Keep GPIF, PIF, NZ Super, HOOPP, GIC, CPP Investments, NBIM, Mubadala, and ADIA in one sovereign route pack, but keep ADQ out until the corpus yields a grounded row.

The corpus already supports active route language for GPIF, PIF, NZ Super, HOOPP, GIC, CPP Investments, NBIM, Mubadala, and ADIA with different confidence levels.

Which of these routes have a first-party intake surface that is still live today?

sovereign and non-US external-manager route expansion

Tick 83 sovereign external-manager route expansion


Use the alternative-assets manager-registration system as the entry point for non-core strategies.

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

Is the alternative-assets intake path still the correct first-touch surface before formal RFP issuance?

systematic, liquid diversifiers, separate managed accounts, and non-core alternative assets


Route manager material through Managers Gate and the broader international and MENA leadership stack.

PIF exposes a public registration/login surface for the MENA External Managers Program and keeps leadership routing separate from the portal.

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

systematic hedge funds, macro, liquid alternatives, and managed accounts


Approach the external-mandates side of the co-CIO model with systematic and liquid-alternatives language.

The corpus identifies a co-CIO split and an external-mandates route for NZ Super.

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

portable alpha, systematic, and managed-account proposals


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

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

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

absolute return, derivatives, and low-correlation risk management

Healthcare of Ontario Pension Plan (HOOPP)


Pitch systematic hedge funds or liquid diversifiers through the executive chain, not to a lone team.

GIC's Group Executive Committee is the highest management body and the Group CIO sits directly inside the executive decision stack.

Should the first outreach touch the Group Executive Committee, the CIO, or the external-managers team?

systematic hedge funds, liquid diversifiers, managed accounts, and macro sleeves

GIC (Government of Singapore Investment Corporation)


Use the external portfolio management program as the working route for relationship-driven manager placement.

CPP keeps a distinct external-portfolio-management team with multiple manager relationships in the corpus.

Does the external-portfolio-management group still own the manager relationship, or has the review moved elsewhere?

differentiated systematic, multi-strategy, and emerging-manager sleeves


Treat NBIM as a live allocator in the corpus, but verify the exact owner in first-party materials before outreach.

The corpus ties NBIM to a sovereign allocator role, a Singapore office leadership node, and an active pitch-calendar row.

Confirm the current external-manager owner in first-party NBIM materials.

long/short equity, infrastructure-focused allocation, and external-manager relationships


Keep Mubadala as a strategic monitor until a manager-facing intake path appears.

The corpus treats Mubadala as a balance-sheet and strategic-partnership monitor, not a confirmed manager portal.

Does Mubadala have a manager-facing intake surface, or is this still only a strategic monitor?

private credit, insurance, and other balance-sheet-friendly alternatives

Mubadala balance-sheet and strategic partnership monitor


Pitch hedge funds and managed futures as financial alternatives to ADIA's governance layer.

ADIA defines financial alternatives as hedge funds and managed futures and routes recommendations through an Investment Committee.

Is the investment-committee route still the right owner for financial alternatives?


Extract the attachments and addenda, mirror the award path, and draft the response brief.

Do the attachments show a real search launch and the exact submission path?

NYC Bureau of Asset Management (NYC BAM)


Refresh the proposal and eVestment packet and keep the direct-contact fallback ready.

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


Normalize the latest disclosure rows and map emerging-manager graduation cues.

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

New York State Common Retirement Fund (NYSCRF)


Capture the July board bundle URLs and extract approvals and manager-change references.

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

Teacher Retirement System of Texas (TRS Texas)


Mirror the June archive and normalize any allocation or manager motion.

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

University of Texas Investment Management Co. (UTIMCO)


Backfill the first-party gatekeeper source and keep the mission-fit packet ready.

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

St. Jude Children's Research Hospital ALSAC


Capture the current form fields and process lead on the registration page.

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

Japan Government Pension Investment Fund (GPIF)


Normalize the monthly-data and regional-relevance fields and keep the registration packet current.

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


Prepare the systematic and liquid-alternatives onboarding pack for the external-mandates lane.


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


Resolve the manager-facing platform proof before moving the row back to active pitch status.

Does the official record prove a manager-facing platform?

Massachusetts Pension Reserves Investment Management Board (MassPRIM)


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

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

Harvard University Endowment / Harvard Management Company


Split the buyer from the consultant layer before any outbound motion.

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


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

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

CAIS x Claude / CAIS advisor intelligence


Build a cap-intro-ready strategy and allocator-fit packet for the Goldman route.

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

Goldman Sachs capital introduction route


Build the NEPC-specific database and research packet around absolute return, portable alpha, drawdown control, and marketable-investment committee language.

Which NEPC person or committee controls marketable alternatives shortlist entry?


Tie Chicago/Callan RFP cluster rows to a Callan-specific quant alternatives brief and exact search-status checklist.

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


Map Cambridge-facing content to foundation and endowment CIO language rather than generic pension RFP language.

Does Cambridge want a research-led manager profile or a broader consultant-screen packet first?


Keep the fiduciary-adviser packet ready and backfill direct-screening proof before promotion.

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


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

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

Russell Investments delegated capital route


RFP response pack plus searchable addenda and award-path mirror

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

Build first because the deadline and addenda capture are the nearest hard cutoff.

NYC Comptroller RFPs and Solicitations / passive-indexing notice

Ask whether the addenda are public on the board page or only visible after shortlist or consultant contact.


Registration-ready profile plus secure proposal-portal fallback page

Kill if the eVestment screen or proposal portal still offers only generic guidance after two checks.

Refresh the public manager-opportunities profile and keep the proposal portal staged as fallback.

CalPERS investment opportunities team / proposal triage

Ask whether eVestment completeness is enough or whether CalPERS still wants a direct staff introduction.


Monthly-disclosure tape plus source-backed FAQ page

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

Normalize the monthly rows into a tape before any pitch labeling.

NYSCRF monthly disclosure and investment office

Ask whether the disclosure rows are mainly hires, terminations, or placement-agent activity first.


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

Kill if the PCS route never resolves into a dated board, procurement, or platform record after two checks.

Resolve the exact PRIM official surface and prove the manager-facing route.

MassPRIM investments / PCS procurement / board-record surfaces

Ask whether the PCS route is manager-facing, consultant-facing, or internal-only.


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

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

Keep the partner intake and the allocation thesis separate until an official record proves motion.

Harvard Management Company / endowment intake

Ask whether HMC wants a partner-intake conversation or a real hedge-fund allocation review behind the page.


First-party investment/governance FAQ plus mission-fit brief

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

Build the mission-fit packet only after the gatekeeper is pinned from first-party evidence.

Nicola da Roza / ALSAC investment gatekeeper

Ask whether Nicola da Roza is still the correct liquid-alts gatekeeper and whether outreach is direct or consultant-mediated.


Registration packet plus MENA relevance mirror

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

Use the sovereign registration surfaces as the first-touch route and keep the packet mandate-specific.

GPIF alternative-assets registration system / PIF Managers Gate / International Investments and MENA Investments leadership stack

Ask whether PIF Managers Gate is treated as registration, pre-RFP database intake, or both.


Manager-context page plus board-route / asset-liability mirror

Kill if broad marketing survives and no current official manager-context or governance surface updates across two review cycles.

Keep the sovereign and public-pension routes separate until the governance lane is explicit.

NZ Super external-mandates lane / co-CIO office / HOOPP board route / discretionary derivatives team

Ask whether NZ Super needs a mandate-specific RFP and whether HOOPP buying behavior follows the board route or the discretionary derivatives team first.


Advisor one-pager plus platform-compatible DDQ/ODD brief

Kill if the advisor prompt or marketplace fields cannot resolve to current platform-retrievable content.

Normalize the platform fields before publishing any advisor-facing copy.

CAIS advisor intelligence / iCapital marketplace and diligence reviewers

Ask which advisor prompts or diligence fields are mandatory versus merely useful for discovery.


Consultant-ready manager brief plus manager-portal mirror

Kill if the route stays generic and no current alternatives, manager-research, or ODD workflow proof appears after two checks.

Split the consultant gatekeeper from the direct buyer before building the brief.

NEPC alternatives / Callan research and RFP networks / Aksia hedge-fund and ODD leadership

Ask whether the first screen is NEPC, Callan, or Aksia and which team owns alternatives review today.


OCIO intake packet plus consultant-screen mirror

Kill if the route cannot be tied to a live manager-screening or fiduciary workflow after two checks.

Treat the OCIO layer as the gatekeeper until a live manager-screening workflow is proven.

CAPTRUST / Russell Investments / consultant-facing corporate-pension gatekeepers

Ask whether the first buyer is the corporate plan, the OCIO team, or the fiduciary adviser screen.


Run this call first because the July 15 deadline is the most time-sensitive active window.

Official intake paths can fail on attachment and addenda mechanics even when the RFP notice is public.

Are the attachments/addenda public, and what exact submission path is required?

deadline-critical official submission validation

NYC BAM attachment and submission SME call


Validate eVestment versus direct-sponsor sequence before producing the final CalPERS packet.

Standing-open opportunities can still require staff sponsorship to move beyond database completeness.

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

CalPERS eVestment and direct-sponsor SME call


Use this call to decide whether NEPC/Callan/Aksia packets lead with investment thesis, ODD, database fields, or committee memo.

The consultant brand is less important than the person or workflow owning the first screen.

Who owns the first screen and what evidence changes shortlist inclusion?


Validate mandatory CAIS/iCapital fields before platform packet production.

Advisor platform discovery depends on listability fields, not just an institutional-quality memo.

Which advisor prompt or diligence field is mandatory versus helpful?


Validate whether corporate-pension and fiduciary routes are plan-led, consultant-led, or OCIO-led before outreach.

Delegated capital routes can make the named asset owner the wrong first buyer.

Is the first buyer the plan, OCIO team, fiduciary adviser, or consultant database?


Build the advisor one-pager plus platform-compatible DDQ/ODD brief once mandatory CAIS/iCapital fields are confirmed.

Advisor-platform discovery depends on listability fields and prompt-retrievable education, not institutional RFP prose.

Which advisor prompt or diligence field is mandatory versus merely helpful?

advisor-platform discovery and diligence


Build a common consultant packet and branch into NEPC research, Callan RFP, and Aksia ODD variants after first-screen ownership is confirmed.

Consultant gatekeeper work needs both investment screen and operational-diligence evidence.

NEPC Callan Aksia outreach packet blueprint


Reuse the shared blueprint fields for every channel packet so production outputs remain comparable and auditable.

Reusable packet fields prevent drift across advisor, consultant, PDF, and deck surfaces.

Which fields differ by route and which can stay canonical?

Private wealth and consultant shared packet schema


Use the blueprint to draft the disclosure-tape packet, then publish the FAQ and route mirror after row normalization.

Build the packet summary and allocator-facing mirror from the latest disclosure rows.

NYSCRF is actionable when disclosure rows and emerging-manager language can be normalized into a manager-motion tape.

Which disclosure row type actually triggers a review cycle?

monthly disclosure tape plus emerging-manager routing

NYSCRF monthly tape outreach packet blueprint


Use the blueprint to resolve whether PCS is manager-facing before creating the final outreach packet.

Extract the dated PRIM board or procurement record and then draft the outreach packet.

MassPRIM PCS only becomes pitchable when a dated official record proves the route is current and manager-facing.

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

managed-account and PCS route validation


RFP response pack
searchable addenda mirror
award-path mirror
passive-transition appendix
source-backed FAQ page

specific attachment URLs
specific addendum URLs
award-path metadata
exact consultant-database names
exact submission method
download-form fields

Extract the attachments and addenda, mirror the award path, and draft the response brief.

NYC Comptroller RFP board page
passive-indexing notice
attachments and addenda URLs
consultant-database submission workflow
2017-to-2026 replacement-cycle proof

Ask whether the attachments and addenda are public on the board page, and what exact consultant-database or submission path is required before the July 15 close.

Are the attachments and addenda public, and what exact submission path is required?

NYC Comptroller RFP board page -> passive-indexing notice -> attachments and addenda -> consultant-database submission workflow -> internal investment committee packet


registration-ready profile
secure proposal-portal fallback page
FAQ / FinancialProduct schema page
fee-liquidity-capacity table
PDF mirror

current minimum-qualification thresholds by strategy

whether direct staff sponsorship is required

exact referral conditions for the emerging-manager adviser lane

Refresh the proposal and eVestment packet and keep the direct-contact fallback ready.

public investment manager opportunities page

Ask whether eVestment completeness is enough, or whether CalPERS still wants a direct staff sponsor first.

Is eVestment sufficient alone, or does CalPERS want a direct staff sponsor first?

If the strategy clears thresholds, use Nasdaq eVestment first; if not, use the secure CalPERS proposal portal and keep the direct-contact fallback ready.


Build the disclosure-tape packet and source-backed FAQ after latest PDF row normalization.

Monthly disclosure rows can expose manager motion before broad annual-report narratives.

monthly disclosure tape and manager-motion classification


Keep the proof-gap mirror active while resolving whether PCS is manager-facing.

Managed-account routes are pitchable only when the official surface proves manager-facing intake or consultant routing.


Produce one canonical packet that can go through eVestment when thresholds pass or through the direct proposal route when they do not.

CalPERS is already represented in the corpus as a live intake surface with a threshold screen and a fallback submission path.

Should the packet be optimized first for eVestment completeness or for direct-proposal clarity?

manager-profile plus dual-route submission packet


Use the eVestment route only after the active threshold set is satisfied and the manager profile is fully current.

Missing any required history, performance, AUM, composite, or registration item should keep the route on monitor until fixed.

Is the threshold screen asset-class specific in practice for this strategy, or does CalPERS apply one universal filter?

public-market manager registration screen

CalPERS Public Investment Manager Opportunities


Send the fallback packet when the strategy does not clear the eVestment screen or when a direct staff sponsor is required first.

The secure proposal portal is the durable fallback path and should remain ready even when eVestment is the preferred route.

Does the proposal portal triage centrally or route immediately to an asset-class team?


Publish the mirrored sections so allocator-facing and answer-engine-facing users see the same evidence, thresholds, and routing language.

The repo backlog explicitly calls for manager profiles, performance and terms fields, and evidence pages that answer engines can retrieve.

Which mirror sections are mandatory for retrieval and which are only supportive?

allocator-search and answer-engine discovery


Use the executive summary, checklist, official proof appendix, AEO mirror, SME script, and production tasks as the output packet.

A blueprint becomes operational only when the packet includes a checklist, proof appendix, and exact next actions.

executive summary, response checklist, official proof appendix, missing addenda and attachment fields, AEO mirror sections, SME call script, kill rule, and next production tasks

Are the attachment and addendum URLs public on the board page, or gated behind a consultant/contact flow?

field the NYC BAM response packet as a concrete artifact rather than a blueprint


Normalize attachment URLs, addendum URLs, and award-path metadata from the official board page.

The repo already captured the notice page and deadline; the remaining gap is the document-level attachment and addendum capture.

specific attachment URLs, specific addendum URLs, award-path metadata, exact consultant-database names, exact submission method, download-form fields

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


Record the exact submission method and download-form fields before the packet is treated as pitchable.

A notice page is not operationally complete until the routing fields and document URLs are explicit.

attachment URLs, addendum URLs, award-path metadata, consultant-database names, submission method, download-form fields

What exact submission method does NYC BAM require before July 15, 2026?

NYC BAM missing addenda and attachment fields


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

The loop should not promote a packet that still depends on guesswork about official intake mechanics.

attachment URLs, addendum URLs, award-path metadata, consultant-database names, submission method

After two checks, is the packet still blocked on official proof rather than execution details?

hard stop-loss for unresolved board-page proof


Publish advisor one-pager and FAQ mirror only after mandatory platform fields are separated from helpful fields.

Private-wealth AEO needs advisor workflow language and platform field discipline.

Which field changes listability or recommendation?


Publish shared consultant page and variants after first-screen owner is validated.

Consultant AEO must preserve the distinction between manager profile, ODD, and client retrieval surfaces.

Who owns the first screen and what evidence changes shortlist inclusion?


Publish the NYSCRF FAQ mirror after validating row normalization and keep the monthly PDF and emerging-manager page in the source appendix.

Ship the NYSCRF mirror page and keep the FAQ aligned with the normalized tape fields.

Monthly disclosures become useful only when the answer engine can recover the row-level manager motion and the appendix points to the live source.

Does the monthly disclosure row type actually trigger review or replacement motion?


Keep the PCS mirror gated until a dated PRIM board, procurement, or platform record proves the route is manager-facing.

Resolve the dated official PRIM record and only then publish the final PCS FAQ mirror.

Managed-account routes are pitchable only when the official surface proves current access and route ownership.


Publish the NYC BAM mirror only after the board-page attachments, addenda, and award-path metadata are normalized.

Allocator-facing search surfaces need the deadline, intake path, and replacement proof inline, not buried in the appendix.

Are the attachments/addenda public, and is the submission path specific enough to act on today?

answer-engine and FAQ publication for the NYC BAM packet artifact


Publish the CalPERS mirror only after the threshold route and direct-proposal fallback remain clearly separated.

Standing-intake allocators still require route clarity, threshold language, and a readable fallback path.

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

answer-engine and FAQ publication for the CalPERS packet artifact


Run the four pass/fail queries after both mirrors exist and keep the fail cases as negative evidence if the answer engine misses the route or proof gap.

Good answer-engine pages answer the exact retrieval question and fail loudly when the route is not yet complete.

Would an allocator accept the first answer as operationally useful?


Keep the mirrors in production queue until the NYC BAM and CalPERS SME calls resolve the remaining route ambiguity.

Answer-engine mirrors should not overclaim completeness when the underlying packet still has unresolved fields.

Which unresolved field still blocks publication?


Run the four account-specific queries on ChatGPT Search, Google AI Mode, Claude web search, and Perplexity after each mirror update.

Public answer engines must expose the route, packet, deadline, and proof gap before the mirror can be treated as useful for outreach.

Would this answer let a manager act without a second search?

public AEO/GEO verification for allocator pitch-now pages


Capture Bloomberg ASKB, FactSet, AlphaSense, and Microsoft 365 Copilot answers where access exists; otherwise record access gaps as negative evidence.

Consultant and platform influence depends on retrieval inside workflow tools, not just public search visibility.

Which workspace is actually used for first-screen retrieval?

hidden-workflow verification for consultant and research workspaces


Promote a named tool-use claim only when a public source or SME call verifies it; otherwise keep it as a target-surface hypothesis.

AEO strategy benefits from knowing surfaces, but named decision-maker usage is a higher-evidence claim.

Can the named chatbot/workspace usage be cited or only used as private routing context?

prevent overclaiming chatbot usage by named decision makers

Decision-maker chatbot-use evidence gate


Create a weekly query log that preserves raw answers, citations, screenshots, pass/fail rows, and deltas after every production asset update.

Historical motion signals become useful only when surface behavior can be compared across dated runs.

Which answer changes would trigger outreach, rewrite, or downgrade?


Capture the advisor surface, model-portfolio fit, and liquidity/fee explanation before writing the packet.

CAIS proof should stay advisor-facing and retrieval-specific rather than collapsing into generic platform marketing.

Draft the advisor one-pager and FAQ mirror once the official surface is pinned.

CAIS search, CAIS x Claude, advisor portal

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


Normalize fund data, subscription workflow, DDQ fields, and reporting artifacts into one capture set.

iCapital matters when the official workflow exposes structured diligence fields instead of a brochure layer.

Assemble the diligence packet and preserve the subscription path exactly as shown on the official surface.

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

iCapital marketplace and due diligence proof queue


Capture the alternatives team, manager-research contacts, and search examples that prove the first screen is real.

NEPC proof should distinguish alternatives review from generic OCIO or firm coverage.

Build the consultant-ready manager brief and the official page capture together.

NEPC alternatives page, manager-research contacts, search examples

consultant gatekeeper and manager-research


Capture the search-status page, board-packet language, and named consultant owner for the current window.

Callan proof is actionable only when the RFP or search surface is current and routed to a named owner.

Prepare the Callan-facing packet around the live search path and deadline language.

Callan alternatives consulting, RFP network, team page

Is the first gate a consultant person, an RFP network, or a board packet route?


Capture portal, MAX, DDQ, risk reporting, and named research people before treating Aksia as a live screen.

Aksia proof should preserve the separation between manager intake and client/MAX retrieval.

Turn the captured portal fields into the screening-and-ODD packet without rephrasing the field labels.

Aksia manager portal, MAX, named researchers

Which surface owns screening today: manager portal, MAX, or a named researcher?

Aksia Manager Portal and MAX proof queue


Capture the board page, notice page, attachment URLs, addendum URLs, and submission fields before building the final outreach packet.

Write the response brief and source appendix once the board-page URLs are pinned.

NYC BAM becomes pitchable only when the board page fields are normalized into exact URLs and exact submission text.

Are the consultant-database names and award-path metadata explicit enough to route without guesswork?


Capture the qualification screen and secure portal together so the threshold route and fallback route remain distinct.

Refresh the manager profile and direct-proposal packet from the captured fields.

CalPERS is actionable when the current screen, the portal, and any routing language are captured as separate records.

Does eVestment completeness clear the route, or is a direct staff introduction still required?

eVestment threshold screen plus direct proposal fallback


Capture the landing page, current disclosure PDF, and emerging-manager page, then normalize the row-level motion fields.

Publish the disclosure tape summary and source appendix after row normalization.

The disclosure tape is only useful when the month, manager motion, and placement-agent language are already structured.

Does the monthly row type trigger review or replacement motion, or is it purely archival?

monthly disclosure tape and emerging-manager routing


Hold the route in proof mode until a dated PRIM record proves the PCS or managed-account surface is manager-facing and current.

Resolve the dated official PRIM record before drafting the final outreach packet.

A generic investments anchor is not enough; the route needs a dated board, procurement, or award record to become pitchable.

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


Create the run-date evidence folder and capture raw answer, citations, screenshot, pass/fail row, and notes for each first-run query.

AEO strategy becomes investable only when answer behavior is captured as raw proof, not remembered from a browser session.

Does the captured answer contain enough route detail to change outreach action?


Run the four account-specific queries on public answer engines and preserve failures as negative evidence.

Weak or generic public answers are still useful because they show which mirror sections need rewrite or citation strengthening.

Which answer miss would block a pitch-now decision?

Public answer-engine first-run ledger rows


Capture workspace answers where access exists and record access gaps explicitly when it does not.

Hidden influence surfaces need either raw workspace proof or a documented access gap before content priority can be trusted.

Which proprietary workspace changes first-screen inclusion?


Keep chatbot-use claims as hypotheses until a public source or SME note identifies the user group, surface, and citation status.

Knowing which surfaces matter informs AEO, but named decision-maker tool usage requires higher proof.

Can the chatbot-use claim be cited publicly or only used privately?


Capture the board page, notice page, attachments, addenda, consultant-database names, and submission method before writing the packet appendix.

Write the response brief and source appendix after the board-page URLs are pinned.

NYC BAM only becomes pitchable when exact URLs and exact submission text are normalized.

Are the attachments and addenda public on the board page, and what exact submission path is required?

board-page proof capture and response-packet normalization


Refresh the manager profile and direct-proposal packet from the captured fields.

CalPERS is actionable when the screen, portal, and routing language are captured as separate records.

qualification screen plus direct-proposal fallback capture


Normalize the latest disclosure rows into hire, termination, transaction, and emerging-manager routing records.

Ship the row tape and keep the emerging-manager page as a separate record.

Monthly disclosures become useful only when row-level manager motion and the appendix source are both present.

Which disclosure rows are true manager openings or replacements rather than routine transactions?


Keep the PCS row gated until a dated PRIM board, procurement, or platform record proves the route is manager-facing.

Resolve the dated official PRIM record and only then publish the final row.

Managed-account routes are pitchable only when the official surface proves current access and route ownership.

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


Capture the advisor and diligence surfaces, then normalize the raw proof into one packet-ready row.

Store the raw proof captures under the tick 89 convention and draft the advisor one-pager from the same row.

Advisor-platform rows stay useful only if the CAIS discovery surface and the iCapital diligence fields remain separable.

CAIS x Claude and iCapital marketplace / due diligence

Which CAIS surface is the real retrieval entry point, and does iCapital expose mandatory DDQ or fund-data fields?


Capture the consultant page and the manager-ready packet together, then split the row only if the official surfaces prove different fields.

Store the raw proof captures under the tick 89 convention and keep NEPC, Callan, and Aksia variants separate until the surface split is proven.

Consultant rows need first-screen ownership, not just firm branding.

NEPC alternatives, Callan RFP network, Aksia manager portal and MAX

Who owns the first screen today for NEPC, Callan, and Aksia, and which evidence changes shortlist inclusion?


Store every capture in a route-slugged tick 89 directory before normalization.

Write the first CAIS/iCapital and NEPC/Callan/Aksia captures into the folder convention before any row promotion.

A stable raw-proof folder keeps the capture replayable and auditable.

Does the raw capture path make it obvious which route and day the proof belongs to?


Keep only the fields that let the row be ingested, replayed, and promoted without guessing.

Normalize the first two rows against the shared field contract and preserve the exact labels from the official surface.

The record must carry the URL, owner, date, field labels, access state, and raw proof path.

route_name, official_url, capture_surface, capture_date, owner_or_gatekeeper, visible_field_labels, access_state, proof_gap, raw_proof_path, source_path

Which fields are mandatory for ingest, and which are only helpful context?


Promote only when the surface is current, dated, and field-labelled; downgrade when the row stays generic or ownerless.

Apply the same promote and downgrade gates to both route families before any downstream publication.

The policy keeps marketing copy and current proof on different tracks.

What evidence would actually change the row from monitor to active in this route family?

This policy is inferred from the existing tick 88 and tick 87 proof patterns.


Instantiate the public answer-engine folders and capture the four account-specific queries first.

Public answer misses are immediate rewrite and citation-strengthening signals.

Which missing field would block a pitch-now decision?

Public answer-engine run-folder row template


Use the workspace template where access exists and log access gaps instead of dropping the row.

Opaque or inaccessible proprietary surfaces still create useful negative evidence for prioritization.

Which workspace actually changes shortlist or first-screen inclusion?

Finance workspace run-folder row template


Track named chatbot-use claims separately from target-surface hypotheses.

The AEO plan can optimize for surfaces before it can safely claim named decision-maker usage.

Can the usage claim be cited publicly or only used privately?

Named chatbot-use run-folder row template


Compare future answer captures against this first-run baseline and preserve citation, freshness, and route-field deltas.

Historical motion becomes verifiable when answer-engine behavior is measured as dated deltas.

Does the delta reflect real workflow change, index freshness, or answer-engine drift?

AEO historical motion run-folder row template


Capture the board page, notice page, attachment URLs, addendum URLs, consultant-database names, and submission method before writing the packet appendix.


Capture the qualification screen and secure portal together so the threshold route and fallback route remain distinct.

Does eVestment completeness clear the route, or is a direct staff introduction still required?


Use one run folder per route and keep raw proof, normalized row, and pass/fail row together so ingest can promote or downgrade without re-capturing the page.

The tick 89 ledger becomes execution-ready only when the raw proof path and the decision row live in the same folder pattern.

Write the two route folders and their pass/fail rows before collecting any new proof.

Which fields are mandatory and which can stay blank until the next capture pass?

Tick 90 consultant/platform run-folder template schema


Capture the advisor retrieval surface and the iCapital diligence surface separately, then keep the run folder split until the field labels prove they belong together.

CAIS discovery and iCapital diligence are related but not interchangeable workflows.

Populate the CAIS/iCapital folder with raw proof, normalized row, and pass/fail row once the official surfaces are pinned.

CAIS search, CAIS x Claude, advisor portal, iCapital marketplace and due diligence

Which CAIS surface actually drives discovery, and does iCapital expose mandatory DDQ or fund-data fields?


Keep the consultant route split by first-screen owner so NEPC research, Callan RFP routing, and Aksia screening remain distinct ingest rows.

Consultant gatekeeper work fails when generic firm pages replace the named first screen.

Store the consultant proof set and the pass/fail row together before branching into route-specific variants.

Who owns the first screen today for NEPC, Callan, and Aksia?

consultant gatekeeper capture and ODD routing

NEPC / Callan / Aksia run-folder template


Validate the pass/fail row against the formal schema before writing the normalized ingest row.

A route row is not execution-ready until the decision fields, SME route, and raw proof path are explicit.

Use the schema to check both route templates before promotion.

Are the decision fields complete enough to promote or downgrade without rereading the source?


Promote only when the official surface is current, dated, and field-labelled; downgrade when the row stays generic or ownerless.

Apply the same promote and downgrade gates to both seed rows before any downstream publication.

promote_rule, downgrade_rule, pass_action, fail_action


Run the NYC BAM query and capture raw answer, citations, screenshot, pass/fail row, and notes.

The live search window needs answer-engine route recall before the mirror can be considered AEO-ready.

Which missing answer field blocks pitch-now action?


Run the CalPERS query and capture whether eVestment and direct proposal fallback stay distinct.

CalPERS outreach depends on route clarity more than generic allocator visibility.

Is eVestment enough alone, or does a direct staff sponsor still matter?


Capture AlphaSense output if access exists, or record access gap as negative evidence.

Consultant influence cannot be inferred from public pages alone when workflow search is proprietary.

Which workspace actually changes shortlist inclusion?

AlphaSense consultant database seed run row


Keep named chatbot-use claims separate until public, admin, or SME proof exists.

AEO can optimize target surfaces before it can safely claim named decision-maker tool usage.

Can the chatbot-use claim be cited publicly or only used privately?


NYC BAM only becomes pitchable when exact URLs and exact submission text are normalized.

Are the attachments and addenda public on the board page, and what exact submission path is required?


CalPERS is actionable when the screen, portal, and routing language are captured as separate records.


Normalize the latest disclosure rows into hire, termination, transaction, and emerging-manager routing records.

Monthly disclosures become useful only when row-level manager motion and the appendix source are both present.

Which disclosure rows are true manager openings or replacements rather than routine transactions?


Keep the PCS row gated until a dated PRIM board, procurement, or platform record proves the route is manager-facing.

Managed-account routes are pitchable only when the official surface proves current access and route ownership.

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


Use the tick 90 folder contract, but seed the rows now so capture work can start without reshaping the artifact after the first proof pass.

A seed row is only useful if the required files, blank capture fields, and decision rules are already in place.

Write the seed rows and attach the route policy before collecting any new proof.

Which fields are mandatory at seed time versus after capture?

Tick 91 consultant/platform seed run row schema


Keep CAIS discovery and iCapital diligence separate until the official field labels prove the surfaces can be merged into one ingest row.

Populate the seed row with raw proof, normalized row, and pass/fail row once the official surfaces are pinned.

Which CAIS surface drives discovery, and does iCapital expose mandatory DDQ or fund-data fields?


Route the CAIS/iCapital and NEPC/Callan/Aksia questions to the named SMEs before promotion so the capture pass stays anchored to the right gatekeeper.

Seed rows move faster when the SME question is explicit at write time.

Attach the route-specific SME question to each seed row and preserve it in the normalized row.

CAIS advisor-intelligence SME, iCapital marketplace and diligence SME, NEPC alternatives SME, Callan RFP network SME, Aksia manager portal / MAX SME

Which SME owns the next decision for each route?


Treat exhaustive provider temporal coverage as its own production lane until every provider family has status, gaps, and highest-value backfill rows.

Current corpus has strong selected historical motion but not complete temporal history for all provider families.

Which provider family is most likely to generate actionable change signals if temporally backfilled first?

Tick 92 exhaustive temporal backfill control plane


Backfill board packets, monthly disclosures, annual reports, and procurement pages into person/title, manager-change, allocation-change, and search-window histories.

Allocator timing is testable only when board/IC events and manager changes are date-stamped.

Which allocator source family reveals changes before formal RFPs?


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

Manager lifecycle changes create replacement and competitive-positioning signals and prevent entity drift.

Which lifecycle events actually change allocator willingness to take a meeting?


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

Hidden gatekeeper changes alter shortlist routes even when allocator public pages do not change.

Which consultant or platform changes moved actual manager screening behavior?

Consultant and platform temporal backfill lane


Backfill provider acquisitions, product launches, field-schema changes, connector changes, and workflow-surface changes for research and allocator tools.

Data/workflow providers determine what decision makers can retrieve and compare.

Which provider changes altered the fields exposed to allocators or consultants?

Data provider and workflow surface temporal backfill lane


Run seed answer-engine rows repeatedly and preserve citation, freshness, and route-field deltas.

AEO changes over time can be tested only when raw answers and citations are captured on a cadence.

Does an answer delta reflect real workflow change, index freshness, or model behavior drift?


Treat the notice, attachments, and addenda as a live replacement-cycle window and keep the search text normalized into a row rather than a summary.

Which exact attachment and addendum fields are still missing from the NYC BAM packet?

NYC Bureau of Asset Management passive indexing manager search


Use monthly disclosure rows as the clearest hire/termination tape in the corpus and backfill exact manager names and transaction dates into the audit.

Which monthly-disclosure fields are still not normalized into a dated row?

New York State Common Retirement Fund monthly disclosure


Treat CIO and regional-lead transitions as the sovereign family’s highest-value temporal hook for manager access and external-manager resets.

Which sovereign transition should be normalized as the canonical external-manager trigger?

Kuwait Investment Authority / Qatar Investment Authority / Public Investment Fund / New Zealand Superannuation Fund


Keep the partner-contact surface as a weak intake route until a board record, annual report, or named review owner proves a current decision path.

Is partner intake a real manager-search workflow or only a contact surface?

Harvard Management Company partners and performance


Use consultant routing and committee cadence as the main temporal proxy for foundation allocation changes.

Which foundation committee or consultant change should be treated as the real decision date?

Cambridge Associates / MacArthur / Kellogg


Treat insurer routing as consultant-led unless an investment-office title change or board calendar proves direct review authority.

Does this insurer family move through consultant, OCIO, or direct investment-office control?

AAA Auto Club Group / Russell Investments / CAPTRUST


Keep hospital routes separate from pure endowment logic and treat them as review-window allocators until the investment gatekeeper is explicit.

Is the route a real hospital investment office, a finance review window, or mission-scale only?


Treat consultant changes and RFP/search-window flips as the best corporate-pension and OCIO temporal signal in the corpus.

Which OCIO gate actually owns the manager search?

CAPTRUST / Russell / Verus / Cerity / Wilshire


Build one date-normalized chronology table that joins person/title history, PM/team moves, firm ownership changes, fund lifecycle, product changes, and answer-engine behavior changes into a single audit surface.

The corpus has strong topical coverage, but the time axis is not normalized evenly across provider families.

Which date-stamped chronology would change the most decisions if it were backfilled first?


Backfill named-manager chronology, PM/team moves, launch and closure dates, and strategy wind-down markers for the core hedge-fund universe before promoting rows into allocator-facing timelines.

The corpus is strong on replacement motion and hedge-fund universe closure, but weak on complete person/title and launch-to-close chronology.

Which named manager or PM move caused capital to move, and what date proves it?


Backfill product-release chronology, team moves, and merger lineage for systematic and multi-strategy managers so product changes can be dated against allocator behavior.

The corpus has systematic and wrapper language, but not enough point-in-time product or team change history for the asset-manager layer.

Which product release or team move changed the allocator story?


Backfill consultant/platform ownership history, consultant title history, and route ownership so delegated-manager screening can be dated instead of implied.

Consultant consolidation is visible in the corpus, but the operational consequences are not fully normalized as a dated ownership ledger.

Which consultant/platform change actually changed who screens managers?


Backfill platform ownership changes, onboarding rule changes, and product-launch chronology for iCapital, CAIS, Morningstar Wealth, Envestnet, and related rails.

The corpus is strongest where the platform asks for fields, and weaker where the platform's own product or ownership chronology changes the route.

Which platform rule or wrapper launch changed distribution?

Private-wealth platform product and ownership audit


Backfill product-release and acquisition timelines for eVestment, Preqin, PitchBook, AlphaSense, Bloomberg ASKB, FactSet, Glean, and related research surfaces.

The corpus knows which research surfaces exist, but not enough about when the surface behavior or product lineage changed.

What changed in product behavior and when did it change?

Data and research provider release audit


Run the same allocator-intent queries monthly across public answer engines and workflow providers, then record ranking drift, citation drift, and workspace-behavior changes in a versioned log.

The corpus can test answer quality now, but it does not yet preserve a full drift history for the same query set over time.

Which release or ranking change caused the answer shift?


Promote competitor analysis into a first-class lane with separate strategy taxonomy and allocation amount normalization.

Current corpus has peer clusters and scattered amount fields, but not a normalized by-strategy allocation matrix.

Which strategy buckets match how allocators actually compare competitors?

competitor fund analysis and wallet sizing

Tick 93 competitor allocation strategy control plane


Normalize competitor peer sets by strategy type before comparing allocation amounts.

Multi-strategy, systematic, macro, credit, QIS, and liquid-alt competitors answer different replacement objections.

Which peer set does the allocator use in committee materials?


Separate hard dollar allocations from target percentages, AUM thresholds, and qualitative demand before aggregating by strategy.

Amounts are currently mixed across deployed dollars, allocation targets, caps, AUM, and survey demand.

Which amount can be counted as actual allocated capital?


Use Harvard as the first normalized test row for strategy split, then backfill comparable endowment and foundation rows.

Harvard is one of the few rows with both a hedge-fund dollar amount and sub-strategy percentages.

Does the sub-sleeve split map cleanly to the competitor taxonomy?

Harvard hedge-fund sleeve allocation example


Keep GPIF cap/potential as capacity signal, not deployed allocation, until actual allocation rows are captured.

Caps and potential dollars overstate current wallet size if mixed with hard allocations.

What portion of the alternative cap is actually allocable to liquid hedge-fund strategies?

alternatives cap versus deployed allocation


Backfill allocator-level strategy amounts and mark every missing value by amount class and comparability risk.

A useful competitor map needs wallet sizing, not just peer names.

Which missing amount would most change outreach prioritization?


$4.1097B fair value in AQR Style Premia U.S. Long Only Equity Beta 1 Fund

Use NYSCRF as a live systematic allocator and benchmark independent quant implementation against bank-QIS and transparent factor sleeves.


31% hedge funds ($17.6B) with 3% multi-strategy sleeve

Use Harvard as the clean endowment proof point for multi-strategy capacity, implementation discipline, and allocator-grade transparency.


9% long-short sleeve inside the $17.6B hedge-fund allocation

Use the long-short sleeve as the allocator proof point for market-neutral or stock-picking pitches with risk-off framing.


about 9% of portfolio in risk-mitigating strategies

Treat CalSTRS as a live risk-mitigation allocator and lead with trend-following, rates/FX dislocation, and crisis-alpha language.


$350M committed to Garda Fixed Income Relative Value Opportunities Fund

Use VRS as the liquidation and replacement-motion case for credit and relative-value sleeves; position transition planning and fee/liquidity clarity first.


3% of a $2.1B portfolio shifted to Goldman Sachs QIS

Benchmark independent quant and systematic managers against bank-packaged QIS using portability, transparency, and customization arguments.


7%-13% Portfolio Completion Strategies target range; 27 managers as of Dec 2025

Use MassPRIM as the strongest managed-account and portfolio-completion allocator in the corpus; pitch SMA-friendly, transparent, operationally clean implementation.


alpha capture / multi-strategy replication


public pension / risk-mitigating hedge funds


sovereign wealth fund hedge fund allocations


Prioritize named buyer, official intake, and hard allocation proof over more route-level expansion.

The corpus has strong route maps but uneven active-buyer and amount proof.

Which family-office or international route can be treated as active buyer this month?

family-office and international route hardening

Tick 94 family-office international hardening control plane


Backfill current CIO/principal/home-office owner names before claiming direct family-office outreach priority.

Family-office route surfaces are usable only after current decision owner or event proof is attached.

Which named person owns the family-office research or allocation decision?

Family-office named buyer hardening lane


Backfill official manager-facing intake surfaces for GPIF, PIF, GIC, CPPIB, NZ Super, NBIM, and Middle East sovereign routes.

International routes are most actionable when manager registration or external-manager ownership is visible.

Is this intake surface actually manager-facing today?

International official-intake hardening lane


Separate actual strategy dollars from AUM, caps, allocation shares, and derived estimates.

International rows often carry scale but not actual hedge-fund sleeve amounts.

Which amount can be treated as real allocable hedge-fund capital?

International allocation amount hardening lane


Backfill minimums, all-in fees, subscription workflow, conversion rates, and mandatory listability fields.

Advisor platforms need economics and field-level proof, not only brand route coverage.

Which platform field blocks listability?


Build answer-engine packets only after route rows carry current owner, intake, or hard allocation evidence.

AEO/GEO pages should not promote route-level hypotheses as active buyers.

Which public answer should be allowed to claim active buyer status?

family-office and international answer-engine packets

Family-office international AEO packet lane


Publish advisor one-pagers, model-portfolio fit notes, liquidity/fee explainers, and Q&A blocks that resolve liquid-alts prompts cleanly.

CAIS becomes actionable when the current retrieval entry point and workflow owner are explicit.

Need the current CAIS advisor-intelligence owner and the live prompt surface.

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

CAIS x Claude / CAIS advisor intelligence


Normalize the manager into platform-compatible fund data, subscription workflow, DDQ fields, advisor education, and reporting artifacts.

iCapital turns listability into a metadata and workflow question before it becomes a sales question.

Need the current marketplace owner and the live onboarding fields.

Which iCapital field determines listability?

platform listing and diligence packaging


Use report-driven outreach to target strategic allocation reviews and liquid-diversifier conversations.

UBS is the clearest current family-office report publisher in the local corpus, but the named owner layer is still thin.

Need the latest report page and the current report owner or allocator-contact name.

Which UBS report or event page is current and who owns it?

UBS Global Wealth Management / Family Office and UHNW


Need a current J.P. Morgan-owned page and the named owner behind it.

Which public J.P. Morgan surface is the real family-office route?

private-bank family-office research route


Extract member-firm, event, speaker, sponsor, and webinar evidence so the network becomes searchable as a routable graph.

The network is useful, but only once member firms and named leaders are backfilled.

Need named member-firm leaders and current webinar hosts.

Which Family Wealth Alliance member-firm page exposes CIO contacts first?


Extract the current speaker, sponsor, qualification, and registration pages and route family-office quant education to named CIO corridors.

Campden is one of the cleanest family-office access layers in the corpus, but the current people layer is still thin.

Need the current speaker roster and qualification owner.

Which Campden page best exposes the current speaker list and qualification rules?


Normalize speaker and sponsor rosters, then backfill event-to-person edges for recurring forums and intelligence pages.

APB is already a live APAC private-wealth route, but the roster detail is still too thin for named-owner hardening.

Need current speaker and sponsor metadata from the summit or intelligence feed.

Which APB page exposes the strongest current speaker and sponsor metadata?


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.

Hubbis already exposes register, sponsor, and speaker paths, but the per-event metadata still needs a thinner extraction layer.

Need current sponsors, speakers, and the forum chair or program director.

Which Hubbis page is most reliable for current sponsors and speakers?

APAC and Middle East private-wealth routing


Keep GPIF, GIC, NZ Super, and Future Fund on separate APAC intake tracks and do not collapse them into one sovereign bucket.

The corpus shows distinct intake surfaces across APAC sovereigns rather than one unified route.

manager-registration, external mandates, and CIO-transition surfaces


Route PIF, KIA, QIA, and ADIA separately because each has a different owner stack and intake surface.

The corpus distinguishes Managers Gate, advisory coverage, CIO transition, and committee routing across Middle East sovereigns.

manager registration, committee routing, and regional coverage


Keep the public-pension routes separate because HOOPP, OMERS, ATP, NBIM, and CPPIB do not share one common decision path.

The corpus keeps board, committee, and external-portfolio-management lanes distinct for non-US public allocators.

liability-aware quant, absolute return, and portfolio-construction routes


Treat LGPS Central, Border to Coast, and Northern LGPS as pooled entry points and backfill each pool separately.

The corpus names LGPS pools but does not yet give a single national hard sleeve for UK local government pensions.

Ask an allocator SME whether this should stay pool-by-pool instead of collapsing into one UK LGPS bucket.


Use the alternative-assets registration system as the first-touch surface for non-core strategies.

GPIF has a manager-registration system for alternative assets in the corpus.

alternative assets / separate managed accounts


Pitch through the executive chain and external-managers stack rather than a lone team.

GIC's Group Executive Committee sits inside the executive decision stack and the corpus gives the allocator a hedge-fund share.

systematic hedge funds, liquid diversifiers, managed accounts, and macro sleeves

GIC (Government of Singapore Investment Corporation)


Route material through Managers Gate and keep the international and MENA leadership stack separate.

PIF exposes a public registration/login surface for the MENA External Managers Program.

systematic hedge funds, macro, liquid alternatives, and managed accounts


Use the CIO transition window as a reopen point for liquid, institutionally run strategies.

A sovereign allocator that hires a CIO from hedge-fund strategies tends to reopen external-manager conversations.


Use the regional coverage reshuffle to reach the decision makers before a formal RFP appears.

Regional coverage changes inside a sovereign fund create a practical pitch window even without a public RFP.


Pitch hedge funds and managed futures as financial alternatives to the governance layer.

ADIA routes recommendations through an Investment Committee in the local corpus.


Approach the external-mandates side of the co-CIO model with systematic and liquid-alternatives language.

The corpus identifies a co-CIO split and an external-mandates route for NZ Super.

portable alpha, systematic, and managed-account proposals


Contact the allocator in the early post-transition period and frame liquid diversifiers as a fit for the new operating cadence.

Incoming CIOs commonly reset external-manager relationships and reopen allocation conversations.


Use the hard commitment as the cleanest proof that CPPIB can back differentiated systematic or alpha-capture managers.

The corpus contains a specific $250M backing from CPPIB.


Backfill each LGPS pool separately and avoid treating the UK LGPS as one unified sleeve.

The corpus gives pooled LGPS platform names and a multi-billion GBP reference, but not one hard UK-wide amount.

LGPS Central / Border to Coast / Northern LGPS


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

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

absolute return / derivatives / low-correlation risk management


Use the AC Investment Committee for liquidity, currency, and portfolio-construction conversations.

OMERS says its board committees monitor liquidity management, foreign currency strategy, and portfolio construction.

liquidity / currency / portfolio construction


Use the CIO and group-management stack before escalating to the Supervisory Board.

ATP identifies the Supervisory Board as the supreme governing body and names a CIO inside Group Management.


Treat NBIM as a live allocator in the corpus, but verify the exact owner in first-party materials before outreach.

The corpus ties NBIM to an allocator role and a live pitch-calendar row but not to a current first-party intake page.

long/short equity, infrastructure-focused allocation, and external-manager relationships

Norges Bank Investment Management (NBIM)


Run closure queues before promoting route-level rows into outreach or AEO assets.

Tick 94 found strong route maps but unresolved named-owner, amount, intake, economics, and chatbot-surface fields.

Which unresolved field is most likely to change outreach priority this week?


Backfill ATP AUM, alternatives bucket, and current decision-owner title.

Does ATP expose strategy-specific amount data or only governance routing?


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

NBIM is a bridge node but does not yet carry current owner or sleeve amount proof.

Who owns NBIM external-manager allocation today?


Backfill pool-by-pool alternatives and hedge-fund sleeve sizes for UK LGPS pools.

Pool-level AUM does not answer competitor allocation by strategy.

Which LGPS pool has the clearest current hedge-fund or liquid-alts sleeve disclosure?


Backfill named CIOs, research leads, event chairs, sponsor owners, and report owners.

Family-office routes remain route hypotheses without named ownership or current event/report evidence.

Which named owner controls the research or allocation conversation?


Backfill minimums, fees, liquidity, subscription workflow, conversion fields, and diligence packet requirements.

Advisor-platform outreach needs economics and workflow blockers, not only route names.

Which field blocks platform listability first?

Private-wealth platform economics closure queue


Map chatbot, search, advisor-intelligence, or platform search surfaces before writing answer-engine copy.

Decision-maker chatbot behavior is actionable only when tied to actual route and evidence status.

Which chatbot or search surface does this decision maker actually use?

Family-office AEO exposure closure queue


Need the current CAIS advisor-intelligence owner and the live prompt entry point.


Need the current diligence owner and the exact required onboarding fields from the live platform surface.


Need the current workflow owner and the product screen criteria.

Which Morningstar workflow decides shelf fit and implementation fit?


Need the exact live onboarding rule and whether the route is a direct manager wrapper or only a packaged fund wrapper.

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

private-markets SMA / alternatives wrapper

Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper


Need a current source-backed mirror for each surface and a pass/fail query test tied to the live page.

Which surface is the most reliable retrieval target for advisor economics questions?


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

The corpus treats the channel as plausible, but not yet fully proven by a current J.P. Morgan-owned surface.

Need a live J.P. Morgan-owned page that names the research, event, or family-office owner.


Translate UBS family-office allocation themes into advisor-friendly comparison pages and report-driven outreach questions.

UBS-style motion is report-driven and easiest to use when tied to a current report page and allocator-relations owner.

Need the current report owner and allocator-relations lead behind the latest UBS family-office page.

Which UBS report or event page is current and who owns it?

UHNW and family-office allocation research


Normalize member-firm, event, sponsor, and webinar rows so the network becomes a searchable outreach graph.

The member-firm and event graph is thin, so the next lift is owner extraction rather than discovery.

Need current named member-firm leaders and the network director or webinar host who owns the route.

Which Family Wealth Alliance pages already expose speakers, sponsors, and webinar replay links?


Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, and event dates so family-office outreach can use the exact forum gate.

Campden ties family-office motion to qualification gates and dated forums.

Need the current speaker roster and the current qualification owner for the live forum pages.

family-office alternatives / qualified forum access


Extract event_date, city, speaker_name, sponsor_name, registration_url, audience_type, and selection_category.

The missing work is normalized roster and access fields.

Need the current speaker and sponsor metadata from the summit and selection surfaces.

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.

The public schedule already exposes register, sponsor, and speak paths.

Need the current sponsors and speakers from the live forum pages or forum PDF.


Treat Pathstone as a reusable MFO route and prepare CIO-level research materials that can pass through a large investment team.

Large MFOs with formal investment research teams can behave like institutional allocators when the packet is reusable and governance-friendly.

Need the current Pathstone CIO or research lead and the private-client or IC-material owner.

Does Pathstone route managers through CIO research first or through client-facing content?


Keep ACCESS and Wales Pension Partnership in backfill mode until a corpus row proves the exact pool name and current owner.

Repo search did not surface corpus-backed rows for ACCESS or Wales Pension Partnership in the current files.

Are ACCESS and Wales current LGPS pool names in the corpus, or should they remain ungrounded?

ACCESS / Wales Pension Partnership corpus confirmation


Prepare introductory materials on hedge fund fit within LGPS framework and keep the pool separate from the rest of the UK LGPS stack.

LGPS Central has a new-CIO cue and a multi-billion GBP AUM reference in the corpus.

Which current alternatives bucket does LGPS Central actually own today?


Route through the CIO and public-pension pool surface instead of treating Border to Coast as a generic UK LGPS proxy.

The corpus ties Joe McDonnell to Border to Coast and treats the entity as a distinct public-pension pool.

Which current alternatives or liquid-alts bucket sits under the Border to Coast CIO route?

Border to Coast Pensions Partnership Ltd. (BCPP)


Keep Brunel active because the CIO transition indicates a review window and the corpus gives a $100+ billion AUM cue.

Leadership transition often precedes allocation reviews and the corpus treats Brunel as a large UK pension partnership.

Did the CIO transition change the current alternatives or hedge-fund budget?


Keep London CIV separate and backfill current AUM and alternatives intake before treating it as amount-bearing.

The graph exposes London CIV as a pension pool with named staff, but the corpus does not yet surface a current amount row.

Which London CIV owner or committee is the current intake contact?


Use the Northern LGPS CIO transition cue as the first-touch route and keep the pool separate from the LGPS family aggregate.

The pitch calendar links Northern LGPS to a CIO move and a request for hedge fund allocation benchmarks.

Does Northern LGPS own a current alternatives or hedge-fund bucket today?


Treat NBIM as a live allocator in the corpus, but verify the exact owner in first-party materials before outreach.

The corpus ties NBIM to a sovereign allocator role and a live pitch-calendar row, but not to a current first-party intake page.

Who owns NBIM external-manager allocation today?

external-manager allocation / sovereign governance


Convert closure queues into first-party source acquisition and pass/fail retrieval-test tasks.

The graph is now strong on routes; marginal value comes from current official proof and testable answer-engine behavior.

Which proof field changes outreach priority most quickly?


Backfill current owners, first-party intake pages, and strategy-sleeve disclosures for ATP, NBIM, and UK LGPS pools.

Amount cues and route rows do not yet equal live pitchability.

Which first-party document exposes the current owner and sleeve amount?

International first-party confirmation lane


Backfill current owner, event, report, sponsor, webinar, and platform proof for family-office routes.

Family-office routes should remain monitor-only until current proof exists.

Which current page proves the route is live?


Backfill first-party fee stacks, minimums, live onboarding rules, workflow owners, and shelf-fit criteria.

Private-wealth platform route coverage is not enough without field-level economics.

Which economics field blocks listability first?


Create surface-specific queries, required answer fields, citation policy, and pass/fail tests.

Decision-maker chatbot influence becomes actionable only when measurable by route and query.

Which surface is the most likely decision-maker retrieval path?


Block active-buyer language unless current first-party proof and surface citation policy exist.

AEO pages can easily overclaim route hypotheses as live buyers.

Which claim can be supported by first-party evidence?


Test allocator-intent queries on ChatGPT Search, Google AI Overviews / AI Mode, Claude, and Perplexity against the canonical landing page and FAQ hub.

Public answer engines reward answer-first structure, dated claims, comparison tables, and source-linked pages.

Which public engine is the first-pass discovery surface for a hedge fund CIO?


Test diligence and analyst queries on Bloomberg ASKB, FactSet, and AlphaSense with source lineage and route fields preserved.

Finance workspace answers matter only when they separate portal, database, and client retrieval surfaces.

Which finance workspace is actually used to verify manager, transcript, or filing details first?


Test CAIS, iCapital, and J.P. Morgan Private Bank routes for advisor-intelligence, listability, and platform compatibility fields.

Advisor-platform retrieval turns distribution into a metadata and workflow problem before it becomes a sales problem.

Which advisor-facing field determines whether the strategy is listable?


Publish the canonical landing page, FAQ hub, and packet bundle as a coherent answer set.

The same strategy needs separate answer shapes for allocator, consultant, advisor, and analyst prompts.

Which query family is most likely to trigger a first-pass allocation conversation?


Keep DDQ, ODD, subscription workflow, and fee/liquidity fields explicit so platform search surfaces can score the strategy.

A platform packet fails when it reads like a pitch deck instead of a searchable diligence artifact.

Which platform field blocks listability most often?


Use the FAQ hub as the test target for answer engines that prefer concise comparison blocks and counterevidence.

Good AEO requires comparison language that answers the question in one pass and still shows its sources.

What answer field makes the comparison actually decision-useful?


Package hedge-fund-like exposure in advisor-friendly wrappers and make shelf fit, implementation fit, and model-portfolio inclusion explicit.

Morningstar works as a model-portfolio gatekeeper, but the current owner is still thin in the corpus.

Need the current advisor-research surface and the named owner for the workflow.

Which Morningstar surface is the current advisor-research entry point?

RIA model-portfolio and product-screen routing

Morningstar Wealth model-portfolio route


Benchmark the strategy against wrapper-based distribution and extract the advisor portal and approval workflow.

The route is usable only after the current advisor portal or approval workflow is proven.

Need the current advisor portal, approval page, or wrapper owner.

Which advisor portal or approval page is current for the wrapper route?

advisor-sold alternatives and SMA wrapper routing


Convert tick 95 route and amount gaps into official-source confirmation tasks for current owner/title, amount/sleeve, and intake surface.

The graph is strong on routes; the next lift is first-party proof.

Which proof field changes outreach priority fastest?

Tick 96 international first-party confirmation control plane


Backfill current owner/title and sleeve fields for ATP, NBIM, GPIF, PIF, GIC, CPPIB, HOOPP, and OMERS.

Several rows have governance routes, but not every row has a first-party current owner attached.

Which official page names the current owner most clearly?

sovereign and public-pension owner proof

Non-US public allocator confirmation lane


Confirm the current CIO or investment lead and the live alternatives bucket for each UK LGPS pool separately.

LGPS Central, Border to Coast, Brunel, London CIV, and Northern LGPS are separate pools with separate governance paths.

Which pool currently owns the alternatives review?

UK LGPS pooled allocator confirmation lane


Keep ACCESS and Wales Pension Partnership unresolved until the corpus proves they are current pool names.

Repo search did not surface a grounded ACCESS or Wales Pension Partnership row.

Are ACCESS and Wales actual current pool names in the corpus, or should they stay ungrounded?


Backfill the current external-manager owner and any strategy-sleeve disclosure from NBIM first-party materials.

NBIM is live in the corpus, but the current owner is still not first-party confirmed.

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


Keep route-specific governance pages and manager-registration pages separate from generic allocator or pooled-pension language.

The corpus already distinguishes registration systems, executive chains, and committee routes.

Which official surface is the real intake gate for each allocator?

Sovereign and public-pension route family


Run each cycle to find official intake, RFP, deadline, portal, or board-packet proof.

Pitchability requires current timing plus submission route.

Who is accepting quant manager materials now?


Find dated allocation, pacing, and rebalance-cycle evidence.

Near-term capital motion often appears in annual reports and board packets before outreach happens.

What funding cycle creates near-term capital motion?


Find watchlists, reviews, terminations, fee pressure, contract expiry, and sleeve redesign.

Low-performer replacement signals often precede formal searches.


Map consultant database, DDQ, ODD, risk, and client-retrieval fields.

Consultant workflows determine shortlists before public RFP evidence appears.

Which consultant field changes shortlist inclusion?


Add named family-office and platform owners plus live route proof.

Family-office routes need current owner or live event/report proof before promotion.


Confirm current owners, first-party intake, sleeve amounts, and strategy buckets.

International route cues become actionable only after first-party owner or sleeve proof.

Which official source proves owner and sleeve?


Normalize peer managers, strategy sleeves, amount classes, and comparability risks.

Competitor allocation analysis must separate hard dollars from targets, AUM cues, and derived estimates.

How much is allocated to each competing strategy type?


Turn target questions into pass/fail tests for ChatGPT, Google, Claude, and Perplexity.

Decision-maker chatbot influence is only useful when the test can be repeated and scored.

Does the answer engine answer the query correctly?


Test Bloomberg, FactSet, AlphaSense, CAIS, and iCapital retrieval assumptions.

Private database retrieval can shape analyst and advisor perception before public search.

Which private database result would be seen first?


Capture dated personnel, fund, merger, disbandment, and allocation-change events.

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

What changed over time and can an SME verify it?


Add named people and influence routes from bridge nodes and proof gaps.

The largest remaining target gap is people and influencers.

Which additional personnel influence this decision?

Hourly personnel universe expansion goal


Run audit/export/score/count and route the next hour to the highest-value unresolved gap.

A loop that does not update state and route next work will duplicate effort.


Execute hourly lane 00 and produce pitch-window, owner-gap, intake-proof, and question-test rows.

The continuous run starts with current pitchability because open intake windows can decay quickly.


Attach named procurement, manager-selection, portal, or board-packet owners to active rows.

Pitch-now opportunities lose actionability without a current owner or role.

Which named person or stable role owns the route?


Backfill official source, deadline, portal, procurement route, or current board-packet evidence.

Only official intake or current deadline evidence should promote an item to pitch-now.

What first-party source proves the route is open today?


Create query variants and pass/fail criteria for the pitch-now question.

AEO/GEO strategy is actionable only when the question can be tested against required fields.

Does the answer identify a current intake route and owner?


Keep route-only rows out of pitch-now status until official timing or intake proof exists.

Route hypotheses are useful but should not drive immediate outreach without proof.

Is this row genuinely accepting manager materials now?


After audit, route tick 99 to hour 01 funding and rebalance cycles unless pitch-now blockers dominate.

The hourly loop should advance rather than repeat the same lane unless the blocker is high-value.

Should the next hour move to funding cycles or stay on pitch-now blockers?


Run the exact pitch-now question and capture whether the answer exposes a live route, owner or role, and proof gap.

Public engines are useful only when they preserve route-level intake instead of turning the question into a generic allocator summary.

Would this answer let outreach start today?


Check whether the AI Overview keeps the public pitch-now lane distinct from historical or monitor-only rows.

The question fails if the engine returns generic allocator context instead of a current intake path.

Did the answer surface a current intake route?

Google AI Overviews / AI Mode qt-00 pitch-now row


Verify that Claude web search returns the route, not only the allocator brand name.

Pitch-now language must stay tied to a concrete submission route.

Is the route actionable without a second search?


Capture Perplexity output and compare the returned route fields with the corpus route list.

Perplexity should return the route fields if the mirror is actually answer-ready.

Does the answer distinguish live intake from background allocator description?


Use the repo corpus as the source-of-truth baseline before any external engine result is promoted.

The internal corpus should return the route list even when no single named acceptor is confirmed.


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

Capture the board-page notice, attachment URLs, addenda URLs, and award-path metadata before treating the search as fully pitchable.

The corpus still needs corpus-backed capture of attachments, addenda, and award-path details.

Fetch the Comptroller RFP board page and the passive-indexing notice, then extract every attachment and addendum URL.

Open searches only become directly pitchable when the official notice and support documents are pinned to the packet.

NYC Bureau of Asset Management passive indexing manager search deadline


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

Refresh the Nasdaq eVestment profile and confirm whether the direct staff path or the qualification screen is the true first-touch route.

The corpus does not yet prove whether eVestment completeness alone clears the screen.

Capture the current qualification criteria and any direct-contact fallback language from the public manager-opportunities page.

CalPERS continuously searches for external investment managers through Nasdaq eVestment and direct outreach fallback.

CalPERS Public Investment Manager Opportunities


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

Keep the secure proposal portal staged as the fallback route and preserve the diligence packet for review or adviser routing.

The triage path from the portal is still unresolved in the corpus.

Capture the upload or instruction page and the triage wording that follows a submission.

A standing portal can accept unsolicited proposals even when no formal RFP is open.


Which program partners and asset-class sleeves currently screen systematic public or absolute-return strategies?

Map the program page to the current asset-class parameters, capacity, and graduation path into allocation.

The corpus still needs a current program contact and a live route-to-review trigger.

Capture the current emerging-manager page and the monthly disclosure / investment-office context around it.

Standing emerging-manager programs are actionable when the contact path and review trigger are current.


Does GPIF still accept manager registration for non-core strategies before an RFP?

Use the alternative-assets manager-registration page as the live intake surface and prepare a database-ready packet.

The corpus still needs a fresh first-party confirmation that the registration route remains open to non-core strategies.

Fetch the current alternative-assets manager-registration page and the executives page together.

The GPIF registration surface is a standing pre-RFP gate for manager discovery.


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

Use the public external-manager registration path and keep the packet mandate-specific.

The corpus still does not fully settle whether Managers Gate is registration, pre-RFP database intake, or both.

Fetch the Managers Gate page together with the governance and leadership pages.

PIF exposes a named manager portal for external managers and a board-adjacent leadership stack.


Prepare a submission before the July 15 close and mirror the attachments and addenda.

A live search becomes pitchable once the board page and submission path are normalized.

Does the search route through a board page, a bureau contact, or both?

public equity passive indexing manager search / replacement cycle


Watch the RFP board and mirror every live asset-management notice.

The board is the monitor surface, not the final owner identity.

Which bureau or person owns the intake behind the board?


Keep Nasdaq eVestment current and preserve the direct-contact fallback path.

Standing manager opportunities are current intake, but the staff owner is not named.

Who at CalPERS owns the first screen for manager-opportunity submissions?

liquid quant / systematic public equity and fixed income manager registration


Submit through the secure portal with track record, fees, liquidity, and risk controls ready.

The portal is a standing intake route, but its triage owner is not explicit.

Is the proposal triage centralized, team-routed, or sponsor-dependent?

direct investment proposal portal / liquid quant pitch intake


Contact the Emerging Manager Team and map the strategy to current asset-class parameters.

Emerging-manager programs are current intake, but the named partner owner is not carried in the corpus.

Which program partner and sleeve screens systematic or absolute-return strategies today?

emerging manager pipeline / systematic public strategies


Use the alternative-assets registration page as the live intake surface and keep the database-ready packet current.

GPIF has a named CIO and a standing registration gate before formal RFP issuance.

Does GPIF still accept registration before an RFP, and who owns the intake review?

equities, bonds, and alternative-assets intake


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

PIF exposes a named manager portal, but the corpus still needs the current registration-owner interpretation.

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

MENA External Managers Program / external manager registration


Use the partner-contact surface as the public intake for new-manager relationships.

HMC invites partners by contact surface, not by a public RFP calendar.

Does the current HMC intake live at the partner-contact surface or somewhere else?

Harvard Management Company Partners and Performance


Target Michael Wissell plus John Sinclair and Dan Anderson with a liability-aware allocation thesis.

HOOPP has named board and ALM contacts, so this is a real owner-bearing route.

Which named contact owns the first screen: CIO, board, or ALM?

liability-aware quant / absolute-return allocation


Route systematic and liquid-alts materials around governance, RI constraints, and public-markets ownership.

Official manager context is current intake, but the first-touch owner is still not explicit enough.

Who owns the current NZ Super external-mandates intake path?

external mandates / systematic liquid alternatives

New Zealand Superannuation Fund official manager context


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

The current intake lane exists, but the named board-packet owner is still only partial in the corpus.

Does the external-mandates lane need a specific sponsor or can it take direct proposals?


Publish advisor-ready content structured for CAIS search and Claude retrieval.

The route exists, but the workflow owner is not explicit in the corpus.

Which CAIS surface is the real retrieval entry point?

advisor retrieval and model-portfolio fit

CAIS x Claude / CAIS advisor intelligence


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

The platform route is current, but the listability owner is not named.

Which iCapital field determines listability?

private-bank and RIA distribution gatekeeper


Prepare DDQ, ODD, data-room index, risk reporting, transparency evidence, and named research people.

Aksia is a screening-plus-ODD workflow, not generic institutional consulting.

Which Aksia lead owns first screen today?


Package the strategy for advisor-research and shelf-fit review.

The workflow exists, but the owner is still thin in the corpus.

Which Morningstar workflow decides shelf fit and implementation fit?

advisor research and model-portfolio fit


Execute hourly lane 01 and produce funding-cycle, proof-queue, and question-test rows.

Near-term capital motion often appears in annual reports, board packets, monthly tapes, and allocation targets before a formal search.

What funding cycle creates near-term capital motion?

Tick 99 funding rebalance hour 01 control plane


Normalize cycle date, allocation change, strategy bucket, amount or target, decision owner, and proof gap.

Funding-cycle rows need dated evidence and a decision owner before they become pitchable.

Which allocation cycle is live funding demand?


Backfill first-party annual report, board book, monthly tape, agenda, or committee-packet fields.

Board and annual-report materials are the strongest local proof for capital motion.

Which first-party document proves the capital motion?


Create query variants and pass/fail criteria for the funding-cycle question.

AEO/GEO funding-cycle answers need cycle date, allocation change, strategy bucket, decision owner, and source document.

Does the answer name the funding cycle and source document?


Keep generic allocation-policy rows out of active capital-motion status until dated evidence exists.

Static allocation policy is not the same as near-term capital motion.

Is this live funding demand or only monitor cadence?


After audit, route tick 100 to hour 02 low-performer replacement motion unless funding blockers dominate.

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

Should the next hour move to low-performer replacement or stay on funding-cycle blockers?


Turn the funding-cycle lane into row-level proof capture for annual reports, board books, monthly tapes, board agendas, committee packets, target allocations, and pacing plans.

Near-term capital motion shows up first in first-party report and packet surfaces.

What first-party document proves the capital motion?


Extract the July 16-17, 2026 agenda, board book, summary, and recording URLs into a meeting digest.

The site archives every board meeting and explicitly exposes board books and recordings.

Which agenda items are actually spoken to by Jase Auby or Britt Harris?

commitments / approvals / manager-change evidence


Normalize the June 18 archive row into agenda, book, minutes, and audio fields for allocation and manager items.

Posted meetings show a June 18, 2026 board agenda and book; the archive keeps agenda/book/audio for each meeting.

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

allocation / manager / governance change detection


Keep the board meetings, Nasdaq eVestment path, and secure proposal portal separate so the qualification screen does not blur into the fallback route.

CalPERS has a standing manager-opportunities route plus a direct proposal path, and the board packet is still a separate proof surface.

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

board meetings plus manager-opportunity and proposal intake


Normalize the monthly disclosure into hire, termination, transaction, and placement-agent rows, and keep the emerging-manager path attached as the allocation route.

The monthly disclosure page is the clearest row-level hire/termination tape in the corpus.

Which monthly rows are true manager openings or replacements?

manager hires / terminations / allocation-route detection

NYSCRF monthly disclosure and emerging-manager tape


Capture every solicitation attachment and addendum URL plus award-path metadata before treating the search as pitch-complete.

The live search has a July 15 deadline and the replacement-cycle proof is already referenced in the corpus.

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

public-equity passive indexing replacement cycle

NYC BAM passive-indexing search and solicitations


Extract trustee agenda items, new-manager report rows, and future-solicitation form fields into separate proof rows.

Florida SBA exposes trustee materials, quarterly new-manager reports, and a future-solicitation intake form.

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

policy changes / manager onboarding / future solicitation intake

Florida SBA trustee and onboarding route


Do not promote the TRS Illinois route until the official annual report or board packet proves current funding or rebalance motion.

The corpus has personnel and route context, but not the first-party report needed for capital-motion proof.

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

annual report / board packet / pacing plan proof


Keep SURS as a monitor until a sleeve-level decision or transition plan is proven by a primary record.

A termination is high-signal only after the reason and replacement path are known.

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

termination reason and replacement-plan verification


Run qt-01 funding-cycle questions against corpus, answer engines, board packets, finance workspaces, and SME calls.

Funding-cycle answers must separate live capital motion from monitor-only cadence.

Tick 99 funding-cycle question-test matrix


Use funding-cycle and board-report artifacts to produce a corpus answer with proof gaps preserved.

Internal answers should preserve weak-source labels rather than overpromote monitor rows.

Which corpus row proves the funding cycle?


Test board and report surfaces for cycle date, allocation change, decision owner, and source document.

First-party board materials are the strongest proof for near-term allocation motion.

Which first-party packet proves the allocation motion?


Run public answer-engine queries after source-backed mirrors are updated.

Public engines may collapse funding-cycle rows into generic allocator summaries unless the source-backed page is explicit.

Does the public answer name the cycle date and source document?

Public answer-engine funding-cycle test pack


Fail answers that omit cycle date, allocation change, strategy bucket, decision owner, source document, or proof gap.

Generic allocation-policy answers are not sufficient evidence of near-term capital motion.

Is this answer live funding demand or only static policy?


Execute hourly lane 02 and produce vulnerable-incumbent, official-proof, and question-test rows.

Replacement opportunities often appear first as reviews, watchlists, fee pressure, and sleeve redesign before formal RFPs.

Tick 100 low-performer hour 02 control plane


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

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

What specifically makes the incumbent vulnerable?


Backfill official watchlist, termination, manager-review, contract-expiry, consultant-renewal, or sleeve-redesign proof.

Official proof is needed to separate real changeout from generic weak-manager commentary.

Which first-party document proves replacement motion?


Create query variants and pass/fail criteria for the vulnerable-incumbent question.

AEO/GEO replacement answers need incumbent, weakness signal, replacement trigger, owner, and verification question.

Does the answer identify the vulnerable incumbent and reason?


Keep generic underperformance rows out of replacement status until official or SME-verifiable trigger exists.

Weak performance alone is not enough for a pitchable replacement thesis.

Is this a real replacement motion or only weak-performance noise?


After audit, route tick 101 to hour 03 consultant and ODD workflow surfaces unless replacement blockers dominate.

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

Should the next hour move to consultant workflows or stay on replacement blockers?


Test whether the question resolves to a current incumbent, weakness signal, and replacement trigger with source-linked evidence instead of generic underperformance language.

Answer engines are only useful here if they preserve the distinction between monitor status, official packet evidence, and an actual replacement thesis.

Would the answer let a reviewer name the vulnerable incumbent and explain why without a second search?

AEO/GEO retrieval tests for low-performer questions

ChatGPT Search / Google AI Overviews / Claude / Perplexity


Keep SURS as a monitor until a sleeve-specific decision or transition plan is proven by a primary record.

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


Watch board and committee agendas plus the RFP page for open-cycle change or manager review.

KCERA posts agendas online and the calendar shows a near-term committee meeting while the RFP page stays negative.

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

committee cadence / replacement-review timing


Extract the July 16-17, 2026 agenda, board book, summary, and recording URLs into a meeting digest.

The site archives every board meeting and explicitly exposes board books and recordings.

Which agenda items are actually spoken to by Jase Auby or Britt Harris?

board approvals / commitments / manager changes


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


Execute hourly lane 02 and produce replacement-motion, proof-queue, and question-test rows.

The replacement lane should surface vulnerable incumbents before a formal RFP or board packet hardens the search.

Tick 100 low-performer replacement hour 02 control plane