires both investment case and ODD clearance.

Which Aksia screen blocks more managers: investment fit, transparency, or ODD?


Attach Stan Rupnik, Kimberly Sargent, and Jase Auby routes to official board, annual-report, or agenda evidence before outreach.

Direct CIO routes are valuable but need official timing and packet evidence to avoid cold generic outreach.

Which CIO route has a current committee packet or consultant review behind it?

direct CIO and committee-packet sponsorship


hero thesis
peer set definition
comparison matrix
risk flags
methodology note
source appendix
downloadable PDF mirror

answer-first summary
dated claims
source-linked comparison table
counterevidence and red flags
primary-source appendix
PDF/deck mirror

Publish the HTML page, then export the PDF mirror from the same source block and title stack.

Draft the HTML page and keep the comparison claims dated.

Wire the matrix to source-linked evidence blocks.

Add the PDF export with the same wording and citations.

Verify the page answers the target query without a click-through.

Does the comparison table use the peer set, benchmark, and time horizon the allocator would actually trust?

ChatGPT Search
Google AI Overviews / AI Mode
Perplexity
Claude
Bloomberg ASKB
FactSet AI

public answer-engine discovery and first-shortlist conversion


FAQ blocks
economics table
methodology note
definitions
update log
source appendix

FAQ answer blocks
visible economics table
dated definitions and methodology notes
JSON-LD mirror
source appendix
update log

Ship the visible FAQ and JSON-LD together, then validate that the schema mirrors the text verbatim.

Implement the JSON-LD and keep visible text in exact parity.

Show liquidity, capacity, and fee answers in a visible table.

Keep methodology and update notes dated.

Reuse canonical names from the comparison page.

Confirm the page can stand alone as a retrieval target.

Which FAQ answers and structured fields remove the most ambiguity for allocator-intent queries?

Google AI Overviews / AI Mode
ChatGPT Search
Claude
Perplexity

structured retrieval and FAQ disambiguation


objection cards
response body
claim-vs-evidence table
counterevidence note
red flag note
source appendix

objection statement
direct answer
claim-vs-evidence table
counterevidence
red-flag note
primary-source appendix
SME verification note

Publish the objection pages as a linked library and wire them back to the comparison hub.

Publish one page per objection and keep each page narrow.

Cross-link rebuttals from the comparison and FAQ pages.

Include a source-backed counterevidence block on every page.

Mark red flags plainly when the evidence is weak.

Keep the export version identical to the HTML claims.

Which objection would a consultant or CIO actually raise before the first meeting?

ChatGPT Search
Perplexity
Claude
AlphaSense

diligence objection handling and counterevidence surfacing


advisor one-pager
model-portfolio fit
subscription workflow
platform compatibility
DDQ/ODD summary
advisor FAQ

advisor one-pager
model-portfolio fit summary
liquidity and fee explainer
subscription workflow checklist
platform-compatible fund data
DDQ/ODD summary
advisor FAQ
canonical terminology

Publish the advisor page pack and sync the listable fund data with the FAQ copy.

Split the pack into platform-specific sections if the field contract diverges.

Keep model-portfolio language and economics fields consistent across surfaces.

Add a subscription workflow checklist that matches platform expectations.

Mirror the same FAQ in the platform brief and the public page.

Verify the page answers the advisor prompt without requiring a PDF.

CAIS x Claude / CAIS advisor intelligence

advisor and private-wealth platform visibility


manager profile
investor map
strategy list
performance fields
terms fields
named contacts
source URL

manager profile fields
strategy taxonomy
performance and terms fields
investor map
whitepapers and committee narrative
DDQ and ODD fields
named contacts
updated_at and source URL

Publish the field sheet and re-use the same data contract in the allocator mirror.

Normalize the manager profile fields into a single schema.

List the investor map and named contacts on the page itself.

Keep performance and terms fields date-stamped.

Mark any gated data as a source gap rather than implying coverage.

Reuse the same field contract in consultant and allocator mirrors.

Which fields are visible without a paid export, and which must be represented as a source gap?

MercerInsight/eVestment
Aksia MAX / Manager Portal
PitchBook
Preqin
AlphaSense

consultant-screening and manager-profile discoverability


live signal
required packet
proof gap
query targets
internal retrieval surface
next action

buyer-gatekeeper line
live-signal line
funding or rebalance cycle
replacement or low-performer trigger
required packet
proof URL or document gap
AEO/GEO query targets
internal retrieval surface
SME verification question
next action

Publish the mirror page and export the PDF with the same fields and dates.

Mirror the top-account brief into a public HTML page and a PDF version.

Keep the live signal and required packet aligned to the schedule.

Use the same dates and labels across the public and internal versions.

Flag any missing proof as a gap, not a claim.

Verify the mirror answers the allocator query directly.

Which allocator page should be mirrored first because it has the strongest live signal and proof-gap closure path?

ChatGPT Search
Claude
Bloomberg ASKB
FactSet AI
AlphaSense

allocator-specific retrieval mirrors and outreach packets


cover slide
executive summary
comparison table
FAQ appendix
objection appendix
source appendix
change log

cover page
executive summary
comparison table
FAQ appendix
objection appendix
cited source appendix
export metadata

Generate the PDF and deck mirrors after the HTML pages are approved.

Quant Hedge Fund Brief PDF and Deck Mirror

Export both PDF and deck formats from the same canonical source.

Keep the title, dates, and citations identical to the HTML versions.

Include a source index and a change log.

Verify the export opens cleanly and is readable in committee workflows.

Confirm the deck and PDF do not introduce uncited claims.

canonicalTitle coverTitle pageOrder citationIndex exportFormat asOfDate sourceAppendix changeLog

Does the export preserve every claim, date, and citation from the HTML pages?

ChatGPT Search
Claude
AlphaSense
Google AI Overviews / AI Mode
Perplexity

portable export mirror for committee packets and search retrieval


Downgrade if only the headline search notice remains after two checks and no attachment/addendum URLs are visible.

Open the Comptroller RFP board page, follow the passive-indexing notice, and record every attachment and addendum URL before building the response packet.

NYC Comptroller RFPs and Solicitations / passive-indexing notice

Promote when the notice and board page expose the attachment and addendum URLs plus the award path and deadline.

Are the addenda public on the board page, or only visible after shortlist or consultant contact?

NYC BAM passive indexing attachments/addenda gap


Downgrade if the page only supports generic marketing language and does not expose a usable intake path after two checks.

Open the secure CalPERS proposal portal and extract the upload, review, and follow-up fields into the packet.

Promote when the secure portal fields are captured and the proposal path is confirmed current.

Does the secure portal route directly to asset-class staff, a central triage queue, or an emerging-manager adviser first?


Downgrade if the page is static guidance or the qualification screen is no longer current after two checks.

Open the CalPERS public manager-opportunities page and normalize the minimum qualification and contact fields.

CalPERS Public Investment Manager Opportunities

Promote when the public manager-opportunities page shows a current eVestment route with the qualification fields needed for screening.

For a systematic public strategy, is eVestment completeness enough on its own, or does CalPERS still want a direct staff introduction?


Downgrade if only the landing page remains and the monthly PDF cannot be normalized after two checks.

Open the monthly disclosure page, download the March 2026 PDF, and normalize the monthly rows into a tape.

NYSCRF Monthly Disclosure of Investments and Transactions

Promote when the monthly rows are normalized into hires, terminations, and transaction events with dates and amounts.

Does the monthly disclosure mainly expose hiring, termination, or placement-agent activity first?


Downgrade if only archive-level pages remain and no meeting-specific packet is visible after two checks.

Open the TRS board materials archive and capture the July 16-17 board bundle row-by-row.

Promote when the July 16-17 packet yields meeting-specific agenda, book, summary, or recording URLs with manager-change evidence.

Which TRS board-book sections usually reveal manager changes before public allocation reports?


Downgrade if the archive only exposes a hub page without meeting-level row details after two checks.

Open the UTIMCO meeting-resources archive and normalize the June 18 row into agenda, book, and audio fields.

Promote when the June 18 meeting row is normalized into agenda, book, and audio fields.

Which UTIMCO archive fields are actually posted for the June 18 meeting, and is there any audio URL beyond the board row?


Downgrade if the only evidence is a generic PRIM investments page or the PCS route stays unresolved after two checks.

Resolve the exact PRIM official surface, then extract the board or procurement record that proves the PCS route.

MassPRIM investments / PCS procurement / board-record surfaces

Promote when a dated PRIM procurement, board record, or official platform document proves the PCS route is manager-facing and current.

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


Downgrade if only historical reports or boilerplate language remain after two checks.

Open the Florida SBA new-manager reports page and normalize the 2026 Q1 report into manager-level rows.

Promote when the quarterly report shows a fresh allocation or manager onboarding with a selection date.

Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?


Downgrade if the RFP page remains negative and the board packets show only routine governance after two checks.

meeting_date committee agenda_item motion vote attachment

Open the KCERA board-agendas page and the RFP page, then split manager-review evidence from procurement evidence.

KCERA Board Agendas and Minutes / KCERA Request for Proposals

Promote when board materials show manager review or the RFP page flips to an open procurement cycle.

Does KCERA announce manager searches on the RFP page first, or through board and committee packets?


Downgrade if only scale or mission material remains after two monthly checks and no official investment surface appears.

Open the St. Jude financial-information page and look for the first-party investment, annual-report, Form 990, or staff-bio surface that proves the gatekeeper claim.

St. Jude financial-information / annual-report / Form 990 / staff-bio surfaces

Promote when an official St. Jude or ALSAC source names the investment gatekeeper or shows a current screening route.

Does ALSAC or St. Jude directly screen liquid alternatives, and which official document exposes the route?

St. Jude / ALSAC first-party source remediation


Downgrade if the page is static guidance or stale registration language across two monthly checks.

Open the GPIF alternative-assets registration page and extract the current form fields and process lead.

GPIF Manager Registration System (Alternative Assets)

Promote when the registration system is live and the alternative-assets intake confirms manager-facing access.

Is the alternative-assets intake path still the correct current entry point for GPIF?


Downgrade if the gate is unreachable or the route is clearly closed or relationship-only after two rechecks.

Open the PIF Managers Gate and normalize the registration and monthly-data fields into the packet.

PIF Managers Gate / MENA External Managers Program

Promote when the gate remains open and the program frames direct external-manager registration or pre-RFP intake.

Does the external-manager gate require a direct registration, or is it only pre-RFP database intake?


Downgrade if only broad marketing survives and no current official manager-context surface is updated across two 45-day cycles.

Open the official NZ Super site and resolve the exact manager-context, annual-report, or external-mandates page used for intake.

New Zealand Superannuation Fund official manager context

Promote when current official materials show external-mandates review, ownership structure, or actual mandate intake relevant to systematic or liquid alternatives.

Does the external-mandates lane suffice, or does NZ Super require a mandate-specific RFP?


Downgrade if only generic brand pages remain and no current governance or research cue appears after two monthly checks.

Open the HOOPP governance and capital-markets pages and capture the current route owners plus any derivatives or absolute-return language.

HOOPP board of trustees / discretionary derivatives and alternative investments

Promote when governance documents or research pages still show absolute-return or derivatives fit and the named route owners remain current.

Does HOOPP still route external-manager material through the board/asset-liability lane or only through general research pages?


Keep VRS Orchard, SURS long-vol, and similar replacement claims on monitor unless primary allocator records or SMEs verify the changeout.

Replacement chatter is useful for SME questions but unsafe for active outreach without primary-source proof.

What primary record or first-hand workflow proves the replacement actually happened and created a pitch window?

source-quality guardrail for replacement signals


Keep JPM PB, Morningstar, Morgan Stanley/BlackRock wrapper, Mercer, and Burgiss/MSCI rows on monitor until exact workflow surfaces are captured.

A brand can be influential without offering a usable manager-intake or discovery workflow.

Which official portal, research page, event, or named workflow makes the brand actionable?


Keep old manager changes as objection and SME-validation evidence unless current timing or intake route is present.

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

What current cycle makes this historical pattern pitchable now?

Historical motion without current window


Target likely answer surfaces, but do not claim a decision maker uses a chatbot unless sourced or SME-verified.

AEO/GEO strategies can be valuable while still keeping individual tool-usage claims evidentially modest.

Which retrieval surface did the decision maker actually use before the meeting?


Split buyer, recommender, portal owner, event curator, and SME verifier before assigning outreach priority.

Hidden influencers matter only if their role in shortlist, approval, or packet intake is clear.

Who owns the shortlist, who owns approval, and who owns packet intake?


Downgrade if two consecutive rechecks only find trade-press echoes or stale references.

Recheck the VRS board packet, annual report, and disclosure archive for Orchard termination, effective date, and any replacement or transition language.

Promote when a primary VRS record names Orchard and shows a current replacement or transition path.

Ask a public-pension credit SME whether the move was performance, fee/liquidity, or sleeve redesign, and whether the replacement slot is still liquid-credit relevant.

Liquid-credit exits can open a replacement, relative-value, or systematic fixed-income pitch window.


Downgrade if two consecutive rechecks still show only generic manager-reallocation language.

Recheck the SURS board packet, annual report, and manager-decision record for a sleeve-level long-vol decision.

Promote when sleeve-specific evidence proves a long-vol or risk-mitigation decision and identifies a live replacement or redesign path.

Ask a risk-allocation SME whether the row is truly long-vol or just generic manager reallocation.

A real long-vol reallocation can open a crisis-alpha or convexity pitch window.


Downgrade if only mission or scale material remains after two monthly checks and no investment decision surface appears.

Recheck St. Jude financial-information, annual-report, Form 990, and staff-bio surfaces for an investment-gatekeeper or governance document.

Promote when an official St. Jude or ALSAC source names the investment gatekeeper or shows a current alternatives screening route.

Ask a hospital-endowment SME whether the route is an actual investment office, consultant routing, or only mission-scale evidence.

Mission-aligned capital is pitchable only when the gatekeeper and intake surface are real.


Downgrade if only a generic investments page remains or the PCS route never resolves into a dated official record after two checks.

Recheck MassPRIM investments, PCS procurement, and board-record surfaces for a manager-facing PCS or managed-account route.

Promote when an official PRIM record proves the PCS or managed-account route is manager-facing and current.

Ask a public-pension procurement SME whether PCS is manager-facing, consultant-facing, or internal-only.

A manager-facing PCS lane creates a direct distribution wedge for systematic or hedge-fund-like sleeves.


Downgrade if the page stays negative and board packets only show routine governance for two weekly checks.

Recheck KCERA board agendas/minutes and the RFP page for any open-cycle change or manager review.

Ask a public-pension procurement SME whether the board calendar or the RFP page is the real first gate.

Recurring board cadence can surface renewal timing before broader searches appear.


Recheck Florida SBA new-manager reports, trustee materials, and future-solicitations form for a fresh allocation or intake change.

Promote when the quarterly report shows a fresh allocation or the trustee/future-solicitation surfaces show a live vendor-intake path.

Ask a public-pension onboarding SME whether onboarding or future solicitation is the live path for new relationships.

Onboarding tapes expose new relationships earlier than broad procurement notices.


Recheck Chicago plan procurement pages, board packets, and Callan/RFP surfaces; split the buyer from the consultant.

Promote when the merged Chicago row splits into a plan-level buyer or Callan exposes a live search with named consultant owners.

Ask a consultant-routing SME whether the first gate is CTPF, another Chicago plan, or Callan/RFP networks.

The cluster is only routable once the actual buyer is separated from the consultant layer.


Recheck the GPIF alternative-assets registration page for current fields, instructions, and process lead.

Promote when the GPIF registration system is live, current, and clearly manager-facing.

Ask a sovereign-governance SME whether the page is live intake or static guidance.


Downgrade if the gate is not reachable or the route is clearly closed after two rechecks.

Recheck PIF Managers Gate and the MENA External Managers Program for current registration fields and access status.

Promote when Managers Gate remains open and the program frames direct external-manager registration or pre-RFP intake.

Ask a sovereign-governance SME whether the gate is open and manager-facing or closed and relationship-only.

A live external-manager gate can bypass normal RFP lag.


Downgrade if only broad marketing survives and no current official manager-context surface updates across two 45-day cycles.

Recheck NZ Super official manager context, annual report, and external-mandates route for current governance language.

Ask an Australasian allocator SME whether external mandates enter through staff relationships, procurement, or consultant mediation.

Sovereign pools can accept systematic or managed-account allocations when the governance lane is visible.


Recheck HOOPP board, asset-liability, and research surfaces for current absolute-return or derivatives language.

Promote when governance documents or research pages still show absolute-return or derivatives fit and named route owners remain current.

Ask a sovereign-pension governance SME whether the route still matches market-neutral or crisis-alpha sleeves.

Absolute-return and derivatives-aware allocators are strong homes for low-correlation sleeves.


Downgrade if the surface stays generic or non-owned after two rechecks.

Recheck J.P. Morgan-owned research, report, or event pages for a real family-office route.

Promote when a J.P. Morgan-owned report, research note, or event page proves the family-office route is current.

Ask a private-bank SME whether the public surface is a genuine family-office research workflow or generic marketing.

Private-bank routing can convert UHNW demand into advisor-ready alternatives conversations.


Downgrade if only generic advisor content remains after two checks.

Recheck Morningstar Wealth model-portfolio, advisor-research, and product-screen surfaces for current shelf-fit logic.

Promote when the model-portfolio surface clearly shows how the strategy fits a shelf and how it clears product screening.

Ask an RIA/platform SME which workflow decides shelf fit and implementation fit for a new strategy.

Model-portfolio gatekeepers decide distribution before the strategy reaches end clients.


Downgrade if the surface is stale marketing or only historical wrapper language after two checks.

Recheck advisor-portal, approval-workflow, and wrapper-related pages for a current SMA or approval path.

Promote when the wrapper path clearly shows a live approval workflow that compares to hedge-fund distribution and reporting.

Ask an advisor-platform SME which approval step matters most for wrapper distribution and reporting.

Wrapper-based distribution tests the same operational and reporting burden as allocator sales.

Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper


Downgrade if Mercer remains only a named-contact route after two checks.

Recheck Mercer alternatives, OCIO, and search surfaces for public intake mechanics and named contacts.

Promote when Mercer exposes a public alternatives or OCIO search page with usable intake mechanics.

Ask a consultant-routing SME whether Mercer is driven by search pages, named people, or private outreach.

Mercer is high leverage but thin on public search mechanics.


Downgrade if the pages stay generic analytics branding across two monthly checks.

Recheck Burgiss and MSCI product, research, or data pages for a current manager-research or portfolio-construction surface.

Promote when a current research or workflow page shows the vendor actually feeds screening or portfolio-construction decisions.

Ask a consultant-data SME whether the route is a real screening surface or only data and analytics branding.

Analytics vendors matter only if they feed actual screening, research, or workflow decisions.


RFP response pack plus searchable addenda and award-path mirror

Downgrade if the attachment, addendum, or award-path URLs cannot be captured from the board page after two checks.

Open the Comptroller RFP board page, follow the passive-indexing notice, and capture attachment and addendum URLs plus award-path metadata.

NYC Comptroller RFPs and Solicitations / passive-indexing notice

RFP response pack, fee/liquidity schedule, implementation plan, references


eVestment profile plus secure proposal-portal fallback page

Downgrade if the eVestment screen or proposal portal only offers generic guidance and no usable intake path after two checks.

Refresh Nasdaq eVestment strategy and contact data, then stage the secure proposal portal as the fallback route.

CalPERS investment opportunities team / proposal triage

registration-ready manager profile, track record, risk metrics, ESG/ops controls; DDQ/ODD packet, data-room index, risk reporting appendix


monthly disclosure tape plus source-backed FAQ page

Downgrade if the monthly PDF cannot be normalized into manager rows after two checks.

Open the monthly disclosure page, download the current PDF, and normalize the monthly rows into a tape.

NYSCRF monthly disclosure and investment office

allocator-ready pitch memo, source-backed FAQ, risk and performance appendix


PCS / managed-account proof page plus board-record mirror

Downgrade if the PCS route never resolves into a dated board, procurement, or platform record.

Resolve the exact PRIM official surface, then extract the board or procurement record that proves the PCS route.

MassPRIM investments / PCS procurement / board-record surfaces


partner-intake page plus annual-report / board-record crosswalk

Downgrade if no annual report or board record proves hedge-fund allocation motion.

Send the partner note to the public intake address and keep the allocator and manager separate until an annual report or board record proves active hedge-fund selection.

Harvard Management Company / endowment intake

Does HMC want a partner-intake conversation, or is there a real hedge-fund allocation review behind the page?

Harvard University Endowment / Harvard Management Company


first-party investment/gov docs plus source-backed FAQ

Downgrade if official investment or governance proof never names the gatekeeper or the intake route.

Use Nicola da Roza as the operating gatekeeper and pitch liquid alts as mission-aligned portfolio-completion capital with downside-buffering and liquidity clarity.

Nicola da Roza / ALSAC investment gatekeeper

Is Nicola da Roza still the correct current liquid-alts gatekeeper, and is outreach direct or consultant-mediated?


Downgrade if the registration page becomes static guidance or stale registration language across two monthly checks.

Use GPIF's alternative-assets registration page as the live intake surface and prepare database-ready manager materials.

GPIF alternative-assets registration system

registration-ready manager profile, track record, risk metrics, ESG/ops controls

Is alternative-asset registration still the correct first-touch surface before formal RFP issuance?


Managers Gate registration packet plus MENA relevance page

Downgrade if Managers Gate is not reachable or the route is clearly relationship-only after two rechecks.

Use PIF Managers Gate as the public external-manager registration path and prepare a mandate-specific packet.

PIF Managers Gate / MENA External Managers Program

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


official manager-context page plus annual-report mirror

Downgrade if only broad marketing survives and no current manager-context surface updates across two cycles.

Approach the external-mandates side of the co-CIO model with portable alpha, systematic, and managed-account proposals.

NZ Super external-mandates lane / co-CIO office


absolute-return and derivatives FAQ plus board-route mirror

Downgrade if only generic brand pages remain and no current governance or research cue appears after two monthly checks.

Lead with absolute-return, derivatives, and low-correlation risk management mapped to the named board and committee contacts.

HOOPP board route / discretionary derivatives team

Does HOOPP buying behavior follow the board and asset-liability route or the discretionary derivatives team first?


Callan alternatives brief plus plan-level procurement mirror

Downgrade if plan-level official procurement sources never separate the buyer from the consultant cluster after two checks.

Tie Chicago-area RFP rows to Callan alternatives and research people before outreach.

Callan / Chicago plan procurement surfaces

Does the current Chicago route go through CTPF, MEABF, Callan, or a separate consultant database first?


advisor one-pager plus model-portfolio fit brief

Downgrade if the advisor prompt cannot resolve to CAIS-retrievable content.

Extract the advisor prompt and retrieval surface into a CAIS-ready answer pack for liquid-alts distribution.

CAIS advisor intelligence / asset-manager relations

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

Which advisor prompts actually drive retrieval, and which are just marketing copy?

CAIS x Claude / CAIS advisor intelligence


DDQ/ODD packet plus platform-compatible fund data sheet

Downgrade if the marketplace still lacks platform-compatible fund data and DDQ fields.

Normalize the marketplace into a diligence packet with subscription, DDQ, reporting, and fit fields.

iCapital marketplace / diligence reviewers

DDQ/ODD packet, data-room index, risk reporting appendix

Which iCapital fields are mandatory for onboarding versus useful for discovery only?


Downgrade if the model-portfolio workflow cannot see the strategy as shelf-fit.

Convert the model-portfolio surface into advisor-research fields that show where a strategy fits in a shelf.

Morningstar Wealth model-portfolio reviewers

Which Morningstar fields control inclusion in advisor workflows versus general research?


family-office allocation brief and report-driven outreach page

Downgrade if no current report or allocation note supports the family-office route.

Extract report timing, allocation language, and segment routing so the packet is usable for UHNW outreach.

Which UBS surface actually drives allocator education: report, adviser page, or UHNW landing page?

UBS Global Wealth Management / Family Office and UHNW


SMA wrapper comparison page and advisor approval workflow mirror

Downgrade if the wrapper only appears in marketing and not in the advisor approval workflow.

Extract the advisor portal and approval workflow so the hedge-fund packet can be compared against wrapper-based distribution.

Morgan Stanley Wealth Management / BlackRock wrapper reviewers

Is the wrapper approved at the advisor-platform level or only described in marketing materials?


Run allocator comparison queries after publishing the comparison page and PDF mirror; fail the asset if fee, liquidity, risk, and source blocks are missing.

Allocator AEO/GEO success requires specific comparison answers, not generic hedge-fund visibility.

Would an allocator accept this answer as a credible first-pass comparison?


Run consultant field and ODD queries; fail the asset if it blurs manager portal, client retrieval surface, and ODD fields.

Consultant workflow pages must be field-specific to influence hidden shortlists.

Which consultant fields are actually searched or exported during first screen?

consultant workflow retrieval verification


Run CAIS/iCapital/advisor platform queries and verify the answer includes model-portfolio fit, liquidity, fees, subscription workflow, and DDQ/ODD summary.

Advisor platform search has different evidence fields than institutional RFP search.

Which advisor-facing field changes whether a strategy becomes listable or recommendable?


Run account-specific queries for NYC BAM, CalPERS, NYSCRF, and MassPRIM after account mirrors are published.

Pitch-now pages need official intake and proof-gap clarity, not only allocator descriptions.

Does the query return enough official intake detail to act today?

account-specific pitch evidence retrieval


Run weak-row queries and verify answer engines do not promote monitor/historical rows as active opportunities.

Good AEO/GEO includes negative evidence so decision makers can trust the source-quality boundary.

Does the negative-evidence page prevent a false-positive pitch?


Publish the Campden family-office one-pager and follow-up packet with roster, sponsor, and qualification fields.

ChatGPT Search, Perplexity, Google AI Overviews, conference-app search

Campden is actionable when qualification, sponsor, and speaker fields are normalized into a current forum route.

Need the current Campden forum page or PDF with named speakers and sponsors.

Which Campden forum page is the best proof surface for current family-office routing?


Normalize member-firm, webinar, and event rows so the network can be reused across firms.

ChatGPT Search, Google AI Overviews, Perplexity, member search

Family Wealth Alliance becomes actionable once member and webinar surfaces are normalized into a reusable graph.

Need current member pages or webinar archives with named firms and contacts.

Which Family Wealth Alliance member page yields a current CIO or research contact first?

member-network routing and referral multiplier

Family Wealth Alliance multifamily-office network route


Extract current conference roster, sponsor, and meeting-booking fields, then route the best forum into a meeting brief.

ChatGPT Search, Perplexity, Google AI Overviews, LinkedIn/news search, conference-app search

The brands are useful only when they resolve to a current roster or meeting path.

Need current-cycle proof for the best route among SALT, iConnections, Sohn, or Milken.

Which conference route produced a real allocator meeting or sponsor-intent clue most recently?

conference-led allocator and family-office access

SALT / iConnections / Sohn / Milken family-office corridor


Translate UBS family-office allocation themes into an answer-engine brief and comparison table.

ChatGPT Search, Perplexity, Google AI Overviews, UBS report pages

Report-driven family-office pages can be turned into reusable allocation briefs.

Need the latest UBS family-office report or archive proof for alternatives language.

Which UBS family-office report topic is closest to a live liquid-alternatives discussion?

UBS Global Wealth Management family-office route


Hold the route as monitor-only until an owned research, report, or event page proves the family-office channel.

J.P. Morgan research portal, ChatGPT Search, Claude, AlphaSense

Private-bank influence is useful, but weak official evidence should not be treated as active pitchability.

Need a current J.P. Morgan-owned research page, report page, or event page.

Which J.P. Morgan-owned page proves this is a live family-office route rather than a generic page?

private-bank family-office proof remediation

J.P. Morgan Private Bank family-office route


Map the advisor portal and approval workflow into a wrapper-compatible pitch packet.

Advisor portal search, ChatGPT Search, Microsoft 365 Copilot, Google AI Overviews

Wrapper-based onboarding defines the approval path before advisor distribution can happen.

Need a current approval workflow or wrapper page that proves the route is live.

Which wrapper or approval step actually controls Morgan Stanley advisor access?

advisor-sold alternatives and wrapper approval

Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper route


Backfill current speaker, sponsor, and registration rows for APB and Hubbis.

ChatGPT Search, Google AI Overviews, Perplexity, conference-app search

APB and Hubbis become routable when the event row resolves to current roster and registration data.

Need current event pages with speaker, sponsor, and registration metadata.

Which APB or Hubbis page gives the cleanest current sponsor and speaker proof?


Normalize CAIS and iCapital intake fields into platform-compatible and answer-engine-friendly assets.

CAIS x Claude, iCapital, ChatGPT Search, Claude, Perplexity

CAIS and iCapital routes turn into distribution gates once the mandatory discovery fields are explicit.

Need current CAIS or iCapital mandatory field proof for the route packet.

Which CAIS or iCapital field is mandatory before the manager becomes listable?

advisor discovery and platform diligence

CAIS x Claude / iCapital advisor-and-diligence route


Map the route fields into the intake checklist and verify each platform gate.

CAIS x Claude, iCapital, ChatGPT Search, Claude, Microsoft 365 Copilot

Platform routes move from monitor to active once the mandatory onboarding or diligence fields are matched.

Need current platform field proof and a clean checklist mapping.

Which field is mandatory versus merely helpful in the onboarding workflow?


Use one shared field contract for all onboarding packets so the same evidence, contact data, and screening logic can be reused across CAIS, iCapital, Aksia, CalPERS, consultant databases, and advisor platforms.

Lock the shared contract first, then derive the platform templates from it.

Reusable packet templates reduce drift between channels that screen the same strategy through different field vocabularies.

Need current, platform-specific intake labels before finalizing the canonical field contract.

Which fields are truly universal across platforms, and which are channel-specific wrappers?

shared onboarding contract for platform packets

Reusable platform onboarding packet schema


Publish advisor one-pagers, model-portfolio fit briefs, liquidity explainers, and comparison blocks so CAIS-style prompts can resolve the strategy without a PDF hunt.

Ship the advisor packet and mirror it into a PDF/deck export.

Advisor discovery improves when the answer is first, the comparison table is source-linked, and the entity name is canonical.

Need the exact CAIS retrieval entry point and live field labels.

Which CAIS surface actually drives discovery: search, Claude-backed retrieval, or advisor login?

advisor retrieval and model-portfolio fit

CAIS x Claude / advisor intelligence packet template


Treat iCapital as a distribution gatekeeper: keep platform-compatible fund data, subscription workflow detail, DDQ answers, and reporting artifacts in one reusable packet.

Separate subscription-ready fields from discovery-only fields and keep the packet aligned to the live platform vocabulary.

Distribution rails decide visibility when they can ingest the fund without reconstruction work.

Need confirmation of mandatory onboarding fields versus discovery-only metadata.

Does iCapital expose exportable field sets or only a gated record view?

wealth-platform onboarding and diligence

iCapital marketplace and due diligence packet template


Package DDQ, ODD, risk reporting, drawdown, transparency evidence, and named people so Aksia workflows can screen the manager cleanly.

Ship a data-room index with DDQ and ODD answers before expanding the marketing layer.

Aksia workflows are diligence queries, not marketing queries.

Need the exact split between manager portal fields and client/MAX retrieval fields.

Which Aksia fields are screening-critical versus follow-up-only diligence?

manager screening and operational diligence

Aksia MAX / manager portal packet template


Keep the eVestment threshold screen and the direct proposal fallback packet separate so the pitch can still land when minimum qualifications are missed.

Refresh the eVestment strategy/contact record and stage the fallback proposal packet.

Missing any one minimum is a hard no-go for the eVestment path; the direct proposal route remains the fallback.

Need the current eVestment export or official page labels before finalizing the screen.

Is eVestment sufficient alone, or does CalPERS still want a direct staff introduction?

eVestment qualification plus direct proposal fallback

CalPERS eVestment / direct proposal packet template


Keep strategy, returns, AUM, capacity, fees, liquidity, and narrative completeness current so consultant search can resolve the manager without PDF reconstruction.

Keep the profile current enough that a search result can stand on its own.

Consultant queries are screening queries: they want the fields, not the pitch deck.

Need a current extraction of the exact profile/export fields from each database surface.

Which consultant field decides shortlist inclusion first: strategy, performance, or operational diligence?

Consultant database manager profile packet template


Translate the strategy into shelf-fit language with model-portfolio fit, implementation fit, subscription readiness, and reporting detail.

Mirror the packet into shelf-ready language before asking for distribution.

Advisor platforms care about implementation burden and shelf fit before they care about the full research memo.

Need platform-specific intake fields for Morningstar Wealth, Envestnet, CAPTRUST, Pathstone, and similar advisor routes.

Which field actually governs shelf inclusion: model portfolio, operations, or relationship routing?

model-portfolio fit and implementation fit


Export the same structured facts into HTML, PDF, deck, and spreadsheet mirrors so no channel depends on a PDF-only fact set.

Mirror every channel packet into a portable HTML, PDF, deck, and spreadsheet bundle.

A mirror works only when the claim set stays synchronized with the live packet.

Need a portable mirror that preserves the same facts as the live pages and database records without drift.

Is PDF or deck the preferred first-touch artifact on the target channel?


Build corporate-pension packet around funded-status protection, liquidity, implementation, and fee discipline; promote only with current plan or consultant evidence.

Corporate pensions usually buy through consultant or fiduciary channels and care more about liability-aware implementation than hedge-fund branding.

Does the plan search through a consultant, internal CIO, or delegated manager platform first?

liability-aware diversifier and consultant-led search


Keep CAPTRUST as a fiduciary-adviser lead until direct manager-screening workflow proof is captured.

Large OCIO and fiduciary advisers are hidden gatekeepers for outsourced institutional capital.

Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?


Prepare delegated-capital fit packet and fetch current Russell workflow proof before promotion.

If capital is delegated, the real buyer may be the OCIO team rather than the nominal asset owner.

Is the real buyer the asset owner, the OCIO team, or a delegated fiduciary adviser?

Russell Investments delegated capital route


Map Cambridge-facing content to foundation/endowment CIO language and research-led manager profile needs.

Research-heavy OCIO channels need source-backed comparisons and ODD evidence before manager visibility improves.

Does Cambridge own the manager search directly or shape it through foundation/endowment advisory work?

foundation/endowment OCIO and research route

Cambridge Associates OCIO and foundation route


Separate Verus legacy consultant evidence from current Cerity institutional route before active outreach.

OCIO consolidation can move manager decisions into delegated platforms where research teams are the real buyer.

Which current Cerity/Verus workflow owns manager intake and diligence?


Treat Russell Investments and CAPTRUST as gatekeepers and only upgrade AAA Auto Club Group after an official insurance-office source, conference bio, regulatory filing, or direct staff source validates the named gatekeeper and current search window.

SME verification, conference bios, insurance filings, consultant database

Downgrade if the row still rests on scraped people lists, trade press, or no current intake surface after two checks.

Verify the gatekeeper name and route, then package a capital-efficient DDQ/ODD packet.

Insurance filings, conference bios, regulatory filings, consultant database entries, and insurer staff pages

allocator-ready pitch memo, source-backed FAQ, risk and performance appendix

Delegated insurance capital is usually screened by OCIO and fiduciary layers before direct manager intake, so the route should stay source-gated until first-party proof appears.

Promote when a first-party insurance investment-office page, conference bio, regulatory filing, or direct staff source validates the gatekeeper and search window.

Ask an insurance-allocator SME whether Caitlin Mooney or another current AAA Auto Club Group investment officer screens liquid alternatives, and whether outreach should be direct or consultant-mediated.

systematic, market-neutral, and liquid-alternatives sleeves for capital-efficient insurance general accounts


Use St. Jude ALSAC as the named hospital-related allocator, keep Mass General Brigham as the review-window backstop, and lead with mission fit, downside buffering, and liquidity.

public web, consultant database, internal investment committee packet

Downgrade if the row still depends on recovered notes or scraped people-list evidence.

Backfill the official proof surface and separate ALSAC from the healthcare-system review window.

St. Jude financial-information page, annual report, Form 990, staff bio, board record, and CIO transition materials

RFP response pack, fee/liquidity schedule, implementation plan, references

Hospital targets split between a true alternatives allocator and a healthcare-system review window; do not collapse them into one generic healthcare bucket.

Promote when an official investment-office source, annual report, Form 990, or staff bio validates the gatekeeper claim.

Ask a hospital-endowment SME whether ALSAC or St. Jude directly screens liquid alternatives and which official document exposes the route.

mission-aligned portfolio-completion capital with downside buffering and liquidity clarity


Pitch governance-friendly quant sleeves next to mission, real-assets, and sustainable-investment exposures, and use Cambridge only when the foundation is outsourced.

investment office, committee memo, foundation portal, IC materials

Downgrade if the only evidence is a generic foundation name or stale staff list.

Build one foundation-facing packet that can be reused across MacArthur and Kellogg.

Investment office, committee memo, foundation portal, IC materials

Foundation allocators with explicit private-equity leadership or sustainability seats can absorb liquid alts when the packet is governance-safe.

Promote when a first-party source proves the current investment role and a plausible manager-selection surface.

Does the foundation review liquid alts through a private-equity or total-portfolio lens?

governance-friendly liquid alternatives and quant strategies that sit next to mission, real-assets, and sustainability exposures


Use the Harvard Management Company partner-intake surface as the public entry point, but keep the hedge-fund allocation thesis gated until an annual report or board record proves active manager selection.

Downgrade if the row still relies on trade press or the partner page alone.

Extract the annual report or board record before treating Harvard as an active hedge-fund allocation search.

HMC partner-intake surface, annual report, board record

Partner pages prove intake, not a live allocation review.

Promote only after extracting an annual report or board record that proves active manager selection.

Does HMC want a partner-intake conversation, or is there a real hedge-fund allocation review behind the page?

new-manager relationship intake with risk-off evidence, transparency, and consultant-friendly routing