Use the Goldman/AAAIM node to reach adjacent allocator and advisor networks with a concise research packet.

Advisor and institutional speakers can bridge to allocator diligence, especially when the event surface is identity-rich.

Does Candice N. Tse influence advisory workflow, distribution, or internal research prioritization?

advisor / institutional speaker outreach


Route manager materials through a due-diligence-ready format that aligns with Albourne screening.

Consultant QDD leads are high-leverage because they shape manager shortlist quality before allocator review.

Is Christina Stavrinides the right operational contact or should outreach go via a relationship owner?


Package the strategy for managed-account deployment language and platform diligence.

Alternative managed-account surfaces are a separate route from direct allocator CIO outreach.

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

managed-account platform / alternatives distribution


Lead with an OCIO-ready packet that can be routed through Cambridge's global investing workflow.

Consultant leadership seats can open multiple allocator relationships through one institutional workflow.

Is Samantha Davidson involved in direct manager selection, delegated OCIO, or both?


Map the board packet route before attempting any manager-introduction request into PIF.

Board-adjacent operating roles often control the first acceptable contact path into sovereign allocators.

Should the first touch target the board secretary route, the investment team, or an external manager-registration process?

sovereign board / operating gatekeeper outreach


Fetch the secure proposal portal and any upload or instruction page, then normalize the live submission fields into a manager-ready packet.

Submission path may require minimum AUM or existing relationships

Instruction page may separate upload rules from the landing page

Go only if the portal accepts live submissions or clearly routes to due diligence; no-go if it is only a static information page.

A standing portal creates a live intake route even when no formal RFP is open.

Does the secure portal route directly to the Investment Office, a triage queue, or an emerging-manager referral first?

CalPERS Investment Proposal Submission official portal


Fetch the qualification criteria and any eVestment references, then normalize the discovery requirements and direct-contact fallback.

Qualification thresholds may exclude smaller strategies

Discovery may be eVestment-only until AUM or registration tests are met

Go only if the page shows a current live manager intake route or explicit fallback submission path; no-go if it is merely a directory entry.

Manager-intake pages matter when the screen criteria and contact method are explicit.

Is this a live manager intake route or just a general opportunity listing?

public manager qualification and eVestment discovery

CalPERS Public Investment Manager Opportunities official eVestment path


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

Attachments may be hidden behind shortlist or registration

Board page may only summarize a future solicitation

Award-path metadata may be absent on the public page

Go only if the board page exposes a real search launch with attachments or addenda; no-go if the surface is just a future notice.

The announcement is actionable only when the addenda and award path are captured.

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

public procurement / passive indexing search

NYC BAM passive indexing search attachment/addenda gap


Open the board-material archive and capture the July 16-17, 2026 agenda, board book, summary, and recording URLs.

Archive may separate agenda, book, summary, and recording across different pages

Meeting materials may only include a presentation deck

Manager-change evidence may be implicit rather than explicit

Go only if the meeting-specific packet includes agenda or board-book evidence with an approval or manager-change cue; no-go if it is only a presentation archive.

Board books are the best source when committee motions or approvals move manager decisions.

Do the materials include an approval or manager change, or only a presentation deck?


Fetch the March 2026 disclosure PDF and normalize manager names, transaction types, placement agents, and close dates.

The PDF may contain only routine/no-activity rows

Hires and terminations may be embedded inside long transaction text

Placement-agent statements may repeat without changing pitchability

Go only if the report exposes a true manager move, commitment, or liquidation; no-go if it is just a routine disclosure with no routing value.

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

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

NYSCRF Monthly Disclosure of Investments and Transactions


Fetch the program page and any partner or eligibility language, then map the graduation path into allocation.

The program may be informational without a live allocation path

Asset-class parameters may be incomplete or stale

Go only if the page exposes a current routable allocation path or explicit partner surface; no-go if it is generic program branding.

Emerging-manager programs matter when graduation criteria map to a real allocation path.

Does graduation still map to a live allocation path or only to general program status?


Fetch the current-year quarterly report and normalize manager, mandate, asset class, allocation, consultant, and selection-date fields.

Report may only restate prior-quarter reporting

Selection dates may be missing or ambiguous

Allocations may be too small to change pitch timing

Go only if the report shows fresh onboarding, a new mandate, or a replacement signal; no-go if it is only a reporting formalism.

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


Submit or monitor the vendor-interest record so the firm can be notified when matching solicitations appear.

Form may be aimed at general service providers rather than investment managers

Go only if the form can reasonably route investment-manager or liquid-alts interest to a live notification path; no-go if it is purely operational/procurement admin.

The official form can create pre-RFP visibility when SBA attempts to notify firms about matching solicitations.

Does the future-solicitation form notify investment-management opportunities or mostly operational/professional-services categories?

Florida SBA Future Solicitations Request official form


Use the posted June 18 agenda as the anchor, then extract agenda, book, and audio rows for allocation items, manager items, and approvals.

Archive may only show an agenda row with no downloadable packet

Book or audio may not exist for the posted meeting

Allocation items may be absent even if the meeting is public

Go only if the archive exposes current meeting materials with a book or audio row; no-go if only an agenda label is present.

UTIMCO's archive becomes pitchable when agenda/book/audio rows reveal allocation motion.

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

board archive / allocation and manager-change detector

UTIMCO June 18 2026 Board Agenda official link


Keep KCERA as a monitored negative RFP surface and pair it with board agenda extraction for manager-review cues before any formal RFP appears.

Page may remain explicitly closed or empty

Board agenda cross-reference may be missing

No open RFP may mean no pitchable window yet

Go only if the page flips from negative monitor to an open procurement cycle or the board packet shows a manager-review cue; no-go if it stays closed.

A negative official RFP page is still useful when paired with recurring board and committee agenda monitoring.

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

KCERA Request for Proposals official negative monitor


Do not promote the route until an official board, procurement, or award record proves the platform is manager-facing.

No official board or procurement proof yet

Trade-press or local inference is not enough

official board / procurement / award record still unresolved

Go only if an official PRIM record proves managed-account status and manager-facing access; no-go until then.

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 proof gap


Keep HMC as the operating manager node and move allocator facts to Harvard University Endowment instead of collapsing aliases.

Manager and allocator facts will keep fusing, which breaks target segmentation and ownership traversals.

SELECT name, type, attrs FROM nodes WHERE name IN ('Harvard Management Company (HMC)', 'Harvard University Endowment');


Canonicalize GIC to one sovereign allocator node and keep committee or leadership records as subnodes only.

Acronym-only references can spawn duplicate sovereign nodes or get mistaken for governance surfaces.

SELECT name, type, attrs FROM nodes WHERE name LIKE 'Government of Singapore Investment Corporation%' OR name='GIC';

Government of Singapore Investment Corporation (GIC)


Treat CPPIB and the parenthetical spelling as aliases only so the Canadian allocator stays on one node.

The allocator graph fragments across multiple CPP spellings and loses relationship density.

SELECT name, type, attrs FROM nodes WHERE name LIKE 'CPP Investments%';


Keep the firm label canonical and preserve David E. Shaw as a separate founder/person node.

Founder and firm identities can drift into one another and pollute manager research and contact routing.

SELECT name, type, attrs FROM nodes WHERE name LIKE 'D.E. Shaw%' OR name LIKE 'David%Shaw%';


Re-type Albourne Partners as a vendor/consultant gatekeeper, not an LP.

Consultant routing and gatekeeper search will misclassify the firm as capital instead of influence.

SELECT name, type, attrs FROM nodes WHERE name='Albourne Partners';


Re-type Innocap as a vendor/platform node so managed-account infrastructure does not sit in the fund bucket.

Managed-account platforms will contaminate the fund universe and distort LP-to-manager analysis.

SELECT name, type, attrs FROM nodes WHERE name='Innocap';


Lock NEPC to the consultant/OCIO node and keep the Northeast Pension Consortium as a separate allocator consortium.

An acronym collision will merge two unrelated gatekeepers and distort consultant coverage.

SELECT name, type, attrs FROM nodes WHERE name IN ('NEPC', 'Northeast Pension Consortium');


Keep GPIF as the allocator and model manager-registration and index-posting pages as process surfaces only.

Process pages will be mistaken for entity nodes and the allocator graph will lose clean traversal boundaries.

SELECT name, type, attrs FROM nodes WHERE name LIKE 'Japan Government Pension Investment Fund%' OR name LIKE 'GPIF%';

Japan Government Pension Investment Fund (GPIF)


Keep PIF as the sovereign allocator and treat Managers Gate as an intake surface, not a peer identity.

The allocator can be duplicated by a workflow page and hidden gatekeeper relationships get muddled.

SELECT name, type, attrs FROM nodes WHERE name LIKE 'Public Investment Fund%' OR name='PIF Managers Gate';


Keep Aksia manager intake separate from the MAX client/reporting surface so manager submissions and client analytics do not blur.

Manager-facing workflow and client reporting will collapse into one node and mask the real screening path.

SELECT name, type, attrs FROM nodes WHERE name LIKE 'Aksia%Portal%' OR name LIKE 'Aksia MAX%';


Keep the distribution marketplace separate from the research and due-diligence workflow.

Distribution and diligence signals will blur, making platform routing less useful for advisor GTM.

SELECT name, type, attrs FROM nodes WHERE name LIKE 'iCapital Marketplace%' OR name LIKE 'iCapital Research%';


Keep CAIS asset-manager, advisor, home-office, and login surfaces as separate nodes so each GTM route stays legible.

Advisor discovery, gated login, and asset-manager distribution will collapse into one generic CAIS node.

SELECT name, type, attrs FROM nodes WHERE name LIKE 'CAIS %Site' OR name='CAIS Member Login';


Use the CalPERS secure proposal portal as an official standing intake route; prepare proposal, track record, implementation fit, fees, liquidity, risk controls, and references before submission.

CalPERS confirms external managers may submit proposals through a secure online portal; outcomes include declined, additional due diligence, or emerging-manager adviser referral.

Actual secure portal form fields sit behind the Submit Your Investment Proposal link and may require interactive access.

Does the secure proposal portal route a liquid systematic strategy to a central triage queue, public-market staff, or an emerging-manager adviser first?

direct investment proposal portal / liquid quant pitch intake

CalPERS Investment Proposal Submission live official page


Refresh Nasdaq eVestment strategy and contact records if thresholds are met; otherwise use the direct proposal submission fallback.

CalPERS continuously searches external public-market managers through Nasdaq eVestment and lists hard minimum qualifications for global equity and fixed income.

Need manager's actual AUM, strategy AUM, GIPS status, and eVestment record freshness to determine go/no-go.

For systematic public strategies below the listed thresholds, is direct proposal submission meaningfully reviewed or mostly archived?

CalPERS Public Investment Manager Opportunities live official page


Register/download the notice, extract the full Notice of Search PDF, and submit required information to the Systems' consultants databases by July 15, 2026 at 11:59 PM EST.

The official page confirms the search is not merely a future notice: it provides PIN, bureau, closing date, contact email, question deadline, and a downloadable Notice of Search link gated by a form.

The full Notice of Search PDF must be downloaded via the form or link and normalized for minimum requirements, consultant database names, scoring, and award path.

Which consultants' databases count for the July 15 submission requirement, and are smart beta/ESG/carbon index capabilities enough to create adjacent systematic-manager outreach?

equity index investment management products and services search

NYC Comptroller Equity Index Notice of Search live official page


Build the master response packet around solicitation attachments, addenda, deadline, requirements, award path, contract-expiry context, and replacement-cycle evidence.

Go only if the current request is routable and the attachment and addendum URLs are captured; no-go if the surface is only a future notice, stale archive, or generic calendar entry.

Source appendix / transcript / filing pack

public web
consultant database
internal investment committee packet

This is the clearest live replacement-cycle window in the corpus and the one most likely to convert into a real allocator review.


Publish the canonical manager landing page, FAQ and comparison hub, source appendix, JSON-LD schema, and PDF/deck mirror that answer the same allocator questions across public answer engines.

Go only if the answer-first page is dated, source-linked, and entity-disambiguated; no-go if the content is generic, thin, or missing primary-source support.

Performance / factor / drawdown workbook

JSON-LD entity / FAQ / FinancialProduct schema

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

These questions are the public discovery layer that allocators and analysts hit before they open a diligence packet.

answer-first discovery for quant hedge fund fundraising


Package manager profile fields, DDQ/ODD evidence, fee/liquidity/capacity terms, advisor-fit language, and platform-compatible fund data in the local consultant and private-wealth routing language.

Go only if the SME can confirm a real gatekeeper and mandatory onboarding fields; no-go if the route is only descriptive branding without a submission path.

Advisor one-pager / model-portfolio fit brief

MercerInsight/eVestment
Aksia MAX / Manager Portal
Callan / RFP networks
CAIS x Claude
iCapital Marketplace / Due Diligence
J.P. Morgan Private Bank

Consultant and platform screens decide whether the manager gets into the shortlist at all.

consultant screening and advisor-platform readiness

Consultant and private-wealth diligence pack


Normalize canonical titles, tags, DDQ history, ODD notes, committee decisions, memo status, spreadsheets, and timestamps so internal copilots can return the current record cleanly.

Go only if the current memo, decision log, DDQ history, and spreadsheet are canonicalized and searchable; no-go if the packet is still a loose collection of files.

Microsoft 365 Copilot
Glean Assistant
Atlassian Rovo
Bloomberg ASKB
FactSet AI

Internal diligence moves faster when the same evidence is retrievable in the work tools allocators actually use.


Keep the public page, FAQ, JSON-LD, PDF, and deck mirror in sync so the same claims survive both web discovery and offline sharing.

Go only if the mirror is content-identical on fees, liquidity, capacity, and risk language; no-go if the deck or PDF diverges from the canonical page.

This is the glue that makes the same GTM content usable across answer engines, downloads, and live conversations.


Resolve the portal URL, then confirm whether the page still routes managers into a live submission workflow or a static notice.

site:calpers.ca.gov investment proposal submission CalPERS

CalPERS investment manager opportunities proposal submission

A standing portal can become the manager intake route even when no formal RFP is open.

Does the portal still route directly to the Investment Office or a triage queue?


Resolve the page URL and check whether the route is still a live manager-intake screen or only a directory listing.

site:calpers.ca.gov public investment manager opportunities CalPERS

CalPERS eVestment public investment manager opportunities


Resolve the board page, then capture the attachment, addendum, and award-path URLs that make the search actionable.

rfps-solicitations passive-indexing-notice attachment-pdfs addenda-pdfs award-path

site:comptroller.nyc.gov rfps solicitations passive indexing NYC BAM

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


Resolve the archive and extract the July 16-17 agenda, board book, summary, and recording URLs.

board-meeting-materials july-16-17-2026-agenda board-book summary recording

site:trs.texas.gov board meeting materials July 2026 TRS


Keep the March 2026 disclosure URL pinned and normalize the monthly-disclosure artifact name.

site:osc.ny.gov March 2026 common retirement fund PDF

NYSCRF monthly disclosure investments transactions March 2026


Keep the program page URL pinned and normalize the allocation-route artifact name.

site:osc.ny.gov emerging manager NYSCRF
NYSCRF emerging manager program


Pin the quarterly report URL and standardize the new-manager report artifact name.

site:sbafla.com new manager reports 2026 Q1

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


Resolve the form URL and confirm whether it still routes investment-manager interest into a notification path.

site:sbafla.com future solicitations request

Florida SBA future solicitations request

The official form can create pre-RFP visibility when SBA notifies firms about matching solicitations.

Does the form notify investment-management opportunities or mostly operational categories?


Resolve the archive and extract agenda, book, and audio rows for the June 18 meeting.

site:utimco.org meeting resources June 18 2026

Which UTIMCO archive fields are actually posted for June 18, 2026?


Resolve the RFP URL and verify whether the page has flipped from a negative monitor to an open procurement cycle.

site:kcera.org request for proposals rfp

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


Resolve the official PRIM anchor and determine whether the managed-account platform or PCS route is actually manager-facing.

PRIM-investments-page board-record procurement-record award-notice PCS-proof-packet

MassPRIM PRIM investments
MassPRIM managed-account platform PCS
Portfolio Completion Strategies PRIM

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


Use the Goldman private-wealth channel to route a concise, advisor-ready liquid-alts packet and ask which desk owns manager evaluation for UHNW and family-office relationships.

A named global private-wealth co-head is a stronger access surface than generic wealth-marketing outreach.

Does the real routing happen through the private-bank desk, product specialists, or a family-office team?

private bank / global private wealth access


Treat ILPA as an allocator-shaping surface and use it to refine language around governance, transparency, and member-friendly manager selection.

LP associations influence allocator norms even when they are not direct buyers.

Is ILPA being used here for education, direct placement, or conference adjacency only?

institutional LP education and standards route


Package manager materials for consultant screening first, then ask whether the right next step is QDD, a relationship intro, or allocator shortlist routing.

Consultant gatekeepers can control which managers survive the first pass long before allocator meetings happen.

Should outreach land with QDD, a relationship owner, or a conference-side introduction first?

consultant screening and due-diligence gate


Lead with private-markets framing, but keep the packet allocator-grade: liquidity terms, drawdown controls, and governance-friendly transparency.

A CIO with private-markets responsibility is a live manager-selection contact, not a passive speaker node.

Is the right buyer the CIO, a private-markets team, or a committee layer above her?

public pension / private markets allocator outreach


Use the Victorian Funds Management Corporation seat as a public-allocator entry point and mirror the allocator-safe language used for other pension and sovereign prospects.

International public-allocator CEOs can be useful equivalents when the US allocator set is crowded.

Is this a CIO-equivalent seat for manager search, or a more strategic governance role?

Australian public allocator / manager search route


Treat Hostplus as a superannuation allocator route and lead with scale, liquidity, and implementation discipline rather than hedge-fund mystique.

Superannuation allocators often want a plain-language implementation story before they care about strategy branding.

Does Hostplus use direct manager outreach, consultant mediation, or both?


Use the Singapore office angle as a regional routing clue and ask whether the allocator review is locally sourced or routed through Oslo.

Regional office leaders are often the practical access point for sovereign allocators with global portfolios.

Does the Singapore office own relationship intake, or is it only a regional coordination point?

sovereign allocator / Singapore office route


Use the Northwestern Mutual CIO seat to pitch risk-managed, liquid, and implementation-light strategies with a clear governance appendix.

Insurance allocators are sensitive to risk framing and operational simplicity, not just return upside.

Is the routing direct to CIO review or through a multi-stage manager committee?


Treat the Lockheed Martin seat as a corporate allocator route and emphasize resilience, risk controls, and implementation fit over style-factor marketing.

Corporate CIOs can be reachable when the packet is framed around treasury discipline and portfolio risk, not just hedge-fund alpha.

Does the corporate investment office screen this directly, or through an outsourced consultant?


Use the Milken Institute operator layer to understand who controls speaker curation, program access, and side-event adjacency.

Event operators determine access even when they are not the end buyer.

operator_contact, speaker_pitch, side_event_note, program_fit, sponsorship_follow_up

Does the operator layer control speaker invites, side meetings, or sponsor adjacency first?


Use the CAIA layer to reach allocator education, conference visibility, and content-sharing surfaces before going direct to buyers.

Credentialing bodies can function like access multipliers even when they are not allocators themselves.

Does CAIA influence event distribution, credentialing, or allocator education most strongly here?

credentialing and conference-access route


Use board agendas, committee packets, and named CIO seats to route systematic, macro, and risk-mitigating strategies into public plans with visible review windows.

The local corpus has enough named public-plan coverage to treat board-packet workflow as a route set, not a single broad bucket.

Does the current route go through the CIO, a committee packet, or a consultant before any manager meeting?

public pension board and committee packet routing


Lead with a manager-search memo that makes governance, transparency, and implementation fit obvious for university endowments and institutional trust funds.

Named endowment offices in the recovered batches are more actionable than generic university labels.

Is the actual buyer the investment office, the CIO, or a consultant-preloaded review process?

endowment CIO and investment-office outreach


Package liquid alternatives as mission-aware portfolio-completion tools and keep the packet concise enough for governance-heavy foundation review.

Foundation CIO seats in the corpus are best reached with a mission-fit story and a clear downside-control frame.

Does the foundation take direct CIO pitches or require a committee packet first?


Treat hospital capital as two distinct routes: ALSAC-style mission-aligned alternatives and Mass General Brigham-style review-window allocation pressure.

The corpus distinguishes a hospital-related alternatives allocator from a healthcare-system review window, so the packet should not collapse them into one generic healthcare bucket.

Is the current entry point the operating gatekeeper, the CIO, or a finance/review process?

hospital and healthcare-system alternatives outreach


Use registration, manager-gate, and external-manager program language for sovereign pools rather than board-packet language used for public pensions.

The local corpus separates sovereign registration surfaces from public-pension board and committee workflows.

Does the sovereign allocator prefer direct manager registration, an external-manager team, or a formal board approval step?

sovereign allocator registration and external-manager routing


Lead with capital efficiency, liquidity, and easy-to-diligence implementation so the strategy fits insurance general-account or life/pension review mechanics.

The local corpus shows both direct insurance portfolios and OCIO-adjacent insurance review surfaces.

Is the actual buyer the insurer's internal team or an OCIO/consultant wrapper?

insurance general-account and life/pension outreach


Use founder- or CIO-led family-office routes for direct, concise packets that emphasize transparency, capacity, and implementation fit.

The recovered APAC and MENA batches give several named family-office seats that are better than a generic family-office bucket.

Is the route founder-led, CIO-led, or mediated by a family-office platform or network?

single-family and private-office outreach


Submit through the secure CalPERS proposal portal and keep the diligence follow-up packet ready: track record, implementation fit, fees, liquidity, risk controls, and references.

The portal is a live near-term intake route rather than a generic marketing page.

Does CalPERS triage unsolicited proposals centrally, through asset-class teams, or through a sponsor contact?

direct proposal intake / systematic public strategy submission


Refresh the Nasdaq eVestment profile and keep a direct-contact fallback ready if size thresholds or qualification filters exclude the strategy.

The manager-opportunities page supports standing intake and a contract-rollover watch for public-market managers.

Is eVestment completeness the first screen, or is direct staff contact the stronger route?

public manager-registration / roster watch

CalPERS Public Investment Manager Opportunities


Prepare the submission packet and procurement checklist before the July 15 close, and retain the 2017-to-2026 replacement-cycle evidence in the packet.

A live search with an explicit deadline is a real pitch window only if the manager-search packet includes attachments and award-path detail.

Does the search packet expose the actual award path and addenda, or only a notice that a search exists?

replacement-cycle search / passive-indexing mandate refresh

NYC Bureau of Asset Management passive indexing manager search


Watch the RFP board and bureau tabs for new investment-related procurement notices and mirror all asset-management announcements into the pitch tracker.

The solicitation board is the official live intake monitor for the NYC asset-management search environment.

Is this page only a notice board, or does it route active procurement submissions?

investment-related procurement notice watch


Mine the monthly disclosure cadence for hires, terminations, transactions, and placement-agent involvement.

Monthly reporting exposes the capital-deployment trail, not just the current holdings snapshot.

Does the disclosure page reliably surface manager hires and terminations quickly enough to act on them?

manager hires / transactions / placement-agent activity


emerging-manager graduation / direct-allocation window


Use the board book, summary, and recordings to extract approvals, commitments, and manager-change references tied to the July 2026 cycle.

Board materials are the strongest local proxy for real motion in the TRS allocation cycle.

Do the July materials include actionable approval or commitment items, or only informational updates?

board approvals / commitments / manager changes


Keep the RFP page in the weekly monitor loop and look for any change from the current no-open-RFP status.

A negative RFP page is still actionable because it confirms the absence of an open procurement cycle at capture time.

Does the board/committee cadence imply a near-term search even though the RFP page is closed?


Submit or monitor the vendor-interest form so the strategy is on the notification list when matching solicitations appear.

The intake form is a pre-RFP alert path, not just an archive page.

Is the form used for investment-manager opportunities, or only for general vendor outreach?

future procurement notification / vendor-interest intake

Florida SBA Future Solicitations Request


Watch each quarterly report for new manager names, mandates, consultants, and selection dates that indicate fresh capital deployment.

A quarterly onboarding tape can surface replacement or expansion activity before the next formal solicitation opens.

Do the reports show actual new allocations, or only reporting formalities?

fresh allocations / manager onboarding tape


Prepare registration-ready manager materials with track record, quantitative data, liquidity terms, and operational controls.

The registration system is a live pre-RFP gate for new strategies.

Are the registration fields hard filters, or only a soft intake screen?

equities, bonds, and alternative-assets manager-registration


MENA external-manager registration / standing intake


Keep Mercer current with exact strategy taxonomy, returns, AUM, liquidity, contacts, and manager-research fields, then route the packet through consultant-screening language.

Consultant search mechanics decide whether a manager is discoverable by capacity, fees, liquidity, and strategy taxonomy.

Does Mercer route this strategy through consultant search, an OCIO workflow, or only named-contact follow-up?

consultant screening and manager-discovery routing

Mercer alternatives and OCIO search surface


Prepare a Callan-facing packet that can route through the RFP watchlist with deadlines, board packet language, and consultant-ready manager-database fields.

RFP network routing is a hidden influencer because a valid search must clear the consultant path before it reaches allocators.

Which Callan search fields control whether a manager is forwarded, deferred, or archived?

RFP routing and institutional search mechanics


Package a consultant-ready manager brief that maps directly to NEPC alternatives, manager-research, and OCIO workflows.

NEPC becomes a hidden gatekeeper when manager research, OCIO committee work, and search mechanics are separated cleanly.

Does NEPC need a dedicated manager-research contact or just a general consultant submission packet?


Prepare DDQ, ODD, data-room index, risk reporting, transparency evidence, and named research people for the Aksia workflow rather than a generic consultant intro.

Aksia should surface as hedge-fund screening plus ODD, not generic institutional consulting.

Which Aksia packet fields move a manager from portal visibility to a live research conversation?


Separate alternatives managed accounts from governance and risk oversight, then package the packet for Wilshire's routing language.

Wilshire is a hidden route because the alternatives platform and the OCIO workflow are not the same buyer.

Does Wilshire's workflow require a platform-specific pitch or only an OCIO routing note?

investment consulting / OCIO / alternative assets


Lead with ownership clarity and route to an institutional-consulting packet that separates advisory economics from product economics.

OCIO consolidation moves the decision into a delegated platform where the research team is the real buyer.

After the Cerity/Verus transition, who actually screens new managers and how is the route documented?

Verus / Cerity Partners institutional consulting


Publish advisor-ready one-pagers, model-portfolio fit notes, liquidity and fee explainers, and platform-compatible diligence metadata.

Advisor platforms determine whether a strategy appears as shelf-fit, a diligence item, or a missed distribution opportunity.

Which CAIS or iCapital fields are required before an advisor can meaningfully compare the strategy?

advisor alternatives discovery and due diligence

CAIS x Claude and iCapital platform routes


Keep this as a monitor-only private-bank route until a public research page, report page, or event page is surfaced in the corpus.

Private-bank research heads influence allocation even when the public surface is still thin or monitor-only.

Which J.P. Morgan-owned surface actually drives family-office education: research, report, or event content?

family-office hedge funds / alternatives research


Extract report cadence, allocator language, and segment routing so the packet is usable for UHNW and family-office outreach.

UBS matters when its family-office pages expose report timing and allocation language that a decision maker can use.

Which UBS surface is the real route: report, adviser page, or UHNW landing page?

UBS Global Wealth Management / Family Office and UHNW


Normalize member firms, sponsors, speakers, dates, and audience types into a conference-routing packet instead of treating the event brands as generic marketing surfaces.

Conference and program owners control who sees the strategy before a direct allocator meeting ever happens.

Which owner-specific fields determine whether this becomes a speaker, sponsor, or delegate route?

family-office and private-bank event routing

Family Wealth Alliance / Campden Wealth / Asian Private Banker / Hubbis


Build source-linked comparison tables, claim-vs-evidence tables, bear-case memos, transcript and filing references, and clean entity naming for answer-engine retrieval.

Decision makers start with answer engines, so these surfaces can steer the short list before a human ever opens the DDQ.

Which answer engine does the target team trust most for allocator research, and what source ratio do they expect?

public answer-engine discovery for allocator-intent queries

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


Create a Copilot-visible workstream pack with a current memo, committee summary, meeting notes, spreadsheet tables, decision log, DDQ index, and dated source appendix.

If the allocator keeps diligence inside Microsoft 365, permissions and document structure can matter more than public SEO.

Does the investment team store diligence in SharePoint or Teams, and what metadata controls retrieval?

permissioned internal memo and spreadsheet retrieval

Microsoft 365 Copilot / SharePoint / Teams


Publish artifacts with canonical titles, tags, DDQ history, ODD notes, committee decisions, epics, and roadmap updates so enterprise search can resolve the manager correctly.

Enterprise search assistants become hidden memory layers for prior diligence, objections, and implementation decisions.

Which canonical title and alias set makes the strategy retrievable inside Glean or Rovo?

enterprise knowledge-base and implementation retrieval


Create a cited research pack with clean tables, transcript and filing references, factor tables, attribution workbook, methodology page, and slide-ready evidence blocks.

Research workflows shape allocator judgment when provenance, timestamps, and entity resolution are visible in the packet.

Which of these workflows is the first stop for the target decision maker when comparing managers?

cited research, transcript, filing, and attribution workflow

AlphaSense / Bloomberg ASKB / FactSet AI


Download the notice PDF, capture any addenda URLs, and record the consultant-database names and submission fields required by the page.

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

Notice PDF URL, addenda URLs, consultant-database names, submission deadline, contact email, PIN, bureau, and download-form fields.

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

passive-indexing search notice download / consultant-database submission

NYC Comptroller Equity Index Notice of Search


Fetch the secure proposal portal and any upload or instruction page, then normalize the live submission fields into a manager-ready packet.

A standing portal creates a live intake route even when no formal RFP is open.

Does the secure portal route directly to the Investment Office, a triage queue, or an emerging-manager referral first?


Fetch the qualification criteria and any eVestment references, then normalize the discovery requirements and direct-contact fallback.

Manager-intake pages matter when the screen criteria and contact method are explicit.

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

public manager qualification and eVestment discovery


Open the archive and capture the July 16-17 agenda, board book, summary, and recording URLs.

Board materials are the best local proxy for commitments, approvals, and manager changes in the TRS cycle.

Meeting date, agenda URL, board book URL, summary URL, recording URL, approvals, commitments, and manager-change references.

Do the materials include an approval or manager change, or only a presentation deck?

board book and manager-change extraction


Normalize the March 2026 PDF into a transaction tape with row-level manager, amount, and placement-agent fields.

Monthly disclosure pages matter when they reveal manager moves before summary commentary does.

Month, manager name, asset class, transaction type, hire or termination marker, placement-agent field, amount, close date, and document URL.

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

NYSCRF Monthly Disclosure of Investments and Transactions


Download the quarterly report and extract manager, mandate, asset class, selection date, allocation, consultant, and report URL rows.

Quarterly new-manager reports can reveal fresh allocations and manager onboarding activity before the next solicitation opens.

Quarter, manager, asset class, mandate, commitment or allocation, consultant, selection date, and document URL.

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


Submit vendor-interest information and keep the notification fields aligned to investment-management relevance.

The form is a pre-RFP alert route, not just an archive page.

Category, vendor type, submission method, notification rule, contact, date observed, and comments or service-interest language.

Is the form used for investment-management opportunities, or mostly for general vendor outreach?


Use the meeting archive to extract agenda, minutes, book, and audio rows for the June 18 meeting.

The archive becomes pitchable when agenda/book/audio rows reveal allocation motion.

Meeting date, agenda URL, book URL, audio URL, book section, agenda item, allocation item, manager item, approval, and board member mention.

Which UTIMCO archive fields are actually posted for June 18, 2026?

board archive / allocation and manager-change detector


Keep the page in the weekly monitor loop and recheck for any change from the current no-open-RFP status.

A negative RFP page is still useful because it confirms the absence of an open procurement cycle at capture time.

Page text, observation date, open-RFP status, RFP title, deadline, contact, and board-agenda cross-reference.

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


Hold MassPRIM as a monitor until an official board, procurement, or platform record proves the managed-account route.

Implementation-structure claims require primary plan records before they are used as allocator-specific pitch evidence.

Board or procurement record proving managed-account platform or PCS timing.

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

managed-account platform / PCS verification

MassPRIM managed-account platform proof gap


Use the CIO-change window to reposition quant sleeves around total-fund fit, governance language, and implementation clarity rather than siloed hedge-fund framing.

A CIO appointment is a clean SME-verifiable trigger for a new review regime and a fresh set of manager-language preferences.

Check the CalPERS board materials or announcement for the appointment date and the prior NZ Super role.


Pitch around contribution to total-fund outcomes, active-risk budget use, and implementation fit instead of a standalone hedge-fund bucket.

When an allocator moves to a total-portfolio framework, the sale shifts from asset-class alpha to portfolio completion and risk contribution.

Does the board record show a single reference portfolio replacing separate asset-class benchmarks?

total portfolio approach / portfolio completion


Use this as the negative hedge-fund case: answer fees, complexity, liquidity, and opportunity-cost objections before any broad allocator conversation.

A large endowment can complete a hedge-fund wind-down when simplicity and public-equity opportunity cost outrank absolute-return diversification.

Was the exit driven by performance, governance complexity, liquidity, or a deliberate public-equity preference?


Use hedge-fund expansion as a live capacity signal: pitch liquid diversifiers, systematic macro, and other redeemable sleeves that help balance illiquid commitments.

Large endowments can expand hedge-fund use when liquid diversifiers help offset private-market pressure and implementation burden.

Did the hedge-fund increase favor multi-strat, systematic macro, equity market neutral, relative value, or long-short managers?


Prioritize liquid-alpha, overlay, and faster-redeeming quant sleeves where private-market commitments crowd out flexibility.

High unfunded commitments and low cash are a direct, SME-checkable warning that liquid diversifiers become more attractive.

Are the liquidity constraints forcing a rethink of pacing, private-market exposure, or liquid diversifier capacity?


Pitch crisis-alpha, systematic convexity, or other risk-mitigation replacements with explicit drawdown and carry-cost comparisons.

A long-vol termination creates a replacement-motion review because the allocator still has to decide whether to refill, redesign, or close the sleeve.

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

long volatility / risk mitigation sleeve

Illinois State Universities Retirement System long-vol manager termination


Treat the termination as a slot for liquid-credit, relative-value, or systematic fixed-income replacement pitches with a clear transition plan.

A liquid-credit termination can open a near-term replacement window if the allocator is still allocating to the category.

What official VRS document proves the termination and what replaced the exposure?

Virginia Retirement System Orchard Liquid Credit termination


Normalize the monthly disclosure into a hire/termination tape and use it to spot true motion before the next board cycle.

Monthly disclosure rows can reveal real capital movement, not just archival reporting.

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


Treat the platform buildout as a packaging and implementation signal: pitch transparent systematic and macro sleeves that fit managed-account workflows.

A managed-account platform launch changes the implementation surface and can create demand for operationally clean quant sleeves.

Is the platform manager-facing, consultant-facing, or internal-only?

managed-account platform / portfolio completion


Benchmark hedge-fund distribution against wrapper-based onboarding: if the platform launch solves access and reporting, the pitch must solve the same constraints.

Wealth-platform launches move distribution toward packaging, workflow compatibility, and advisor-friendly reporting.

Does the wrapper accept live manager onboarding, or only packaged fund structures?

Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper


Before outreach, complete a fielded response packet with notice PDF, attachments, addenda, consultant database names, question deadline, award path, submission checklist, and replacement-cycle proof.

The official search is live, but conversion risk sits in missing field-level requirements rather than the headline deadline.

Notice PDF, addenda, attachments, consultant database names, award path, required products, eligible strategies, submission method, Q&A deadline, and decision timeline.

Which consultant databases count for the July 15 requirement, and does the replacement cycle imply broader roster refresh?


Create a CalPERS go/no-go checklist that compares eVestment qualification thresholds against direct proposal fallback and total-fund completion framing.

A standing intake surface is pitchable only if the manager profile satisfies the screen or explains why the direct proposal fallback is appropriate.

Firm AUM, strategy AUM, track record, GIPS status, registration status, contact data, liquidity terms, risk controls, total-fund role, and fallback rationale.

Does CalPERS screen systematic public strategies through eVestment first, direct staff contact first, or secure proposal triage first?

direct proposal plus eVestment qualification


For every termination or underperformance row, attach reason category, source type, sleeve, capital refill plan, consultant, incumbent, and replacement packet before marking it pitch-now.

Termination alone is not enough; the actionable window appears when the allocator still wants the category or must replace an expiring incumbent.

Reason category, official source, sleeve, incumbent, consultant, replacement plan, board action, amount, and transition timeline.

Which artifact usually precedes a replacement search for this allocator: board packet, monthly disclosure, consultant memo, manager database update, or direct staff outreach?

low-performer replacement and refill path verification


Create a query-by-surface matrix where each prompt has expected answer, source packet, failure mode, and asset fix across ChatGPT Search, Google AI Overviews, Claude, Perplexity, CAIS x Claude, iCapital, Mercer/eVestment, Aksia, Microsoft 365 Copilot, Glean, Rovo, AlphaSense, Bloomberg ASKB, and FactSet AI.

Decision-maker retrieval surfaces are hidden gatekeepers; the pitch packet must answer the exact question the tool is asked.

Prompt, surface, expected answer, source asset, schema/mirror asset, failure mode, correction page, and SME owner.

Which tool does each target decision maker actually use for first-pass manager research?

answer-engine and enterprise-retrieval test matrix


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

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

Ask an Illinois public-pension or crisis-alpha SME whether the termination was purely performance-driven, fee/carry-cost driven, or a redesign of the risk-mitigation sleeve.

long volatility / crisis alpha / risk mitigation


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

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

Ask a VRS or public-pension credit SME whether Orchard was terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure.


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

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

Ask whether the loss was enough to trigger follow-on review, or whether the capital is still anchored by the strategic relationship.


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

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

Ask whether the termination created open capital, replacement capital, or only benchmark housekeeping; then ask who owns the replacement shortlist.

Public pension low-performer replacement pattern


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

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

Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.

consultant contract rollover / manager opportunity monitor

CalPERS consultant and asset-manager roster


Use recurring board archives to extract committee items, presenters, motions, and closed-session references; these agenda rhythms often expose manager review and replacement before a public search page does.

Recurring board archives become source upgrades when they expose motions, presenters, and closed-session headers, and CalPERS notices are posted on a predictable pre-meeting cadence.

Ask which agenda items map to manager review or replacement rather than routine governance.


Prepare a submission packet against the live NYC BAM search deadline and treat the 2017 contract-expiry cycle as an executable replacement window.

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

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

NYC Bureau of Asset Management passive indexing manager search


Package manager-selection rigor, transparency, and operating evidence for consultant review and first-screen routing.

Consultant coverage and RFP visibility only matter if the packet speaks the first-screen language used for manager selection.

Ask whether this language matches the actual first-screen filters or only the public marketing copy.

consultant review / first-screen shortlist


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

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


Package a manager brief that speaks to portable alpha, marketable credit, and hedge-fund-adjacent sleeves before any generalized consultant pitch.

Research heads who own marketable credit and multi-asset allocations can decide whether a strategy becomes a shortlist candidate at all.

Is Dulari Pancholi the first-screen owner for marketable credit, or does another NEPC committee own the initial cut?

NEPC marketable-credit and multi-asset routing


Use a research-led consultant packet that answers search mechanics, implementation burden, and repeatable alpha evidence before asking for direct allocator intros.

Consultant leadership roles affect which manager themes become search language and which packets get routed internally.

Does Greg Allen directly influence the alternatives search brief, or is the real routing done by a different Callan lead?


Send a concise manager-screening memo with fee, liquidity, risk, and product-structure fields already normalized.

Director-of-research roles often determine whether a manager gets framed as interesting, redundant, or non-actionable.

Is Ivan Butch Cliff still the relevant research gate, or has the search workflow moved elsewhere?


Lead with a visibility packet that is ready for recurring hedge-fund manager meetings and can be dropped into the existing research cadence.

Research heads at major consultancies influence whether a manager becomes visible enough to survive the next shortlist pass.

Does Ashby Hatch control recurring manager meetings, or only the research narratives that feed them?


Package the strategy as a screening-ready manager brief with operational fields, transparency evidence, and a clean due-diligence table.

Hedge-fund co-heads can act as a first screen before the ODD team ever sees the packet.

Does Brian Goldberg control the hedge-fund shortlist directly, or does the ODD team intercept earlier?


Use the same normalized packet, but angle the first touch toward the person who actually owns hedge-fund coverage for the target sleeve.

A second co-head often exists because screening is shared across teams and geographies.

Is Oliver Newton a true co-owner of hedge-fund coverage or a regional / thematic split?


Route the packet through DDQ, operations, and control evidence before trying to sell strategy narrative.

ODD leads care about process integrity and failure modes more than return storytelling.

Does Daniel Burdett own the first ODD pass, or is the work split with Rebecca Heun?


Keep the same controls-heavy packet, but include the operational appendix and any admin / trading / reporting exceptions up front.

A co-head ODD role should be treated as an access gate, not an afterthought.

Is Rebecca Heun the operational sign-off point, or only a subject-matter reviewer?


Push a concise ODD-ready summary with process, controls, and data lineage fields filled in before the first meeting.

Head of ODD roles often decide whether a manager is acceptable to diligence at all.

Does Ryan Teal own the direct ODD gate or only the broader platform workflow?


Package the manager brief as a platform-friendly implementation packet with data fields, workflow assumptions, and operating specs.

Implementation leaders determine whether the strategy can be consumed by a platform, not just whether it is intellectually interesting.

Is Gaurav Amin the right implementation contact for this packet, or does another Albourne owner control the route?


Use an Asia-aware diligence packet and route it through the regional analyst rather than defaulting to a US-centric outreach path.

Region heads can expose a different manager universe and separate timing from the main US research flow.

Does Debra Ng route Asia research directly, or only support global analyst coverage?


Lead with CIO-level manager-selection language, then offer the alternatives platform and managed-account packaging only after the initial fit is clear.

The CIO is often the actual decision-maker, while the alternatives platform handles execution and workflow detail.

Does Josh Emanuel own the final manager-selection call, or is it delegated to a committee?


Pre-clear the operational-risk appendix before outreach so the packet survives the first internal filter.

Risk and operations roles can quietly block a strategy even when the CIO is positive.

Is Erin Simpson a blocking reviewer for alternative mandates or only a downstream risk contact?


Run the allocators' downside-capture and factor-crowding query against ChatGPT Search and verify that the canonical page, FAQ, comparison table, and PDF mirror are the first usable results.

JSON-LD FAQPage / Organization / FinancialProduct schema

ChatGPT Search rewards concise answer-first pages with dated claims, source links, and comparison structure.

Does ChatGPT Search return the canonical page before a third-party summary, and are the citations current?

Which long/short equity managers have the best downside capture and lowest factor crowding in semis over the last 3 years?

ChatGPT Search quant allocator discovery


Test whether Google AI Overviews surfaces a structured, entity-clean manager page for style-drift and capacity questions instead of only syndicated summaries.

Google AI Overviews favors structured HTML, semantic headings, and JSON-LD that make the entity and answer machine-resolvable.

Does AI Mode prefer the structured page and FAQ, or does it skip to a weaker secondary source?

Can this manager still take capital without style drift given current AUM, strategy capacity, and market crowding?


Measure whether Perplexity cites corroborating sources for operational red-flag questions and whether the answer stays grounded in current, primary-source-backed evidence.

Transcript / filing / expert-call appendix

Perplexity rewards evidence density but is vulnerable to citation loops, repeated-domain sourcing, and synthetic-source risk.

Which third-party corroborating sources does Perplexity trust first when it answers this query?

What are the biggest operational and process red flags in this fund's pitch deck, ADV, and investor letters?


Use Claude to draft a DDQ-style screen and check whether it preserves the operational checklist, the counterevidence, and the named-source appendix.

Performance / factor / drawdown workbook

Claude can support due diligence if the primary docs, dated support, and counterevidence are cleanly packaged.

Does Claude keep the answer tied to the source appendix, or does it drift into unsupported synthesis?

Build a hedge fund DDQ for screening two pod platforms and one fundamental long/short fund.


Check whether AlphaSense can retrieve the cited research pack, transcript references, and slide-ready evidence blocks for bearish diligence questions.

AlphaSense visibility depends on document-heavy evidence with dates, provenance, and clearly labeled source blocks.

Does AlphaSense surface the filing and transcript references with dates and usable snippets?

Show the strongest bearish evidence from filings, transcripts, and expert calls.


Probe Bloomberg ASKB with a portfolio-risk question and confirm the result can be traced back to numbers, event paths, and filing paths rather than just a fluent summary.

Bloomberg ASKB needs traceable numbers, data lineage, and clean event or filing timelines.

Can the same numbers be reproduced from public docs, or is the answer only available through proprietary fields?

Prepare portfolio-risk packs, factor tables, liquidity and stress summaries, and a clean event or filing timeline.

Bloomberg ASKB quant market data workflow


Ask FactSet AI to explain quarter-over-quarter changes and verify that the output is period-aligned, benchmark-aware, and traceable to transcript and filing evidence.

FactSet AI workflows need period alignment, provenance, and clean entity resolution to avoid mixed-source summaries.

Are the quarter, benchmark, and transcript references all aligned, or is the answer mixing periods?

What changed in this company's guidance, consensus, and transcript this quarter?

portfolio analytics and transcript workflow

FactSet AI quant workflow decision surface


Check whether Copilot can retrieve the live diligence packet from SharePoint or Teams-style workspaces without losing the current memo, notes, spreadsheet tables, or decision log.

Workstream pack with current memo, meeting notes, spreadsheets, and decision log

Copilot works when the permissioned workstream bundle is current, named consistently, and easy to traverse.

Do the current memo and decision log stay visible through the permission layer?

Find the current memo, meeting notes, spreadsheet tables, and decision log for the manager review.

Microsoft 365 Copilot quant diligence workstream


Probe Glean and Rovo for the canonical title, DDQ history, ODD notes, and committee decisions, then verify that the same search terms resolve cleanly across both systems.

Canonical titles / tags / decision log pack

Enterprise search works when canonical titles, tags, aliases, and decision logs are normalized.

Which canonical title and alias set makes the manager retrievable inside internal search?

Where is the latest DDQ/ODD history and committee decision log for this manager?

Glean / Atlassian Rovo internal retrieval


Ask CAIS x Claude whether the strategy fits a model portfolio and whether the response points to a concise advisor packet instead of a generic hedge-fund pitch.

Advisor one-pager / model-portfolio fit brief

CAIS-style retrieval wants model-portfolio fit, liquidity/fee language, and advisor Q&A blocks.

Does the advisor prompt surface the model-portfolio brief, or does it require a login-gated packet?


Verify that iCapital can retrieve the subscription workflow, platform-compatible fund data, diligence metadata, and reporting artifacts for a quant hedge-fund listing.

iCapital visibility depends on subscription workflow, fund data, and diligence fields that are platform-compatible.

Which subscription and DDQ fields are mandatory for listing versus merely helpful?

Can this strategy be subscribed to with current fund data, DDQ, ODD, and reporting materials?

private-wealth distribution and subscription workflow


Check whether the profile surfaces the strategy taxonomy, track record, AUM, capacity, fees, liquidity, risk factors, and contacts that drive consultant shortlist inclusion.

Registration-ready manager profile / track record / risk metrics

Mercer-style discovery depends on profile completeness and standardized fields.

Which eVestment fields are decisive for shortlist inclusion, and which are only nice to have?

Which fields determine whether a quant strategy reaches a consultant shortlist?

consultant routing and manager-screening


Verify that the portal exposes DDQ, ODD, risk reporting, transparency evidence, and named research people in a way that supports consultant screening.

Aksia-style retrieval requires the diligence packet, risk pack, and named research contacts to be cleanly organized.

Can the portal answer the diligence question without forcing a separate staff lookup?

Does the manager portal contain DDQ, ODD, risk reporting, and named research people in one place?


Restrict immediate outreach to NYC BAM, CalPERS proposal/eVestment, NYSCRF monthly disclosure cadence, GPIF/PIF registration gates, and other rows with official intake or deadline evidence.

Pitch-now value comes from official actionability, not signal volume.

Which pitch-now row would an allocator SME treat as a live buying workflow today?

immediate quant hedge-fund outreach and packet production


Keep SURS, VRS, Taproot, MassPRIM PCS, St. Jude/ALSAC, Chicago/Callan, and weak-source prime-broker rows in proof mode until the exact official packet, board record, annual report, disclosure, or SME call confirms current actionability.

Monitor-only rows can still be valuable, but pitching them as live demand creates false positives.

What official document or SME confirmation would promote each row from monitor to pitch-now?

official-source and SME proof before outreach


Produce four concrete artifacts first: NYC BAM response checklist, CalPERS eVestment/direct-proposal checklist, NYSCRF monthly transaction tape schema, and answer-engine query/asset matrix.

The highest-ranked rows all fail or convert at the packet-field level.

Which of the four artifacts changes real outreach behavior this week?


Attach a downgrade reason to each weak row: trade-press only, wrong-subject source, historical only, no exact URL, no current buyer action, no named decision owner, or no refill path.

A downgrade register makes the research useful for a quant hedge fund because it separates what can be pitched now from what must be verified.

Does the downgrade reason match how an allocator or consultant would reject the outreach premise?


Complete the fielded response packet with notice PDF, attachments, addenda, consultant-database names, submission method, question deadline, award path, and replacement-cycle proof before outreach.

Search announcements only become pitch windows when the PDF, attachments, addenda, and award path are captured in one packet.

Notice PDF, addenda, attachments, consultant database names, submission method, question deadline, scope, participating systems, award path, and replacement-cycle proof.

Which consultant databases count for the July 15 requirement, and does the replacement cycle imply broader roster refresh?

NYC BAM July 15 response packet requirements


Pin the consultant-database names, the exact submission method, the download form fields, and the question deadline so the packet can be routed without guesswork.

A notice page is not operationally complete until the database names and submission path are explicit.

consultant database names, submission method, contact email, PIN, bureau, download-form fields, and question deadline

Are the consultant databases external broker-dealer style registries, internal research databases, or both?

consultant database submission / gated notice download

NYC BAM consultant-database submission workflow


Prepare adjacent systematic-manager outreach that maps cap-weighted, smart-beta, ESG, alt-weighted, and carbon index capabilities onto the notice scope and the participating systems list.

The scope language is broader than vanilla passive management and can support adjacent systematic index positioning where the implementation stack is similar.

scope language, participating systems, product taxonomy, and manager-to-systems mapping

Do TRS, NYSERS, Police, Fire, and BERS participate on the same mandate basis, or only some of them?

cap-weighted, smart-beta, ESG, and carbon index positioning

NYC BAM adjacent systematic index positioning


Keep the VRS Orchard termination as monitor pending an official board packet, annual report, or disclosure; do not upgrade to active replacement demand from trade-press evidence alone.

Termination claims need a primary allocator record before they become replacement-pitch evidence.

Ask a VRS or public-pension credit SME whether Orchard was terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure?

liquid credit / relative-value replacement verification

VRS Orchard Liquid Credit official-source gap


Use the SURS manager-decision row only as a reallocation hint until sleeve-specific evidence proves the long-vol termination claim.

A manager-reallocation record does not prove sleeve-level strategy demand without the detailed board packet.

What public board or annual-report document proves a current manager-review window for SURS Illinois?

SURS long-vol termination official-source downgrade


Keep MassPRIM as a monitor until a procurement, board record, or official platform document confirms the managed-account or PCS route.

Implementation-structure claims require primary plan records before they are used as allocator-specific pitch evidence.

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

managed-account platform / PCS verification

MassPRIM managed-account platform / PCS proof gap


Split the merged Chicago row into plan-level rows and route outreach through the actual procurement and consultant surface that proves the buyer.

Merged metro clusters hide the real buyer and should be decomposed into official plan surfaces before pitch routing.

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

plan-level procurement split / consultant routing


Fetch the Callan search and alternatives surfaces, then normalize people, deadlines, and search status before treating it as a live route.

The consultant queue still needs child surfaces for alternatives consulting, manager evaluation, RFP watch, and named people.

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


Use the St. Jude financial-information page only for scale, then upgrade the gatekeeper claim only when an official investment-office source, annual report, Form 990, or staff bio is present.

Hospital-endowment pitch rows need a first-party scale source plus a separate gatekeeper or allocation source.

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

liquid alternatives / hedge-fund gatekeeper verification

St. Jude / ALSAC first-party source remediation


Normalize the mandatory onboarding and diligence fields across CAIS and iCapital before treating either platform as a submission route.

Platform surfaces are only actionable when mandatory fields and workflow gates are explicit.

Which advisor prompts and iCapital fields are decisive for hedge-fund onboarding?

private-wealth onboarding / field normalization

CAIS / iCapital onboarding field proof gap


Use the secure portal for unsolicited or opportunistic submissions, and keep the diligence follow-up packet ready for review or adviser routing.

A standing portal turns CalPERS into a live intake surface even outside a formal RFP cycle.

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

direct investment proposal portal / liquid quant pitch intake


Do not use the eVestment route unless every minimum qualification passes: firm history, strategy performance history, GIPS-compliant composites, firm AUM, strategy AUM, and SEC or equivalent registration.

Missing any one minimum is a hard no-go for the eVestment path; meeting all thresholds makes the route eligible.

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

global public equity and fixed-income manager registration

CalPERS Public Investment Manager Opportunities


If the strategy misses any listed threshold, send the direct proposal packet with strategy summary, track record, implementation fit, fees, liquidity, risk controls, references, and submission path.

CalPERS explicitly provides a proposal route when minimum qualifications are not met.

Does the fallback packet go to the same reviewers as the eVestment path, or does it start in a separate intake queue?

unsolicited public-market proposal below eVestment thresholds


Keep the adviser referral lane on the checklist so a proposal can still advance after initial submission if CalPERS asks for more information or routes the review externally.

The proposal portal can resolve into additional diligence or an emerging-manager adviser review.

Does the referral happen only for emerging managers, or can a qualified public-market manager also be sent there?

CalPERS emerging-manager adviser referral path


Frame the pitch around active-risk budget efficiency, liquidity, drawdown behavior, capacity, and implementation fit, not as a standalone hedge-fund bucket.

CalPERS-adjacent quant pitches land better when they are sold as total-fund completion and cross-asset implementation.

Which staff or consultant role actually translates the total-portfolio framework into an external-manager screen?

total portfolio completion / active-risk-efficient public-market sleeve


Publish advisor one-pagers, model-portfolio fit briefs, liquidity/fee explainers, and Q&A blocks so CAIS and Claude can retrieve the manager cleanly for liquid-alts prompts.

Advisor platforms turn alternatives access into workflow, education, and model-portfolio compatibility problems rather than only performance-selection problems.

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

CAIS x Claude / CAIS advisor intelligence


Treat iCapital as a distribution gatekeeper for private banks, RIAs, and family offices; prepare platform-compatible fund data, subscription docs, education copy, and advisor-facing comparison tables.

A platform rail controls whether an advisor can operationally recommend a hedge fund even if the investment thesis is strong.

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


Benchmark quant hedge-fund distribution against private-markets SMA wrappers; prepare managed-account, evergreen, and advisor-platform compatibility answers.

When major wealth platforms launch private-market SMAs, alternatives distribution shifts toward wrappers that solve access, education, and operations for advisors.

Does the platform accept live manager onboarding, or only packaged fund wrappers with advisor-friendly reporting?

private markets SMA / alternatives wrapper

Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper


Keep J.P. Morgan Private Bank on monitor until a public J.P. Morgan-owned research note, report page, or event page proves the family-office route.

Private banks can intermediate hedge-fund demand from UHNW and family-office clients before direct manager meetings occur, but the route should stay gated until a first-party surface appears.

Which J.P. Morgan-owned page or event surface is the cleanest proof of an active family-office research route?


Normalize each monthly disclosure row into a tape with manager_name, manager_status, transaction_type, asset_class, placement_agent_status, amount, close_date, and document_url so hires and terminations can be queried by strategy.

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

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

monthly disclosure / manager-hire and transaction tape


Classify each row as hire, termination, follow-on, amendment, or other transaction type before attaching a quant pitch label; preserve placement-agent status and amount as separate fields.

A disclosure row is not yet a signal until the transaction type and manager-status fields explain whether capital is being deployed, recycled, or removed.

Does NYSCRF use a consistent internal taxonomy for transaction type, or do some rows require manual interpretation from the PDF narrative?

hire / termination / transaction classification

NYSCRF monthly disclosure row classification


Extract eligibility, AUM threshold, asset-class parameters, allocation path, graduation criteria, and program contact into a routing packet for systematic managers that are small enough to fit the program.

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 / graduation / allocation route


Watch the program for graduation language, partner changes, and asset-class reclassification so the strategy can move from eligibility packet to allocation-ready packet.

The conversion point is graduation language: once eligibility and asset-class fit are clear, the pitch should shift from entry to allocation conversion.

Which program event actually flips a manager from emerging-manager review into allocation consideration?

emerging-manager graduation / allocation conversion

NYSCRF emerging-manager graduation watch


Use Jase Auby and Britt Harris as the named TRS anchors, then map any July agenda speaker, committee, approval, or vote line back to the investment-governance route.

The corpus repeatedly names the same TRS CIO lineage, which makes those people the right anchors for board-packet follow-up.

named_person, committee, speaker, agenda_item, vote, approval, manager_change

Which TRS agenda items are actually spoken to by Jase Auby or Britt Harris, and which are handled by other staff?


Use the meeting archive to extract agenda, minutes, book, and audio rows for the June 18 meeting and normalize any allocation or manager items.

The archive becomes pitchable when agenda/book/audio rows reveal allocation motion.

meeting_date, agenda_url, book_url, audio_url, book_section, agenda_item, allocation_item, manager_item, approval, person_or_board_member

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

board archive / allocation and manager-change detector


Ask the SME to classify each row as live funding demand, official monitor, stale archive, manager-review cadence, or negative evidence; bring the NYC BAM notice page, CalPERS pages, NYSCRF monthly schema, TRS/UTIMCO board queue, and Florida SBA future-solicitation fields.

Funding-cycle claims need a workflow classification, not a yes/no answer.

Which current surfaces are open requests versus standing intake?

Which board or monthly-disclosure row implies fresh manager demand?

Which packet field changes an outreach route this week?

Which official document would you cite in the first paragraph of the pitch?

Which surface represents a current buyer action rather than only a public information source?

funding cycle and open request verification


Ask the SME to assign each replacement row a reason category, sleeve, incumbent, consultant, refill path, evidence type, and timing; bring VRS, SURS, Taproot, NYC BAM, CalPERS board, NYSCRF tape, and MassPRIM proof-gap rows.

Termination becomes actionable only when the sleeve and refill path are confirmed.

Was the change performance-driven, fee-driven, liquidity-driven, governance-driven, or a broader sleeve redesign?

Was capital reallocated, parked, or removed from the category?

Which consultant or staff owner controls the replacement path?

What official packet proves the reason and replacement plan?

Which artifact usually precedes a replacement search: board minute, consultant memo, monthly disclosure, database update, or direct staff outreach?

underperformance and manager-replacement verification


Ask platform SMEs to identify mandatory fields, blocking fields, subscription workflow, all-in economics language, model-portfolio fit requirements, DDQ/ODD gates, and advisor prompt behavior.

Platform visibility is not actionable unless mandatory fields and workflow gates are explicit.

Which fields are mandatory for listing or shortlist inclusion?

Which fields are visible to advisors versus internal diligence only?

Does the platform accept direct manager onboarding or only packaged wrappers?

What exact prompt or filter causes a manager to appear?

Which onboarding field or advisor prompt is decisive for recommendation?

consultant and private-wealth platform onboarding verification


Ask target users which tools they actually use for first-pass manager research, memo drafting, internal retrieval, and advisor prompts; map each answer to a packet asset and failure mode.

AEO/GEO matters only on the tools the buyer actually trusts for the decision stage.

Which tool do you use first for manager comparison?

Which tool do you use to retrieve internal memos and DDQs?

Which tool do advisors use for model-portfolio fit?

What answer would cause you to reject a manager before a meeting?

Which retrieval surface shapes the first shortlist for this decision maker?

decision-maker tool usage and AEO/GEO priority

Chatbot and answer-engine usage SME script


Open the TRS board materials archive and capture the July 16-17, 2026 board bundle, including agenda, summary, recording, and any manager-change references.

The archive is organized by meeting date, so the July 2026 packet should be extracted as a date-specific board-book set rather than a generic archive row.

board_date, agenda_item, approval, vote, speaker, committee, manager_change, board_book_url, summary_url, recording_url, document_url

Ask a Texas public-pension SME which TRS board-book sections usually reveal manager changes before public allocation reports.

board book / agenda / manager-change extraction


Monitor the June 23 committee calendar and linked materials for investment, finance, and admin review items.

KCERA posts agendas online and the calendar shows a June 23, 2026 Finance Committee meeting.

board agenda item, committee packet, procurement reference, open-RFP status, manager-review cue

Does the relevant signal surface on the committee calendar, the board agenda, or only a later packet?

finance / investment / admin review monitor


Pair the board agenda archive with the RFP page and use both to detect replacement motions and manager-review cues.

A negative official RFP page is still useful when paired with recurring board and committee agenda monitoring.

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

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

board agendas/minutes plus open-cycle RFP watch


Backfill the current speaker roster, sponsor names, exhibitor list, and meeting-booking path so the cap-intro surface becomes a routable allocator node instead of a historical conference reference.

The corpus has historical speaker history and attendee scale, but not a normalized current-cycle roster or sponsor workflow.

current_cycle_speakers, sponsor_names, exhibitor_list, meeting_booking_url, allocator_contacts

Does iConnections expose a live meeting-booking workflow or only conference branding and historical speaker lists?

cap-intro meeting-booking and allocator routing


Apply as an asset manager or hedge fund and prepare allocator-facing materials for macro, quant, fintech-adjacent alpha, and bilateral-networking conversations.

SALT London exposes an approved-registration gate, asset-manager and allocator categories, and explicit bilateral networking.

approved-registration application, hedge fund category fit, allocator one-pager, macro/quant thesis, meeting-request script, sponsor inquiry follow-up

Does SALT London allocate meetings through approval-only registration, sponsor access, or a separate event app workflow?

London alternative-investment allocator route


Treat Sohn as an influence and proof-point surface; map the regional chapters to idea-pitch, speaker, and allocator-observer routes.

Sohn conferences are recurring global idea-presentation venues for leading fund managers and top investors.

region-specific event dates, speaker or idea-contest route, sponsor contact, allocator-observer list, post-event media-monitor plan

Which 2026 Sohn chapters still expose manager speaker access versus only philanthropic attendee access?

hedge-fund idea conference and influence network

Sohn Conference Foundation 2026 global conferences


Extract event_date, city, speaker_name, sponsor_name, registration_url, audience_type, and selection_category so APB can answer who the forum is for and how to access it.

The corpus already maps APB into event, intelligence, and selection surfaces, so the missing work is normalized roster and access fields.

event_date, city, speaker_name, speaker_firm, sponsor_name, registration_url, audience_type, selection_category

Which APB page exposes the strongest current speaker and sponsor metadata: the summit page, the selection nexus, or the intelligence feed?

APAC private-bank people-move and summit routing


Extract event_date, city, sponsor_name, speaker_name, topic, wealth_firm, and registration_path from the forum schedule and route each event into a reusable outreach packet.

The local corpus already exposes register, sponsor, and speak paths, but per-event metadata still needs a thinner extraction layer.

event_date, city, speaker_name, speaker_firm, sponsor_name, topic, registration_path

Which Hubbis page is most reliable for current sponsors and speakers: forum PDF, register page, or speak page?

APAC and Middle East private-wealth routing


Use Millennium, Citadel, Balyasny, Point72, Schonfeld, and D.E. Shaw as the peer set when the buyer is reallocating inside a multi-strategy budget; answer with an RFP response pack plus fee/liquidity schedule, implementation plan, and references.

Multi-strategy replacement conversations usually start with capacity, talent concentration, drawdown control, and implementation friction rather than with pure alpha claims.

Is the allocator replacing a single multi-strategy platform, adding a second platform, or just re-benchmarking the sleeve?


Use AQR, Man Group, Two Sigma, Qube, Winton, and D.E. Shaw as the peer set when the allocator wants hedge-fund-like exposures with cleaner data lineage; answer with a systematic one-pager, transparency appendix, and bank-QIS comparison copy.

Systematic allocations replace opaque hedge-fund language when the gatekeeper wants repeatability, capacity control, and model-portfolio compatibility.

Does the buyer want a hedge fund, a liquid wrapper, or a bank-style QIS substitute?


Use Bridgewater, Brevan Howard, Tudor, Garda, Capula, and Rokos as the peer set when buyers want drawdown-aware exposure; answer with an allocator memo, source-backed FAQ, and risk/performance appendix.

Macro and relative-value replacement conversations are driven by crisis-alpha, rates, FX, and dislocation logic rather than by equity beta appetite.

Is the replacement meant to hedge the portfolio, harvest dislocation, or just diversify away from equity beta?

Macro / relative-value replacement cluster


Use HPS, Blue Owl, Benefit Street, Golub, Monroe, Antares, Oaktree, Oak Hill, and Crescent as the peer set when a liquid-credit sleeve gets pruned; answer with a transition packet, fee/liquidity schedule, risk-comparison table, and consultant-ready DDQ.

A liquid-credit termination is usually a fit, performance, or structure problem that opens a replacement search rather than a category exit.

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


Use Capula, Laurion, Brevan Howard, and Rokos as the peer set when a long-vol sleeve is under review; answer with a crisis-alpha comparison packet, carry-cost analysis, and drawdown table.

Long-vol replacement reviews force the allocator to decide whether protection is still worth the carry and whether the sleeve should be refilled, redesigned, or closed.

Should the sleeve be refilled, redesigned, or closed entirely?

long volatility / crisis alpha / risk mitigation

Crisis alpha / long-vol replacement cluster


Use JPMorgan, Goldman Sachs, Morgan Stanley, and Citigroup as the bank peer set, with AQR, Man Group, and Two Sigma as the independent set; answer with a QIS comparison packet that separates convenience from control, portability, and transparency.

QIS acceptance sets the frame, but buyers still need to decide whether they want bank convenience or independent-manager implementation.

Does the allocator care more about bank integration, or about the portability and control of an independent manager?


Use Hamilton Lane, Lexington Partners, Coller Capital, Partners Group, GCM Grosvenor, and Brookfield as the peer set when private-market pacing pressure rises; answer with a private-market liquidity completion packet, pacing table, and secondaries/overlay appendix.

PE pacing pressure, unfunded commitments, and low cash often create demand for liquid completion or reallocation before the private-markets book itself changes.

Is the capital looking for liquidity relief, a secondaries solution, or a true public-markets replacement?

private-market liquidity / pacing replacement

Private-market liquidity replacement cluster


Build the fielded checklist with notice PDF, addenda, attachments, consultant databases, submission method, question deadline, scope, systems, award path, and replacement proof.

hold if notice PDF or consultant database names remain unknown

A live deadline converts only if packet fields are complete.

submit-ready when all required fields are populated and SME confirms database path

Which consultant databases count for the July 15 requirement?


Fill eVestment go/no-go fields and direct proposal fallback rationale for the actual strategy.

hold if AUM, GIPS, or registration status is unknown

CalPERS is actionable only after the manager's AUM, track record, GIPS, registration, and total-fund fit are known.

go when eVestment thresholds pass or direct proposal fallback is explicit

Does CalPERS prefer eVestment completeness or direct staff contact first?

CalPERS eVestment and direct-proposal checklist artifact


Extract March 2026 and subsequent rows into a hire/termination tape with manager status, transaction type, placement-agent status, amount, asset class, and close date.

monitor if row is routine capital call or administrative amendment

Monthly disclosures become signal-bearing only after row classification.

pitchable when a row shows fresh hire, termination, or category reallocation

Which rows are true hires or terminations rather than routine transactions?


Map buyer questions to expected answer, source packet, failure mode, correction asset, and surface across public answer engines, advisor platforms, consultant databases, and enterprise copilots.

hold if the target decision maker's tool usage is unverified

AEO/GEO is only actionable when tied to target questions and retrievable packet assets.

publish when each top query has a source-backed answer and mirror asset

Which retrieval surface shapes first shortlist for this buyer?

answer-engine and retrieval asset matrix


Maintain a downgrade register for weak-source rows with reason, required proof, SME target, promotion rule, and next check date.

keep monitor if proof is trade-press only, wrong subject, historical only, or no refill path

A hedge-fund GTM program needs explicit negative evidence to avoid false-positive outreach.

upgrade only when official packet or SME confirms current buyer action

Does the downgrade reason match how a consultant would reject the premise?

Official-source downgrade register artifact


Route a concise manager memo through NEPC's marketable-investment committee framing, with screening, risk, and fit language separated from the strategy story.

A committee chair is the right entry point when the consultant already shapes shortlist construction.

Is Sebastian Grzejka the current chair and does NEPC route marketable strategies through that committee?

committee-chair routed manager screening


Send a short research packet to Callan that is written for internal research staff first, then the broader consultant workflow.

Callan's research leadership can move a manager from generic awareness into an actual RFP or shortlist path.

Which Callan research owner should receive a manager brief first?

Greg Allen and Ivan Butch Cliff / Callan


Package the strategy as a research-first manager note with comparable-manager context and a clean meeting ask.

Research heads can increase manager visibility even before a formal allocation window opens.

Does Ashby Hatch control manager visibility directly or through a broader research team?

research visibility and manager-meeting routing


Split the packet into a strategy memo and an ODD memo so the screening lead and diligence leads can review the right material first.

Aksia separates hedge-fund screening from ODD, so a single undifferentiated pitch leaves value on the table.

Which Aksia lead owns first screen versus operational diligence today?

hedge-fund screening plus operational due diligence

Brian Goldberg, Daniel Burdett, Rebecca Heun, and Ryan Teal / Aksia


Lead with implementation notes, data lineage, service-provider detail, and operational fit before returning to strategy narrative.

Albourne's QDD and fintech roles reward operationally clean packets more than broad marketing language.

Does Albourne want the QDD owner or the implementation owner first?

Gaurav Amin and Christina Stavrinides / Albourne


Package a managed-account-ready version of the strategy with exposure, reporting, and operations fields filled in.

Wilshire splits CIO influence from managed-account platform execution, so the route should be tailored accordingly.

Does Wilshire prefer CIO-led screening or managed-account platform intake for this strategy?

Josh Emanuel and Jason Hubschman / Wilshire


Use an advisor-ready one-pager with model-portfolio fit, liquidity, and all-in economics before deeper diligence.

Private-wealth home-office leaders respond to platform fit and implementation clarity before strategy detail.

Is Sona Menon the right entry point for outsourced-CIO routing at Morgan Stanley?

Sona Menon / Morgan Stanley Wealth Management


Route speaker or side-event requests through the operator layer instead of treating the event brand as the real access point.

Event curation is controlled by an operator layer, so the practical route is speaker access, side-event adjacency, and program fit.

Does Richard Ditizio still control speaker curation and program access for the current event cycle?

conference curation and side-event adjacency

Richard Ditizio / Milken Institute operator layer


Attach the route to board-book extraction, committee agenda review, and manager-change evidence before any direct outreach.

TRS becomes actionable when board materials expose approvals, votes, or replacement motion language.

Which TRS board or committee item proves a live review window?


Mine the disclosure rows for hires, terminations, and placement-agent references before trying to infer allocation intent.

Monthly disclosure surfaces reveal manager moves earlier than summary narratives do.

Which disclosure rows are true hires or terminations rather than routine position changes?

monthly disclosure tape and manager-hire detection

Anastasia Titarchuk, Navyug Patel, and Deborah A. Velez Medenica / NYSCRF


Treat GPIF as a governance and registration workflow and only route manager material when the alternative-assets intake path is visible.

Board-chair influence matters when the allocator routes external managers through a registration system.

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

board-chair and registration-gate routing


Route external-manager material through the board-adjacent governance path rather than treating PIF as a generic allocator row.

Sovereign allocator access often depends on the board staff path as much as the governor title.

Which PIF governance or manager-registration page is currently live?

board-adjacent sovereign external-manager routing

Yasir Al-Rumayyan and Maram Al Johani / PIF


Package the strategy for committee-level review with risk framing, allocation fit, and external-mandate language.

Committee members with risk or asset-allocation remit are the routing layer for external mandates.

Does NZ Super still route external mandates through these committee roles?

Michael Mitchell and Charles Hyde / New Zealand Superannuation Fund


Use managed-account language, DMA structure, and platform-operating detail before pitching strategy or performance.

Platform owners want operational precision first, then manager detail.

Which of the Innocap or CDPQ surfaces actually owns external-manager onboarding?

managed-account platform and external-management routing

François Rivard and Mario Therrien / Innocap-CDPQ


Prepare a Goldman cap-intro packet with SMA-compatible positioning, allocator qualifications, capacity, liquidity, fees, and risk controls.

The repo consistently treats Goldman cap-intro as the direct gatekeeper for hedge fund launch routing.

Does Goldman still route capital-intro requests through this named role?

capital introduction / SMA-backed hedge fund launches

Kristin Kramer / Goldman Sachs Prime Brokerage


Use deputy-CIO packets that emphasize manager fit, implementation, and committee-ready risk language instead of a broad marketing pitch.

Deputy CIOs can accelerate internal routing when the packet maps cleanly to committee or portfolio-construction language.

Which deputy CIO in this cluster is the best current entry point for review or escalation?

John Zito, Sam Rosenstock, Thomas Kim, and Chung Ma


Pitch liquid diversifiers and private-market complements as governance-friendly tools that support mission spending and long-duration capital.

Foundation CIO seats in the corpus behave like patient, consultant-friendly allocators rather than short-cycle portfolio traders.

Does the foundation CIO own hedge-fund search directly or through an OCIO or consultant wrapper?

foundation CIO and private-assets outreach