{ "generated_from": "allocation_signals", "row_count": 360, "rows": [ { "action": "Prepare a submission before the July 15 close and use the 2017-to-2026 replacement cycle as evidence that NYC BAM is actively refreshing manager contracts.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-12", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "search-active-nyc-bureau-of-asset-management-passive-indexing-manager-search-asset-manager-search-replacement-cycle-2026-06-12-active", "signal_subject": "NYC Bureau of Asset Management passive indexing manager search", "source_path": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "source_type": "url", "valid_until": "2026-07-15" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-12", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "search-active-nyc-bureau-of-asset-management-passive-indexing-manager-search-deadline-public-equity-passive-indexing-manager-search-replacement-cycle-2026-06-12-open", "signal_subject": "NYC Bureau of Asset Management passive indexing manager search deadline", "source_path": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "source_type": "url", "valid_until": "2026-07-15" } ], "confidence": 0.99, "deadline_or_window": "2026-07-15", "display_citation_count": 2, "evidence_url": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "pattern": "Search launched June 12, 2026; public equity index services were last solicited in 2017 and existing contracts expire by end-2026.", "priority_score": 144.8, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "open", "strategy": "public equity passive indexing manager search / replacement cycle", "subject": "NYC Bureau of Asset Management passive indexing manager search deadline" }, { "action": "Prepare separate-account indexing/search response pack; emphasize low-carbon/ESG indexing capability, stewardship evidence, and non-ETF implementation.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 19:59:43", "as_of_date": "2026-06-12", "confidence": 0.96, "display_note": "", "evidence_tier": "primary", "excerpt": "NYC Comptroller is reviewing passive equity mandates in an $87bn portfolio overhaul; applications are due by 15 July.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/nyc-comptroller-reviews-blackrock-and-state-street-mandates-in-87bn-portfolio-shakeup", "page_ref": "", "signal_id": "search-active-nyc-comptroller-passive-indexing-manager-search-passive-equity-indexing-smart-beta-alternative-weighted-esg-and-low-carbon-index-portfolios-2026-06-12-open", "signal_subject": "NYC Comptroller passive indexing manager search", "source_path": "https://www.netzeroinvestor.net/news-and-views/nyc-comptroller-reviews-blackrock-and-state-street-mandates-in-87bn-portfolio-shakeup", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-07-15", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/nyc-comptroller-reviews-blackrock-and-state-street-mandates-in-87bn-portfolio-shakeup", "pattern": "Net Zero Investor reported NYC Comptroller review of BlackRock and State Street passive equity mandates, with manager applications due 2026-07-15.", "priority_score": 144.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": "Confirm current NYC Comptroller passive-indexing search packet requirements and whether quant/low-carbon index managers can bid for the July 15 window.", "status": "open", "strategy": "passive equity indexing, smart beta, alternative-weighted, ESG and low-carbon index portfolios", "subject": "NYC Comptroller passive indexing manager search" }, { "action": "Watch the RFP and solicitation board for new investment-related procurement notices.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-open-nyc-comptroller-rfps-and-solicitations-investment-related-procurement-notices-2026-06-active", "signal_subject": "NYC Comptroller RFPs and Solicitations", "source_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "source_type": "url", "valid_until": "2026-07-15" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "solicitation-board-monitor-nyc-comptroller-rfps-and-solicitations-investment-related-procurement-notice-watch-2026-06-19-active", "signal_subject": "NYC Comptroller RFPs and Solicitations", "source_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "source_type": "url", "valid_until": "2026-07-15" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar converted the NYC BAM top pitch-now row into packet-level extraction work.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-nyc-bam-passive-indexing-search-attachments-and-addenda-rfp-attachments-addenda-award-path-extraction-2026-06-19-active", "signal_subject": "NYC BAM passive indexing search attachments and addenda", "source_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "source_type": "url", "valid_until": "2026-07-15" } ], "confidence": 0.97, "deadline_or_window": "2026-07-15", "display_citation_count": 3, "evidence_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "pattern": "The Comptroller's office says firms should check bureau tabs regularly; the page lists a live asset-management notice of search with a 2026-07-15 due date.", "priority_score": 142.4, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "rfp_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "investment-related procurement notices", "subject": "NYC Comptroller RFPs and Solicitations" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-12", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "search-active-nyc-bureau-of-asset-management-passive-indexing-manager-search-asset-manager-search-replacement-cycle-2026-06-12-active", "signal_subject": "NYC Bureau of Asset Management passive indexing manager search", "source_path": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "source_type": "url", "valid_until": "2026-07-15" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-12", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "search-active-nyc-bureau-of-asset-management-passive-indexing-manager-search-deadline-public-equity-passive-indexing-manager-search-replacement-cycle-2026-06-12-open", "signal_subject": "NYC Bureau of Asset Management passive indexing manager search deadline", "source_path": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "source_type": "url", "valid_until": "2026-07-15" } ], "confidence": 0.99, "deadline_or_window": "2026-07-15", "display_citation_count": 2, "evidence_url": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/", "pattern": "", "priority_score": 137.8, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "asset-manager search / replacement cycle", "subject": "NYC Bureau of Asset Management passive indexing manager search" }, { "action": "Monitor CTPF's official procurement and service-provider page alongside the Chicago-area alternatives RFP trade-press signal; prepare a consultant-routed alternatives packet for board/committee review.", "aeo_geo_surface": "public procurement page, consultant database, board agenda, internal IC packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-monitor-chicago-teachers-pension-fund-procurement-and-service-providers-investment-procurement-adviser-and-manager-rfps-2026-06-active", "signal_subject": "Chicago Teachers' Pension Fund Procurement and Service Providers", "source_path": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax tick46 official-source upgrade from sidecar source-backfill pass; keeps trade-press Chicago RFP specificity but adds official procurement surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-open-chicago-teachers-pension-fund-procurement-and-consultant-renewal-monitor-public-pension-procurement-investment-consultant-renewal-alternatives-rfp-monitor-2026-06-19-monitor", "signal_subject": "Chicago Teachers Pension Fund procurement and consultant-renewal monitor", "source_path": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "source_type": "url", "valid_until": "2026-06-30" } ], "confidence": 0.92, "deadline_or_window": "2026-06-30", "display_citation_count": 2, "evidence_url": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "pattern": "The official procurement surface validates that investment procurements are formal and public, while the consultant renewal date creates a near-term gatekeeper-change watch item.", "priority_score": 131.4, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "rfp_open", "sme_verify_question": "Ask a Chicago public-pension consultant SME whether Callan/consultant renewal or board procurement is the real first gate for alternatives manager outreach.", "status": "monitor", "strategy": "public pension procurement / investment consultant renewal / alternatives RFP monitor", "subject": "Chicago Teachers Pension Fund procurement and consultant-renewal monitor" }, { "action": "Prioritize PRIM for hedge-fund-like PCS, risk premia, and completion-strategy capacity; frame pitch around portfolio completion, liquidity, drawdown control, and diversifying beta.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:58", "as_of_date": "2026-02-26", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "PRIM says Portfolio Completion Strategies include hedge funds and shows a 7%-13% long-term target range approved Feb. 26, 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.mapension.com/investments/", "page_ref": "", "signal_id": "allocation-target-refresh-massachusetts-prim-prit-fund-portfolio-completion-strategies-including-hedge-funds-2026-02-26-active", "signal_subject": "Massachusetts PRIM / PRIT Fund", "source_path": "https://www.mapension.com/investments/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 11:45:58", "as_of_date": "2025-06", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "PRIM lists Astaris Capital Management, Capital Fund Management, Eidos Partners, and Goodlander Investment Management as Portfolio Completion Strategy Managers with Direct Hedge Funds mandates, with new inceptions in March and June 2025.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.mapension.com/investments/", "page_ref": "", "signal_id": "manager-onboarding-massachusetts-prim-prit-fund-direct-hedge-funds-2025-06-active", "signal_subject": "Massachusetts PRIM / PRIT Fund", "source_path": "https://www.mapension.com/investments/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.74, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg identified a local first-party PRIM investments surface as the best immediate upgrade path.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mapension.com/investments/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-massprim-managed-account-platform-official-source-gap-managed-account-platform-pcs-verification-2026-06-19-monitor", "signal_subject": "MassPRIM managed-account platform official source gap", "source_path": "https://www.mapension.com/investments/", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2026-02-26", "display_citation_count": 3, "evidence_url": "https://www.mapension.com/investments/", "pattern": "", "priority_score": 128.0, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_target_refresh", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "Portfolio Completion Strategies including hedge funds", "subject": "Massachusetts PRIM / PRIT Fund" }, { "action": "Register and maintain current strategy/contact data in Nasdaq eVestment; if the strategy misses listed size thresholds, pitch directly using the CalPERS contact/proposal path.", "aeo_geo_surface": "CalPERS manager opportunities, Nasdaq eVestment, consultant database, internal IC packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 7, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-intake-open-calpers-public-investment-manager-opportunities-public-manager-registration-roster-watch-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface, distinct from the generic CalPERS opportunities page.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-public-investment-manager-opportunities-liquid-quant-systematic-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official CalPERS page lists firm history, strategy performance history, GIPS compliance, AUM, strategy AUM, and regulatory-registration qualifications.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-public-investment-manager-opportunities-official-evestment-path-global-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities official eVestment path", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Live official page opened on 2026-06-19.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "live-official-source-verified-calpers-public-investment-manager-opportunities-live-official-page-public-manager-qualification-and-evestment-discovery-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities live official page", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified CalPERS public manager opportunities as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-calpers-public-investment-manager-opportunities-extraction-public-manager-opportunity-criteria-qualification-path-2026-06-19-active", "signal_subject": "CalPERS Public Investment Manager Opportunities extraction", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "pattern": "CalPERS exposes a public investment manager opportunity surface that directs qualified public-market managers through Nasdaq eVestment and related direct outreach.", "priority_score": 126.2, "raw_citation_count": 7, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Ask a CalPERS or public-pension consultant SME whether eVestment profile completeness or direct staff contact is the stronger first-touch route for systematic public managers.", "status": "open", "strategy": "liquid quant / systematic public equity and fixed income manager registration", "subject": "CalPERS Public Investment Manager Opportunities" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:15:40", "as_of_date": "2026", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Schurtz reviewed several projects underway, including an emerging markets equity manager search, an emerging markets debt manager search, and the continuation of the asset allocation implementation project.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2026-06/minutes_iac_meeting_february_24_2026.pdf", "page_ref": "Meeting Minutes", "signal_id": "board-motion-minnesota-state-board-of-investment-74207f9ca409", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2026-06/minutes_iac_meeting_february_24_2026.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2026-06/minutes_iac_meeting_february_24_2026.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "public markets", "subject": "Minnesota State Board of Investment" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:04:50", "as_of_date": "2026", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Michelle worked with subject matter experts to draft a request for proposal for a pension administration system.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.varetire.org/media/members/pdf/board/materials/2026/bot-retreat-03-18-26.pdf", "page_ref": "Meeting Materials", "signal_id": "board-motion-virginia-retirement-system-913f4e630fd2", "signal_subject": "Virginia Retirement System", "source_path": "https://www.varetire.org/media/members/pdf/board/materials/2026/bot-retreat-03-18-26.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.varetire.org/media/members/pdf/board/materials/2026/bot-retreat-03-18-26.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity", "subject": "Virginia Retirement System" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:39:44", "as_of_date": "2025-12-03", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "d, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda December 3, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Cara Samples October 22, 2025 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 9:30 3 OPERF Q3 Performance Review Mika Malone Managing Principal, Meketa Paola Nealon Managing Principal, Meketa Eric Larsen Vice President, Meketa 9:30 \u2013 10:0", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/12-03-25-Public-Book.pdf", "page_ref": "Regular Meeting: December 03, 2025", "signal_id": "board-motion-oregon-investment-council-aec054085a7d", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/12-03-25-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-12-03", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/12-03-25-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "hedge fund, real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:40:06", "as_of_date": "2025-05-28", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "igard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda May 28, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Cara Samples April 16, 2025 OIC Chair 9:05 \u2013 9:10 2 Committee Reports Rex Kim Chief Investment Officer 9:10 \u2013 9:15 3 OIC Elections Cara Samples (Action Item:", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/5-28-2025-Public-Book.pdf", "page_ref": "Regular Meeting: May 28, 2025", "signal_id": "board-motion-oregon-investment-council-ee9b218b6ab4", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/5-28-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-05-28", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/5-28-2025-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity, real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:40:10", "as_of_date": "2025-04-16", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "ard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda April 16, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Cara Samples March 5, 2025 OIC Chair 9:05 \u2013 9:10 2 Committee Reports Rex Kim Chief Investment Officer 9:10 \u2013 9:40 3 2025 Capital Markets Assumptions Mika Malone Managing Principal, Meketa Allan Emkin Managing Principle, Meketa Frank Benham Managing Principal, ", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/4-16-2025-Public-Book.pdf", "page_ref": "Regular Meeting: April 16, 2025", "signal_id": "board-motion-oregon-investment-council-99f5edd4efbb", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/4-16-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-04-16", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/4-16-2025-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:16:12", "as_of_date": "2023-12-06", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "erry Road Tigard, OR 97224 Agenda December 6, 2023 8:30 AM Time Tab Presenter 8:30 \u2013 9:00 Executive Session* Steven Marlowe Oregon Department of Justice Christy Monson Oregon Department of Justice 9:00 \u2013 9:05 1 Review & Approval of Minutes Cara Samples October 25, 2023 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 10:00 3 Market Presentation Jason Trennert Managing Partner, Chief Strategist, Strategas Research 10:00 \u2013 10:30 4 Q3 OPERF Performance Allan Emkin Managing Prin", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/Public-Book-12.6.2023.pdf", "page_ref": "Regular Meeting: December 6, 2023", "signal_id": "board-motion-oregon-investment-council-2d88a7c7a6f9", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/Public-Book-12.6.2023.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2023-12-06", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/Public-Book-12.6.2023.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:16:01", "as_of_date": "2023-09-06", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Oregon Investment Council September 6, 2023 Cara Samples Chair Tobias Read State Treasurer Rex Kim Chief Investment Officer Investment Division Main Office oregon.gov/treasury 16290 SW Upper Boones Ferry Road 867 Hawthorne Ave SE oregon.treasurer@state.or.us Tigard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda September 6, 2023 9:00 AM Time Tab Presenter 9:00 1 Review & Approval of Minutes Ca", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/Public-Book-9.6.23.pdf", "page_ref": "Regular Meeting: September 6, 2023", "signal_id": "board-motion-oregon-investment-council-c5acc328e9e5", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/Public-Book-9.6.23.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2023-09-06", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/Public-Book-9.6.23.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:15:56", "as_of_date": "2023-07-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "r.us Tigard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda July 19, 2023 9:00 AM Time Tab Presenter 9:00 1 Review & Approval of Minutes Cara Samples May 31, 2023 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 9:55 3 Energy Market Review Michele Della Vigna Head of Natural Resources Research in EMEA, Goldman Sachs --- BREAK --- 10:05 \u2013 10:55 4 Energy Transition Investment", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/Public-Book-7.19.23.pdf", "page_ref": "Regular Meeting: July 19, 2023", "signal_id": "board-motion-oregon-investment-council-0b0be1c298ad", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/Public-Book-7.19.23.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2023-07-19", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/Public-Book-7.19.23.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "hedge fund, real assets, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:15:49", "as_of_date": "2023-04-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Real Assets Portfolio Review Ben Mahon 4 Senior Investment Officer, Alternatives Tom Martin Partner, Global Head of Private Equity and Real Assets, Aksia 10:00-10:30 5.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/04-19-2023-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: April 19, 2023", "signal_id": "board-motion-oregon-investment-council-cfd3505a2532", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/04-19-2023-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2023-04-19", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/04-19-2023-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity, real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:15:45", "as_of_date": "2023-03-08", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Real Estate Market Update Tim Wang 3 Managing Director, Head of Research, Clarion Partners 10:00-10:40 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/03-08-23-OIC-Regular-Meeting-FIXED-Public-Book.pdf", "page_ref": "Regular Meeting: March 8, 2023", "signal_id": "board-motion-oregon-investment-council-1d51663f6632", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/03-08-23-OIC-Regular-Meeting-FIXED-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2023-03-08", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/03-08-23-OIC-Regular-Meeting-FIXED-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:14:59", "as_of_date": "2022-12-07", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Asset/Liability Analysis Karl Cheng 3 Senior Investment Officer, Portfolio Risk & Research Allan Emkin Managing Principal, Meketa Raneen Jalajel Associate Partner, Aon 9:30-9:40 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/12.07.22-Public-Book.pdf", "page_ref": "Regular Meeting: December 7, 2022", "signal_id": "board-motion-oregon-investment-council-6c4fdf86f551", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/12.07.22-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022-12-07", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/12.07.22-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "hedge fund, private equity, real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:14:22", "as_of_date": "2022-11-02", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Asset/Liability Analysis Karl Cheng 3 Senior Investment Officer, Portfolio Risk & Research Colin Bebee Managing Principal, Meketa Raneen Jalajel Associate Partner, Aon 10:00-10:10 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/11-02-22-Public-Book.pdf", "page_ref": "Regular Meeting: November 2, 2022", "signal_id": "board-motion-oregon-investment-council-5289d3cfb736", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/11-02-22-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022-11-02", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/11-02-22-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:14:18", "as_of_date": "2022-09-07", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Preliminary Asset/Liability Analysis Karl Cheng 5 Senior Investment Officer, Portfolio Risk & Research Colin Bebee Managing Principal, Meketa Matthew Larrabee Principal, Milliman Scott Preppernau Principal, Milliman ----------------------------BREAK------------------------- Cara Samples John Russell Lorraine Arvin Tobias Read Kevin Olineck Chair Vice-Chair Member State Treasurer PERS Director OIC Meeting Agenda September 7, 2022 Page 2 11:30-12:00 6.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/09.07.22_Public-Book.pdf", "page_ref": "Regular Meeting: September 7, 2022", "signal_id": "board-motion-oregon-investment-council-ed8f84c193dd", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/09.07.22_Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022-09-07", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/09.07.22_Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:14:13", "as_of_date": "2022-06-01", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Real Assets Manager Recommendation Ben Mahon 3 Senior Investment Officer, Alternatives Paul Koch Investment Officer, Alternatives Tom Martin Global Head of Private Equity & Real Assets, Aksia Nic DiLoretta Managing Director, Head of Real Assets, Aksia 9:30-10:30 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/06.01.2022-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: June 1, 2022", "signal_id": "board-motion-oregon-investment-council-f43d0bc1749c", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/06.01.2022-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022-06-01", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/06.01.2022-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity, real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:14:09", "as_of_date": "2022-04-20", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Tail Risk Hedging Education Karl Cheng 3 Senior Investment Officer, Portfolio Risk & Research Mark Spitznagel President, Chief Investment Officer, Universa Brandon Yarckin Chief Operating Officer, Universa Ronald Lagnado, PhD Director, Universa Eric Spencer, CAIA Chief Financial Officer, Head of Investor Relations, Universa 10:10-10:40 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/4.20.22-OIC-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: April 20, 2022", "signal_id": "board-motion-oregon-investment-council-e1d5dbf73b5b", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/4.20.22-OIC-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022-04-20", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/4.20.22-OIC-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "hedge fund", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:14:05", "as_of_date": "2022-03-09", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Benchmarking Mika Malone 3 Managing Principal/Consultant, Meketa Investment Group Paola Nealon Managing Principal/Consultant, Meketa Investment Group Kristen Doyle Partner, Aon B.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/03-09-22-OIC-Public-Book-FINAL.pdf", "page_ref": "Regular Meeting: March 9, 2022", "signal_id": "board-motion-oregon-investment-council-7024173db5a6", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/03-09-22-OIC-Public-Book-FINAL.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022-03-09", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/03-09-22-OIC-Public-Book-FINAL.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "real assets, real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:14:00", "as_of_date": "2022-01-26", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Private Equity Portfolio Annual Review Michael Langdon 5 Director of Private Markets Thomas Martin Head of PE & RA Research, Aksia/TorreyCove Karen Jakobi Senior Managing Director, Pathway Capital Derrek Ransford Managing Director, Pathway Capital Pete Veravanich Managing Director, Pathway Capital 10:00-11:00 6.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/01-26-22-OIC-Regular-Meeting-Public-Book.pdf", "page_ref": "Regular Meeting: January 26, 2022", "signal_id": "board-motion-oregon-investment-council-17e411cf5ba2", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/01-26-22-OIC-Regular-Meeting-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022-01-26", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/01-26-22-OIC-Regular-Meeting-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:16:11", "as_of_date": "2022", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Perry noted that the Combined Funds actual asset mix is in-line with the asset allocation targets.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2022-08/IAC%20Meeting%20Minutes%20-%20May%2016%202022.pdf", "page_ref": "Meeting Minutes", "signal_id": "board-motion-minnesota-state-board-of-investment-74974ae4cb72", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2022-08/IAC%20Meeting%20Minutes%20-%20May%2016%202022.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2022-08/IAC%20Meeting%20Minutes%20-%20May%2016%202022.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "public markets", "subject": "Minnesota State Board of Investment" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:13:57", "as_of_date": "2021-12-08", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Tail Risk Hedging Education Karl Cheng 3 Senior Investment Officer, Portfolio Risk & Research Paul Britton Chief Executive Officer, Capstone Investment Advisors Tom Leake Head of Solutions, Capstone Investment Advisors Rishabh Bhandari Senior Portfolio Manager, Capstone Investment Advisors 10:00-10:30 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/12.8.21-OIC-Regular-Meeting-Public-Book.pdf", "page_ref": "Regular Meeting: December 8, 2021", "signal_id": "board-motion-oregon-investment-council-a18c2995de6a", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/12.8.21-OIC-Regular-Meeting-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2021-12-08", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/12.8.21-OIC-Regular-Meeting-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:13:21", "as_of_date": "2021-09-08", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Fixed Income Manager Recommendations Geoff Nolan 3 Senior Investment Officer, Fixed Income B.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/9-8-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: September 8, 2021", "signal_id": "board-motion-oregon-investment-council-29edf35f9990", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/9-8-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2021-09-08", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/9-8-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:13:10", "as_of_date": "2021-04-21", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OPERF Risk Survey Allan Emkin 3 Managing Principal, Meketa Investment Group Mika Malone Managing Principal/Consultant, Meketa Investment Group Paola Nealon Principal/Consultant, Meketa Investment Group 9:30-10:00 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/4-21-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: April 21, 2021", "signal_id": "board-motion-oregon-investment-council-96b7bdfc2aae", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/4-21-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2021-04-21", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/4-21-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:13:05", "as_of_date": "2021-03-10", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Real Estate Market Overview Ken Riggs 3 Vice Chair, RERC, a SitusAMC Company 10:00-10:45 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/3.10.2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: March 10, 2021", "signal_id": "board-motion-oregon-investment-council-0740dceb672f", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/3.10.2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2021-03-10", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/3.10.2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity, real assets, real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:58", "as_of_date": "2021-01-28", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes, Vice-Chair Election John Russell 1 December 9, 2020 OIC Chair 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/1-28-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: January 28, 2021", "signal_id": "board-motion-oregon-investment-council-d8d45e5679bd", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/1-28-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2021-01-28", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/1-28-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:51", "as_of_date": "2020-12-09", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes John Russell 1 October 28, 2020 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/12-9-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: December 9, 2020", "signal_id": "board-motion-oregon-investment-council-ed81f32a51c7", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/12-9-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2020-12-09", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/12-9-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:43", "as_of_date": "2020-10-28", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes John Russell 1 September 9, 2020 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/10-28-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: October 28, 2020", "signal_id": "board-motion-oregon-investment-council-75f3b371db38", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/10-28-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2020-10-28", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/10-28-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity, real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:38", "as_of_date": "2020-09-09", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes John Russell 1 July 22, 2020 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/9-9-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: September 9, 2020", "signal_id": "board-motion-oregon-investment-council-ecd387c96c8e", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/9-9-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2020-09-09", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/9-9-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity, real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:30", "as_of_date": "2020-06-03", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes John Russell 1 April 22, 2020 OIC Chair 9:05-9:15 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/6-3-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: June 3, 2020", "signal_id": "board-motion-oregon-investment-council-c7cd0b106e00", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/6-3-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2020-06-03", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/6-3-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:28", "as_of_date": "2020-04-22", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes John Russell 1 March 11, 2020 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/4-22-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: April 22, 2020", "signal_id": "board-motion-oregon-investment-council-836e21d17e37", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/4-22-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2020-04-22", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/4-22-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:26", "as_of_date": "2020-03-11", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes John Russell 1 January 30, 2020 OIC Chair 9:05-9:15 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/3.11.2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: March 11, 2020", "signal_id": "board-motion-oregon-investment-council-245ea5ec0a83", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/3.11.2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2020-03-11", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/3.11.2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "real assets, real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:12", "as_of_date": "2020-01-30", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 December 11, 2019 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: January 30, 2020", "signal_id": "board-motion-oregon-investment-council-41d6bdcfc46d", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 01:05:56", "as_of_date": "2020-01-30", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "4 Time A. Action Items Presenter Tab 9:00-9:05 1. Review & Approval of Minutes Rukaiyah Adams 1 December 11, 2019 OIC Chair 9:05-9:10 2. Proposed 2021 OIC Meeting Dates John Skjervem 2 Chief Investment Officer 9:10-9:15 3. Committee Reports and CIO Remarks John Skjervem 3 9:15-10:00 4. Risk Parity Manager Recommendation Karl Cheng 4 OPERF Risk Parity Portfolio Senior Investment Officer, Portfolio Risk & Research Janet Becker-Wold Senior Vice President, Callan LLC Kevin Machiz Vice President, Cap", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: January 30, 2020", "signal_id": "manager-presence-oregon-investment-council-oic-bridgewater-associates-2020-01-30-4414056968", "signal_subject": "Oregon Investment Council (OIC)", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2020-01-30", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:09", "as_of_date": "2019-12-11", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 October 30, 2019 OIC Chair 9:02-9:05 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/12-11-2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: December 11, 2019", "signal_id": "board-motion-oregon-investment-council-d167783ec532", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/12-11-2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2019-12-11", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/12-11-2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:52", "as_of_date": "2019-04-24", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 March 13, 2019 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/Minutes/2019/4.24.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: April 24, 2019", "signal_id": "board-motion-oregon-investment-council-01e69467e3bf", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/Minutes/2019/4.24.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2019-04-24", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/Minutes/2019/4.24.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:43", "as_of_date": "2019-03-13", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 January 31, 2019 OIC Chair 9:05-9:15 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-3.13.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: March 13, 2019", "signal_id": "board-motion-oregon-investment-council-31522bfcf467", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-3.13.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2019-03-13", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-3.13.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:27", "as_of_date": "2018-10-31", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 September 19, 2018 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-10.31.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: October 31, 2018", "signal_id": "board-motion-oregon-investment-council-1ca6e8b76a99", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-10.31.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2018-10-31", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-10.31.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:24", "as_of_date": "2018-09-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 August 8, 2018 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-9.19.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: September 19, 2018", "signal_id": "board-motion-oregon-investment-council-0d184d643702", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-9.19.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2018-09-19", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-9.19.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity, real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:19", "as_of_date": "2018-06-06", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 April 25 & April 27, 2018 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-6.6.20108-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: June 6, 2018", "signal_id": "board-motion-oregon-investment-council-75b8e4e4f951", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-6.6.20108-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2018-06-06", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-6.6.20108-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "private equity", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:13", "as_of_date": "2018-03-14", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 February 1, 2018 OIC Chair 9:02-9:05 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-3.14.18-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: March 14, 2018", "signal_id": "board-motion-oregon-investment-council-b06afe2d971f", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-3.14.18-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2018-03-14", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-3.14.18-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 126.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "real estate", "subject": "Oregon Investment Council" }, { "action": "Submit a concise proposal through the secure CalPERS proposal portal and keep follow-up diligence materials ready: track record, implementation fit, fees, liquidity, risk controls, and references.", "aeo_geo_surface": "CalPERS proposal portal, public web, internal IC packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 8, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "proposal-portal-open-calpers-investment-proposal-submission-direct-proposal-intake-systematic-public-strategy-submission-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-investment-proposal-submission-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official CalPERS page directly states external managers may submit proposals to the Investment Office and explains the review outcomes.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-calpers-investment-proposal-submission-official-portal-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission official portal", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Live official page opened on 2026-06-19.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "live-official-source-verified-calpers-investment-proposal-submission-live-official-page-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission live official page", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified CalPERS proposal submission as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-calpers-investment-proposal-submission-extraction-direct-proposal-portal-diligence-packet-2026-06-19-active", "signal_subject": "CalPERS Investment Proposal Submission extraction", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "pattern": "A direct proposal-submission page creates a standing intake route even when no formal RFP is open.", "priority_score": 126.0, "raw_citation_count": 8, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Ask a CalPERS SME whether unsolicited proposals are triaged centrally, asset-class-team routed, or ignored without a relationship sponsor.", "status": "open", "strategy": "direct investment proposal portal / liquid quant pitch intake", "subject": "CalPERS Investment Proposal Submission" }, { "action": "Target PRIM PCS follow-ons; new direct hedge fund manager inceptions in 2025 suggest active manager buildout and capacity review.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:58", "as_of_date": "2026-02-26", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "PRIM says Portfolio Completion Strategies include hedge funds and shows a 7%-13% long-term target range approved Feb. 26, 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.mapension.com/investments/", "page_ref": "", "signal_id": "allocation-target-refresh-massachusetts-prim-prit-fund-portfolio-completion-strategies-including-hedge-funds-2026-02-26-active", "signal_subject": "Massachusetts PRIM / PRIT Fund", "source_path": "https://www.mapension.com/investments/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 11:45:58", "as_of_date": "2025-06", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "PRIM lists Astaris Capital Management, Capital Fund Management, Eidos Partners, and Goodlander Investment Management as Portfolio Completion Strategy Managers with Direct Hedge Funds mandates, with new inceptions in March and June 2025.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.mapension.com/investments/", "page_ref": "", "signal_id": "manager-onboarding-massachusetts-prim-prit-fund-direct-hedge-funds-2025-06-active", "signal_subject": "Massachusetts PRIM / PRIT Fund", "source_path": "https://www.mapension.com/investments/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.74, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg identified a local first-party PRIM investments surface as the best immediate upgrade path.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mapension.com/investments/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-massprim-managed-account-platform-official-source-gap-managed-account-platform-pcs-verification-2026-06-19-monitor", "signal_subject": "MassPRIM managed-account platform official source gap", "source_path": "https://www.mapension.com/investments/", "source_type": "url", "valid_until": "" } ], "confidence": 0.85, "deadline_or_window": "2025-06", "display_citation_count": 3, "evidence_url": "https://www.mapension.com/investments/", "pattern": "", "priority_score": 125.0, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_onboarding", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "direct hedge funds", "subject": "Massachusetts PRIM / PRIT Fund" }, { "action": "Use the official NZ Super Fund site as the primary evidence base, then route systematic/liquid-alts materials around external mandates, governance, responsible-investment constraints, and public-markets ownership.", "aeo_geo_surface": "public web, annual report, internal IC packet, responsible investment policy surface", "buyer_or_gatekeeper": "sovereign_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: promote NZ Super from local recovered evidence toward official web verification; exact manager-intake form remains an SME/source gap.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.nzsuperfund.nz/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-onboarding-new-zealand-superannuation-fund-official-manager-context-external-mandates-systematic-liquid-alternatives-2026-06-19-active", "signal_subject": "New Zealand Superannuation Fund official manager context", "source_path": "https://www.nzsuperfund.nz/", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.nzsuperfund.nz/", "pattern": "The external-mandates thesis is stronger when tied to official NZ Super governance/annual-report surfaces rather than only recovered local notes.", "priority_score": 124.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_onboarding", "sme_verify_question": "Ask an NZ Super or Australasian allocator SME whether external mandates enter through direct staff relationships, procurement, or consultant-mediated RFPs.", "status": "active", "strategy": "external mandates / systematic liquid alternatives", "subject": "New Zealand Superannuation Fund official manager context" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:56:02", "as_of_date": "2025-07-16", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Oregon Investment Council July 16, 2025 Cara Samples Chair Elizabeth Steiner State Treasurer Rex Kim Chief Investment Officer Investment Division Main Office oregon.gov/treasury 16290 SW Upper Boones Ferry Road 867 Hawthorne Ave SE oregon.treasurer@state.or.us Tigard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda July 16, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:50 1 Speaker Atul Lele Senior R", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "page_ref": "Regular Meeting: July 16, 2025", "signal_id": "manager-presence-oregon-investment-council-oic-bridgewater-associates-2025-07-16-a21fb04d10", "signal_subject": "Oregon Investment Council (OIC)", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 00:39:54", "as_of_date": "2025-07-16", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "31.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda July 16, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:50 1 Speaker Atul Lele Senior Researcher, Head of Portfolio Strategist Group, Bridgewater Associates, LP Andrew Mikolasy Partner, Senior Client Advisor-Head of Americas, Bridgewater Associates, LP --BREAK-- 10:00 \u2013 10:50 2 Speaker Henry McVey Partner, Head of Global Macro & Asset Allocation, KKR Tony Hass Partner, Global Client ", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "page_ref": "Regular Meeting: July 16, 2025", "signal_id": "board-motion-oregon-investment-council-58dd7249fb88", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2025-07-16", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:15:43", "as_of_date": "2025", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Deputy Chief Investment Officer Erol Sonderegger gave an update on the asset allocation study that will be presented to the IAC and Board at the next meeting.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2025-10/meeting_minutes_iac_meeting_may_13_2025.pdf", "page_ref": "Meeting Minutes", "signal_id": "board-motion-minnesota-state-board-of-investment-f151c0c50ea7", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2025-10/meeting_minutes_iac_meeting_may_13_2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2025", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2025-10/meeting_minutes_iac_meeting_may_13_2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Minnesota State Board of Investment" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:16:31", "as_of_date": "2023-12-11", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "and Jared Hardin, Marcia Peters, and Emily Wrightson of CAPTRUST (TRS SSP consultant/consulting search candidate).", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.trsil.org/sites/default/files/documents/2023-12-11-DCPlan-Committee-minutes.pdf", "page_ref": "Download", "signal_id": "board-motion-illinois-trs-660aae8e84ef", "signal_subject": "Illinois TRS", "source_path": "https://www.trsil.org/sites/default/files/documents/2023-12-11-DCPlan-Committee-minutes.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2023-12-11", "display_citation_count": 1, "evidence_url": "https://www.trsil.org/sites/default/files/documents/2023-12-11-DCPlan-Committee-minutes.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Illinois TRS" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:16:33", "as_of_date": "2023-02-09", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "On a motion by Trustee Pfeiffer, seconded by Trustee Strand, the minutes were approved by unanimous voice vote.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.trsil.org/sites/default/files/documents/2023-02-09-Minutes-Board.pdf", "page_ref": "Download", "signal_id": "board-motion-illinois-trs-28fbb56cf48b", "signal_subject": "Illinois TRS", "source_path": "https://www.trsil.org/sites/default/files/documents/2023-02-09-Minutes-Board.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2023-02-09", "display_citation_count": 1, "evidence_url": "https://www.trsil.org/sites/default/files/documents/2023-02-09-Minutes-Board.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Illinois TRS" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 02:26:46", "as_of_date": "2021-08", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "The presentation included a review of the RFP process utilized by staff in 2017 to select the current general investment consultant (Verus).", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.psrs-peers.org/docs/default-source/board-minutes/august-2021-regular-meeting.pdf", "page_ref": "August 2021 Regular Meeting", "signal_id": "board-motion-missouri-psrs-peers-5b833a8ad8cd", "signal_subject": "Missouri PSRS/PEERS", "source_path": "https://www.psrs-peers.org/docs/default-source/board-minutes/august-2021-regular-meeting.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2021-08", "display_citation_count": 1, "evidence_url": "https://www.psrs-peers.org/docs/default-source/board-minutes/august-2021-regular-meeting.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Missouri PSRS/PEERS" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:13:14", "as_of_date": "2021-06-02", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Q1 OPERF Performance Allan Emkin 3 Managing Principal, Meketa Investment Group Mika Malone Managing Principal/Consultant, Meketa Investment Group 9:40-10:30 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/06-02-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: June 2, 2021", "signal_id": "board-motion-oregon-investment-council-bfe56edde0eb", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/06-02-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2021-06-02", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/06-02-2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:06", "as_of_date": "2019-10-30", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 September 18, 2019 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-10-30-19-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: October 30, 2019", "signal_id": "board-motion-oregon-investment-council-31b7dfe95840", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-10-30-19-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2019-10-30", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-10-30-19-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:59", "as_of_date": "2019-09-18", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 June 5, 2019 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-9.18.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: September 18, 2019", "signal_id": "board-motion-oregon-investment-council-73332f409804", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-9.18.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2019-09-18", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-9.18.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:56", "as_of_date": "2019-06-05", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 April 24, 2019 OIC Chair 9:05-9:15 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-6.5.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: June 5, 2019", "signal_id": "board-motion-oregon-investment-council-034849c70249", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-6.5.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2019-06-05", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-6.5.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:16", "as_of_date": "2018-04-25", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 March 14, 2018 OIC Chair 9:02-9:05 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-4.25.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: April 25, 2018", "signal_id": "board-motion-oregon-investment-council-2e72ca29a108", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-4.25.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2018-04-25", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-4.25.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 124.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "search_active", "sme_verify_question": true, "status": "active", "strategy": "", "subject": "Oregon Investment Council" }, { "action": "Approach NYSCRF for opportunistic absolute-return and structured-capital solutions; use Capital Constellation commitment as evidence of active absolute-return deployment.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified the March 2026 NYSCRF disclosure PDF as the first exact monthly extraction artifact.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-nyscrf-march-2026-monthly-disclosure-pdf-monthly-disclosure-manager-hire-and-transaction-tape-2026-03-active", "signal_subject": "NYSCRF March 2026 monthly disclosure PDF", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official report shows no public-equity activity, Advent Capital liquidation, Capital Constellation Generation Fund V commitment in OARS, Emerging Manager Program Stride commitment, and repeated no-placement-agent statements.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "packet-delta-priority-nyscrf-march-2026-monthly-transaction-report-manager-hire-termination-tape-and-oars-commitment-extraction-2026-03-active", "signal_subject": "NYSCRF March 2026 Monthly Transaction Report", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-packet-download-queue-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-active", "signal_subject": "NYSCRF Monthly Disclosure of Investments and Transactions", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 11:45:58", "as_of_date": "2026-03-05", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "March 2026 NYSCRF report shows a new $50M commitment to Capital Constellation Generation Fund V under Opportunistic Absolute Return Strategies.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "", "signal_id": "new-commitment-new-york-state-common-retirement-fund-opportunistic-absolute-return-2026-03-05-active", "signal_subject": "New York State Common Retirement Fund", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2026-03-05", "display_citation_count": 4, "evidence_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "pattern": "", "priority_score": 124.0, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "new_commitment", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "opportunistic / absolute return", "subject": "New York State Common Retirement Fund" }, { "action": "For wealth and MFO channels, lead with systematic consistency, capacity, data lineage, and fee/liquidity clarity; quant is the cleanest strategy-demand wedge.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-02", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Quantitative trading was the most preferred hedge fund strategy in Goldman Sachs' 2026 allocator survey and quant funds dominated 2025 inflows.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-demand-goldman-sachs-2026-allocator-survey-wealth-channels-quantitative-hedge-funds-2026-02-02-active", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said quant strategies were the most favored hedge fund strategy among surveyed allocators, with a net 23% planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-quantitative-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said discretionary macro ranked close behind quant strategies, with a net 21% of allocators planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-discretionary-macro-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged this as a press-survey row rather than a direct pitch window.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar found duplicate reliance on the same Business Insider summary.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-prime-services-allocator-survey-duplicate-remediation-allocator-survey-quant-strategy-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs Prime Services allocator survey duplicate remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found no local official Goldman source for the survey.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-gap-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2026-02-02", "display_citation_count": 6, "evidence_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "pattern": "When quant is the most preferred hedge-fund strategy, distribution should separate systematic alpha from generic hedge-fund allocation.", "priority_score": 117.6, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "strategy_demand", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "quantitative hedge funds", "subject": "Goldman Sachs 2026 allocator survey wealth channels" }, { "action": "Refresh Nasdaq eVestment strategy and contact records if qualification thresholds are met; otherwise use direct CalPERS proposal submission as the fallback route.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 7, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-intake-open-calpers-public-investment-manager-opportunities-public-manager-registration-roster-watch-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface, distinct from the generic CalPERS opportunities page.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-public-investment-manager-opportunities-liquid-quant-systematic-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official CalPERS page lists firm history, strategy performance history, GIPS compliance, AUM, strategy AUM, and regulatory-registration qualifications.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-public-investment-manager-opportunities-official-evestment-path-global-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities official eVestment path", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Live official page opened on 2026-06-19.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "live-official-source-verified-calpers-public-investment-manager-opportunities-live-official-page-public-manager-qualification-and-evestment-discovery-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities live official page", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified CalPERS public manager opportunities as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-calpers-public-investment-manager-opportunities-extraction-public-manager-opportunity-criteria-qualification-path-2026-06-19-active", "signal_subject": "CalPERS Public Investment Manager Opportunities extraction", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" } ], "confidence": 0.99, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "pattern": "CalPERS uses eVestment for qualified public-market manager search and explicitly falls back to direct proposal submission below thresholds.", "priority_score": 116.8, "raw_citation_count": 7, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "open", "strategy": "global public equity and fixed-income manager registration", "subject": "CalPERS Public Investment Manager Opportunities official eVestment path" }, { "action": "Use GPIF's alternative-assets manager-registration page as the live intake surface and prepare a database-ready packet with track record, quantitative risk metrics, ESG alignment, liquidity terms, and operational controls.", "aeo_geo_surface": "public web, GPIF manager registration page, consultant database, internal IC packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "signal_subject": "GPIF manager registration systems", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Registration system is a concrete action surface for manager discovery.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-alternative-assets-separate-managed-accounts-2026-06-19-active", "signal_subject": "GPIF", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-intake-2026-06-19-active", "signal_subject": "GPIF manager registration systems", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-deadline-normalized-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "signal_subject": "GPIF manager registration systems deadline-normalized", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: replace local/ambiguous GPIF evidence in high-priority calendar rows with official manager-registration source.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-evidence-backfilled-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "signal_subject": "GPIF manager registration systems evidence-backfilled", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "pattern": "The direct GPIF registration surface is a standing pre-RFP gate for manager discovery; stale trade-press shorthand should resolve to the official GPIF registration URL.", "priority_score": 116.6, "raw_citation_count": 5, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Ask a Japan public-pension/GPIF SME whether alternative-asset registration is the correct first-touch surface before formal RFP issuance.", "status": "open", "strategy": "equities, bonds, and alternative-assets manager registration", "subject": "GPIF manager registration systems evidence-backfilled" }, { "action": "Use the public registration/login path for the MENA External Managers Program.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "sovereign_wealth_fund", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "external-manager-gate-open-pif-managers-gate-mena-external-manager-registration-standing-intake-2026-06-19-open", "signal_subject": "PIF Managers Gate", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-mena-external-managers-program-external-manager-registration-2026-06-19-active", "signal_subject": "PIF Managers Gate", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-deadline-normalized-mena-external-managers-program-external-manager-registration-2026-06-19-open", "signal_subject": "PIF Managers Gate deadline-normalized", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: upgrade PIF pitch-target rows from recovered local corpus evidence to the official PIF Managers Gate URL.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-evidence-backfilled-mena-external-managers-program-external-manager-registration-2026-06-19-open", "signal_subject": "PIF Managers Gate evidence-backfilled", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "ongoing", "display_citation_count": 4, "evidence_url": "https://www.pif.gov.sa/en/managers-gate/", "pattern": "The portal is the door to the MENA External Managers Program and actively seeks skilled managers across asset classes.", "priority_score": 116.6, "raw_citation_count": 4, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "open", "strategy": "MENA External Managers Program / external manager registration", "subject": "PIF Managers Gate deadline-normalized" }, { "action": "Use PIF Managers Gate as the public external-manager registration path and prepare a mandate-specific packet with monthly quantitative data, implementation capacity, operational controls, and Saudi/MENA relevance.", "aeo_geo_surface": "PIF Managers Gate, public web, internal IC packet", "buyer_or_gatekeeper": "sovereign_wealth_fund", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "external-manager-gate-open-pif-managers-gate-mena-external-manager-registration-standing-intake-2026-06-19-open", "signal_subject": "PIF Managers Gate", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-mena-external-managers-program-external-manager-registration-2026-06-19-active", "signal_subject": "PIF Managers Gate", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-deadline-normalized-mena-external-managers-program-external-manager-registration-2026-06-19-open", "signal_subject": "PIF Managers Gate deadline-normalized", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: upgrade PIF pitch-target rows from recovered local corpus evidence to the official PIF Managers Gate URL.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-evidence-backfilled-mena-external-managers-program-external-manager-registration-2026-06-19-open", "signal_subject": "PIF Managers Gate evidence-backfilled", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.pif.gov.sa/en/managers-gate/", "pattern": "PIF exposes a named manager portal for external managers, so relationship-led outreach should be paired with portal-ready registration assets.", "priority_score": 116.6, "raw_citation_count": 4, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Ask a Gulf SWF distribution SME whether Managers Gate submission is treated as registration, pre-RFP database intake, or both.", "status": "open", "strategy": "MENA External Managers Program / external manager registration", "subject": "PIF Managers Gate evidence-backfilled" }, { "action": "Prepare and submit registration-ready manager materials for equities/bonds and alternative assets.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "signal_subject": "GPIF manager registration systems", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Registration system is a concrete action surface for manager discovery.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-alternative-assets-separate-managed-accounts-2026-06-19-active", "signal_subject": "GPIF", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-intake-2026-06-19-active", "signal_subject": "GPIF manager registration systems", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-deadline-normalized-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "signal_subject": "GPIF manager registration systems deadline-normalized", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: replace local/ambiguous GPIF evidence in high-priority calendar rows with official manager-registration source.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-evidence-backfilled-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "signal_subject": "GPIF manager registration systems evidence-backfilled", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" } ], "confidence": 0.97, "deadline_or_window": "ongoing", "display_citation_count": 5, "evidence_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "pattern": "GPIF has manager registration systems for equities and bonds and for alternative assets to collect strategies and widen manager selection.", "priority_score": 116.4, "raw_citation_count": 5, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "open", "strategy": "equities/bonds and alternative-assets manager registration", "subject": "GPIF manager registration systems deadline-normalized" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-02", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Quantitative trading was the most preferred hedge fund strategy in Goldman Sachs' 2026 allocator survey and quant funds dominated 2025 inflows.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-demand-goldman-sachs-2026-allocator-survey-wealth-channels-quantitative-hedge-funds-2026-02-02-active", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said quant strategies were the most favored hedge fund strategy among surveyed allocators, with a net 23% planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-quantitative-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said discretionary macro ranked close behind quant strategies, with a net 21% of allocators planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-discretionary-macro-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged this as a press-survey row rather than a direct pitch window.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar found duplicate reliance on the same Business Insider summary.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-prime-services-allocator-survey-duplicate-remediation-allocator-survey-quant-strategy-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs Prime Services allocator survey duplicate remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found no local official Goldman source for the survey.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-gap-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2026-02", "display_citation_count": 6, "evidence_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "pattern": "", "priority_score": 116.0, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "strategy_demand", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "quantitative hedge funds", "subject": "Goldman Sachs Prime Services allocator survey" }, { "action": "Build segmented pitch lists for E&F and family-office allocators; message away from long/short equity toward absolute-return and quant consistency.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "lp", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-01", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "MarketWatch reported that endowments, foundations, and family offices were leading a shift toward quant funds among investors managing more than $1T combined.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "page_ref": "", "signal_id": "strategy-demand-endowments-foundations-and-family-offices-quantitative-hedge-funds-2026-01-active", "signal_subject": "Endowments, foundations, and family offices", "source_path": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged the row as too generic for direct GTM execution.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-endowments-foundations-and-family-offices-generic-bucket-remediation-quant-hedge-fund-strategy-demand-named-allocator-conversion-2026-06-19-monitor", "signal_subject": "Endowments foundations and family offices generic bucket remediation", "source_path": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2026-01", "display_citation_count": 2, "evidence_url": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "pattern": "", "priority_score": 116.0, "raw_citation_count": 2, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "strategy_demand", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "quantitative hedge funds", "subject": "Endowments, foundations, and family offices" }, { "action": "Contact the Emerging Manager Team and map the quant strategy to current asset-class parameters, capacity, diversity/ownership profile, fees, risk controls, and existing NYSCRF absolute-return exposures.", "aeo_geo_surface": "NYSCRF emerging manager page, monthly disclosures, consultant database, internal IC packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "emerging-manager-channel-nyscrf-emerging-manager-program-emerging-manager-graduation-allocation-parameters-2026-03-active", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "emerging-manager-window-nyscrf-emerging-manager-program-emerging-manager-graduation-direct-allocation-window-2026-06-19-active", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-nyscrf-emerging-manager-program-emerging-manager-pipeline-systematic-public-strategies-2026-06-19-open", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified NYSCRF Emerging Manager Program as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-nyscrf-emerging-manager-program-extraction-emerging-manager-eligibility-graduation-allocation-route-2026-06-19-active", "signal_subject": "NYSCRF Emerging Manager Program extraction", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "pattern": "Emerging-manager programs are standing pipeline surfaces where smaller or newer systematic managers can be evaluated outside a one-off RFP calendar.", "priority_score": 115.8, "raw_citation_count": 6, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Ask a NYSCRF/emerging-manager SME which program partners and asset-class sleeves currently screen systematic public or absolute-return strategies.", "status": "open", "strategy": "emerging manager pipeline / systematic public strategies", "subject": "NYSCRF Emerging Manager Program" }, { "action": "Monitor SURS and peer public plans for long-vol/risk-mitigation replacement demand; pitch crisis-alpha or systematic convexity alternatives with drawdown, carry-cost, and implementation comparisons.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-01-01", "confidence": 0.86, "display_note": "Displayed as secondary online evidence; verify against a primary source before relying on it as official proof.", "evidence_tier": "secondary", "excerpt": "Tick50 replacement-motion sidecar; P&I source cited Illinois SURS termination of a hedge-fund manager from a long-volatility sleeve.", "is_internal_synthesis": false, "is_primary": false, "is_secondary_source": true, "knowledge_date": "2026-06-26", "normalized_source_url": "https://pionline.com/endowment-sovereign-wealth-pension-lp-allocations-2025", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-termination-illinois-state-universities-retirement-system-long-vol-manager-termination-long-volatility-crisis-alpha-risk-mitigation-2026-01-01-monitor", "signal_subject": "Illinois State Universities Retirement System long-vol manager termination", "source_path": "https://pionline.com/endowment-sovereign-wealth-pension-lp-allocations-2025", "source_type": "url", "valid_until": "" } ], "confidence": 0.86, "deadline_or_window": "2026-01-01", "display_citation_count": 1, "evidence_url": "https://pionline.com/endowment-sovereign-wealth-pension-lp-allocations-2025", "pattern": "A direct termination from a long-volatility sleeve is a high-signal replacement-motion event because the allocator still has to decide whether to refill, redesign, or abandon the risk-mitigation bucket.", "priority_score": 113.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_termination", "sme_verify_question": "Ask an Illinois public-pension or crisis-alpha SME whether the termination was purely performance-driven, fee/carry-cost driven, or a redesign of the risk-mitigation sleeve.", "status": "monitor", "strategy": "long volatility / crisis alpha / risk mitigation", "subject": "Illinois State Universities Retirement System long-vol manager termination" }, { "action": "Monitor VRS for follow-on liquid credit, relative-value, or systematic fixed-income replacement demand; pitch with fee/liquidity clarity and replacement-capital transition plan.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-03-01", "confidence": 0.84, "display_note": "Displayed as secondary online evidence; verify against a primary source before relying on it as official proof.", "evidence_tier": "secondary", "excerpt": "Tick50 replacement-motion sidecar; P&I source cited VRS termination of Orchard Liquid Credit Fund in the 2025-2026 hedge-fund allocation context.", "is_internal_synthesis": false, "is_primary": false, "is_secondary_source": true, "knowledge_date": "2026-06-26", "normalized_source_url": "https://pionline.com/utimco-operf-vrs-swib-lp-hedge-fund-allocations-2025-2026", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-termination-virginia-retirement-system-orchard-liquid-credit-termination-credit-hedge-fund-liquid-credit-sleeve-replacement-2026-03-01-monitor", "signal_subject": "Virginia Retirement System Orchard Liquid Credit termination", "source_path": "https://pionline.com/utimco-operf-vrs-swib-lp-hedge-fund-allocations-2025-2026", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2026-03-01", "display_citation_count": 1, "evidence_url": "https://pionline.com/utimco-operf-vrs-swib-lp-hedge-fund-allocations-2025-2026", "pattern": "A terminated liquid-credit hedge-fund sleeve can create a near-term slot for replacement managers if the termination reflects fit, performance, or portfolio redesign rather than a full category exit.", "priority_score": 112.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_termination", "sme_verify_question": "Ask a VRS or public-pension credit SME whether Orchard was terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure.", "status": "monitor", "strategy": "credit hedge fund / liquid credit sleeve replacement", "subject": "Virginia Retirement System Orchard Liquid Credit termination" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:16:12", "as_of_date": "2022", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Perry noted that the Combined Funds actual asset mix is in-line with the asset allocation targets.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2022-08/IAC%20Meeting%20Minutes%20-%20November%2015%202021.pdf", "page_ref": "Meeting Minutes", "signal_id": "board-motion-minnesota-state-board-of-investment-86921823e261", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2022-08/IAC%20Meeting%20Minutes%20-%20November%2015%202021.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2022-08/IAC%20Meeting%20Minutes%20-%20November%2015%202021.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 111.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "pacing_change", "sme_verify_question": true, "status": "monitor", "strategy": "public markets", "subject": "Minnesota State Board of Investment" }, { "action": "Target NYSCRF systematic macro, tactical trading, and relative-value sleeves; existing ARS book shows material appetite for quant-like hedge fund exposure.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:58", "as_of_date": "2025-03-31", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "NYSCRF asset listing shows D.E. Shaw Composite International Fund, D.E. Shaw Oculus International Fund, and All Weather@12% inside Opportunistic/ARS with combined fair value around $1.48B.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.osc.ny.gov/files/retirement/resources/pdf/asset-listing-2025.pdf", "page_ref": "", "signal_id": "current-allocation-new-york-state-common-retirement-fund-relative-value-tactical-trading-systematic-2025-03-31-active", "signal_subject": "New York State Common Retirement Fund", "source_path": "https://www.osc.ny.gov/files/retirement/resources/pdf/asset-listing-2025.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 11:45:58", "as_of_date": "2025-03-31", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "NYSCRF asset listing shows AQR Capital Management Style Premia U.S. Long Only Equity Beta 1 Fund with $4.1097B fair value in Public Equity Funds.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.osc.ny.gov/files/retirement/resources/pdf/asset-listing-2025.pdf", "page_ref": "", "signal_id": "current-allocation-new-york-state-common-retirement-fund-systematic-style-premia-2025-03-31-active", "signal_subject": "New York State Common Retirement Fund", "source_path": "https://www.osc.ny.gov/files/retirement/resources/pdf/asset-listing-2025.pdf", "source_type": "url", "valid_until": "" } ], "confidence": 0.85, "deadline_or_window": "2025-03-31", "display_citation_count": 2, "evidence_url": "https://www.osc.ny.gov/files/retirement/resources/pdf/asset-listing-2025.pdf", "pattern": "", "priority_score": 111.0, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "current_allocation", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "relative value / tactical trading / systematic", "subject": "New York State Common Retirement Fund" }, { "action": "Submit interest and use the public registration/login path for PIF's MENA External Managers Program.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "sovereign_wealth_fund", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "external-manager-gate-open-pif-managers-gate-mena-external-manager-registration-standing-intake-2026-06-19-open", "signal_subject": "PIF Managers Gate", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-mena-external-managers-program-external-manager-registration-2026-06-19-active", "signal_subject": "PIF Managers Gate", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-deadline-normalized-mena-external-managers-program-external-manager-registration-2026-06-19-open", "signal_subject": "PIF Managers Gate deadline-normalized", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: upgrade PIF pitch-target rows from recovered local corpus evidence to the official PIF Managers Gate URL.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-evidence-backfilled-mena-external-managers-program-external-manager-registration-2026-06-19-open", "signal_subject": "PIF Managers Gate evidence-backfilled", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.pif.gov.sa/en/managers-gate/", "pattern": "PIF's Managers Gate is a public registration portal for the MENA External Managers Program; it seeks skilled and innovative managers across asset classes and exposes Register and Login links.", "priority_score": 109.6, "raw_citation_count": 4, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "MENA External Managers Program / external manager registration", "subject": "PIF Managers Gate" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:15:33", "as_of_date": "2026", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Schurtz referred members to Tab C of the meeting materials for the Asset Allocation Study Report.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2026-02/meeting_materials_investment_advisory_council_february_24_2026_0.pdf", "page_ref": "Meeting Materials", "signal_id": "board-motion-minnesota-state-board-of-investment-378f4966b7a1", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2026-02/meeting_materials_investment_advisory_council_february_24_2026_0.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2026-02/meeting_materials_investment_advisory_council_february_24_2026_0.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 109.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "pacing_change", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "Minnesota State Board of Investment" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 02:11:29", "as_of_date": "2024-05-13", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "McEnery provided a presentation on the transition from the current allocation to the new allocation and recommended an 8-quarter timeline.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mosers.org/docs/default-source/leadership/board/investment-committee/2024-05-13-investment-committee-agenda-and-report.pdf?sfvrsn=aa8eb0bb_8", "page_ref": "Agenda & Report 2024-05-13 Investment Committee Agenda and Report", "signal_id": "board-motion-missouri-mosers-183d9574603a", "signal_subject": "Missouri MOSERS", "source_path": "https://www.mosers.org/docs/default-source/leadership/board/investment-committee/2024-05-13-investment-committee-agenda-and-report.pdf?sfvrsn=aa8eb0bb_8", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2024-05-13", "display_citation_count": 1, "evidence_url": "https://www.mosers.org/docs/default-source/leadership/board/investment-committee/2024-05-13-investment-committee-agenda-and-report.pdf?sfvrsn=aa8eb0bb_8", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 109.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "pacing_change", "sme_verify_question": true, "status": "monitor", "strategy": "asset allocation", "subject": "Missouri MOSERS" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:15:49", "as_of_date": "2023", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Staff is working with one manager on newly identified holdings that will be added to the next thermal coal list.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2023-02/Minutes_IAC%20Meeting%20November%2014%202022.pdf", "page_ref": "Meeting Minutes", "signal_id": "board-motion-minnesota-state-board-of-investment-1f7a0d517244", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2023-02/Minutes_IAC%20Meeting%20November%2014%202022.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2023", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2023-02/Minutes_IAC%20Meeting%20November%2014%202022.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 109.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "pacing_change", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "Minnesota State Board of Investment" }, { "action": "Use the alternative-assets manager-registration system as the entry point for non-core strategies and build a database-ready packet.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "signal_subject": "GPIF manager registration systems", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Registration system is a concrete action surface for manager discovery.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-alternative-assets-separate-managed-accounts-2026-06-19-active", "signal_subject": "GPIF", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-intake-2026-06-19-active", "signal_subject": "GPIF manager registration systems", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-deadline-normalized-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "signal_subject": "GPIF manager registration systems deadline-normalized", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: replace local/ambiguous GPIF evidence in high-priority calendar rows with official manager-registration source.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-gpif-manager-registration-systems-evidence-backfilled-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "signal_subject": "GPIF manager registration systems evidence-backfilled", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "pattern": "GPIF formalized a manager-registration system for alternative assets and names a CIO-level executive for investment decisions.", "priority_score": 109.2, "raw_citation_count": 5, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "manager_registration_open", "sme_verify_question": "Is alternative-asset registration the correct first-touch surface before any formal RFP?", "status": "active", "strategy": "alternative assets / separate managed accounts", "subject": "GPIF" }, { "action": "Lead with absolute-return, derivatives, and low-correlation risk management.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Named internal team gives a concrete buyer surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://hoopp.com/investments/capital-markets/discretionary-derivatives-and-alternative-investments", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-demand-hoopp-absolute-return-derivatives-low-correlation-risk-management-2026-06-19-active", "signal_subject": "HOOPP", "source_path": "https://hoopp.com/investments/capital-markets/discretionary-derivatives-and-alternative-investments", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://hoopp.com/investments/capital-markets/discretionary-derivatives-and-alternative-investments", "pattern": "HOOPP openly operates a discretionary derivatives and alternative-investments team and says absolute-return strategies are meant to work in any market condition.", "priority_score": 109.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "strategy_demand", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "absolute return / derivatives / low-correlation risk management", "subject": "HOOPP" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:04:47", "as_of_date": "2026", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Approval of Minutes (November 5, 2025) IAC Meeting Minutes 11052025 FINAL - Page 2 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.varetire.org/media/members/pdf/board/materials/2026/iac-04-08-26.pdf", "page_ref": "Meeting Materials", "signal_id": "board-motion-virginia-retirement-system-d6fb51b05f53", "signal_subject": "Virginia Retirement System", "source_path": "https://www.varetire.org/media/members/pdf/board/materials/2026/iac-04-08-26.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.varetire.org/media/members/pdf/board/materials/2026/iac-04-08-26.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 109.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_termination", "sme_verify_question": true, "status": "monitor", "strategy": "private credit, private equity, real assets", "subject": "Virginia Retirement System" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 02:20:09", "as_of_date": "2025-08", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Husting discussed proposed changes to the General Policy, the Environmental, Social and Governance Policy, the Anti-Terrorism and Economic Sanctions Policy, the Proxy Voting Policy the Service Provider Hiring, Retention and Termination Policy and Implementation Manuals for Public Risk, Private Credit and Private Equity.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.psrs-peers.org/docs/default-source/board-minutes/regular-board-meeting-minutes---august-2025.pdf", "page_ref": "Regular Board Meeting Minutes - August 2025", "signal_id": "board-motion-missouri-psrs-peers-d2cdca9a87f3", "signal_subject": "Missouri PSRS/PEERS", "source_path": "https://www.psrs-peers.org/docs/default-source/board-minutes/regular-board-meeting-minutes---august-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-08", "display_citation_count": 1, "evidence_url": "https://www.psrs-peers.org/docs/default-source/board-minutes/regular-board-meeting-minutes---august-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 109.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_termination", "sme_verify_question": true, "status": "monitor", "strategy": "private credit, private equity", "subject": "Missouri PSRS/PEERS" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:23:29", "as_of_date": "2025-06", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Private Equity Annual Program Review As of Quarter Ending December 31, 2024 Anton Orlich, Managing Investment Director Private Equity June 16, 2025 1 Private Equity Annual Program Review as of December 31, 2024 Agenda Item 6c, Attachment 1, Page 2 of 16 Contents Program Overview Positioning for the Market Environment Portfolio Performance Key Initiatives 2 Private Equity Annual Program Review as of December 31, 2024 Agenda Item 6c, Attachment 1, Page 3 of 16 Program Overview \u2022 Enhance equity ret", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/documents/202506-invest-agenda-item06c-01/download?inline", "page_ref": "2024-25 Private Equity Annual Program Review (PDF)", "signal_id": "board-motion-calpers-1147e737abc5", "signal_subject": "CalPERS", "source_path": "https://www.calpers.ca.gov/documents/202506-invest-agenda-item06c-01/download?inline", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-06", "display_citation_count": 1, "evidence_url": "https://www.calpers.ca.gov/documents/202506-invest-agenda-item06c-01/download?inline", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 109.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "new_commitment", "sme_verify_question": true, "status": "monitor", "strategy": "private credit, private equity, public markets", "subject": "CalPERS" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 02:20:44", "as_of_date": "2024-12", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Changes to the Public Risk, Private Credit and Private Equity Implementation Manuals included specificity to allow a portion of direct lending and co-investments to be implemented without the use of a consultant.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.psrs-peers.org/docs/default-source/board-minutes/regular-board-meeting-minutes---december-2024.pdf", "page_ref": "Regular Board Meeting Minutes - December 2024", "signal_id": "board-motion-missouri-psrs-peers-167f1c5c21b7", "signal_subject": "Missouri PSRS/PEERS", "source_path": "https://www.psrs-peers.org/docs/default-source/board-minutes/regular-board-meeting-minutes---december-2024.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2024-12", "display_citation_count": 1, "evidence_url": "https://www.psrs-peers.org/docs/default-source/board-minutes/regular-board-meeting-minutes---december-2024.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 109.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "new_commitment", "sme_verify_question": true, "status": "monitor", "strategy": "private credit, private equity", "subject": "Missouri PSRS/PEERS" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:16:09", "as_of_date": "2022", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Perry stated the Strategic Allocation Category Framework provides a picture of the amount of risk in the portfolio, which can be considered high given the large equity orientation.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2022-02/SBI%20Board%20Meeting%20Minutes%20-%20December%201%2C%202021.pdf", "page_ref": "Meeting Minutes", "signal_id": "board-motion-minnesota-state-board-of-investment-1612264da83e", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2022-02/SBI%20Board%20Meeting%20Minutes%20-%20December%201%2C%202021.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2022-02/SBI%20Board%20Meeting%20Minutes%20-%20December%201%2C%202021.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 109.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "new_commitment", "sme_verify_question": true, "status": "monitor", "strategy": "private credit, private equity, real estate", "subject": "Minnesota State Board of Investment" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:33", "as_of_date": "2018-12-12", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Purpose Staff and TorreyCove recommend a $400 million commitment to Global Infrastructure Partners Fund IV, L.P.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-12.12.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: December 12, 2018", "signal_id": "board-motion-oregon-investment-council-e742c823fc96", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-12.12.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2018-12-12", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-12.12.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 109.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "new_commitment", "sme_verify_question": true, "status": "monitor", "strategy": "real assets", "subject": "Oregon Investment Council" }, { "action": "Submit through the CalPERS secure online portal and prepare for triage outcomes: declined, accepted for additional due diligence, or referred to an emerging-manager adviser.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 8, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "proposal-portal-open-calpers-investment-proposal-submission-direct-proposal-intake-systematic-public-strategy-submission-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-investment-proposal-submission-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official CalPERS page directly states external managers may submit proposals to the Investment Office and explains the review outcomes.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-calpers-investment-proposal-submission-official-portal-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission official portal", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Live official page opened on 2026-06-19.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "live-official-source-verified-calpers-investment-proposal-submission-live-official-page-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission live official page", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified CalPERS proposal submission as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-calpers-investment-proposal-submission-extraction-direct-proposal-portal-diligence-packet-2026-06-19-active", "signal_subject": "CalPERS Investment Proposal Submission extraction", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "pattern": "A standing portal turns CalPERS into a live intake surface even outside a formal RFP cycle.", "priority_score": 108.6, "raw_citation_count": 8, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "official_source_upgrade_path", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "open", "strategy": "direct investment proposal portal / liquid quant pitch intake", "subject": "CalPERS Investment Proposal Submission official portal" }, { "action": "Normalize the March 2026 report into a transaction tape with asset class, manager, transaction type, amount, placement-agent status, and close date.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified the March 2026 NYSCRF disclosure PDF as the first exact monthly extraction artifact.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-nyscrf-march-2026-monthly-disclosure-pdf-monthly-disclosure-manager-hire-and-transaction-tape-2026-03-active", "signal_subject": "NYSCRF March 2026 monthly disclosure PDF", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official report shows no public-equity activity, Advent Capital liquidation, Capital Constellation Generation Fund V commitment in OARS, Emerging Manager Program Stride commitment, and repeated no-placement-agent statements.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "packet-delta-priority-nyscrf-march-2026-monthly-transaction-report-manager-hire-termination-tape-and-oars-commitment-extraction-2026-03-active", "signal_subject": "NYSCRF March 2026 Monthly Transaction Report", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-packet-download-queue-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-active", "signal_subject": "NYSCRF Monthly Disclosure of Investments and Transactions", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 11:45:58", "as_of_date": "2026-03-05", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "March 2026 NYSCRF report shows a new $50M commitment to Capital Constellation Generation Fund V under Opportunistic Absolute Return Strategies.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "", "signal_id": "new-commitment-new-york-state-common-retirement-fund-opportunistic-absolute-return-2026-03-05-active", "signal_subject": "New York State Common Retirement Fund", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" } ], "confidence": 0.99, "deadline_or_window": "2026-03", "display_citation_count": 4, "evidence_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "pattern": "The report proves both positive commitments and negative/no-activity observations; it also exposes a fixed-income liquidation and placement-agent absence statements.", "priority_score": 107.8, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "packet_delta_priority", "sme_verify_question": "Which NYSCRF monthly-report rows are true manager openings/replacements versus routine capital calls or follow-on commitments?", "status": "active", "strategy": "manager hire/termination tape and OARS commitment extraction", "subject": "NYSCRF March 2026 Monthly Transaction Report" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:15:51", "as_of_date": "2023", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "A motion was made to (i) endorse staff\u2019s recommendation to establish ranges of 20-32% around the private markets target allocation of 25% of the Combined Fund\u2019s portfolio and (ii) confirm Staff\u2019s authority to modify internal guidelines, in this case, to increase the market and unfunded commitments policy limit from 45% to 50% of the Combined Fund\u2019s portfolio.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2023-05/Meeting%20Minutes_IAC%20Meeting%20February%2021%202023.pdf", "page_ref": "Meeting Minutes", "signal_id": "board-motion-minnesota-state-board-of-investment-c90361c9baad", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2023-05/Meeting%20Minutes_IAC%20Meeting%20February%2021%202023.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2023", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2023-05/Meeting%20Minutes_IAC%20Meeting%20February%2021%202023.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 107.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "new_commitment", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "Minnesota State Board of Investment" }, { "action": "Build advisor/family-office materials for J.P. Morgan Private Bank-style channels: hedge-role framing, AI exposure complement, tax-aware structure notes, and liquidity/fee comparisons versus private markets.", "aeo_geo_surface": "J.P. Morgan Private Bank research, advisor workflow, family-office IC packet, public web", "buyer_or_gatekeeper": "private_bank", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: upgrade J.P. Morgan Private Bank private-wealth calendar row from local channel evidence to current family-office research coverage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-demand-j-p-morgan-private-bank-family-office-alternatives-evidence-backfilled-family-office-hedge-funds-ai-and-geopolitical-hedge-demand-2026-02-active", "signal_subject": "J.P. Morgan Private Bank family-office alternatives evidence-backfilled", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged the row as press-backed and private-bank-mediated.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-j-p-morgan-private-bank-family-office-alternatives-source-remediation-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "signal_subject": "J.P. Morgan Private Bank family-office alternatives source remediation", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found no local official J.P. Morgan source for the family-office alternatives row.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-gap-j-p-morgan-private-bank-family-office-alternatives-source-remediation-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "signal_subject": "J.P. Morgan Private Bank family-office alternatives source remediation", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "source_type": "url", "valid_until": "" } ], "confidence": 0.86, "deadline_or_window": "2026-02", "display_citation_count": 3, "evidence_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "pattern": "J.P. Morgan Private Bank's family-office research provides a demand map for advisor-mediated hedge-fund and alternatives conversations.", "priority_score": 107.2, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "strategy_demand", "sme_verify_question": "Ask a private-bank alternatives SME whether family-office hedge-fund demand enters through model portfolios, bespoke CIO meetings, or manager due diligence lists.", "status": "active", "strategy": "family-office hedge funds / AI and geopolitical hedge demand", "subject": "J.P. Morgan Private Bank family-office alternatives evidence-backfilled" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "emerging-manager-channel-nyscrf-emerging-manager-program-emerging-manager-graduation-allocation-parameters-2026-03-active", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "emerging-manager-window-nyscrf-emerging-manager-program-emerging-manager-graduation-direct-allocation-window-2026-06-19-active", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-nyscrf-emerging-manager-program-emerging-manager-pipeline-systematic-public-strategies-2026-06-19-open", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified NYSCRF Emerging Manager Program as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-nyscrf-emerging-manager-program-extraction-emerging-manager-eligibility-graduation-allocation-route-2026-06-19-active", "signal_subject": "NYSCRF Emerging Manager Program extraction", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "pattern": "", "priority_score": 105.2, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "emerging_manager_window", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "emerging-manager graduation / direct-allocation window", "subject": "NYSCRF Emerging Manager Program" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London reported Societe Generale entered cash prime brokerage and is integrating cash equities and prime brokerage to support hedge fund client growth.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "gatekeeper-channel-societe-generale-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "signal_subject": "Societe Generale Prime Brokerage", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London said prime brokerage revenue has surged because of high stock prices and the growing number and size of multi-strategy hedge funds.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "strategy-demand-prime-brokerage-market-multi-strategy-hedge-funds-2026-06-12-active", "signal_subject": "Prime brokerage market", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London reported BNP Paribas has been scaling hedge fund work, including absorbing Credit Suisse hedge fund clients and acquiring Deutsche Bank prime brokerage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "gatekeeper-channel-bnp-paribas-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "signal_subject": "BNP Paribas Prime Brokerage", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged the SG row as subject-specific but still trade-press-only.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-societe-generale-prime-brokerage-official-source-remediation-prime-brokerage-hedge-fund-financing-2026-06-19-monitor", "signal_subject": "Societe Generale Prime Brokerage official-source remediation", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London reported UBS aims to improve its prime brokerage revenue rank, signalling competitive expansion in hedge fund servicing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "gatekeeper-channel-ubs-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "signal_subject": "UBS Prime Brokerage", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2026-06-12", "display_citation_count": 5, "evidence_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "pattern": "", "priority_score": 105.0, "raw_citation_count": 5, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "strategy_demand", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "multi-strategy hedge funds", "subject": "Prime brokerage market" }, { "action": "Use QIS adoption as wedge messaging: allocators already accept systematic rules-based exposure, but may need differentiated alpha, capacity, risk controls, and non-bank implementation.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-21", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "WSJ reported JPMorgan, Goldman Sachs, Morgan Stanley, Citigroup, and other banks are selling QIS to pension funds, endowments, family offices, and wealthy individuals; the Murdock Trust shifted 3% of a $2.1B portfolio to Goldman-managed QIS.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "page_ref": "", "signal_id": "strategy-demand-quantitative-investment-strategies-market-qis-systematic-trading-2026-04-21-active", "signal_subject": "Quantitative investment strategies market", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-21", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "WSJ reported the Murdock Trust shifted 3% of its $2.1B portfolio to QIS managed by Goldman Sachs, with CIO Elmer Huh saying they lack conviction that fundamental managers can keep up with market speed.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "page_ref": "", "signal_id": "pitch-target-murdock-trust-qis-systematic-trading-2026-04-21-monitor", "signal_subject": "Murdock Trust", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.64, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged this as market background rather than a buyer-specific signal.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-quantitative-investment-strategies-market-named-buyer-remediation-qis-systematic-trading-demand-conversion-2026-06-19-monitor", "signal_subject": "Quantitative investment strategies market named-buyer remediation", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2026-04-21", "display_citation_count": 3, "evidence_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "pattern": "", "priority_score": 105.0, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "strategy_demand", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "QIS / systematic trading", "subject": "Quantitative investment strategies market" }, { "action": "Map RVK research and consultant leads to current public-pension/endowment search clients; prioritize differentiated quant/AI evidence packs for consultant database and research workflows.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "consultant", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Open-search signals already rank highest; consultant gatekeepers are the upstream validation layer for those searches.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.rvkinc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-channel-rvk-investment-manager-research-alternatives-advisory-2026-06-19-active", "signal_subject": "RVK", "source_path": "https://www.rvkinc.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.87, "display_note": "", "evidence_tier": "primary", "excerpt": "RVK provides institutional investment consulting to corporate and public retirement systems and other institutions.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.rvkinc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "consultant-gatekeeper-rvk-institutional-investment-advice-strategic-allocation-active", "signal_subject": "RVK", "source_path": "https://www.rvkinc.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar ranked RVK outside the top-20 workflow packet doc but still actionable.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.rvkinc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-packet-delta-rvk-consultant-database-research-packet-manager-research-alternatives-advisory-2026-06-19-active", "signal_subject": "RVK consultant-database research packet", "source_path": "https://www.rvkinc.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.rvkinc.com/", "pattern": "RVK operates an institutional consultant channel where manager research and alternatives advisory work can shape allocator shortlists before a public RFP is visible.", "priority_score": 104.4, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "gatekeeper_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "investment manager research / alternatives advisory", "subject": "RVK" }, { "action": "Monitor CPPIB and similar SMA/seed allocators for replacement or follow-on demand if Taproot underperformance persists; pitch differentiated alpha capture controls and founder/team stability.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-03", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Business Insider reported Taproot Management received $250M backing from Canadian pension CPPIB for a lower-cost alpha-capture hedge fund model.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/taproot-management-hedge-fund-performance-2026-3", "page_ref": "", "signal_id": "capital-raise-taproot-management-alpha-capture-multi-strategy-replication-2026-03-closed", "signal_subject": "Taproot Management", "source_path": "https://www.businessinsider.com/taproot-management-hedge-fund-performance-2026-3", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-03", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "Business Insider reported Taproot lost roughly 1% in its first six months and continued losses into early 2026, plus loss of research head/partner Kevin Merritt.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/taproot-management-hedge-fund-performance-2026-3", "page_ref": "", "signal_id": "watchlist-taproot-management-alpha-capture-multi-strategy-replication-2026-03-monitor", "signal_subject": "Taproot Management", "source_path": "https://www.businessinsider.com/taproot-management-hedge-fund-performance-2026-3", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2026-03", "display_citation_count": 2, "evidence_url": "https://www.businessinsider.com/taproot-management-hedge-fund-performance-2026-3", "pattern": "", "priority_score": 104.0, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "watchlist", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "alpha capture / multi-strategy replication", "subject": "Taproot Management" }, { "action": "Treat Cerity as a consultant-platform pitch surface for allocator-friendly quant hedge-fund education, private wealth-compatible wrappers, and low-performer replacement narratives.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "consultant", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Useful AEO/GEO target because institutional consultants increasingly consume vendor pages, research portals, and AI summaries before direct manager meetings.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://ceritypartners.com/solutions/institutional-consulting/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-channel-cerity-partners-institutional-consulting-institutional-consulting-ocio-family-office-advisory-2026-06-19-active", "signal_subject": "Cerity Partners Institutional Consulting", "source_path": "https://ceritypartners.com/solutions/institutional-consulting/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.82, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar ranked Cerity as actionable outside the top-20 workflow-packet list.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://ceritypartners.com/solutions/institutional-consulting/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-packet-delta-cerity-partners-institutional-consulting-packet-delta-institutional-consulting-ocio-family-office-advisory-2026-06-19-active", "signal_subject": "Cerity Partners Institutional Consulting packet delta", "source_path": "https://ceritypartners.com/solutions/institutional-consulting/", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://ceritypartners.com/solutions/institutional-consulting/", "pattern": "Cerity Partners institutional consulting explicitly covers allocators that can make or influence manager replacement and new-allocation decisions.", "priority_score": 103.6, "raw_citation_count": 2, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "gatekeeper_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "institutional consulting / OCIO / family-office advisory", "subject": "Cerity Partners Institutional Consulting" }, { "action": "Watch the investment manager opportunities page for consultant contract rollover, replacement, extension, or reissue timing.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-opportunity-monitor-calpers-investment-manager-opportunities-investment-manager-opportunities-consultant-roster-2026-06-active", "signal_subject": "CalPERS Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "source_type": "url", "valid_until": "2026-06-30" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "contract-expiration-monitor-calpers-consultant-and-asset-manager-roster-consultant-contract-rollover-manager-opportunity-monitor-2026-06-monitor", "signal_subject": "CalPERS consultant and asset-manager roster", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "source_type": "url", "valid_until": "2026-06-30" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar ranked the CalPERS roster watch as a separate packet delta from the direct proposal portal.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "contract-expiration-monitor-calpers-consultant-and-asset-manager-roster-consultant-contract-rollover-manager-roster-watch-2026-06-19-monitor", "signal_subject": "CalPERS consultant and asset-manager roster", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "source_type": "url", "valid_until": "2026-06-30" } ], "confidence": 0.93, "deadline_or_window": "2026-06-30", "display_citation_count": 3, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "pattern": "The public investment manager opportunities page shows a consultant contract expiring on June 30, 2026.", "priority_score": 103.6, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "contract_expiration_monitor", "sme_verify_question": "Is the roster page acting as a renewal signal or only as a directory listing?", "status": "monitor", "strategy": "consultant contract rollover / manager opportunity monitor", "subject": "CalPERS consultant and asset-manager roster" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London reported Societe Generale entered cash prime brokerage and is integrating cash equities and prime brokerage to support hedge fund client growth.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "gatekeeper-channel-societe-generale-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "signal_subject": "Societe Generale Prime Brokerage", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London said prime brokerage revenue has surged because of high stock prices and the growing number and size of multi-strategy hedge funds.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "strategy-demand-prime-brokerage-market-multi-strategy-hedge-funds-2026-06-12-active", "signal_subject": "Prime brokerage market", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London reported BNP Paribas has been scaling hedge fund work, including absorbing Credit Suisse hedge fund clients and acquiring Deutsche Bank prime brokerage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "gatekeeper-channel-bnp-paribas-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "signal_subject": "BNP Paribas Prime Brokerage", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged the SG row as subject-specific but still trade-press-only.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-societe-generale-prime-brokerage-official-source-remediation-prime-brokerage-hedge-fund-financing-2026-06-19-monitor", "signal_subject": "Societe Generale Prime Brokerage official-source remediation", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London reported UBS aims to improve its prime brokerage revenue rank, signalling competitive expansion in hedge fund servicing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "gatekeeper-channel-ubs-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "signal_subject": "UBS Prime Brokerage", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2026-06-12", "display_citation_count": 5, "evidence_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "pattern": "", "priority_score": 102.0, "raw_citation_count": 5, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "gatekeeper_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "hedge fund financing / prime brokerage", "subject": "Societe Generale Prime Brokerage" }, { "action": "Offer an SMA-compatible pitch path with transparency, custom risk limits, liquidity terms, and reporting; prepare responses on exclusivity and shadow-alpha protection.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "lp", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-04-22", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "SMAs are the preferred structure for new hedge fund launches and external PM allocations.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "page_ref": "Primary URL recovered from local provenance", "signal_id": "wealth-channel-structure-sma-allocators-sma-backed-hedge-fund-launches-2026-04-22-active", "signal_subject": "SMA allocators", "source_path": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-22", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News reported roughly 75% of new hedge fund launches are looking at SMAs, with allocators favoring customization and control.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "page_ref": "", "signal_id": "gatekeeper-channel-sma-allocators-sma-backed-hedge-fund-launches-2026-04-22-active", "signal_subject": "SMA allocators", "source_path": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2026-04-22", "display_citation_count": 2, "evidence_url": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "pattern": "", "priority_score": 102.0, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "gatekeeper_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "SMA-backed hedge fund launches", "subject": "SMA allocators" }, { "action": "Check the board book, agenda, summary, and recordings for approvals, commitments, and manager changes around the July 16-17 meeting.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 9, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:45", "as_of_date": "2026-06-21", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "board-archive-monitor-trs-texas-board-meeting-materials-commitments-approvals-manager-change-evidence-2026-06-21-active", "signal_subject": "TRS Texas Board Meeting Materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-07-16", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "agenda-monitor-trs-texas-board-meeting-materials-commitments-approvals-manager-changes-2026-07-16-active", "signal_subject": "TRS Texas Board Meeting Materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-07-16", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "calendar-monitor-trs-texas-july-2026-board-materials-board-approvals-commitments-manager-changes-2026-07-16-monitor", "signal_subject": "TRS Texas July 2026 board materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "2026-07-17" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "The local queue and exact-deadline monitor both keep the July 16-17 meeting active, but the meeting-specific URLs are still missing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-trs-texas-july-2026-board-materials-board-book-agenda-manager-change-extraction-2026-06-19-monitor", "signal_subject": "TRS Texas July 2026 board materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "The local queue keeps the July meeting active, but the meeting-specific URLs are still missing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-trs-texas-july-2026-board-materials-board-book-agenda-manager-change-extraction-2026-06-19-active", "signal_subject": "TRS Texas July 2026 board materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar converted TRS Texas archive monitoring into a date-specific extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-trs-texas-july-2026-board-materials-board-book-agenda-manager-change-extraction-2026-06-19-monitor", "signal_subject": "TRS Texas July 2026 board materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-07-17", "display_citation_count": 6, "evidence_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "pattern": "Upcoming board meeting is scheduled for July 16-17, 2026, 9:00 AM to 6:00 PM; the archive shows materials by meeting date.", "priority_score": 102.0, "raw_citation_count": 9, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "calendar_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "board approvals / commitments / manager changes", "subject": "TRS Texas July 2026 board materials" }, { "action": "Monitor the June 23 committee calendar and linked materials for investment, finance, and admin review items.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The committee calendar is a near-term board-adjacent route that can expose manager-review cues before a formal RFP appears.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/board-meeting-agendas-minutes", "page_ref": "Primary URL recovered from local provenance", "signal_id": "calendar-monitor-kcera-finance-committee-june-2026-finance-investment-admin-review-monitor-2026-06-19-monitor", "signal_subject": "KCERA Finance Committee June 2026", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-23", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/board-meeting-agendas-minutes", "page_ref": "Primary URL recovered from local provenance", "signal_id": "agenda-monitor-kcera-board-agendas-and-minutes-investment-finance-admin-reviews-2026-06-23-active", "signal_subject": "KCERA Board Agendas and Minutes", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-23", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/board-meeting-agendas-minutes", "page_ref": "Primary URL recovered from local provenance", "signal_id": "calendar-monitor-kcera-finance-committee-june-2026-finance-investment-admin-review-monitor-2026-06-23-monitor", "signal_subject": "KCERA Finance Committee June 2026", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes", "source_type": "url", "valid_until": "2026-06-23" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.82, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar identified KCERA Finance Committee as a non-top-20 monitor-worthy funding/procurement cadence.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/board-meeting-agendas-minutes", "page_ref": "Primary URL recovered from local provenance", "signal_id": "calendar-monitor-kcera-finance-committee-june-2026-committee-agenda-investment-finance-review-2026-06-19-monitor", "signal_subject": "KCERA Finance Committee June 2026", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes", "source_type": "url", "valid_until": "2026-06-23" } ], "confidence": 0.95, "deadline_or_window": "2026-06-23", "display_citation_count": 4, "evidence_url": "https://www.kcera.org/board-meeting-agendas-minutes", "pattern": "KCERA posts agendas online and the calendar shows a June 23, 2026 Finance Committee meeting.", "priority_score": 102.0, "raw_citation_count": 4, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "calendar_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "finance / investment / admin review monitor", "subject": "KCERA Finance Committee June 2026" }, { "action": "Treat Goldman cap-intro as a launch-channel influencer; prepare SMA-specific one-pager and allocator qualification criteria.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 03:57:51", "as_of_date": "2025-08", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Business Insider reported Goldman global head of capital introduction Kristin Kramer saying SMAs are making it easier to launch hedge funds; managers named in this context included Millennium, Qube, Squarepoint, and Schonfeld.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/hedge-fund-launches-goldman-sachs-exec-sma-2025-8", "page_ref": "", "signal_id": "gatekeeper-channel-goldman-sachs-capital-introduction-sma-backed-emerging-manager-launches-2025-08-active", "signal_subject": "Goldman Sachs Capital Introduction", "source_path": "https://www.businessinsider.com/hedge-fund-launches-goldman-sachs-exec-sma-2025-8", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2025-08", "display_citation_count": 1, "evidence_url": "https://www.businessinsider.com/hedge-fund-launches-goldman-sachs-exec-sma-2025-8", "pattern": "", "priority_score": 101.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "gatekeeper_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "SMA-backed emerging manager launches", "subject": "Goldman Sachs Capital Introduction" }, { "action": "Monitor for follow-on systematic allocations and benchmark against bank QIS; potential pitch angle is independent quant hedge fund implementation versus bank-packaged QIS.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "foundation", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-21", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "WSJ reported JPMorgan, Goldman Sachs, Morgan Stanley, Citigroup, and other banks are selling QIS to pension funds, endowments, family offices, and wealthy individuals; the Murdock Trust shifted 3% of a $2.1B portfolio to Goldman-managed QIS.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "page_ref": "", "signal_id": "strategy-demand-quantitative-investment-strategies-market-qis-systematic-trading-2026-04-21-active", "signal_subject": "Quantitative investment strategies market", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-21", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "WSJ reported the Murdock Trust shifted 3% of its $2.1B portfolio to QIS managed by Goldman Sachs, with CIO Elmer Huh saying they lack conviction that fundamental managers can keep up with market speed.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "page_ref": "", "signal_id": "pitch-target-murdock-trust-qis-systematic-trading-2026-04-21-monitor", "signal_subject": "Murdock Trust", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.64, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged this as market background rather than a buyer-specific signal.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-quantitative-investment-strategies-market-named-buyer-remediation-qis-systematic-trading-demand-conversion-2026-06-19-monitor", "signal_subject": "Quantitative investment strategies market named-buyer remediation", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2026-04-21", "display_citation_count": 3, "evidence_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "pattern": "", "priority_score": 100.0, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "pitch_target", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "QIS / systematic trading", "subject": "Murdock Trust" }, { "action": "Publish advisor-ready quant hedge fund content with structured summaries, Q&A blocks, definitions, model-portfolio fit, and canonical terminology so it can be retrieved through CAIS search and Claude-backed advisor intelligence.", "aeo_geo_surface": "CAIS x Claude, CAIS search, advisor portal, public web", "buyer_or_gatekeeper": "vendor", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep; direct answer to chatbot/AEO/GEO question.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "page_ref": "Primary URL recovered from local provenance", "signal_id": "ai-discovery-surface-cais-x-claude-integration-aeo-geo-for-advisor-alternative-investment-intelligence-2026-06-19-active", "signal_subject": "CAIS x Claude integration", "source_path": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: link CAIS gatekeeper and CAIS x Claude rows to the official integration announcement.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "page_ref": "Primary URL recovered from local provenance", "signal_id": "ai-discovery-surface-cais-x-claude-advisor-alternatives-intelligence-evidence-backfilled-aeo-geo-for-advisor-alternative-investment-intelligence-2026-06-19-active", "signal_subject": "CAIS x Claude / advisor alternatives intelligence evidence-backfilled", "source_path": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "pattern": "The CAIS-Claude integration makes advisor education an answer-engine optimization problem, not only a wholesaling problem.", "priority_score": 99.6, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "ai_discovery_surface", "sme_verify_question": "Ask an advisor-platform SME whether CAIS x Claude retrieves asset-manager supplied content, CAIS-curated research, or both.", "status": "active", "strategy": "AEO/GEO for advisor alternative-investment intelligence", "subject": "CAIS x Claude / advisor alternatives intelligence evidence-backfilled" }, { "action": "Publish advisor-ready alternative-investment content with structured summaries, Q&A blocks, and canonical terminology so it can surface through CAIS search and the Claude integration.", "aeo_geo_surface": "CAIS search, CAIS x Claude, advisor portal", "buyer_or_gatekeeper": "vendor", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep; direct answer to chatbot/AEO/GEO question.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "page_ref": "Primary URL recovered from local provenance", "signal_id": "ai-discovery-surface-cais-x-claude-integration-aeo-geo-for-advisor-alternative-investment-intelligence-2026-06-19-active", "signal_subject": "CAIS x Claude integration", "source_path": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: link CAIS gatekeeper and CAIS x Claude rows to the official integration announcement.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "page_ref": "Primary URL recovered from local provenance", "signal_id": "ai-discovery-surface-cais-x-claude-advisor-alternatives-intelligence-evidence-backfilled-aeo-geo-for-advisor-alternative-investment-intelligence-2026-06-19-active", "signal_subject": "CAIS x Claude / advisor alternatives intelligence evidence-backfilled", "source_path": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "pattern": "CAIS has a public Claude integration plus separate Financial Advisor, Home Office, and Asset Manager surfaces, making discoverability depend on both site taxonomy and the Claude layer.", "priority_score": 99.6, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "ai_discovery_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AEO/GEO for advisor alternative-investment intelligence", "subject": "CAIS x Claude integration" }, { "action": "Publish searchable research packs with filings, expert transcripts, broker-style notes, internal content mirrors, and exec-ready slides/reports.", "aeo_geo_surface": "AlphaSense", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.alpha-sense.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-alphasense-research-search-synthesis-visibility-2026-06-19-active", "signal_subject": "AlphaSense", "source_path": "https://www.alpha-sense.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.alpha-sense.com/", "pattern": "AlphaSense-style search and synthesis surfaces retrieve filings, expert transcripts, broker research, internal content, slides, and reports.", "priority_score": 99.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "research search / synthesis visibility", "subject": "AlphaSense" }, { "action": "Publish SharePoint/Teams-ready docs, meeting notes, project materials, files, spreadsheets, and slide decks with consistent names and metadata.", "aeo_geo_surface": "Microsoft 365 Copilot, SharePoint, Teams", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.microsoft.com/en-us/microsoft-365-copilot", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-microsoft-365-copilot-sharepoint-teams-enterprise-workstream-retrieval-2026-06-19-active", "signal_subject": "Microsoft 365 Copilot / SharePoint / Teams", "source_path": "https://www.microsoft.com/en-us/microsoft-365-copilot", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.microsoft.com/en-us/microsoft-365-copilot", "pattern": "Microsoft 365 Copilot retrieves workstream materials from SharePoint, Teams, files, meeting notes, spreadsheets, slide decks, and project context.", "priority_score": 99.2, "raw_citation_count": 1, "required_packet": "workstream pack: docs, decks, spreadsheets, meeting notes, decision log", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "enterprise workstream retrieval", "subject": "Microsoft 365 Copilot / SharePoint / Teams" }, { "action": "Prepare data-room-grade diligence assets for Aksia-style screening: DDQ, ODD memo, exposure taxonomy, risk reporting, fee/liquidity schedule, and manager research summary.", "aeo_geo_surface": "Aksia Manager Portal, Aksia MAX, consultant database, internal IC packet", "buyer_or_gatekeeper": "consultant", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-portal-channel-aksia-manager-portal-and-max-odd-manager-research-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: map high-priority Aksia pitch-calendar row to the official Aksia web and manager/client workflow surfaces.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-manager-portal-and-max-evidence-backfilled-manager-research-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX evidence-backfilled", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia homepage exposes a Manager Portal link and describes hedge-fund research, global sourcing, ODD, and MAX client analytics.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-surface-aksia-manager-portal-aksia-manager-facing-intake-and-data-maintenance-route-2026-06-19-open", "signal_subject": "Aksia Manager Portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia page describes hedge-fund assets under supervision, sub-strategy coverage, strategy-edge analysis, team/alignment/risk review, investigative ODD, and small/mid-sized manager sourcing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "odd-gate-aksia-hedge-fund-research-and-odd-workflow-aksia-hedge-fund-selection-and-operational-due-diligence-gate-2026-06-19-active", "signal_subject": "Aksia hedge fund research and ODD workflow", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-max-and-manager-portal-manager-portal-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia MAX and manager portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.aksia.com/", "pattern": "Aksia is a diligence-heavy alternatives gatekeeper; winning retrieval inside consultant workflows requires structured facts and operational evidence, not only marketing narrative.", "priority_score": 99.0, "raw_citation_count": 5, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an Aksia-screened manager whether manager-portal material completeness or relationship routing determines first-screen success.", "status": "active", "strategy": "manager research / ODD / client reporting", "subject": "Aksia Manager Portal and MAX evidence-backfilled" }, { "action": "Publish docs, tickets, chats, meeting notes, and decision logs with consistent titles, tags, and canonical vocabulary.", "aeo_geo_surface": "Glean", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.glean.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-glean-permission-aware-knowledge-base-retrieval-2026-06-19-active", "signal_subject": "Glean", "source_path": "https://www.glean.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.glean.com/", "pattern": "Permission-aware enterprise knowledge surfaces retrieve docs, tickets, chats, meeting notes, and decision logs.", "priority_score": 99.0, "raw_citation_count": 1, "required_packet": "workstream pack: docs, decks, spreadsheets, meeting notes, decision log", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "permission-aware knowledge base retrieval", "subject": "Glean" }, { "action": "Publish fund, manager, investor, performance, terms, fundraising update, and benchmark profile fields.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.preqin.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-preqin-private-market-fund-manager-profile-2026-06-19-active", "signal_subject": "Preqin", "source_path": "https://www.preqin.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.preqin.com/", "pattern": "Private-market profile surfaces retrieve fund, manager, investor, performance, terms, fundraising, and benchmark views.", "priority_score": 99.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "private-market fund/manager profile", "subject": "Preqin" }, { "action": "Publish manager profiles, strategy lists, holdings analysis, whitepapers, and investment-committee narratives.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.nasdaq.com/solutions/evestment", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-evestment-allocator-manager-database-investment-committee-narrative-2026-06-19-active", "signal_subject": "eVestment", "source_path": "https://www.nasdaq.com/solutions/evestment", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.nasdaq.com/solutions/evestment", "pattern": "Allocator database surfaces retrieve manager profiles, strategy lists, holdings analysis, whitepapers, and committee narratives.", "priority_score": 98.8, "raw_citation_count": 1, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "allocator manager database / investment committee narrative", "subject": "eVestment" }, { "action": "Publish DDQ answers, ODD memo, fee/liquidity terms, reporting appendix, and portfolio analytics summaries.", "aeo_geo_surface": "iCapital marketplace and due diligence", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://icapital.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-icapital-due-diligence-ddq-odd-reporting-retrieval-2026-06-19-active", "signal_subject": "iCapital due diligence", "source_path": "https://icapital.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://icapital.com/", "pattern": "iCapital-style diligence surfaces retrieve research, due diligence, document center, investment reporting, portfolio analytics, and client reporting materials.", "priority_score": 98.8, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "DDQ / ODD / reporting retrieval", "subject": "iCapital due diligence" }, { "action": "Prepare iCapital-compatible fund data, subscription workflow details, advisor education copy, diligence metadata, portfolio-fit summaries, and reporting artifacts.", "aeo_geo_surface": "iCapital marketplace, iCapital due diligence, advisor portal, private-bank workflow", "buyer_or_gatekeeper": "vendor", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.icapital.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "distribution-channel-change-icapital-marketplace-and-due-diligence-surfaces-alternatives-marketplace-reporting-diligence-metadata-2026-06-19-active", "signal_subject": "iCapital marketplace and due diligence surfaces", "source_path": "https://www.icapital.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: replace local private-wealth channel evidence with direct iCapital platform URL.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.icapital.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-icapital-marketplace-and-due-diligence-evidence-backfilled-advisor-alternatives-marketplace-diligence-metadata-2026-06-19-active", "signal_subject": "iCapital marketplace and due diligence evidence-backfilled", "source_path": "https://www.icapital.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.icapital.com/", "pattern": "Advisor alternatives platforms decide not just what is attractive, but what can be operationally distributed and explained inside advisor workflows.", "priority_score": 98.8, "raw_citation_count": 2, "required_packet": "DDQ/ODD packet, data-room index, risk reporting appendix", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask a private-wealth platform SME which iCapital fields and documents are decisive for hedge-fund onboarding.", "status": "active", "strategy": "advisor alternatives marketplace / diligence metadata", "subject": "iCapital marketplace and due diligence evidence-backfilled" }, { "action": "Publish holdings, public/private exposure, risk, performance, accounting, and private-credit transparency pack.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.blackrock.com/aladdin", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aladdin-whole-portfolio-risk-holdings-exposure-visibility-2026-06-19-active", "signal_subject": "Aladdin", "source_path": "https://www.blackrock.com/aladdin", "source_type": "url", "valid_until": "" } ], "confidence": 0.93, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.blackrock.com/aladdin", "pattern": "Whole-portfolio systems need holdings, exposure, risk, performance, accounting, and private-market transparency data.", "priority_score": 98.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "whole-portfolio risk / holdings / exposure visibility", "subject": "Aladdin" }, { "action": "Publish manager research, ODD summary, risk reporting, portfolio analytics, and a clean data-room index.", "aeo_geo_surface": "Aksia manager portal and MAX", "buyer_or_gatekeeper": "consultant", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-portal-channel-aksia-manager-portal-and-max-odd-manager-research-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: map high-priority Aksia pitch-calendar row to the official Aksia web and manager/client workflow surfaces.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-manager-portal-and-max-evidence-backfilled-manager-research-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX evidence-backfilled", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia homepage exposes a Manager Portal link and describes hedge-fund research, global sourcing, ODD, and MAX client analytics.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-surface-aksia-manager-portal-aksia-manager-facing-intake-and-data-maintenance-route-2026-06-19-open", "signal_subject": "Aksia Manager Portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia page describes hedge-fund assets under supervision, sub-strategy coverage, strategy-edge analysis, team/alignment/risk review, investigative ODD, and small/mid-sized manager sourcing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "odd-gate-aksia-hedge-fund-research-and-odd-workflow-aksia-hedge-fund-selection-and-operational-due-diligence-gate-2026-06-19-active", "signal_subject": "Aksia hedge fund research and ODD workflow", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-max-and-manager-portal-manager-portal-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia MAX and manager portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.aksia.com/", "pattern": "Aksia MAX / manager portal style workflows reward data-room-grade manager research, ODD summaries, and structured reporting.", "priority_score": 98.4, "raw_citation_count": 5, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "manager portal / ODD / client reporting", "subject": "Aksia MAX and manager portal" }, { "action": "Publish Confluence/Jira-linked strategy docs, epics, roadmap updates, and meeting outputs.", "aeo_geo_surface": "Atlassian Rovo", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.atlassian.com/software/rovo", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-atlassian-rovo-confluence-jira-workstream-retrieval-2026-06-19-active", "signal_subject": "Atlassian Rovo", "source_path": "https://www.atlassian.com/software/rovo", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.atlassian.com/software/rovo", "pattern": "Rovo-style workstream retrieval surfaces favor Confluence/Jira-linked strategy docs, epics, roadmap updates, and meeting outputs.", "priority_score": 98.4, "raw_citation_count": 1, "required_packet": "workstream pack: docs, decks, spreadsheets, meeting notes, decision log", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "Confluence/Jira workstream retrieval", "subject": "Atlassian Rovo" }, { "action": "Publish company/fund/deal pages, fundraising timelines, exits, and benchmark tables.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.91, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://pitchbook.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-pitchbook-private-market-company-fund-deal-profile-2026-06-19-active", "signal_subject": "PitchBook", "source_path": "https://pitchbook.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.91, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://pitchbook.com/", "pattern": "PitchBook-style private-market surfaces retrieve company, fund, deal, fundraising, exit, and benchmark data.", "priority_score": 98.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "workflow_retrieval_surface", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "private-market company/fund/deal profile", "subject": "PitchBook" }, { "action": "Check each monthly disclosure for manager hires, transactions, and placement-agent involvement.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-04", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "page_ref": "Primary URL recovered from local provenance", "signal_id": "monthly-disclosure-monitor-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hires-transactions-placement-agent-activity-2026-04-active", "signal_subject": "NYSCRF Monthly Disclosure of Investments and Transactions", "source_path": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "page_ref": "Primary URL recovered from local provenance", "signal_id": "disclosure-cadence-monitor-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hires-transactions-placement-agent-activity-2026-06-19-active", "signal_subject": "NYSCRF Monthly Disclosure of Investments and Transactions", "source_path": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "page_ref": "Primary URL recovered from local provenance", "signal_id": "monthly-cadence-monitor-nyscrf-monthly-disclosure-cadence-manager-hires-transactions-placement-agent-involvement-2026-06-19-monitor", "signal_subject": "NYSCRF monthly disclosure cadence", "source_path": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "pattern": "The page states that monthly reports disclose investments and transactions, hiring fund managers, and placement-agent involvement.", "priority_score": 95.6, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "monthly_cadence_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "manager hires / transactions / placement-agent involvement", "subject": "NYSCRF monthly disclosure cadence" }, { "action": "Prepare Marquette-specific manager database materials and AI-readable research snippets; monitor public client agendas where Marquette appears for replacement-review timing.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "consultant", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.87, "display_note": "", "evidence_tier": "primary", "excerpt": "This is directly actionable for AEO/GEO because the content surface is structured around consultant research and manager intake.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marquetteassociates.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-usage-marquette-associates-research-and-manager-portals-consultant-research-login-manager-database-2026-06-19-active", "signal_subject": "Marquette Associates research and manager portals", "source_path": "https://www.marquetteassociates.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-22", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Marquette serves public funds and other institutional clients and has public-pension/private-capital visibility.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marquetteassociates.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "event-visibility-marquette-associates-public-pension-private-capital-consultant-access-2026-06-22-active", "signal_subject": "Marquette Associates", "source_path": "https://www.marquetteassociates.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.87, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.marquetteassociates.com/", "pattern": "Marquette exposes separate research-login and manager-login surfaces, indicating a control plane where manager materials and consultant research can shape search lists.", "priority_score": 95.4, "raw_citation_count": 2, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "decision_tool_usage", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "consultant research login / manager database", "subject": "Marquette Associates research and manager portals" }, { "action": "For Claude-facing diligence, publish spreadsheet-ready tables, PowerPoint-ready summaries, and source-attributed claims that can survive investment memo workflows.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:14", "as_of_date": "2026-06", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "Anthropic says Claude works natively in Excel and PowerPoint and integrates with LSEG, FactSet, S&P Global, and Morningstar for financial-services workflows.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://claude.com/solutions/financial-services", "page_ref": "", "signal_id": "decision-tool-usage-claude-for-financial-services-finance-workflow-research-and-memo-prep-2026-06-active", "signal_subject": "Claude for Financial Services", "source_path": "https://claude.com/solutions/financial-services", "source_type": "url", "valid_until": "" } ], "confidence": 0.85, "deadline_or_window": "2026-06", "display_citation_count": 1, "evidence_url": "https://claude.com/solutions/financial-services", "pattern": "", "priority_score": 95.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "decision_tool_usage", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "finance workflow research and memo prep", "subject": "Claude for Financial Services" }, { "action": "Create source-backed answer pages for allocator questions: why quant now, capacity, drawdown control, explainability, data lineage, fees, SMA terms, operational risk, and comparison versus bank QIS.", "aeo_geo_surface": "ChatGPT, Gemini, Claude, Perplexity, Google AI Overviews", "buyer_or_gatekeeper": "lp", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-02-05", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Axios reported Brunswick Group found 54% of institutional investors say AI outputs are an important part of their research; IR messaging should be easy for chatbots to regurgitate.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.axios.com/2026/02/05/institutional-investors-ai-investment-research-brunswick", "page_ref": "", "signal_id": "decision-tool-usage-institutional-investors-ai-assisted-investment-research-2026-02-05-active", "signal_subject": "Institutional investors", "source_path": "https://www.axios.com/2026/02/05/institutional-investors-ai-investment-research-brunswick", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2026-02-05", "display_citation_count": 1, "evidence_url": "https://www.axios.com/2026/02/05/institutional-investors-ai-investment-research-brunswick", "pattern": "", "priority_score": 93.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "decision_tool_usage", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AI-assisted investment research", "subject": "Institutional investors" }, { "action": "Submit interest through the intake form and watch for solicitation notifications that match stated service criteria.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 7, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official form requests contact information and service interests and says SBA will attempt to notify matching firms.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-official-form-future-procurement-notification-intake-2026-06-19-open", "signal_subject": "Florida SBA Future Solicitations Request official form", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-and-manager-search-notification-2026-06-active", "signal_subject": "Florida SBA Future Solicitations Request", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-notification-vendor-interest-intake-2026-06-19-active", "signal_subject": "Florida SBA Future Solicitations Request", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rolling-intake-florida-sba-future-solicitations-future-solicitation-intake-procurement-notification-2026-06-19-monitor", "signal_subject": "Florida SBA future solicitations", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar identified Florida SBA future solicitations as an underused rolling-intake surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rolling-intake-florida-sba-future-solicitations-future-procurement-vendor-notification-intake-2026-06-19-monitor", "signal_subject": "Florida SBA future solicitations", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" } ], "confidence": 0.93, "deadline_or_window": "ongoing", "display_citation_count": 5, "evidence_url": "https://www.sbafla.com/partners/future-solicitations-request/", "pattern": "The form says SBA will attempt to notify firms when future solicitations match their criteria.", "priority_score": 92.6, "raw_citation_count": 7, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "rolling_intake", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "future solicitation intake / procurement notification", "subject": "Florida SBA future solicitations" }, { "action": "Treat ADIA as a manager-dialogue watchlist route only: prepare allocator-ready hedge-fund or managed-futures materials for Financial Alternatives, but do not represent this as a formal RFP, open search, deadline, named-owner route, or ticket-size proof.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "sovereign_wealth_fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-28 21:29:44", "as_of_date": "2026-06-28", "confidence": 0.99, "display_note": "", "evidence_tier": "primary", "excerpt": "ADIA Financial Alternatives official page supports hedge funds, alternative strategies, manager dialogue irrespective of size, and flexible large-to-seed/niche allocations.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-28", "normalized_source_url": "https://www.adia.ae/en/investments/financial-alternatives", "page_ref": "", "signal_id": "governance-route-adia-hedge-funds-managed-futures-2026-06-19-active", "signal_subject": "ADIA Financial Alternatives manager-dialogue watchlist", "source_path": "https://www.adia.ae/en/investments/financial-alternatives", "source_type": "url", "valid_until": "" } ], "confidence": 0.91, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.adia.ae/en/investments/financial-alternatives", "pattern": "ADIA says Financial Alternatives invests in hedge funds and alternative strategies and welcomes dialogue with new and innovative managers irrespective of size; governance pages show department origination/recommendation and Investment Committee/Managing Director approval context.", "priority_score": 92.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "external_manager_window", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "hedge funds, managed futures, systematic and discretionary macro, event driven, equity hedge, relative value", "subject": "ADIA Financial Alternatives manager-dialogue watchlist" }, { "action": "Submit or monitor the future-solicitation intake form and build a notification watchlist matching stated service criteria.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 7, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official form requests contact information and service interests and says SBA will attempt to notify matching firms.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-official-form-future-procurement-notification-intake-2026-06-19-open", "signal_subject": "Florida SBA Future Solicitations Request official form", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-and-manager-search-notification-2026-06-active", "signal_subject": "Florida SBA Future Solicitations Request", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-notification-vendor-interest-intake-2026-06-19-active", "signal_subject": "Florida SBA Future Solicitations Request", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rolling-intake-florida-sba-future-solicitations-future-solicitation-intake-procurement-notification-2026-06-19-monitor", "signal_subject": "Florida SBA future solicitations", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar identified Florida SBA future solicitations as an underused rolling-intake surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rolling-intake-florida-sba-future-solicitations-future-procurement-vendor-notification-intake-2026-06-19-monitor", "signal_subject": "Florida SBA future solicitations", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.sbafla.com/partners/future-solicitations-request/", "pattern": "Future-solicitation intake surfaces create pre-RFP visibility and let managers align materials before formal procurement opens.", "priority_score": 91.6, "raw_citation_count": 7, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "rolling_intake", "sme_verify_question": "Ask a Florida SBA procurement SME whether investment-manager or consultant opportunities are actually routed through this form.", "status": "monitor", "strategy": "future procurement / vendor notification intake", "subject": "Florida SBA future solicitations" }, { "action": "Fetch and normalize the 2026 Q1 New Managers Report into manager, mandate, asset class, selection date, allocation, and consultant fields.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "new-manager-onboarding-florida-sba-new-manager-reports-fresh-allocations-manager-onboarding-tape-2026-06-19-active", "signal_subject": "Florida SBA New Manager Reports", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 03:16:09", "as_of_date": "2026-Q1", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 28396", "signal_id": "official-source-upgrade-path-florida-sba-2026-q1-new-manager-report-gap-new-manager-onboarding-tape-2026-q1-active", "signal_subject": "Florida SBA 2026 Q1 new-manager report gap", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-Q1", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-onboarding-report-florida-sba-new-manager-reports-fresh-allocations-manager-onboarding-2026-q1-active", "signal_subject": "Florida SBA New Manager Reports", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-Q1", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-onboarding-report-florida-sba-2026-q1-new-managers-report-official-link-new-manager-onboarding-tape-2026-q1-active", "signal_subject": "Florida SBA 2026 Q1 New Managers Report official link", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" } ], "confidence": 0.97, "deadline_or_window": "2026-Q1", "display_citation_count": 4, "evidence_url": "https://www.sbafla.com/reporting/new-manager-reports/", "pattern": "Florida SBA exposes current-year quarterly new-manager reports, making fresh manager onboarding observable rather than inferred.", "priority_score": 91.4, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "official_source_upgrade_path", "sme_verify_question": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "status": "active", "strategy": "new-manager onboarding tape", "subject": "Florida SBA 2026 Q1 new-manager report gap" }, { "action": "Use the posted June 18, 2026 agenda as the anchor, then extract agenda/book/audio rows from the UTIMCO archive for allocation items, manager items, approvals, and governance changes.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment_board_surface", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:45", "as_of_date": "2026-06-21", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/meeting-resources/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "board-archive-monitor-utimco-meeting-resources-allocation-manager-governance-change-detection-2026-06-21-active", "signal_subject": "UTIMCO Meeting Resources", "source_path": "https://www.utimco.org/meeting-resources/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-18", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official UTIMCO meeting resources page lists Agenda-Board of Directors-June 18, 2026 and archive columns for date, agenda, minutes, book, and audio.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/meeting-resources/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-utimco-june-18-2026-board-agenda-official-link-board-archive-allocation-and-manager-change-detector-2026-06-18-active", "signal_subject": "UTIMCO June 18 2026 Board Agenda official link", "source_path": "https://www.utimco.org/meeting-resources/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "The official page shows a June 18, 2026 agenda row and a book link on that row, so the remaining task is row-level normalization.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/meeting-resources/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-utimco-meeting-resources-board-archive-allocation-and-manager-change-detector-2026-06-19-active", "signal_subject": "UTIMCO Meeting Resources", "source_path": "https://www.utimco.org/meeting-resources/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-18", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/meeting-resources/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "agenda-monitor-utimco-meeting-resources-allocation-manager-governance-change-detection-2026-06-18-active", "signal_subject": "UTIMCO Meeting Resources", "source_path": "https://www.utimco.org/meeting-resources/", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-06-18", "display_citation_count": 4, "evidence_url": "https://www.utimco.org/meeting-resources/", "pattern": "UTIMCO exposes a current posted board agenda plus historical agenda/minutes/book/audio fields, turning the archive into a packet-level extraction target.", "priority_score": 90.8, "raw_citation_count": 5, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "official_source_upgrade_path", "sme_verify_question": "Which UTIMCO archive fields are actually posted for June 18, 2026: agenda only, agenda plus book, or full agenda/book/audio?", "status": "active", "strategy": "board archive / allocation and manager-change detector", "subject": "UTIMCO June 18 2026 Board Agenda official link" }, { "action": "Treat Google AI Overviews as the highest-reach passive answer surface; monitor inclusion and source selection for quant allocator queries weekly.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:14", "as_of_date": "2026-04-30", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "A 2026 measurement study found Google AI Overviews appear on 51.5% of representative real-user queries and use source selection that differs materially from classic search.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://arxiv.org/abs/2604.27790", "page_ref": "", "signal_id": "answer-engine-channel-google-ai-overviews-ai-mode-aeo-geo-for-allocator-research-2026-04-30-active", "signal_subject": "Google AI Overviews / AI Mode", "source_path": "https://arxiv.org/abs/2604.27790", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-30", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "A 2026 empirical study found Google AI Overviews appear for 51.5% of representative real-user queries and retrieve sources substantially differently from traditional Google search.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://arxiv.org/abs/2604.27790", "page_ref": "", "signal_id": "answer-engine-channel-google-gemini-and-ai-overviews-aeo-geo-for-allocator-research-2026-04-30-active", "signal_subject": "Google Gemini and AI Overviews", "source_path": "https://arxiv.org/abs/2604.27790", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2026-04-30", "display_citation_count": 2, "evidence_url": "https://arxiv.org/abs/2604.27790", "pattern": "", "priority_score": 90.6, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "answer_engine_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AEO/GEO for allocator research", "subject": "Google AI Overviews / AI Mode" }, { "action": "Create long-form citation-rich diligence pages for allocator prompts: quant fund comparison, QIS versus hedge fund, drawdown controls, capacity, fees, ODD, and data lineage.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:14", "as_of_date": "2025-02-02", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "OpenAI describes Deep Research as an agent for intensive knowledge work that produces cited reports from many sources, including finance-oriented work.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://openai.com/index/introducing-deep-research/", "page_ref": "", "signal_id": "answer-engine-channel-chatgpt-deep-research-aeo-geo-for-allocator-research-2025-02-02-active", "signal_subject": "ChatGPT Deep Research", "source_path": "https://openai.com/index/introducing-deep-research/", "source_type": "url", "valid_until": "" } ], "confidence": 0.85, "deadline_or_window": "2025-02-02", "display_citation_count": 1, "evidence_url": "https://openai.com/index/introducing-deep-research/", "pattern": "", "priority_score": 90.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "answer_engine_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AEO/GEO for allocator research", "subject": "ChatGPT Deep Research" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:39:32", "as_of_date": "2026-05-27", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "igard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda May 27, 2026 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Alline Akintore April 15, 2026 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 9:25 3 OPERF Q1 Review Mika Malone Managing Principal, Meketa Ashley Woeste Senior Vice President, Meketa 9:25 \u2013 9:55 4 OPERF Real Estate Review Tad Fergusson ", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "page_ref": "Regular Meeting: May 27, 2026", "signal_id": "board-motion-oregon-investment-council-df5e28236d30", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 01:54:50", "as_of_date": "2026-05-27", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "9:01 \u2013 9:18 3 OPERF Opportunity Portfolio Annual Review Mike Mueller Investment Officer, Opportunity Portfolio Mike Mueller, Investment Officer, Opportunity Portfolio presented on the OPERF Opportunity Portfolio Annual Review.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "page_ref": "Regular Meeting: May 27, 2026", "signal_id": "board-motion-oregon-investment-council-de6ce1457481", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026-05-27", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:35:40", "as_of_date": "2025-12-11", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "UTIMCO as investment manager of the Funds under the control and management of the UT Board, entered into a security purchase agreement with the UT Board.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/3y3do4bx/book-board-of-directors-december-11-2025.pdf", "page_ref": "Book-Board of Directors-December 11, 2025 View", "signal_id": "board-motion-utimco-7d89edf2703e", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/3y3do4bx/book-board-of-directors-december-11-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-12-11", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/3y3do4bx/book-board-of-directors-december-11-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private investments; hedge fund pools", "subject": "UTIMCO" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:39:48", "as_of_date": "2025-10-22", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "d, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda October 22, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Cara Samples September 3, 2025 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 9:15 3 Consultant Contract Renewals David Randall (Action Item) Chief Investment Operating Officer Ben Mahon Senior Investment Officer, Real Assets 9:15 \u2013 9:45", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/10-22-25-Public-Book.pdf", "page_ref": "Regular Meeting: October 22, 2025", "signal_id": "board-motion-oregon-investment-council-320f3882dd30", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/10-22-25-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-10-22", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/10-22-25-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private credit, real assets, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:35:41", "as_of_date": "2025-09-25", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Lewis began by outlining the role of Real Return within the broader portfolio, noting that it is an $11.1 billion portfolio, representing 16.1% of the Endowments and 9.7% of the Intermediate Term Fund (ITF).", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/52rhydfd/book-board-of-directors-september-25-2025.pdf", "page_ref": "Book-Board of Directors-September 25, 2025 View", "signal_id": "board-motion-utimco-040bb2b682c4", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/52rhydfd/book-board-of-directors-september-25-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-09-25", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/52rhydfd/book-board-of-directors-september-25-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity, real assets, real estate", "subject": "UTIMCO" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:39:54", "as_of_date": "2025-09-03", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": ", OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda September 3, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Cara Samples May 28, 2025 & July 16, 2025 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 10:00 3 Market Presentation Howard Marks Co-Chairman, Oaktree Capital 10:00 \u2013 10:30 4 OPERF Q2 Performance Review Mika Malone Managing Principal, Me", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "page_ref": "Regular Meeting: September 3, 2025", "signal_id": "board-motion-oregon-investment-council-975932ae0d61", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 00:56:01", "as_of_date": "2025-09-03", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "fridge, Jason Service, Aleshia Slaughter, Tracy Steckmann, Victoria Tan, Loren Terry, Mika Tomizawa, Anna Totdahl, Andrey Voloshinov, Tiffany Zahas Consultants Present Virtually: Allan Emkin, Ashley Woeste, Andrew Mikolasy, Christy Fields, Henry McVey, Stephen Kennedy, Tony Hass, PERS Present Virtually: Kevin Olineck Legal Counsel Present Virtually: Samuel Zeigler (Department of Justice) The July 16th, 2025, OIC meeting was called to order at 9:00am by Cara Samples, Chair Time Tab Presenter 9:00", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "page_ref": "Regular Meeting: September 3, 2025", "signal_id": "manager-presence-oregon-investment-council-oic-bridgewater-associates-2025-09-03-22d3b4f07a", "signal_subject": "Oregon Investment Council (OIC)", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-09-03", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:23:29", "as_of_date": "2025-09", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Public Employees' Retirement Fund (PERF) Agenda Item 5a, Attachment 3, Page 1 of 20 Portfolio & Partnership Report As of June 30, 2025 Public Equity Ending Market Value & Performance Summary (By Portfolio) 10-Yr 5-Yr 3-Yr 1-Yr Ending Market Total BM Excess Total BM Excess Total BM Excess Total BM Excess Portfolio1 Value (MM) Return Return Bps Return Return Bps Return Return Bps Return Return Bps Arrowstreet Global $ 11,554.9 - - - 19.2% 14.0% 520 20.7% 17.4% 333 19.8% 16.2% 363 Arrowstreet Globa", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/documents/202509-invest-agenda-item05a-03-a/download?inline", "page_ref": "Portfolio & Partnership Report (PDF)", "signal_id": "board-motion-calpers-95acf9aa0419", "signal_subject": "CalPERS", "source_path": "https://www.calpers.ca.gov/documents/202509-invest-agenda-item05a-03-a/download?inline", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-09", "display_citation_count": 1, "evidence_url": "https://www.calpers.ca.gov/documents/202509-invest-agenda-item05a-03-a/download?inline", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity, public markets", "subject": "CalPERS" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:40:15", "as_of_date": "2025-03-05", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "gard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda March 5, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Cara Samples January 22, 2025 OIC Chair 9:05 \u2013 9:10 2 Committee Reports Rex Kim Chief Investment Officer 9:10 \u2013 9:40 3 Opportunity Portfolio Review Mike Mueller Investment Officer, Alternatives 9:40 \u2013 10:20 4 OPERF 2024 Performance Review Paola Nealon Managing", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/3-05-2025-Public-Book.pdf", "page_ref": "Regular Meeting: March 05, 2025", "signal_id": "board-motion-oregon-investment-council-2ad479ac0bc7", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/3-05-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-03-05", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/3-05-2025-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:40:21", "as_of_date": "2025-01-22", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "d, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda January 22, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Cara Samples December 4, 2024 OIC Chair 9:05 \u2013 9:10 2 Committee Reports Rex Kim Chief Investment Officer 9:10 \u2013 9:15 3 2026 OIC Calendar Approval Cara Samples (Action Item:", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/1-22-25-Public-Book.pdf", "page_ref": "Regular Meeting: January 22, 2025", "signal_id": "board-motion-oregon-investment-council-8223e4c2b4ef", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/1-22-25-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-01-22", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/1-22-25-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity, real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:15:42", "as_of_date": "2025", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Comments and Announcements Executive Director/CIO Jill Schurtz clarified that the election of the Chair and Vice Chair of the Investment Advisory Council would occur at the next meeting and asked for permission to amend the agenda to reflect that comment and to change the order of the agenda to allow the private markets manager recommendations to proceed before the market overview.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2025-05/Meeting%20Minutes_IAC%20Meeting%20February%2025%202025.pdf", "page_ref": "Meeting Minutes", "signal_id": "board-motion-minnesota-state-board-of-investment-20fd671eea60", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2025-05/Meeting%20Minutes_IAC%20Meeting%20February%2025%202025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2025-05/Meeting%20Minutes_IAC%20Meeting%20February%2025%202025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "public markets", "subject": "Minnesota State Board of Investment" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:16:17", "as_of_date": "2024-01-24", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Oregon Investment Council January 24, 2024 Cara Samples Chair Tobias Read State Treasurer Rex Kim Chief Investment Officer Investment Division Main Office oregon.gov/treasury 16290 SW Upper Boones Ferry Road 867 Hawthorne Ave SE oregon.treasurer@state.or.us Tigard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda January 24, 2024 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minut", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2024/1.24.24-Public-Book.pdf", "page_ref": "Regular Meeting: January 24, 2024", "signal_id": "board-motion-oregon-investment-council-581aac58ffd8", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2024/1.24.24-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2024-01-24", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2024/1.24.24-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity, real assets, real estate", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:16:06", "as_of_date": "2023-10-25", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "s Tigard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda October 25, 2023 9:00 AM Time Tab Presenter 9:00 1 Review & Approval of Minutes Cara Samples September 6, 2023 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 9:45 3 State Accident Insurance Fund Karl Cheng Senior Investment Officer, PR&R Chip Terhune President, SAIF Gina Manley Chief Financial Officer, SAIF 9:45 \u2013 1", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/10-25-23-Public-Book.pdf", "page_ref": "Regular Meeting: October 25, 2023", "signal_id": "board-motion-oregon-investment-council-a9d75e26ae61", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/10-25-23-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2023-10-25", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/10-25-23-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:15:53", "as_of_date": "2023-05-31", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Oregon Investment Council May 31, 2023 Cara Samples Chair Tobias Read State Treasurer Rex Kim Chief Investment Officer Investment Division Main Office oregon.gov/treasury 16290 SW Upper Boones Ferry Road 867 Hawthorne Ave SE oregon.treasurer@state.or.us Tigard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda May 31, 2023 9:00 AM Time Tab Presenter 9:00 1 Review & Approval of Minutes Cara Samples", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/05.31.23-Public-Book.pdf", "page_ref": "Regular Meeting: May 31, 2023", "signal_id": "board-motion-oregon-investment-council-57135739b2c5", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/05.31.23-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2023-05-31", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/05.31.23-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "real estate, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:15:22", "as_of_date": "2023-01-25", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Private Equity Market Review Martin Escobari 4 Co-President, General Atlantic Graves Tompkins Global Head of Capital Partnering, General Atlantic Andrea Joseph Managing Director, Capital Partnering, General Atlantic 10:10-11:30 5.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/01.25.23-OIC-Regular-Meeting-Public-Book.pdf", "page_ref": "Regular Meeting: January 25, 2023", "signal_id": "board-motion-oregon-investment-council-7538546db0da", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/01.25.23-OIC-Regular-Meeting-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2023-01-25", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2023/01.25.23-OIC-Regular-Meeting-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity, real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:14:15", "as_of_date": "2022-07-20", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Consultant Renewal Claire Illo 3 Investment Officer, Public Equity Louise Howard Senior Investment Officer, Public Equity 9:15-10:00 4.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/07-20-2022-OIC-Public-Book.pdf", "page_ref": "Regular Meeting: July 20, 2022", "signal_id": "board-motion-oregon-investment-council-dcdf70b8d9b6", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/07-20-2022-OIC-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2022-07-20", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2022/07-20-2022-OIC-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "real estate, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:13:43", "as_of_date": "2021-12-01", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Mission, History and Overview of the OIC Allan Emkin 1 Managing Principal/Consultant, Meketa 12:15-1:00 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/12-1-2021-OIC-Training-Meeting-Public-Book.pdf", "page_ref": "Training Meeting: December 1, 2021", "signal_id": "board-motion-oregon-investment-council-956343e83e64", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/12-1-2021-OIC-Training-Meeting-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2021-12-01", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/12-1-2021-OIC-Training-Meeting-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity, real estate, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 02:26:48", "as_of_date": "2021-12", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "The recommended changes were primarily considered \u2018clean-up.\u2019 Within the Private Credit and Private Equity Implementation Manuals, the cap (or restriction) on co-investments and direct investments associated with a single partnership was removed.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.psrs-peers.org/docs/default-source/board-minutes/december-202151123867-d7d7-4e75-8273-647d56f71e70.pdf", "page_ref": "December 2021 Regular Meeting", "signal_id": "board-motion-missouri-psrs-peers-427093c0f7b3", "signal_subject": "Missouri PSRS/PEERS", "source_path": "https://www.psrs-peers.org/docs/default-source/board-minutes/december-202151123867-d7d7-4e75-8273-647d56f71e70.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2021-12", "display_citation_count": 1, "evidence_url": "https://www.psrs-peers.org/docs/default-source/board-minutes/december-202151123867-d7d7-4e75-8273-647d56f71e70.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private credit, private equity, real estate", "subject": "Missouri PSRS/PEERS" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:13:29", "as_of_date": "2021-10-27", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Samples Monica Enand Charles Wilhoite Tobias Read Kevin Olineck Chair Vice-Chair Member Member State Treasurer PERS Director TAB 1 \u2013 REVIEW & APPROVAL OF MINUTES State of Oregon Office of the State Treasurer 16290 SW Upper Boones Ferry Road Tigard, Oregon 97224 OREGON INVESTMENT COUNCIL September 8, 2021 Meeting Minutes Members Present:", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/10.27.2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: October 27, 2021", "signal_id": "board-motion-oregon-investment-council-5f3ccf379484", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/10.27.2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2021-10-27", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2021/10.27.2021-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "real estate, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:34", "as_of_date": "2020-07-22", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "OSGP Consultant Recommendation Michael Viteri 5 Senior Investment Officer Public Equity Wil Hiles Investment Officer Public Equity B.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/7-22-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: July 22, 2020", "signal_id": "board-motion-oregon-investment-council-b573e3ea774d", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/7-22-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2020-07-22", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/7-22-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity, public markets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:38", "as_of_date": "2019-01-31", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 December 12, 2018 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-1.31.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: January 31, 2019", "signal_id": "board-motion-oregon-investment-council-80fe14f2d684", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-1.31.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2019-01-31", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2019/SECURED-1.31.2019-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:21", "as_of_date": "2018-08-08", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes John Russell 1 June 6, 2018 OIC Vice Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-8.8.18-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: August 8, 2018", "signal_id": "board-motion-oregon-investment-council-f2ec60efa9d4", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-8.8.18-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2018-08-08", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-8.8.18-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:07", "as_of_date": "2018", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 December 13, 2017 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-2.1.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: Febuary 1, 2018", "signal_id": "board-motion-oregon-investment-council-4bb3aac2d6e5", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-2.1.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2018", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-2.1.2018-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 89.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity, real estate", "subject": "Oregon Investment Council" }, { "action": "Optimize for source-backed comparison and diligence queries; Perplexity-style answers reward clean external citations and corroborating third-party sources.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:14", "as_of_date": "2026-01", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Perplexity Enterprise is sold for deep research, external web research, internal knowledge, citations, and follow-up prompts.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.perplexity.ai/enterprise", "page_ref": "", "signal_id": "answer-engine-channel-perplexity-enterprise-external-diligence-and-cited-research-2026-01-active", "signal_subject": "Perplexity Enterprise", "source_path": "https://www.perplexity.ai/enterprise", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2026-01", "display_citation_count": 1, "evidence_url": "https://www.perplexity.ai/enterprise", "pattern": "", "priority_score": 89.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "answer_engine_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "external diligence and cited research", "subject": "Perplexity Enterprise" }, { "action": "Track ChatGPT Search citations for allocator-intent queries and ensure canonical pages have dated claims, source links, comparison tables, and concise answer-first sections.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:14", "as_of_date": "2024-10-31", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "OpenAI describes ChatGPT Search as web-connected answers with source links.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://openai.com/index/introducing-chatgpt-search/", "page_ref": "", "signal_id": "answer-engine-channel-chatgpt-search-aeo-geo-for-allocator-research-2024-10-31-active", "signal_subject": "ChatGPT Search", "source_path": "https://openai.com/index/introducing-chatgpt-search/", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2024-10-31", "display_citation_count": 1, "evidence_url": "https://openai.com/index/introducing-chatgpt-search/", "pattern": "", "priority_score": 89.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "answer_engine_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AEO/GEO for allocator research", "subject": "ChatGPT Search" }, { "action": "Prioritize Google-indexable, structured, citation-rich content; monitor AI Overview inclusion for allocator-intent queries because source retrieval differs sharply from traditional search.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:14", "as_of_date": "2026-04-30", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "A 2026 measurement study found Google AI Overviews appear on 51.5% of representative real-user queries and use source selection that differs materially from classic search.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://arxiv.org/abs/2604.27790", "page_ref": "", "signal_id": "answer-engine-channel-google-ai-overviews-ai-mode-aeo-geo-for-allocator-research-2026-04-30-active", "signal_subject": "Google AI Overviews / AI Mode", "source_path": "https://arxiv.org/abs/2604.27790", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-30", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "A 2026 empirical study found Google AI Overviews appear for 51.5% of representative real-user queries and retrieve sources substantially differently from traditional Google search.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://arxiv.org/abs/2604.27790", "page_ref": "", "signal_id": "answer-engine-channel-google-gemini-and-ai-overviews-aeo-geo-for-allocator-research-2026-04-30-active", "signal_subject": "Google Gemini and AI Overviews", "source_path": "https://arxiv.org/abs/2604.27790", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2026-04-30", "display_citation_count": 2, "evidence_url": "https://arxiv.org/abs/2604.27790", "pattern": "", "priority_score": 88.0, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "answer_engine_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AEO/GEO for allocator research", "subject": "Google Gemini and AI Overviews" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:54:55", "as_of_date": "2026-03-04", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Approval of Assumptions) Managing Principal, Meketa Raneen Jalajel Partner, Aon --BREAK-- 10:15 \u2013 10:45 6 Fiduciary Training Mika Malone Managing Principal, Meketa Raneen Jalajel Partner, Aon 10:45 \u2013 11:15 7 OPERF:", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "page_ref": "Regular Meeting: March 4, 2026", "signal_id": "board-motion-oregon-investment-council-631409421a8f", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 00:39:42", "as_of_date": "2026-03-04", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "gard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda March 4, 2026 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Alline Akintore January 21, 2026 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 9:35 3 Energy Transition John Goldstein Global Head of Sustainability and Impact Solutions, Asset & Wealth Management, Goldman Sachs 9:35 \u2013 9:40 4 OIC Chair ", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "page_ref": "Regular Meeting: March 4, 2026", "signal_id": "board-motion-oregon-investment-council-853228f77a5f", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2026-03-04", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 87.6, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:04:46", "as_of_date": "2026", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Approval of Minutes (June 20, 2024) IPC Meeting Minutes 06202024 FINAL - Page 2 3.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.varetire.org/media/members/pdf/board/materials/2026/ipc-02-05-26.pdf", "page_ref": "Meeting Materials", "signal_id": "board-motion-virginia-retirement-system-a3702f8f8103", "signal_subject": "Virginia Retirement System", "source_path": "https://www.varetire.org/media/members/pdf/board/materials/2026/ipc-02-05-26.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.varetire.org/media/members/pdf/board/materials/2026/ipc-02-05-26.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 87.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "Virginia Retirement System" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:15:46", "as_of_date": "2024", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Schurtz and Erol Sonderegger gave an update regarding the Combined Funds asset allocation study and climate road map.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.msbi.us/sites/default/files/2024-05/meeting_minutes_iac_meeting_february_21_2024.pdf", "page_ref": "Meeting Minutes", "signal_id": "board-motion-minnesota-state-board-of-investment-0769b0b45eb8", "signal_subject": "Minnesota State Board of Investment", "source_path": "https://www.msbi.us/sites/default/files/2024-05/meeting_minutes_iac_meeting_february_21_2024.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2024", "display_citation_count": 1, "evidence_url": "https://www.msbi.us/sites/default/files/2024-05/meeting_minutes_iac_meeting_february_21_2024.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 87.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "Minnesota State Board of Investment" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:11:16", "as_of_date": "2018-04-27", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Asset Allocation Discussion Jim Callahan 1 OPERF Callan Associates Allan Emkin Pension Consulting Alliance 2:15-2:30 -------------------- BREAK -------------------- 2:30-3:30 3.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-4.27.2018-OIC-Special-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Special Meeting: April 27, 2018", "signal_id": "board-motion-oregon-investment-council-7a7831c14259", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-4.27.2018-OIC-Special-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2018-04-27", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2018/Invested-for-OR-47OIC-Agenda-and-Minutes-4.27.2018-OIC-Special-Meeting-PUBLIC-BOOK.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 87.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "Oregon Investment Council" }, { "action": "SME verify official board-page motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:31:03", "as_of_date": "2026", "confidence": 0.57, "display_note": "", "evidence_tier": "primary", "excerpt": "Chief Investment Officer Scott Chan informed the board's Investment Committee that Nick Abel has been appointed Sustainable Investment and Stewardship Strategies investment director.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calstrs.com/january-2026-board-highlights", "page_ref": "January 2026 News from the January 2026 board meeting, including artificial intelligence in investments, organizational ", "signal_id": "board-page-motion-calstrs-7ed0ba3c734d", "signal_subject": "CalSTRS", "source_path": "https://www.calstrs.com/january-2026-board-highlights", "source_type": "official_board_page_text", "valid_until": "" } ], "confidence": 0.57, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.calstrs.com/january-2026-board-highlights", "pattern": "Official public board HTML page contains motion/allocation language matching the deterministic board-page extractor.", "priority_score": 87.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "CalSTRS" }, { "action": "SME verify official board-page motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:31:04", "as_of_date": "2025", "confidence": 0.57, "display_note": "", "evidence_tier": "primary", "excerpt": "CalSTRS staff made its annual report on efforts to achieve a pledge to achieve net zero greenhouse gas emissions across the investment portfolio by 2050, or sooner.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calstrs.com/may-2025-board-highlights", "page_ref": "May 2025 News from the May 2025 board meeting, including board chair and vice chair election results, member death-benef", "signal_id": "board-page-motion-calstrs-661e0030e5ef", "signal_subject": "CalSTRS", "source_path": "https://www.calstrs.com/may-2025-board-highlights", "source_type": "official_board_page_text", "valid_until": "" } ], "confidence": 0.57, "deadline_or_window": "2025", "display_citation_count": 1, "evidence_url": "https://www.calstrs.com/may-2025-board-highlights", "pattern": "Official public board HTML page contains motion/allocation language matching the deterministic board-page extractor.", "priority_score": 87.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "CalSTRS" }, { "action": "SME verify official board-page motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:31:06", "as_of_date": "2024", "confidence": 0.57, "display_note": "", "evidence_tier": "primary", "excerpt": "Nearly three years ago, the Teachers' Retirement Board pledged to achieve net zero emissions in the CalSTRS Investment Portfolio by 2050 or sooner.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calstrs.com/may-2024-board-highlights", "page_ref": "May 2024 News from the May 2024 board meeting, including CalSTRS' net zero pledge progress, member death benefit payment", "signal_id": "board-page-motion-calstrs-24f8237ef36c", "signal_subject": "CalSTRS", "source_path": "https://www.calstrs.com/may-2024-board-highlights", "source_type": "official_board_page_text", "valid_until": "" } ], "confidence": 0.57, "deadline_or_window": "2024", "display_citation_count": 1, "evidence_url": "https://www.calstrs.com/may-2024-board-highlights", "pattern": "Official public board HTML page contains motion/allocation language matching the deterministic board-page extractor.", "priority_score": 87.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "board_packet_review", "sme_verify_question": true, "status": "monitor", "strategy": "", "subject": "CalSTRS" }, { "action": "Monitor ChatGPT answers for prompts like 'best quant hedge funds for endowments', 'SMA quant hedge fund managers', and 'quant hedge fund versus QIS'. Build pages that include concise claims, citations, risk caveats, and comparison tables.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-05-28", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "TechRadar summarized DeskTime data showing ChatGPT retained the largest tracked workplace AI usage share among power users in early 2026, with Gemini and Claude gaining.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "page_ref": "", "signal_id": "answer-engine-channel-chatgpt-aeo-geo-for-allocator-research-2026-05-28-active", "signal_subject": "ChatGPT", "source_path": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-05-28", "confidence": 0.55, "display_note": "", "evidence_tier": "primary", "excerpt": "TechRadar summarized DeskTime data showing Claude gaining workplace AI usage share in 2026, though it is not allocator-specific.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "page_ref": "", "signal_id": "answer-engine-channel-claude-aeo-geo-for-allocator-research-2026-05-28-monitor", "signal_subject": "Claude", "source_path": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "source_type": "url", "valid_until": "" } ], "confidence": 0.65, "deadline_or_window": "2026-05-28", "display_citation_count": 2, "evidence_url": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "pattern": "", "priority_score": 86.0, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "answer_engine_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AEO/GEO for allocator research", "subject": "ChatGPT" }, { "action": "Track citation visibility in Perplexity for source-seeking allocator queries; earn third-party mentions because citation engines tend to surface corroborating external sources.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-01", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "A 2026 LLM discovery study found Perplexity visibility was associated with traditional SEO and community/source presence in discovery-style queries.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://arxiv.org/abs/2601.00912", "page_ref": "", "signal_id": "answer-engine-channel-perplexity-aeo-geo-for-allocator-research-2026-01-active", "signal_subject": "Perplexity", "source_path": "https://arxiv.org/abs/2601.00912", "source_type": "url", "valid_until": "" } ], "confidence": 0.65, "deadline_or_window": "2026-01", "display_citation_count": 1, "evidence_url": "https://arxiv.org/abs/2601.00912", "pattern": "", "priority_score": 86.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "answer_engine_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AEO/GEO for allocator research", "subject": "Perplexity" }, { "action": "Use the CalPERS secure proposal portal as an official standing intake route; prepare proposal, track record, implementation fit, fees, liquidity, risk controls, and references before submission.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 8, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "proposal-portal-open-calpers-investment-proposal-submission-direct-proposal-intake-systematic-public-strategy-submission-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-investment-proposal-submission-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official CalPERS page directly states external managers may submit proposals to the Investment Office and explains the review outcomes.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-calpers-investment-proposal-submission-official-portal-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission official portal", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Live official page opened on 2026-06-19.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "live-official-source-verified-calpers-investment-proposal-submission-live-official-page-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission live official page", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified CalPERS proposal submission as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-calpers-investment-proposal-submission-extraction-direct-proposal-portal-diligence-packet-2026-06-19-active", "signal_subject": "CalPERS Investment Proposal Submission extraction", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" } ], "confidence": 0.99, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "pattern": "CalPERS confirms external managers may submit proposals through a secure online portal; outcomes include declined, additional due diligence, or emerging-manager adviser referral.", "priority_score": 84.8, "raw_citation_count": 8, "required_packet": "DDQ/ODD packet, data-room index, risk reporting appendix", "signal_type": "live_official_source_verified", "sme_verify_question": "Does the secure proposal portal route a liquid systematic strategy to a central triage queue, public-market staff, or an emerging-manager adviser first?", "status": "open", "strategy": "direct investment proposal portal / liquid quant pitch intake", "subject": "CalPERS Investment Proposal Submission live official page" }, { "action": "For quant gatekeepers, emphasize clean structured data, explainability, repeatability, and controlled research environment rather than generic AI claims.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "person", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-01-22", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Business Insider reported a Bloomberg survey of 151 quants found 54% had not yet integrated generative AI into investment workflows; Bloomberg cited data cleanliness, structure, explainability, and repeatability requirements.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/quants-arent-using-ai-to-invest-bloomberg-survey-2026-1", "page_ref": "", "signal_id": "decision-tool-usage-quantitative-analysts-at-asset-managers-generative-ai-research-workflow-2026-01-22-monitor", "signal_subject": "Quantitative analysts at asset managers", "source_path": "https://www.businessinsider.com/quants-arent-using-ai-to-invest-bloomberg-survey-2026-1", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2026-01-22", "display_citation_count": 1, "evidence_url": "https://www.businessinsider.com/quants-arent-using-ai-to-invest-bloomberg-survey-2026-1", "pattern": "", "priority_score": 82.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "decision_tool_usage", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "generative AI research workflow", "subject": "Quantitative analysts at asset managers" }, { "action": "Monitor whether Bloomberg-native summaries mention the manager, strategy, peers, and key risks; public web AEO alone may not reach Terminal-native research.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:14", "as_of_date": "2026", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Wired reported Bloomberg Terminal is adding ASKB, a chatbot-style interface for investment ideas, earnings analysis, workflows, and synthesis.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.wired.com/story/the-bloomberg-terminal-is-getting-an-ai-makeover-like-it-or-not", "page_ref": "", "signal_id": "decision-tool-usage-bloomberg-askb-terminal-native-investment-research-2026-monitor", "signal_subject": "Bloomberg ASKB", "source_path": "https://www.wired.com/story/the-bloomberg-terminal-is-getting-an-ai-makeover-like-it-or-not", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.wired.com/story/the-bloomberg-terminal-is-getting-an-ai-makeover-like-it-or-not", "pattern": "", "priority_score": 82.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "decision_tool_usage", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "Terminal-native investment research", "subject": "Bloomberg ASKB" }, { "action": "Prepare content that can be consumed by analyst workflow tools: clean data tables, methodology notes, and risk factor definitions.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:14", "as_of_date": "2025-12", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "A FactSet AI workflow paper reported AI platform adoption changed analyst reports, topic coverage, methods, and forecast error characteristics.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://arxiv.org/abs/2512.19705", "page_ref": "", "signal_id": "decision-tool-usage-factset-ai-analyst-workflow-ai-2025-12-monitor", "signal_subject": "FactSet AI", "source_path": "https://arxiv.org/abs/2512.19705", "source_type": "url", "valid_until": "" } ], "confidence": 0.65, "deadline_or_window": "2025-12", "display_citation_count": 1, "evidence_url": "https://arxiv.org/abs/2512.19705", "pattern": "", "priority_score": 81.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "decision_tool_usage", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "analyst workflow AI", "subject": "FactSet AI" }, { "action": "Track whether third-party documents, transcripts, and public research make the manager visible in AlphaSense-style enterprise research workflows.", "aeo_geo_surface": "AlphaSense", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:14", "as_of_date": "2025-10", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "Business Insider reported AlphaSense acquired Carousel to expand AI spreadsheet workflow capabilities.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/alphasense-acquires-carousel-ai-tool-for-excel-2025-10", "page_ref": "", "signal_id": "decision-tool-usage-alphasense-market-research-and-document-synthesis-2025-10-monitor", "signal_subject": "AlphaSense", "source_path": "https://www.businessinsider.com/alphasense-acquires-carousel-ai-tool-for-excel-2025-10", "source_type": "url", "valid_until": "" } ], "confidence": 0.65, "deadline_or_window": "2025-10", "display_citation_count": 1, "evidence_url": "https://www.businessinsider.com/alphasense-acquires-carousel-ai-tool-for-excel-2025-10", "pattern": "", "priority_score": 81.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "decision_tool_usage", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "market research and document synthesis", "subject": "AlphaSense" }, { "action": "Register/download the notice, extract the full Notice of Search PDF, and submit required information to the Systems' consultants databases by July 15, 2026 at 11:59 PM EST.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-packet-download-queue-nyc-comptroller-equity-index-notice-of-search-passive-indexing-search-notice-download-consultant-database-submission-2026-06-19-open", "signal_subject": "NYC Comptroller Equity Index Notice of Search", "source_path": "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Live official page opened on 2026-06-19.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "live-official-source-verified-nyc-comptroller-equity-index-notice-of-search-live-official-page-equity-index-investment-management-products-and-services-search-2026-06-19-open", "signal_subject": "NYC Comptroller Equity Index Notice of Search live official page", "source_path": "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/", "source_type": "url", "valid_until": "2026-07-15" } ], "confidence": 0.99, "deadline_or_window": "2026-07-15", "display_citation_count": 2, "evidence_url": "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/", "pattern": "The official page confirms the search is not merely a future notice: it provides PIN, bureau, closing date, contact email, question deadline, and a downloadable Notice of Search link gated by a form.", "priority_score": 79.8, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "live_official_source_verified", "sme_verify_question": "Which consultants' databases count for the July 15 submission requirement, and are smart beta/ESG/carbon index capabilities enough to create adjacent systematic-manager outreach?", "status": "open", "strategy": "equity index investment management products and services search", "subject": "NYC Comptroller Equity Index Notice of Search live official page" }, { "action": "Apply as an Asset Manager/Hedge Fund and prepare allocator-facing materials for macro, quant, fintech-adjacent alpha, and bilateral-networking conversations.", "aeo_geo_surface": "public web, SALT event page, internal event app, allocator meeting scheduler", "buyer_or_gatekeeper": "conference", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-11-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official SALT London page lists November 3-4, 2026 and says registration is by attendee type with applications pending SALT approval.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.salt.org/events/salt-london-2026", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-salt-london-2026-london-alternative-investment-allocator-route-2026-11-03-open", "signal_subject": "SALT London 2026", "source_path": "https://www.salt.org/events/salt-london-2026", "source_type": "url", "valid_until": "2026-11-04" } ], "confidence": 0.98, "deadline_or_window": "2026-11-04", "display_citation_count": 1, "evidence_url": "https://www.salt.org/events/salt-london-2026", "pattern": "SALT London exposes an approved-registration gate, asset-manager and allocator categories, and explicit bilateral networking among 300 alternative-investment participants.", "priority_score": 79.6, "raw_citation_count": 1, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "official_event_route", "sme_verify_question": "Does SALT London allocate meetings through approval-only registration, sponsor access, or a separate event app workflow?", "status": "open", "strategy": "London alternative-investment allocator route", "subject": "SALT London 2026" }, { "action": "Register for Hong Kong and Singapore Alternatives Selection Nexus routes; prepare advisor-ready quant one-pager, platform-ready follow-up packet, and sponsor/speaker inquiry before the July event window.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "distribution-event-open-asian-private-banker-alternatives-selection-nexus-2026-apac-private-bank-alternatives-fund-selector-access-2026-06-19-active", "signal_subject": "Asian Private Banker Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-07-07", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 7 July 2026 Hong Kong and 9 July 2026 Singapore for Alternatives Selection Nexus 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-alternatives-selection-nexus-2026-apac-private-bank-alternatives-business-matching-2026-07-07-open", "signal_subject": "APB Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-07-09" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-10-13", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 13 October 2026 Hong Kong and 15 October 2026 Singapore with registration link and sponsorship/speaking contact path.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-summit-2026-apac-private-wealth-cio-and-fund-selector-access-2026-10-13-open", "signal_subject": "APB Summit 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-10-15" } ], "confidence": 0.98, "deadline_or_window": "2026-07-09", "display_citation_count": 3, "evidence_url": "https://asianprivatebanker.com/events/", "pattern": "The official APB calendar confirms exact dates, cities, registration links, and business-matching positioning for asset managers, private banks, and IAMs.", "priority_score": 79.6, "raw_citation_count": 5, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "official_event_route", "sme_verify_question": "Does APB route manager access through registration, sponsorship, speaking, or one-to-one business matching?", "status": "open", "strategy": "APAC private-bank alternatives business matching", "subject": "APB Alternatives Selection Nexus 2026" }, { "action": "Target APB Summit 2026 as a CIO/fund-selector private-wealth route; prepare speaker/sponsor inquiry and AEO/GEO page for quant as a liquid alternatives sleeve.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "distribution-event-open-asian-private-banker-alternatives-selection-nexus-2026-apac-private-bank-alternatives-fund-selector-access-2026-06-19-active", "signal_subject": "Asian Private Banker Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-07-07", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 7 July 2026 Hong Kong and 9 July 2026 Singapore for Alternatives Selection Nexus 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-alternatives-selection-nexus-2026-apac-private-bank-alternatives-business-matching-2026-07-07-open", "signal_subject": "APB Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-07-09" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-10-13", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 13 October 2026 Hong Kong and 15 October 2026 Singapore with registration link and sponsorship/speaking contact path.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-summit-2026-apac-private-wealth-cio-and-fund-selector-access-2026-10-13-open", "signal_subject": "APB Summit 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-10-15" } ], "confidence": 0.97, "deadline_or_window": "2026-10-15", "display_citation_count": 3, "evidence_url": "https://asianprivatebanker.com/events/", "pattern": "The official APB page describes APB Summit 2026 as a flagship event for 800+ influential private-wealth participants including fund selectors, investment advisors, CEOs, CIOs, market heads, and relationship managers.", "priority_score": 79.4, "raw_citation_count": 5, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "official_event_route", "sme_verify_question": "Which APB Summit route is strongest for manager discovery: sponsor package, speaker slot, or direct event registration?", "status": "open", "strategy": "APAC private-wealth CIO and fund-selector access", "subject": "APB Summit 2026" }, { "action": "Use the Singapore investment forum as a second APAC private-wealth pitch window; align quant messaging to investments, technology, digital transformation, family offices, and digital assets themes.", "aeo_geo_surface": "public web, Hubbis event page, event content archive, partner insights, private-bank internal research", "buyer_or_gatekeeper": "conference", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-09-15", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Hubbis events page lists September 15, 2026 for the Hong Kong Investment Forum and exposes sponsor-an-event and become-a-speaker routes.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hubbis.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-hubbis-investment-forum-hong-kong-2026-hong-kong-private-bank-and-family-office-investment-route-2026-09-15-open", "signal_subject": "Hubbis Investment Forum Hong Kong 2026", "source_path": "https://www.hubbis.com/events/", "source_type": "url", "valid_until": "2026-09-15" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-09-17", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Hubbis events page lists September 17, 2026 for the Singapore Investment Forum and describes Hubbis event audience and topic coverage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hubbis.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-hubbis-investment-forum-singapore-2026-singapore-private-bank-and-family-office-investment-route-2026-09-17-open", "signal_subject": "Hubbis Investment Forum Singapore 2026", "source_path": "https://www.hubbis.com/events/", "source_type": "url", "valid_until": "2026-09-17" } ], "confidence": 0.97, "deadline_or_window": "2026-09-17", "display_citation_count": 2, "evidence_url": "https://www.hubbis.com/events/", "pattern": "Hubbis lists the Singapore investment forum two days after Hong Kong, allowing a paired APAC roadshow with consistent private-wealth materials.", "priority_score": 79.4, "raw_citation_count": 2, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "official_event_route", "sme_verify_question": "Which Singapore private-bank platforms and IAMs actually send fund selectors to Hubbis Investment Forum?", "status": "open", "strategy": "Singapore private-bank and family-office investment route", "subject": "Hubbis Investment Forum Singapore 2026" }, { "action": "Use the Hong Kong investment forum as a private-bank/family-office pitch window; prepare sponsor, speaker, and event-content routes plus quant-as-portfolio-completion messaging.", "aeo_geo_surface": "public web, Hubbis event page, event content archive, partner insights, private-bank internal research", "buyer_or_gatekeeper": "conference", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-09-15", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Hubbis events page lists September 15, 2026 for the Hong Kong Investment Forum and exposes sponsor-an-event and become-a-speaker routes.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hubbis.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-hubbis-investment-forum-hong-kong-2026-hong-kong-private-bank-and-family-office-investment-route-2026-09-15-open", "signal_subject": "Hubbis Investment Forum Hong Kong 2026", "source_path": "https://www.hubbis.com/events/", "source_type": "url", "valid_until": "2026-09-15" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-09-17", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Hubbis events page lists September 17, 2026 for the Singapore Investment Forum and describes Hubbis event audience and topic coverage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hubbis.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-hubbis-investment-forum-singapore-2026-singapore-private-bank-and-family-office-investment-route-2026-09-17-open", "signal_subject": "Hubbis Investment Forum Singapore 2026", "source_path": "https://www.hubbis.com/events/", "source_type": "url", "valid_until": "2026-09-17" } ], "confidence": 0.97, "deadline_or_window": "2026-09-15", "display_citation_count": 2, "evidence_url": "https://www.hubbis.com/events/", "pattern": "Hubbis lists a dated Hong Kong investment forum and states that its events are attended by key decision-makers at private banks, retail banks, IAMs, and family offices.", "priority_score": 79.4, "raw_citation_count": 2, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "official_event_route", "sme_verify_question": "Does Hubbis Hong Kong investment access work better through sponsorship, speaker submission, or direct registration?", "status": "open", "strategy": "Hong Kong private-bank and family-office investment route", "subject": "Hubbis Investment Forum Hong Kong 2026" }, { "action": "Apply if the quant strategy has digital-assets, market-structure, AI decentralization, or institutional adoption relevance; prepare sponsor/speaker suggestion and allocator-meeting packet.", "aeo_geo_surface": "public web, SALT event page, SALT alerts, LinkedIn, X, internal event app", "buyer_or_gatekeeper": "conference", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-08-17", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official SALT/Kraken Wyoming page lists August 17-20, 2026, invitation-only 500-person attendance, open registration/sponsorship applications, and allocator categories including SWFs, endowments, pensions, foundations, SFOs, RIAs, MFOs, fund of funds, and investment consultants.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.salt.org/events/wyoming-blockchain-symposium-2026", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-wyoming-blockchain-symposium-2026-digital-assets-allocator-and-policy-route-2026-08-17-open", "signal_subject": "Wyoming Blockchain Symposium 2026", "source_path": "https://www.salt.org/events/wyoming-blockchain-symposium-2026", "source_type": "url", "valid_until": "2026-08-20" } ], "confidence": 0.97, "deadline_or_window": "2026-08-20", "display_citation_count": 1, "evidence_url": "https://www.salt.org/events/wyoming-blockchain-symposium-2026", "pattern": "Registration and sponsorship applications are open for an invitation-only investor event with asset-manager, allocator, service-provider, government, and media attendee categories.", "priority_score": 79.4, "raw_citation_count": 1, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "official_event_route", "sme_verify_question": "For WBS, are hedge-fund managers more likely to get allocator meetings through asset-manager approval, sponsorship, speaker suggestion, or relationship introduction?", "status": "open", "strategy": "digital-assets allocator and policy route", "subject": "Wyoming Blockchain Symposium 2026" }, { "action": "Use the Hong Kong Campden forum as a near-term family-office route; package quant hedge fund as a capacity-aware, liquid, diversifying allocation option.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-25", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 16th Asia-Pacific Family Office & Investment Forum in Hong Kong on 25-26 June 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-16th-asia-pacific-family-office-and-investment-forum-hong-kong-family-office-investment-access-2026-06-25-open", "signal_subject": "Campden 16th Asia-Pacific Family Office and Investment Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-06-26" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-09-09", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 17th Asia-Pacific Family Office, Impact and Innovation Forum in Singapore on 9-10 September 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-17th-asia-pacific-family-office-impact-and-innovation-forum-singapore-family-office-innovation-and-impact-access-2026-09-09-open", "signal_subject": "Campden 17th Asia-Pacific Family Office Impact and Innovation Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-09-10" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-10-20", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists Global Owners and Family Office Congress 2026 in Abu Dhabi on 20-22 October 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-global-owners-and-family-office-congress-2026-abu-dhabi-global-family-owner-and-family-office-access-2026-10-20-open", "signal_subject": "Campden Global Owners and Family Office Congress 2026", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-10-22" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-11-18", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 21st North American Family Office Forum in Palm Beach, Florida on 18-19 November 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-21st-north-american-family-office-forum-north-american-family-office-access-2026-11-18-open", "signal_subject": "Campden 21st North American Family Office Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-11-19" } ], "confidence": 0.95, "deadline_or_window": "2026-06-26", "display_citation_count": 4, "evidence_url": "https://www.campdenwealth.com/events", "pattern": "Official Campden page lists the event and says its family-office/family-wealth events bring together core decision makers and strict qualification gates.", "priority_score": 79.0, "raw_citation_count": 4, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "official_event_route", "sme_verify_question": "Does Campden qualification allow manager/provider participation, or is sponsor/partner access required for direct family-office visibility?", "status": "open", "strategy": "Hong Kong family-office investment access", "subject": "Campden 16th Asia-Pacific Family Office and Investment Forum" }, { "action": "Use the Abu Dhabi congress as a Middle East family-office route; prepare a family capital, liquidity, and frontier-technology risk-control packet.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-25", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 16th Asia-Pacific Family Office & Investment Forum in Hong Kong on 25-26 June 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-16th-asia-pacific-family-office-and-investment-forum-hong-kong-family-office-investment-access-2026-06-25-open", "signal_subject": "Campden 16th Asia-Pacific Family Office and Investment Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-06-26" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-09-09", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 17th Asia-Pacific Family Office, Impact and Innovation Forum in Singapore on 9-10 September 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-17th-asia-pacific-family-office-impact-and-innovation-forum-singapore-family-office-innovation-and-impact-access-2026-09-09-open", "signal_subject": "Campden 17th Asia-Pacific Family Office Impact and Innovation Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-09-10" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-10-20", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists Global Owners and Family Office Congress 2026 in Abu Dhabi on 20-22 October 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-global-owners-and-family-office-congress-2026-abu-dhabi-global-family-owner-and-family-office-access-2026-10-20-open", "signal_subject": "Campden Global Owners and Family Office Congress 2026", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-10-22" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-11-18", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 21st North American Family Office Forum in Palm Beach, Florida on 18-19 November 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-21st-north-american-family-office-forum-north-american-family-office-access-2026-11-18-open", "signal_subject": "Campden 21st North American Family Office Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-11-19" } ], "confidence": 0.94, "deadline_or_window": "2026-10-22", "display_citation_count": 4, "evidence_url": "https://www.campdenwealth.com/events", "pattern": "Official Campden page lists the Abu Dhabi congress and frames it around family capital, transformation, and family-office owners.", "priority_score": 78.8, "raw_citation_count": 4, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "official_event_route", "sme_verify_question": "Is Campden Abu Dhabi best approached through sponsor access, speaker route, or qualification-based attendance?", "status": "open", "strategy": "Abu Dhabi global family-owner and family-office access", "subject": "Campden Global Owners and Family Office Congress 2026" }, { "action": "Prepare Singapore family-office outreach around responsible capital, frontier innovation, liquidity, and portfolio resilience, using the Campden qualification and registration path.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-25", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 16th Asia-Pacific Family Office & Investment Forum in Hong Kong on 25-26 June 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-16th-asia-pacific-family-office-and-investment-forum-hong-kong-family-office-investment-access-2026-06-25-open", "signal_subject": "Campden 16th Asia-Pacific Family Office and Investment Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-06-26" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-09-09", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 17th Asia-Pacific Family Office, Impact and Innovation Forum in Singapore on 9-10 September 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-17th-asia-pacific-family-office-impact-and-innovation-forum-singapore-family-office-innovation-and-impact-access-2026-09-09-open", "signal_subject": "Campden 17th Asia-Pacific Family Office Impact and Innovation Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-09-10" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-10-20", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists Global Owners and Family Office Congress 2026 in Abu Dhabi on 20-22 October 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-global-owners-and-family-office-congress-2026-abu-dhabi-global-family-owner-and-family-office-access-2026-10-20-open", "signal_subject": "Campden Global Owners and Family Office Congress 2026", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-10-22" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-11-18", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 21st North American Family Office Forum in Palm Beach, Florida on 18-19 November 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-21st-north-american-family-office-forum-north-american-family-office-access-2026-11-18-open", "signal_subject": "Campden 21st North American Family Office Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-11-19" } ], "confidence": 0.94, "deadline_or_window": "2026-09-10", "display_citation_count": 4, "evidence_url": "https://www.campdenwealth.com/events", "pattern": "Official Campden page says the forum convenes Asia's leading family offices and investors under a family-office investment future theme.", "priority_score": 78.8, "raw_citation_count": 4, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "official_event_route", "sme_verify_question": "Which Singapore forum route creates direct CIO/family principal visibility: qualification, registration, sponsorship, or speaker participation?", "status": "open", "strategy": "Singapore family-office innovation and impact access", "subject": "Campden 17th Asia-Pacific Family Office Impact and Innovation Forum" }, { "action": "Add the Palm Beach forum to the family-office outreach calendar with a North America family-office packet and a sponsor/speaker qualification check.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-25", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 16th Asia-Pacific Family Office & Investment Forum in Hong Kong on 25-26 June 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-16th-asia-pacific-family-office-and-investment-forum-hong-kong-family-office-investment-access-2026-06-25-open", "signal_subject": "Campden 16th Asia-Pacific Family Office and Investment Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-06-26" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-09-09", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 17th Asia-Pacific Family Office, Impact and Innovation Forum in Singapore on 9-10 September 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-17th-asia-pacific-family-office-impact-and-innovation-forum-singapore-family-office-innovation-and-impact-access-2026-09-09-open", "signal_subject": "Campden 17th Asia-Pacific Family Office Impact and Innovation Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-09-10" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-10-20", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists Global Owners and Family Office Congress 2026 in Abu Dhabi on 20-22 October 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-global-owners-and-family-office-congress-2026-abu-dhabi-global-family-owner-and-family-office-access-2026-10-20-open", "signal_subject": "Campden Global Owners and Family Office Congress 2026", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-10-22" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-11-18", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Campden page lists the 21st North American Family Office Forum in Palm Beach, Florida on 18-19 November 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-campden-21st-north-american-family-office-forum-north-american-family-office-access-2026-11-18-open", "signal_subject": "Campden 21st North American Family Office Forum", "source_path": "https://www.campdenwealth.com/events", "source_type": "url", "valid_until": "2026-11-19" } ], "confidence": 0.93, "deadline_or_window": "2026-11-19", "display_citation_count": 4, "evidence_url": "https://www.campdenwealth.com/events", "pattern": "Official Campden page lists the Palm Beach 2026 event and its broader family-office audience criteria show access to family principals, SFOs, MFOs, and UHNWI.", "priority_score": 78.6, "raw_citation_count": 4, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "official_event_route", "sme_verify_question": "Does the Palm Beach forum expose sponsor and speaker rosters publicly, or require partner access?", "status": "open", "strategy": "North American family-office access", "subject": "Campden 21st North American Family Office Forum" }, { "action": "Split the merged Chicago cluster into plan-level rows, starting with CTPF investment procurements and MEABF procurement opportunities.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_cluster", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Kuhn official-source triage found CTPF Investment Procurements as the clean official replacement for the Chicago Teachers side of the Chicago RFP cluster.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/post/investment-procurements", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-ctpf-investment-procurements-official-source-split-investment-procurement-consultant-and-manager-searches-2026-06-19-active", "signal_subject": "CTPF Investment Procurements official source split", "source_path": "https://www.ctpf.org/post/investment-procurements", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.78, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg returned CTPF and MEABF as official-source paths for the Chicago source-quality row.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/post/investment-procurements", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-chicago-pension-funds-cluster-source-remediation-alternatives-rfp-plan-level-procurement-verification-2026-06-19-monitor", "signal_subject": "Chicago Pension Funds cluster source remediation", "source_path": "https://www.ctpf.org/post/investment-procurements", "source_type": "url", "valid_until": "" } ], "confidence": 0.78, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.ctpf.org/post/investment-procurements", "pattern": "Merged metro clusters hide the real buyer and should be decomposed into official plan surfaces before pitch routing.", "priority_score": 77.6, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "official_source_upgrade_path", "sme_verify_question": "Ask a Chicago public-pension SME whether CTPF and MEABF route alternatives searches through these official pages or through consultants first.", "status": "monitor", "strategy": "alternatives RFP / plan-level procurement verification", "subject": "Chicago Pension Funds cluster source remediation" }, { "action": "Target Michael Wissell plus John Sinclair and Dan Anderson with an allocation thesis mapped to liability awareness and operational fit.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://hoopp.com/about-hoopp/hoopp-board-of-trustees", "page_ref": "Primary URL recovered from local provenance", "signal_id": "governance-route-hoopp-board-and-asset-liability-route-liability-aware-quant-absolute-return-allocation-2026-06-19-active", "signal_subject": "HOOPP board and asset-liability route", "source_path": "https://hoopp.com/about-hoopp/hoopp-board-of-trustees", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://hoopp.com/about-hoopp/hoopp-board-of-trustees", "pattern": "HOOPP has a named CIO, board chair, Asset-Liability Committee chair, and visible research/operational surfaces.", "priority_score": 77.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "governance_route", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "liability-aware quant / absolute-return allocation", "subject": "HOOPP board and asset-liability route" }, { "action": "Unify messaging across website, blog, media, YouTube/podcast transcripts, LinkedIn, and Reddit-like public discussions; inconsistent claims can be synthesized badly by AI search.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-06-03", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Business Insider reported Semrush found only 22% of US marketers had fully integrated AI-search and SEO strategy, and inconsistent cross-channel brand signals can hurt AI search visibility.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/ai-search-strategies-hampered-by-corporate-silos-semrush-study-2026-5", "page_ref": "", "signal_id": "content-risk-quant-hedge-fund-aeo-geo-program-ai-search-visibility-2026-06-03-active", "signal_subject": "Quant hedge fund AEO/GEO program", "source_path": "https://www.businessinsider.com/ai-search-strategies-hampered-by-corporate-silos-semrush-study-2026-5", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2026-06-03", "display_citation_count": 1, "evidence_url": "https://www.businessinsider.com/ai-search-strategies-hampered-by-corporate-silos-semrush-study-2026-5", "pattern": "", "priority_score": 77.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "content_risk", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AI search visibility", "subject": "Quant hedge fund AEO/GEO program" }, { "action": "Use the PRIM investments page as the official anchor, then extract board or procurement records before treating the managed-account platform as a live pitch window.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:45:58", "as_of_date": "2026-02-26", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "PRIM says Portfolio Completion Strategies include hedge funds and shows a 7%-13% long-term target range approved Feb. 26, 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.mapension.com/investments/", "page_ref": "", "signal_id": "allocation-target-refresh-massachusetts-prim-prit-fund-portfolio-completion-strategies-including-hedge-funds-2026-02-26-active", "signal_subject": "Massachusetts PRIM / PRIT Fund", "source_path": "https://www.mapension.com/investments/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 11:45:58", "as_of_date": "2025-06", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "PRIM lists Astaris Capital Management, Capital Fund Management, Eidos Partners, and Goodlander Investment Management as Portfolio Completion Strategy Managers with Direct Hedge Funds mandates, with new inceptions in March and June 2025.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.mapension.com/investments/", "page_ref": "", "signal_id": "manager-onboarding-massachusetts-prim-prit-fund-direct-hedge-funds-2025-06-active", "signal_subject": "Massachusetts PRIM / PRIT Fund", "source_path": "https://www.mapension.com/investments/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.74, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg identified a local first-party PRIM investments surface as the best immediate upgrade path.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mapension.com/investments/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-massprim-managed-account-platform-official-source-gap-managed-account-platform-pcs-verification-2026-06-19-monitor", "signal_subject": "MassPRIM managed-account platform official source gap", "source_path": "https://www.mapension.com/investments/", "source_type": "url", "valid_until": "" } ], "confidence": 0.74, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.mapension.com/investments/", "pattern": "Official investment pages can verify allocator scope but still need packet-level evidence for replacement or mandate timing.", "priority_score": 76.8, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "official_source_upgrade_path", "sme_verify_question": "Ask a MassPRIM consultant or public-plan SME whether the PCS route is manager-facing, consultant-facing, or only internal.", "status": "monitor", "strategy": "managed-account platform / PCS verification", "subject": "MassPRIM managed-account platform official source gap" }, { "action": "Use the HMC partner-intake surface only for general allocator-intake claims; upgrade the hedge-fund allocation thesis only after extracting an annual report or board record that proves active manager selection.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "partner-intake-harvard-management-company-partnerships-intake-new-partner-outreach-long-horizon-risk-adjusted-returns-2026-06-19-active", "signal_subject": "Harvard Management Company partnerships intake", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.72, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg source-remediation sidecar found a first-party HMC partner surface but no local official hedge-fund allocation proof.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "signal_subject": "Harvard University Endowment hedge-fund allocation source remediation", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Kuhn official-source triage found HMC Partners and Performance as the clean official surface, but not a public official source proving the stronger hedge-fund allocation claim.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-hmc-hedge-fund-allocation-claim-downgrade-new-manager-relationship-intake-hedge-fund-allocation-verification-2026-06-19-monitor", "signal_subject": "HMC hedge-fund allocation claim downgrade", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "partner-intake-harvard-management-company-partners-and-performance-new-manager-relationship-intake-2026-06-active", "signal_subject": "Harvard Management Company Partners and Performance", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" } ], "confidence": 0.72, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.hmc.harvard.edu/partners-performance/", "pattern": "Official intake pages prove pitch routing, but not allocation intent without an official allocation or board document.", "priority_score": 76.4, "raw_citation_count": 4, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "official_source_upgrade_path", "sme_verify_question": "Ask an endowment allocator SME whether the HMC partner intake route is used for hedge-fund managers or only broad manager sourcing.", "status": "monitor", "strategy": "hedge-fund allocation / active manager-selection verification", "subject": "Harvard University Endowment hedge-fund allocation source remediation" }, { "action": "Monitor negative/incorrect AI answer sentiment monthly across Google AI Overviews and ChatGPT; create rebuttal pages for fees, black-box risk, crowding, capacity, drawdowns, and backtest overfitting.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-03-11", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "Business Insider reported BrightEdge found Google AI Overviews were more likely than ChatGPT to express negative brand sentiment, with controversy, limitations, safety, and service failures as common triggers.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/google-ai-overviews-more-negative-brands-than-chatgpt-brightedge-report-2026-3", "page_ref": "", "signal_id": "content-risk-quant-hedge-fund-aeo-geo-program-ai-brand-sentiment-2026-03-11-active", "signal_subject": "Quant hedge fund AEO/GEO program", "source_path": "https://www.businessinsider.com/google-ai-overviews-more-negative-brands-than-chatgpt-brightedge-report-2026-3", "source_type": "url", "valid_until": "" } ], "confidence": 0.65, "deadline_or_window": "2026-03-11", "display_citation_count": 1, "evidence_url": "https://www.businessinsider.com/google-ai-overviews-more-negative-brands-than-chatgpt-brightedge-report-2026-3", "pattern": "", "priority_score": 76.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "content_risk", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "AI brand sentiment", "subject": "Quant hedge fund AEO/GEO program" }, { "action": "Use the St. Jude financial-information page to validate institution scale, then upgrade only if an official investment-office source, annual report, Form 990, or staff bio validates the gatekeeper claim.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "hospital_endowment", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found an official St. Jude financial-information surface but no local official source proving the liquid-alt gatekeeper.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.stjude.org/about-st-jude/financial-information.html", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-st-jude-children-s-research-hospital-alsac-first-party-source-remediation-liquid-alternatives-hedge-fund-gatekeeper-verification-2026-06-19-monitor", "signal_subject": "St. Jude Children's Research Hospital ALSAC first-party source remediation", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: live search found public ALSAC/St. Jude financial surfaces but not a strong official source for the named investment gatekeeper claim.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.stjude.org/about-st-jude/financial-information.html", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-gap-monitor-st-jude-children-s-research-hospital-alsac-investment-gatekeeper-verification-liquid-alternatives-mission-aligned-portfolio-completion-2026-06-19-monitor", "signal_subject": "St. Jude Children's Research Hospital ALSAC investment gatekeeper verification", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick51 source-quality audit reiterated that the top ALSAC row uses local recovered evidence rather than externally checkable investment-source proof.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.stjude.org/about-st-jude/financial-information.html", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-alsac-st-jude-investment-gatekeeper-source-remediation-liquid-alternatives-hedge-funds-2026-06-19-monitor", "signal_subject": "ALSAC St. Jude investment-gatekeeper source remediation", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.stjude.org/about-st-jude/financial-information.html", "pattern": "Hospital-endowment pitch rows need a first-party scale source plus a separate gatekeeper or allocation source.", "priority_score": 76.0, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "official_source_upgrade_path", "sme_verify_question": "Ask a hospital-endowment SME whether ALSAC or St. Jude directly screens liquid alternatives and which official document exposes the route.", "status": "monitor", "strategy": "liquid alternatives / hedge-fund gatekeeper verification", "subject": "St. Jude Children's Research Hospital ALSAC first-party source remediation" }, { "action": "Refresh Nasdaq eVestment strategy and contact records if thresholds are met; otherwise use the direct proposal submission fallback.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 7, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-intake-open-calpers-public-investment-manager-opportunities-public-manager-registration-roster-watch-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface, distinct from the generic CalPERS opportunities page.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-public-investment-manager-opportunities-liquid-quant-systematic-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official CalPERS page lists firm history, strategy performance history, GIPS compliance, AUM, strategy AUM, and regulatory-registration qualifications.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-public-investment-manager-opportunities-official-evestment-path-global-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities official eVestment path", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Live official page opened on 2026-06-19.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "live-official-source-verified-calpers-public-investment-manager-opportunities-live-official-page-public-manager-qualification-and-evestment-discovery-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities live official page", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified CalPERS public manager opportunities as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-calpers-public-investment-manager-opportunities-extraction-public-manager-opportunity-criteria-qualification-path-2026-06-19-active", "signal_subject": "CalPERS Public Investment Manager Opportunities extraction", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" } ], "confidence": 0.99, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "pattern": "CalPERS continuously searches external public-market managers through Nasdaq eVestment and lists hard minimum qualifications for global equity and fixed income.", "priority_score": 74.8, "raw_citation_count": 7, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "live_official_source_verified", "sme_verify_question": "For systematic public strategies below the listed thresholds, is direct proposal submission meaningfully reviewed or mostly archived?", "status": "open", "strategy": "public manager qualification and eVestment discovery", "subject": "CalPERS Public Investment Manager Opportunities live official page" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "sovereign_wealth_fund", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "external-manager-gate-open-pif-managers-gate-mena-external-manager-registration-standing-intake-2026-06-19-open", "signal_subject": "PIF Managers Gate", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-mena-external-managers-program-external-manager-registration-2026-06-19-active", "signal_subject": "PIF Managers Gate", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-deadline-normalized-mena-external-managers-program-external-manager-registration-2026-06-19-open", "signal_subject": "PIF Managers Gate deadline-normalized", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: upgrade PIF pitch-target rows from recovered local corpus evidence to the official PIF Managers Gate URL.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.pif.gov.sa/en/managers-gate/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-pif-managers-gate-evidence-backfilled-mena-external-managers-program-external-manager-registration-2026-06-19-open", "signal_subject": "PIF Managers Gate evidence-backfilled", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.pif.gov.sa/en/managers-gate/", "pattern": "", "priority_score": 74.6, "raw_citation_count": 4, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "external_manager_gate_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "open", "strategy": "MENA external-manager registration / standing intake", "subject": "PIF Managers Gate" }, { "action": "Treat Aksia Manager Portal as the first maintenance surface; keep strategy, organization, personnel, performance, risk, ODD, and contact records current before outreach to named Aksia hedge-fund researchers.", "aeo_geo_surface": "Aksia Manager Portal, Aksia MAX, client research portal, DDQ data room", "buyer_or_gatekeeper": "consultant_portal", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-portal-channel-aksia-manager-portal-and-max-odd-manager-research-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: map high-priority Aksia pitch-calendar row to the official Aksia web and manager/client workflow surfaces.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-manager-portal-and-max-evidence-backfilled-manager-research-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX evidence-backfilled", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia homepage exposes a Manager Portal link and describes hedge-fund research, global sourcing, ODD, and MAX client analytics.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-surface-aksia-manager-portal-aksia-manager-facing-intake-and-data-maintenance-route-2026-06-19-open", "signal_subject": "Aksia Manager Portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia page describes hedge-fund assets under supervision, sub-strategy coverage, strategy-edge analysis, team/alignment/risk review, investigative ODD, and small/mid-sized manager sourcing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "odd-gate-aksia-hedge-fund-research-and-odd-workflow-aksia-hedge-fund-selection-and-operational-due-diligence-gate-2026-06-19-active", "signal_subject": "Aksia hedge fund research and ODD workflow", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-max-and-manager-portal-manager-portal-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia MAX and manager portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.97, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.aksia.com/", "pattern": "Aksia publicly exposes a Manager Portal while describing a research-centered alternatives process, making the portal a likely control-plane input to screening.", "priority_score": 74.4, "raw_citation_count": 5, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "decision_tool_surface", "sme_verify_question": "Does Aksia's Manager Portal create screening visibility for hedge funds, or is it only used after a relationship has begun?", "status": "open", "strategy": "Aksia manager-facing intake and data maintenance route", "subject": "Aksia Manager Portal" }, { "action": "Submit a vendor-interest record with the closest service-interest category and a comments field that names investment-manager, liquid-alts, or quant strategy relevance.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 7, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official form requests contact information and service interests and says SBA will attempt to notify matching firms.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-official-form-future-procurement-notification-intake-2026-06-19-open", "signal_subject": "Florida SBA Future Solicitations Request official form", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-and-manager-search-notification-2026-06-active", "signal_subject": "Florida SBA Future Solicitations Request", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-notification-vendor-interest-intake-2026-06-19-active", "signal_subject": "Florida SBA Future Solicitations Request", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rolling-intake-florida-sba-future-solicitations-future-solicitation-intake-procurement-notification-2026-06-19-monitor", "signal_subject": "Florida SBA future solicitations", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar identified Florida SBA future solicitations as an underused rolling-intake surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rolling-intake-florida-sba-future-solicitations-future-procurement-vendor-notification-intake-2026-06-19-monitor", "signal_subject": "Florida SBA future solicitations", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.sbafla.com/partners/future-solicitations-request/", "pattern": "The official form is not a live manager RFP, but it can create pre-RFP visibility when SBA attempts to notify firms about matching solicitations.", "priority_score": 74.2, "raw_citation_count": 7, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "future_solicitation_intake", "sme_verify_question": "Does the future-solicitation form notify investment-management opportunities or mostly operational/professional-services categories?", "status": "open", "strategy": "future procurement notification intake", "subject": "Florida SBA Future Solicitations Request official form" }, { "action": "Monitor Claude as a workplace-research surface, especially for long-form diligence prompts and investment memo drafting; public finance decision-maker usage by platform remains indirect.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-05-28", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "TechRadar summarized DeskTime data showing ChatGPT retained the largest tracked workplace AI usage share among power users in early 2026, with Gemini and Claude gaining.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "page_ref": "", "signal_id": "answer-engine-channel-chatgpt-aeo-geo-for-allocator-research-2026-05-28-active", "signal_subject": "ChatGPT", "source_path": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-05-28", "confidence": 0.55, "display_note": "", "evidence_tier": "primary", "excerpt": "TechRadar summarized DeskTime data showing Claude gaining workplace AI usage share in 2026, though it is not allocator-specific.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "page_ref": "", "signal_id": "answer-engine-channel-claude-aeo-geo-for-allocator-research-2026-05-28-monitor", "signal_subject": "Claude", "source_path": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "source_type": "url", "valid_until": "" } ], "confidence": 0.55, "deadline_or_window": "2026-05-28", "display_citation_count": 2, "evidence_url": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls", "pattern": "", "priority_score": 74.0, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "answer_engine_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "AEO/GEO for allocator research", "subject": "Claude" }, { "action": "Pitch through the Investment Committee and the incoming CIO transition window.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "CIO transition window is a high-value historical-motion and near-term-review signal.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.australiansuper.com/about-us/newsroom/2026/05/australiansuper-appoints-new-chief-investment-officer", "page_ref": "Primary URL recovered from local provenance", "signal_id": "personnel-change-australiansuper-liquid-diversifiers-external-manager-solutions-2026-06-19-active", "signal_subject": "AustralianSuper", "source_path": "https://www.australiansuper.com/about-us/newsroom/2026/05/australiansuper-appoints-new-chief-investment-officer", "source_type": "url", "valid_until": "2026-07-01" } ], "confidence": 0.95, "deadline_or_window": "2026-07-01", "display_citation_count": 1, "evidence_url": "https://www.australiansuper.com/about-us/newsroom/2026/05/australiansuper-appoints-new-chief-investment-officer", "pattern": "AustralianSuper's Investment Committee approves portfolio and asset-class strategies while Shaun Manuell is publicly named as the next CIO.", "priority_score": 72.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "personnel_change", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "liquid diversifiers / external-manager solutions", "subject": "AustralianSuper" }, { "action": "Treat Sohn as an influence and proof-point surface rather than a generic sponsorship buy; map New York, Monaco, Montreal, San Francisco, Tokyo, London, and Australia/New Zealand dates to idea-pitch, speaker, and allocator-observer routes.", "aeo_geo_surface": "public web, Sohn conference page, LinkedIn, YouTube, media recaps", "buyer_or_gatekeeper": "conference", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-05-12", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Sohn conferences page lists 2026 global conferences including New York May 12, Monaco June 24, Montreal June 4, San Francisco October 13, Tokyo October 16, London in November, and Australia/New Zealand November 6.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sohnconference.org/conferences", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-sohn-conference-foundation-2026-global-conferences-hedge-fund-idea-conference-and-influence-network-2026-05-12-active", "signal_subject": "Sohn Conference Foundation 2026 global conferences", "source_path": "https://www.sohnconference.org/conferences", "source_type": "url", "valid_until": "2026-11-06" } ], "confidence": 0.94, "deadline_or_window": "2026-11-06", "display_citation_count": 1, "evidence_url": "https://www.sohnconference.org/conferences", "pattern": "Sohn conferences are recurring global idea-presentation venues for leading fund managers and top investors, creating historical motion signals that SMEs can verify by speaker, idea, and post-event performance.", "priority_score": 71.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "official_event_route", "sme_verify_question": "Which 2026 Sohn chapters still expose manager speaker access versus only philanthropic attendee access?", "status": "active", "strategy": "hedge-fund idea conference and influence network", "subject": "Sohn Conference Foundation 2026 global conferences" }, { "action": "Open the Comptroller RFP board page, follow the passive-indexing search notice, and extract every solicitation attachment and addendum URL plus deadline and award-path metadata.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-open-nyc-comptroller-rfps-and-solicitations-investment-related-procurement-notices-2026-06-active", "signal_subject": "NYC Comptroller RFPs and Solicitations", "source_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "source_type": "url", "valid_until": "2026-07-15" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "solicitation-board-monitor-nyc-comptroller-rfps-and-solicitations-investment-related-procurement-notice-watch-2026-06-19-active", "signal_subject": "NYC Comptroller RFPs and Solicitations", "source_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "source_type": "url", "valid_until": "2026-07-15" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar converted the NYC BAM top pitch-now row into packet-level extraction work.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-nyc-bam-passive-indexing-search-attachments-and-addenda-rfp-attachments-addenda-award-path-extraction-2026-06-19-active", "signal_subject": "NYC BAM passive indexing search attachments and addenda", "source_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "source_type": "url", "valid_until": "2026-07-15" } ], "confidence": 0.94, "deadline_or_window": "2026-07-15", "display_citation_count": 3, "evidence_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "pattern": "The announcement flags an open passive-indexing search, but the board page is the source-of-truth surface for attachment and addendum discovery.", "priority_score": 71.8, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "artifact_extraction", "sme_verify_question": "Ask a NYC BAM procurement SME whether all addenda and attachments must be cited in the first response or only after shortlist.", "status": "active", "strategy": "RFP attachments / addenda / award-path extraction", "subject": "NYC BAM passive indexing search attachments and addenda" }, { "action": "Watch investment consultant and manager-opportunity pages for contract expirations and new manager intake.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-opportunity-monitor-calpers-investment-manager-opportunities-investment-manager-opportunities-consultant-roster-2026-06-active", "signal_subject": "CalPERS Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "source_type": "url", "valid_until": "2026-06-30" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "contract-expiration-monitor-calpers-consultant-and-asset-manager-roster-consultant-contract-rollover-manager-opportunity-monitor-2026-06-monitor", "signal_subject": "CalPERS consultant and asset-manager roster", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "source_type": "url", "valid_until": "2026-06-30" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar ranked the CalPERS roster watch as a separate packet delta from the direct proposal portal.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "contract-expiration-monitor-calpers-consultant-and-asset-manager-roster-consultant-contract-rollover-manager-roster-watch-2026-06-19-monitor", "signal_subject": "CalPERS consultant and asset-manager roster", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "source_type": "url", "valid_until": "2026-06-30" } ], "confidence": 0.93, "deadline_or_window": "2026-06-30", "display_citation_count": 3, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities", "pattern": "The site exposes public investment manager opportunities and a consultant/asset-manager roster; the consultant contract shown on the site expires June 30, 2026.", "priority_score": 71.6, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_opportunity_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "investment manager opportunities / consultant roster", "subject": "CalPERS Investment Manager Opportunities" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:44:17", "as_of_date": "1998-09-23", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "LTCM source summary describes large losses, rescue, and liquidation after crowded relative-value trades and leverage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/Long-Term_Capital_Management", "page_ref": "", "signal_id": "manager-termination-long-term-capital-management-relative-value-arbitrage-1998-09-23-historical", "signal_subject": "Long-Term Capital Management", "source_path": "https://en.wikipedia.org/wiki/Long-Term_Capital_Management", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "1998-09-23", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/Long-Term_Capital_Management", "pattern": "extreme leverage in crowded relative-value trades can force a system-level unwind instead of an ordinary redemption cycle", "priority_score": 71.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_termination", "sme_verify_question": "Ask SME which LTCM lessons still appear in allocator diligence for quant relative-value managers: leverage, crowding, liquidity, counterparty terms, or model risk.", "status": "historical", "strategy": "relative value / arbitrage", "subject": "Long-Term Capital Management" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:44:17", "as_of_date": "2009-07-07", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "JWM source summary says the fund lost heavily through 2008-2009 and closed in July 2009.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/JWM_Partners", "page_ref": "", "signal_id": "manager-termination-jwm-partners-relative-value-arbitrage-2009-07-07-historical", "signal_subject": "JWM Partners", "source_path": "https://en.wikipedia.org/wiki/JWM_Partners", "source_type": "url", "valid_until": "" } ], "confidence": 0.86, "deadline_or_window": "2009-07-07", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/JWM_Partners", "pattern": "high leverage and redemptions can convert a drawdown into a full closure within one cycle", "priority_score": 70.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_termination", "sme_verify_question": "Ask SME whether investors were redeeming before closure, whether leverage was cut by counterparties, and which diligence warning signs were visible.", "status": "historical", "strategy": "relative value / arbitrage", "subject": "JWM Partners" }, { "action": "Keep this as market-scan evidence until a Goldman-owned Prime Services or Asset Management report page is found.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-02", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Quantitative trading was the most preferred hedge fund strategy in Goldman Sachs' 2026 allocator survey and quant funds dominated 2025 inflows.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-demand-goldman-sachs-2026-allocator-survey-wealth-channels-quantitative-hedge-funds-2026-02-02-active", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said quant strategies were the most favored hedge fund strategy among surveyed allocators, with a net 23% planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-quantitative-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said discretionary macro ranked close behind quant strategies, with a net 21% of allocators planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-discretionary-macro-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged this as a press-survey row rather than a direct pitch window.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar found duplicate reliance on the same Business Insider summary.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-prime-services-allocator-survey-duplicate-remediation-allocator-survey-quant-strategy-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs Prime Services allocator survey duplicate remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found no local official Goldman source for the survey.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-gap-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" } ], "confidence": 0.62, "deadline_or_window": "2026-06-19", "display_citation_count": 6, "evidence_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "pattern": "A press summary can validate market temperature, but not a specific allocator opening or official Goldman distribution surface.", "priority_score": 68.4, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "official_source_gap", "sme_verify_question": "Ask a prime-services SME whether the Goldman survey is public, client-only, or summarized secondhand.", "status": "monitor", "strategy": "allocator survey / wealth-channel demand", "subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation" }, { "action": "Keep this as a private-bank monitor until a J.P. Morgan-owned research, report, or event page is surfaced.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "private_bank", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: upgrade J.P. Morgan Private Bank private-wealth calendar row from local channel evidence to current family-office research coverage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-demand-j-p-morgan-private-bank-family-office-alternatives-evidence-backfilled-family-office-hedge-funds-ai-and-geopolitical-hedge-demand-2026-02-active", "signal_subject": "J.P. Morgan Private Bank family-office alternatives evidence-backfilled", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged the row as press-backed and private-bank-mediated.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-j-p-morgan-private-bank-family-office-alternatives-source-remediation-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "signal_subject": "J.P. Morgan Private Bank family-office alternatives source remediation", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found no local official J.P. Morgan source for the family-office alternatives row.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-gap-j-p-morgan-private-bank-family-office-alternatives-source-remediation-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "signal_subject": "J.P. Morgan Private Bank family-office alternatives source remediation", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "source_type": "url", "valid_until": "" } ], "confidence": 0.62, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "pattern": "Private-bank demand is actionable for channel packaging, but indirect press evidence should not be treated as a direct allocator mandate.", "priority_score": 68.4, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "official_source_gap", "sme_verify_question": "Ask a private-bank alternatives SME which J.P. Morgan-owned surface drives family-office hedge-fund education.", "status": "monitor", "strategy": "family-office hedge funds / alternatives research", "subject": "J.P. Morgan Private Bank family-office alternatives source remediation" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 09:36:04", "as_of_date": "2020", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Universa source summary says CalPERS hired Universa for tail-risk hedging in 2017 and terminated Universa in 2020, citing cheaper and better alternatives.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/Universa_Investments", "page_ref": "", "signal_id": "manager-termination-calpers-tail-risk-hedging-crisis-alpha-2020-historical", "signal_subject": "CalPERS", "source_path": "https://en.wikipedia.org/wiki/Universa_Investments", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2020", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/Universa_Investments", "pattern": "allocator terminates crisis-alpha hedge because it believes cheaper/better alternatives exist, even shortly before/around a major stress event", "priority_score": 68.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_termination", "sme_verify_question": "Ask SME whether tail-risk termination decisions are driven more by premium bleed, governance optics, implementation cost, or consultant model assumptions.", "status": "historical", "strategy": "tail-risk hedging / crisis alpha", "subject": "CalPERS" }, { "action": "Keep eVestment strategy records complete and Mercer-consumable: strategy taxonomy, monthly returns, AUM, product capacity, fees, liquidity, risk factors, contacts, and consultant-ready narrative.", "aeo_geo_surface": "MercerInsight, eVestment, consultant internal search, public web", "buyer_or_gatekeeper": "consultant_portal", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Mercer page ties MercerInsight to eVestment, data, analytics, forward-looking research, public/private markets, and thousands of strategies.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mercer.com/solutions/investments/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-surface-mercerinsight-evestment-asset-manager-research-surface-mercer-evestment-consultant-discovery-and-manager-screening-route-2026-06-19-active", "signal_subject": "MercerInsight eVestment asset manager research surface", "source_path": "https://www.mercer.com/solutions/investments/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Mercer page says Mercer Sentinel assesses asset managers, custodians, and other service providers to deliver governance objectives.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mercer.com/solutions/investments/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "odd-gate-mercer-sentinel-operational-due-diligence-surface-operational-due-diligence-gate-before-mercer-client-recommendation-2026-06-19-active", "signal_subject": "Mercer Sentinel operational due diligence surface", "source_path": "https://www.mercer.com/solutions/investments/", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.mercer.com/solutions/investments/", "pattern": "Mercer advertises MercerInsight/eVestment as the research and analytics layer for asset managers and thousands of investment strategies; profile completeness is a first-order AEO/GEO surface for consultant-mediated discovery.", "priority_score": 67.6, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "decision_tool_surface", "sme_verify_question": "For Mercer-mediated hedge-fund discovery, which eVestment fields most often determine whether a quant strategy reaches a consultant shortlist?", "status": "active", "strategy": "Mercer/eVestment consultant discovery and manager-screening route", "subject": "MercerInsight eVestment asset manager research surface" }, { "action": "Pitch Aksia with a combined investment/ODD packet: strategy edge, team strength, alignment, qualitative and quantitative risks, conflicts, culture, capital-safeguarding controls, and fit with small/mid-sized manager sourcing.", "aeo_geo_surface": "Aksia MAX, Aksia Manager Portal, client research portal, internal IC packet", "buyer_or_gatekeeper": "consultant_portal", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-portal-channel-aksia-manager-portal-and-max-odd-manager-research-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: map high-priority Aksia pitch-calendar row to the official Aksia web and manager/client workflow surfaces.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-manager-portal-and-max-evidence-backfilled-manager-research-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX evidence-backfilled", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia homepage exposes a Manager Portal link and describes hedge-fund research, global sourcing, ODD, and MAX client analytics.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-surface-aksia-manager-portal-aksia-manager-facing-intake-and-data-maintenance-route-2026-06-19-open", "signal_subject": "Aksia Manager Portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia page describes hedge-fund assets under supervision, sub-strategy coverage, strategy-edge analysis, team/alignment/risk review, investigative ODD, and small/mid-sized manager sourcing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "odd-gate-aksia-hedge-fund-research-and-odd-workflow-aksia-hedge-fund-selection-and-operational-due-diligence-gate-2026-06-19-active", "signal_subject": "Aksia hedge fund research and ODD workflow", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-max-and-manager-portal-manager-portal-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia MAX and manager portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.aksia.com/", "pattern": "Aksia says it supervises $70B in hedge funds, covers 50+ sub-strategies, and emphasizes skeptical manager selection plus investigative ODD.", "priority_score": 67.6, "raw_citation_count": 5, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "odd_gate", "sme_verify_question": "For Aksia hedge-fund approval, what is the failure sequence: investment thesis first, ODD first, or client-specific portfolio fit first?", "status": "active", "strategy": "Aksia hedge-fund selection and operational due diligence gate", "subject": "Aksia hedge fund research and ODD workflow" }, { "action": "Monitor monthly board and committee agendas, especially Investment Committee, performance/compensation/talent, and closed-session items.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-15", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/about/board/board-meetings", "page_ref": "Primary URL recovered from local provenance", "signal_id": "agenda-monitor-calpers-board-meetings-board-and-investment-committee-agenda-monitoring-2026-06-15-active", "signal_subject": "CalPERS Board Meetings", "source_path": "https://www.calpers.ca.gov/about/board/board-meetings", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-06-15", "display_citation_count": 1, "evidence_url": "https://www.calpers.ca.gov/about/board/board-meetings", "pattern": "Notices are posted 10 days before the first meeting; current June 15-17, 2026 meeting includes Investment Committee and CIO-selection activity.", "priority_score": 67.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "agenda_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "board and investment committee agenda monitoring", "subject": "CalPERS Board Meetings" }, { "action": "Mine monthly disclosures for manager hires, transactions, and placement-agent activity.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-04", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "page_ref": "Primary URL recovered from local provenance", "signal_id": "monthly-disclosure-monitor-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hires-transactions-placement-agent-activity-2026-04-active", "signal_subject": "NYSCRF Monthly Disclosure of Investments and Transactions", "source_path": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "page_ref": "Primary URL recovered from local provenance", "signal_id": "disclosure-cadence-monitor-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hires-transactions-placement-agent-activity-2026-06-19-active", "signal_subject": "NYSCRF Monthly Disclosure of Investments and Transactions", "source_path": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "page_ref": "Primary URL recovered from local provenance", "signal_id": "monthly-cadence-monitor-nyscrf-monthly-disclosure-cadence-manager-hires-transactions-placement-agent-involvement-2026-06-19-monitor", "signal_subject": "NYSCRF monthly disclosure cadence", "source_path": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2026-04", "display_citation_count": 3, "evidence_url": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "pattern": "The page says monthly reports disclose investments and transactions, hiring fund managers, and placement-agent involvement.", "priority_score": 67.6, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "monthly_disclosure_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "manager hires / transactions / placement-agent activity", "subject": "NYSCRF Monthly Disclosure of Investments and Transactions" }, { "action": "Fetch and normalize the 2026 Q1 New Managers Report into manager, mandate, asset class, selection date, allocation, and consultant fields.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "new-manager-onboarding-florida-sba-new-manager-reports-fresh-allocations-manager-onboarding-tape-2026-06-19-active", "signal_subject": "Florida SBA New Manager Reports", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 03:16:09", "as_of_date": "2026-Q1", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 28396", "signal_id": "official-source-upgrade-path-florida-sba-2026-q1-new-manager-report-gap-new-manager-onboarding-tape-2026-q1-active", "signal_subject": "Florida SBA 2026 Q1 new-manager report gap", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-Q1", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-onboarding-report-florida-sba-new-manager-reports-fresh-allocations-manager-onboarding-2026-q1-active", "signal_subject": "Florida SBA New Manager Reports", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-Q1", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-onboarding-report-florida-sba-2026-q1-new-managers-report-official-link-new-manager-onboarding-tape-2026-q1-active", "signal_subject": "Florida SBA 2026 Q1 New Managers Report official link", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" } ], "confidence": 0.97, "deadline_or_window": "2026-Q1", "display_citation_count": 4, "evidence_url": "https://www.sbafla.com/reporting/new-manager-reports/", "pattern": "Florida SBA exposes current-year quarterly new-manager reports, making fresh manager onboarding observable rather than inferred.", "priority_score": 67.4, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_onboarding_report", "sme_verify_question": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "status": "active", "strategy": "new-manager onboarding tape", "subject": "Florida SBA 2026 Q1 New Managers Report official link" }, { "action": "Watch new-manager reports for fresh allocations and manager onboarding.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "new-manager-onboarding-florida-sba-new-manager-reports-fresh-allocations-manager-onboarding-tape-2026-06-19-active", "signal_subject": "Florida SBA New Manager Reports", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 03:16:09", "as_of_date": "2026-Q1", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 28396", "signal_id": "official-source-upgrade-path-florida-sba-2026-q1-new-manager-report-gap-new-manager-onboarding-tape-2026-q1-active", "signal_subject": "Florida SBA 2026 Q1 new-manager report gap", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-Q1", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-onboarding-report-florida-sba-new-manager-reports-fresh-allocations-manager-onboarding-2026-q1-active", "signal_subject": "Florida SBA New Manager Reports", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-Q1", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/reporting/new-manager-reports/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-onboarding-report-florida-sba-2026-q1-new-managers-report-official-link-new-manager-onboarding-tape-2026-q1-active", "signal_subject": "Florida SBA 2026 Q1 New Managers Report official link", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/", "source_type": "url", "valid_until": "" } ], "confidence": 0.97, "deadline_or_window": "2026-Q1", "display_citation_count": 4, "evidence_url": "https://www.sbafla.com/reporting/new-manager-reports/", "pattern": "The reporting page has a 2026 Q1 New Managers Report, a direct signal for new allocations and manager selection activity.", "priority_score": 67.4, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_onboarding_report", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "fresh allocations / manager onboarding", "subject": "Florida SBA New Manager Reports" }, { "action": "Register and pitch APAC private-bank alternatives selectors in Hong Kong and Singapore; prepare advisor-ready quant and liquid-alts materials.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "distribution-event-open-asian-private-banker-alternatives-selection-nexus-2026-apac-private-bank-alternatives-fund-selector-access-2026-06-19-active", "signal_subject": "Asian Private Banker Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-07-07", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 7 July 2026 Hong Kong and 9 July 2026 Singapore for Alternatives Selection Nexus 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-alternatives-selection-nexus-2026-apac-private-bank-alternatives-business-matching-2026-07-07-open", "signal_subject": "APB Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-07-09" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-10-13", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 13 October 2026 Hong Kong and 15 October 2026 Singapore with registration link and sponsorship/speaking contact path.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-summit-2026-apac-private-wealth-cio-and-fund-selector-access-2026-10-13-open", "signal_subject": "APB Summit 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-10-15" } ], "confidence": 0.97, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://asianprivatebanker.com/events/", "pattern": "Alternatives Selection Nexus 2026 is a Hong Kong/Singapore business-matching forum for asset managers, private banks, and IAMs, with explicit register-now and sponsor/contact paths.", "priority_score": 67.4, "raw_citation_count": 5, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "distribution_event_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "APAC private-bank alternatives / fund-selector access", "subject": "Asian Private Banker Alternatives Selection Nexus 2026" }, { "action": "Target fund selector leaders with quant hedge-fund and liquid-diversifier material built for private-bank shelves.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "distribution-event-open-asian-private-banker-alternatives-selection-nexus-2026-apac-private-bank-alternatives-fund-selector-access-2026-06-19-active", "signal_subject": "Asian Private Banker Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-07-07", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 7 July 2026 Hong Kong and 9 July 2026 Singapore for Alternatives Selection Nexus 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-alternatives-selection-nexus-2026-apac-private-bank-alternatives-business-matching-2026-07-07-open", "signal_subject": "APB Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-07-09" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-10-13", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 13 October 2026 Hong Kong and 15 October 2026 Singapore with registration link and sponsorship/speaking contact path.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-summit-2026-apac-private-wealth-cio-and-fund-selector-access-2026-10-13-open", "signal_subject": "APB Summit 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-10-15" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://asianprivatebanker.com/events/", "pattern": "Funds Selection Nexus 2026 is positioned as a premier gathering for top fund selector leaders and a direct platform for select asset managers.", "priority_score": 67.2, "raw_citation_count": 5, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "distribution_event_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "APAC fund selectors / private-bank platforms", "subject": "Asian Private Banker Funds Selection Nexus 2026" }, { "action": "Pitch systematic hedge funds or liquid diversifiers through the executive chain, not to a lone team.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "sovereign_wealth_fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Non-US allocator committee sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.gic.com.sg/who-we-are/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "governance-route-gic-systematic-hedge-funds-liquid-diversifiers-2026-06-19-active", "signal_subject": "GIC", "source_path": "https://www.gic.com.sg/who-we-are/", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.gic.com.sg/who-we-are/", "pattern": "GIC's Group Executive Committee is the highest management body and the Group CIO sits directly inside the executive decision stack.", "priority_score": 67.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "governance_route", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "systematic hedge funds / liquid diversifiers", "subject": "GIC" }, { "action": "Pre-build Mercer Sentinel-ready ODD answers covering controls, valuation, trade lifecycle, service providers, cybersecurity, compliance, key-person risk, and disaster recovery.", "aeo_geo_surface": "Mercer Sentinel, Mercer consultant workflow, DDQ data room, internal IC packet", "buyer_or_gatekeeper": "consultant_portal", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Mercer page ties MercerInsight to eVestment, data, analytics, forward-looking research, public/private markets, and thousands of strategies.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mercer.com/solutions/investments/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-surface-mercerinsight-evestment-asset-manager-research-surface-mercer-evestment-consultant-discovery-and-manager-screening-route-2026-06-19-active", "signal_subject": "MercerInsight eVestment asset manager research surface", "source_path": "https://www.mercer.com/solutions/investments/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Mercer page says Mercer Sentinel assesses asset managers, custodians, and other service providers to deliver governance objectives.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mercer.com/solutions/investments/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "odd-gate-mercer-sentinel-operational-due-diligence-surface-operational-due-diligence-gate-before-mercer-client-recommendation-2026-06-19-active", "signal_subject": "Mercer Sentinel operational due diligence surface", "source_path": "https://www.mercer.com/solutions/investments/", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.mercer.com/solutions/investments/", "pattern": "Mercer Sentinel is explicitly positioned as due diligence and operational-risk mitigation across asset managers and service providers, so weak ODD can block otherwise strong performance stories.", "priority_score": 67.2, "raw_citation_count": 2, "required_packet": "DDQ/ODD packet, data-room index, risk reporting appendix", "signal_type": "odd_gate", "sme_verify_question": "Which Mercer Sentinel ODD failures most often cause hedge-fund managers to be dropped after investment research approval?", "status": "active", "strategy": "operational due diligence gate before Mercer client recommendation", "subject": "Mercer Sentinel operational due diligence surface" }, { "action": "Send a concise partner note to partnerships@hmc.harvard.edu highlighting contrarian edge, durability, and fit with HMC's ESG and net-zero constraints.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "partner-intake-harvard-management-company-partnerships-intake-new-partner-outreach-long-horizon-risk-adjusted-returns-2026-06-19-active", "signal_subject": "Harvard Management Company partnerships intake", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.72, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg source-remediation sidecar found a first-party HMC partner surface but no local official hedge-fund allocation proof.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "signal_subject": "Harvard University Endowment hedge-fund allocation source remediation", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Kuhn official-source triage found HMC Partners and Performance as the clean official surface, but not a public official source proving the stronger hedge-fund allocation claim.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-hmc-hedge-fund-allocation-claim-downgrade-new-manager-relationship-intake-hedge-fund-allocation-verification-2026-06-19-monitor", "signal_subject": "HMC hedge-fund allocation claim downgrade", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "partner-intake-harvard-management-company-partners-and-performance-new-manager-relationship-intake-2026-06-active", "signal_subject": "Harvard Management Company Partners and Performance", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.hmc.harvard.edu/partners-performance/", "pattern": "HMC accepts partner outreach through a public partnerships address and frames itself around long-term risk-adjusted returns.", "priority_score": 67.2, "raw_citation_count": 4, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "partner_intake", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "new partner outreach / long-horizon risk-adjusted returns", "subject": "Harvard Management Company partnerships intake" }, { "action": "Monitor monthly board and committee packs for investment committee action, manager reviews, and closed-session items.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-11", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/forms-publications/board-trustees-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "agenda-monitor-chicago-teachers-pension-fund-board-materials-investment-committee-manager-review-monitoring-2026-06-11-active", "signal_subject": "Chicago Teachers' Pension Fund Board Materials", "source_path": "https://www.ctpf.org/forms-publications/board-trustees-meeting-materials", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-06-11", "display_citation_count": 1, "evidence_url": "https://www.ctpf.org/forms-publications/board-trustees-meeting-materials", "pattern": "CTPF posts agenda, recording, and minutes by meeting; FY2026 includes Board, Finance and Audit, Health Insurance, and Investment Committee meetings.", "priority_score": 67.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "agenda_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "investment committee / manager review monitoring", "subject": "Chicago Teachers' Pension Fund Board Materials" }, { "action": "Watch emerging-manager graduation and allocation parameters for new capital deployment cycles.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "emerging-manager-channel-nyscrf-emerging-manager-program-emerging-manager-graduation-allocation-parameters-2026-03-active", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "emerging-manager-window-nyscrf-emerging-manager-program-emerging-manager-graduation-direct-allocation-window-2026-06-19-active", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-nyscrf-emerging-manager-program-emerging-manager-pipeline-systematic-public-strategies-2026-06-19-open", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified NYSCRF Emerging Manager Program as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-nyscrf-emerging-manager-program-extraction-emerging-manager-eligibility-graduation-allocation-route-2026-06-19-active", "signal_subject": "NYSCRF Emerging Manager Program extraction", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-03", "display_citation_count": 4, "evidence_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "pattern": "The program uses managers of managers, program partners, and direct investments; each year it seeks to graduate emerging managers to direct investments.", "priority_score": 67.2, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "emerging_manager_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "emerging manager graduation / allocation parameters", "subject": "NYSCRF Emerging Manager Program" }, { "action": "Watch board books, summaries, and recordings for commitments, approvals, and manager changes.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 9, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:45", "as_of_date": "2026-06-21", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "board-archive-monitor-trs-texas-board-meeting-materials-commitments-approvals-manager-change-evidence-2026-06-21-active", "signal_subject": "TRS Texas Board Meeting Materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-07-16", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "agenda-monitor-trs-texas-board-meeting-materials-commitments-approvals-manager-changes-2026-07-16-active", "signal_subject": "TRS Texas Board Meeting Materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-07-16", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "calendar-monitor-trs-texas-july-2026-board-materials-board-approvals-commitments-manager-changes-2026-07-16-monitor", "signal_subject": "TRS Texas July 2026 board materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "2026-07-17" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "The local queue and exact-deadline monitor both keep the July 16-17 meeting active, but the meeting-specific URLs are still missing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-trs-texas-july-2026-board-materials-board-book-agenda-manager-change-extraction-2026-06-19-monitor", "signal_subject": "TRS Texas July 2026 board materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "The local queue keeps the July meeting active, but the meeting-specific URLs are still missing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-trs-texas-july-2026-board-materials-board-book-agenda-manager-change-extraction-2026-06-19-active", "signal_subject": "TRS Texas July 2026 board materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar converted TRS Texas archive monitoring into a date-specific extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-trs-texas-july-2026-board-materials-board-book-agenda-manager-change-extraction-2026-06-19-monitor", "signal_subject": "TRS Texas July 2026 board materials", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-07-16", "display_citation_count": 6, "evidence_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "pattern": "The site shows upcoming July 16-17, 2026 board materials and archives every board meeting with agenda, minutes, recordings, and board books.", "priority_score": 67.0, "raw_citation_count": 9, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "agenda_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "commitments / approvals / manager changes", "subject": "TRS Texas Board Meeting Materials" }, { "action": "Watch board and committee agendas plus email notifications for investment, finance, and admin reviews.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The committee calendar is a near-term board-adjacent route that can expose manager-review cues before a formal RFP appears.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/board-meeting-agendas-minutes", "page_ref": "Primary URL recovered from local provenance", "signal_id": "calendar-monitor-kcera-finance-committee-june-2026-finance-investment-admin-review-monitor-2026-06-19-monitor", "signal_subject": "KCERA Finance Committee June 2026", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-23", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/board-meeting-agendas-minutes", "page_ref": "Primary URL recovered from local provenance", "signal_id": "agenda-monitor-kcera-board-agendas-and-minutes-investment-finance-admin-reviews-2026-06-23-active", "signal_subject": "KCERA Board Agendas and Minutes", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-23", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/board-meeting-agendas-minutes", "page_ref": "Primary URL recovered from local provenance", "signal_id": "calendar-monitor-kcera-finance-committee-june-2026-finance-investment-admin-review-monitor-2026-06-23-monitor", "signal_subject": "KCERA Finance Committee June 2026", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes", "source_type": "url", "valid_until": "2026-06-23" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.82, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar identified KCERA Finance Committee as a non-top-20 monitor-worthy funding/procurement cadence.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/board-meeting-agendas-minutes", "page_ref": "Primary URL recovered from local provenance", "signal_id": "calendar-monitor-kcera-finance-committee-june-2026-committee-agenda-investment-finance-review-2026-06-19-monitor", "signal_subject": "KCERA Finance Committee June 2026", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes", "source_type": "url", "valid_until": "2026-06-23" } ], "confidence": 0.95, "deadline_or_window": "2026-06-23", "display_citation_count": 4, "evidence_url": "https://www.kcera.org/board-meeting-agendas-minutes", "pattern": "KCERA posts agendas online, runs separate Administrative, Finance, and Investment Committees, and the calendar shows a June 23, 2026 Finance Committee meeting.", "priority_score": 67.0, "raw_citation_count": 4, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "agenda_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "investment / finance / admin reviews", "subject": "KCERA Board Agendas and Minutes" }, { "action": "Treat iConnections as both an event brand and a decision-tool surface; optimize manager profile fields, investor-search tags, meeting-request text, availability, and Co-Pilot-visible data before event cycles.", "aeo_geo_surface": "iConnections web platform, iConnections mobile platform, Co-Pilot dashboard, event app, allocator search filters", "buyer_or_gatekeeper": "surface", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official iConnections events page describes targeted investor/fund searches, one-on-one/team video meetings, attendee profiles, Co-Pilot dashboards, and meeting statistics.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.iconnections.io/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-surface-iconnections-events-platform-allocator-manager-matching-event-app-data-and-co-pilot-workflow-2026-06-19-active", "signal_subject": "iConnections Events Platform", "source_path": "https://www.iconnections.io/events", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.iconnections.io/events", "pattern": "iConnections exposes the control plane for event meetings: 80+ investor/fund search data points, messaging, scheduling, video meetings, profile editing, meeting requests, attendance monitoring, and event statistics.", "priority_score": 67.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "decision_tool_surface", "sme_verify_question": "Which iConnections profile fields most strongly determine allocator discovery and meeting acceptance for quant hedge funds?", "status": "active", "strategy": "allocator-manager matching, event-app data, and Co-Pilot workflow", "subject": "iConnections Events Platform" }, { "action": "Register and target CIOs, market heads, investment advisors, fund selectors, and relationship managers with private-bank-compatible quant sleeves.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "distribution-event-open-asian-private-banker-alternatives-selection-nexus-2026-apac-private-bank-alternatives-fund-selector-access-2026-06-19-active", "signal_subject": "Asian Private Banker Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-07-07", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 7 July 2026 Hong Kong and 9 July 2026 Singapore for Alternatives Selection Nexus 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-alternatives-selection-nexus-2026-apac-private-bank-alternatives-business-matching-2026-07-07-open", "signal_subject": "APB Alternatives Selection Nexus 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-07-09" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-10-13", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official APB page lists 13 October 2026 Hong Kong and 15 October 2026 Singapore with registration link and sponsorship/speaking contact path.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/events/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-event-route-apb-summit-2026-apac-private-wealth-cio-and-fund-selector-access-2026-10-13-open", "signal_subject": "APB Summit 2026", "source_path": "https://asianprivatebanker.com/events/", "source_type": "url", "valid_until": "2026-10-15" } ], "confidence": 0.95, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://asianprivatebanker.com/events/", "pattern": "APB Summit 2026 brings together 800+ private-wealth decision makers in Hong Kong and Singapore, including fund selectors, investment advisors, CIOs, market heads, and relationship managers.", "priority_score": 67.0, "raw_citation_count": 5, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "distribution_event_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "private banks / CIOs / relationship managers", "subject": "Asian Private Banker Summit 2026" }, { "action": "Register, sponsor, or seek speaker slots for Dubai, Singapore, and Hong Kong private wealth forums; tailor quant materials to HNW insurance, private capital, and independent wealth managers.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://pdf.hubbis.com/pdf/2026-events-public-forums.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "distribution-event-open-hubbis-2026-apac-and-middle-east-forums-private-wealth-insurance-ocio-private-capital-2026-06-19-active", "signal_subject": "Hubbis 2026 APAC and Middle East forums", "source_path": "https://pdf.hubbis.com/pdf/2026-events-public-forums.pdf", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://pdf.hubbis.com/pdf/2026-events-public-forums.pdf", "pattern": "The public 2026 Hubbis schedule spans Dubai, Singapore, and Hong Kong forums, including Independent Wealth Management, HNW Insurance, Middle East Private Capital, and Wealth Planning/Structuring events.", "priority_score": 67.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "distribution_event_open", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "private wealth / insurance / OCIO / private capital", "subject": "Hubbis 2026 APAC and Middle East forums" }, { "action": "Present a data-room-grade diligence package to Aksia, emphasizing transparency, alignment, and operational controls rather than marketing language.", "aeo_geo_surface": "Aksia manager portal and MAX", "buyer_or_gatekeeper": "consultant", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-portal-channel-aksia-manager-portal-and-max-odd-manager-research-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: map high-priority Aksia pitch-calendar row to the official Aksia web and manager/client workflow surfaces.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-manager-portal-and-max-evidence-backfilled-manager-research-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia Manager Portal and MAX evidence-backfilled", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia homepage exposes a Manager Portal link and describes hedge-fund research, global sourcing, ODD, and MAX client analytics.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-surface-aksia-manager-portal-aksia-manager-facing-intake-and-data-maintenance-route-2026-06-19-open", "signal_subject": "Aksia Manager Portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official Aksia page describes hedge-fund assets under supervision, sub-strategy coverage, strategy-edge analysis, team/alignment/risk review, investigative ODD, and small/mid-sized manager sourcing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "odd-gate-aksia-hedge-fund-research-and-odd-workflow-aksia-hedge-fund-selection-and-operational-due-diligence-gate-2026-06-19-active", "signal_subject": "Aksia hedge fund research and ODD workflow", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Rawls workflow retrieval sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.aksia.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-aksia-max-and-manager-portal-manager-portal-odd-client-reporting-2026-06-19-active", "signal_subject": "Aksia MAX and manager portal", "source_path": "https://www.aksia.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.aksia.com/", "pattern": "Aksia's public positioning is research-heavy and diligence-heavy, with a manager portal, MAX client login, and explicit ODD emphasis.", "priority_score": 67.0, "raw_citation_count": 5, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "manager_portal_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "ODD / manager research / client reporting", "subject": "Aksia Manager Portal and MAX" }, { "action": "Watch investment procurement pages for manager and consultant RFPs.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-monitor-chicago-teachers-pension-fund-procurement-and-service-providers-investment-procurement-adviser-and-manager-rfps-2026-06-active", "signal_subject": "Chicago Teachers' Pension Fund Procurement and Service Providers", "source_path": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax tick46 official-source upgrade from sidecar source-backfill pass; keeps trade-press Chicago RFP specificity but adds official procurement surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-open-chicago-teachers-pension-fund-procurement-and-consultant-renewal-monitor-public-pension-procurement-investment-consultant-renewal-alternatives-rfp-monitor-2026-06-19-monitor", "signal_subject": "Chicago Teachers Pension Fund procurement and consultant-renewal monitor", "source_path": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "source_type": "url", "valid_until": "2026-06-30" } ], "confidence": 0.95, "deadline_or_window": "2026-06", "display_citation_count": 2, "evidence_url": "https://www.ctpf.org/about-ctpf/procurement-service-providers", "pattern": "CTPF splits solicitations into Investment and Non-Investment Procurements and says investment advisers/managers are procured competitively.", "priority_score": 67.0, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "rfp_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "investment procurement / adviser and manager RFPs", "subject": "Chicago Teachers' Pension Fund Procurement and Service Providers" }, { "action": "Contact Monte Tarbox within 60 days of permanent appointment (March 2026). Tarbox has diversified pension investment background (AFL-CIO Investment Trust, union funds) and stated focus on expanding alternative investments. Position hedge funds as risk-mitigation tools and complement to growing private equity/credit focus.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-03-01", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Contact Monte Tarbox within 60 days of permanent appointment (March 2026). Tarbox has diversified pension investment background (AFL-CIO Investment Trust, union funds) and stated focus on expanding alternative investments. Position hedge funds as risk-mitigation tools and complement to growing private equity/credit focus.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.ai-cio.com/news/monte-tarbox-named-permanent-cio-of-316b-nyc-retirement-system/", "page_ref": "", "signal_id": "new-cio-new-york-city-bureau-of-asset-management-nyc-retirement-system-2026-03-01-active", "signal_subject": "New York City Bureau of Asset Management (NYC Retirement System)", "source_path": "https://www.ai-cio.com/news/monte-tarbox-named-permanent-cio-of-316b-nyc-retirement-system/", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-03-01", "display_citation_count": 1, "evidence_url": "https://www.ai-cio.com/news/monte-tarbox-named-permanent-cio-of-316b-nyc-retirement-system/", "pattern": "", "priority_score": 67.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "new_cio", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "New York City Bureau of Asset Management (NYC Retirement System)" }, { "action": "Extract the March 2026 disclosure PDF into normalized manager, asset-class, transaction, hire/termination, placement-agent, and amount fields.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified the March 2026 NYSCRF disclosure PDF as the first exact monthly extraction artifact.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-nyscrf-march-2026-monthly-disclosure-pdf-monthly-disclosure-manager-hire-and-transaction-tape-2026-03-active", "signal_subject": "NYSCRF March 2026 monthly disclosure PDF", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official report shows no public-equity activity, Advent Capital liquidation, Capital Constellation Generation Fund V commitment in OARS, Emerging Manager Program Stride commitment, and repeated no-placement-agent statements.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "packet-delta-priority-nyscrf-march-2026-monthly-transaction-report-manager-hire-termination-tape-and-oars-commitment-extraction-2026-03-active", "signal_subject": "NYSCRF March 2026 Monthly Transaction Report", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-packet-download-queue-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-active", "signal_subject": "NYSCRF Monthly Disclosure of Investments and Transactions", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 11:45:58", "as_of_date": "2026-03-05", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "March 2026 NYSCRF report shows a new $50M commitment to Capital Constellation Generation Fund V under Opportunistic Absolute Return Strategies.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "page_ref": "", "signal_id": "new-commitment-new-york-state-common-retirement-fund-opportunistic-absolute-return-2026-03-05-active", "signal_subject": "New York State Common Retirement Fund", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-03", "display_citation_count": 4, "evidence_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "pattern": "The March 2026 PDF is a live disclosure artifact that can be normalized into a manager-hire and transaction tape, not just summarized as a report.", "priority_score": 67.0, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "artifact_extraction", "sme_verify_question": "Ask a NYSCRF SME which transaction categories are most predictive of future hedge-fund or systematic manager searches.", "status": "active", "strategy": "monthly disclosure / manager hire and transaction tape", "subject": "NYSCRF March 2026 monthly disclosure PDF" }, { "action": "Treat the secure proposal portal as a standing intake route and extract the submission requirements into a pitch packet with diligence-ready fields.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 8, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "proposal-portal-open-calpers-investment-proposal-submission-direct-proposal-intake-systematic-public-strategy-submission-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-investment-proposal-submission-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official CalPERS page directly states external managers may submit proposals to the Investment Office and explains the review outcomes.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-calpers-investment-proposal-submission-official-portal-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission official portal", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Live official page opened on 2026-06-19.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "live-official-source-verified-calpers-investment-proposal-submission-live-official-page-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "signal_subject": "CalPERS Investment Proposal Submission live official page", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified CalPERS proposal submission as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-calpers-investment-proposal-submission-extraction-direct-proposal-portal-diligence-packet-2026-06-19-active", "signal_subject": "CalPERS Investment Proposal Submission extraction", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "pattern": "A direct proposal-submission page creates a live intake path even when no formal RFP is open.", "priority_score": 66.8, "raw_citation_count": 8, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "artifact_extraction", "sme_verify_question": "Ask a CalPERS SME whether unsolicited proposals are triaged centrally, asset-class-team routed, or ignored without a relationship sponsor.", "status": "active", "strategy": "direct proposal portal / diligence packet", "subject": "CalPERS Investment Proposal Submission extraction" }, { "action": "Route a fund or structured-offering pitch through the institutional investors and marketplace path, with clean reporting and diligence metadata.", "aeo_geo_surface": "iCapital marketplace and due diligence", "buyer_or_gatekeeper": "vendor", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.icapital.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "distribution-channel-change-icapital-marketplace-and-due-diligence-surfaces-alternatives-marketplace-reporting-diligence-metadata-2026-06-19-active", "signal_subject": "iCapital marketplace and due diligence surfaces", "source_path": "https://www.icapital.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: replace local private-wealth channel evidence with direct iCapital platform URL.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.icapital.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "workflow-retrieval-surface-icapital-marketplace-and-due-diligence-evidence-backfilled-advisor-alternatives-marketplace-diligence-metadata-2026-06-19-active", "signal_subject": "iCapital marketplace and due diligence evidence-backfilled", "source_path": "https://www.icapital.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.icapital.com/", "pattern": "iCapital exposes institutional channel surfaces plus marketplace, reporting, and due-diligence functions that mediate fund access.", "priority_score": 66.8, "raw_citation_count": 2, "required_packet": "DDQ/ODD packet, data-room index, risk reporting appendix", "signal_type": "distribution_channel_change", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "alternatives marketplace / reporting / diligence metadata", "subject": "iCapital marketplace and due diligence surfaces" }, { "action": "Use the AC Investment Committee for liquidity, currency, and portfolio-construction conversations.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Non-US allocator committee sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.omers.com/annual-reporting", "page_ref": "Primary URL recovered from local provenance", "signal_id": "governance-route-omers-liquidity-currency-portfolio-construction-2026-06-19-active", "signal_subject": "OMERS", "source_path": "https://www.omers.com/annual-reporting", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.omers.com/annual-reporting", "pattern": "OMERS says its board committees monitor liquidity management, foreign currency strategy, and portfolio construction.", "priority_score": 66.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "governance_route", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "liquidity / currency / portfolio construction", "subject": "OMERS" }, { "action": "Track trustee and investment advisory materials for policy changes, mandates, and manager approvals.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-09", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/oversight/trustees/trustees-meeting-materials/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "agenda-monitor-florida-sba-trustee-meeting-materials-policy-changes-mandates-manager-approvals-2026-06-09-active", "signal_subject": "Florida SBA Trustee Meeting Materials", "source_path": "https://www.sbafla.com/oversight/trustees/trustees-meeting-materials/", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-06-09", "display_citation_count": 1, "evidence_url": "https://www.sbafla.com/oversight/trustees/trustees-meeting-materials/", "pattern": "Trustee materials are posted by date; the 2026 archive includes June 9 and February 24 meetings, and the site exposes IAC materials and investment-agreement sections.", "priority_score": 66.8, "raw_citation_count": 1, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "agenda_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "policy changes / mandates / manager approvals", "subject": "Florida SBA Trustee Meeting Materials" }, { "action": "Monitor emerging-manager graduation and conference pages for trust-level allocations and new-manager development.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-03", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://trs.texas.gov/investments/teams/emerging-managers", "page_ref": "Primary URL recovered from local provenance", "signal_id": "emerging-manager-channel-trs-texas-emerging-manager-program-emerging-manager-graduation-trust-level-allocations-2026-03-active", "signal_subject": "TRS Texas Emerging Manager Program", "source_path": "https://trs.texas.gov/investments/teams/emerging-managers", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-03", "display_citation_count": 1, "evidence_url": "https://trs.texas.gov/investments/teams/emerging-managers", "pattern": "TRS defines emerging managers as under $3B AUM, targets first-time investments, and says graduation moves managers to the Premier List with trust-level allocations.", "priority_score": 66.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "emerging_manager_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "emerging manager graduation / trust-level allocations", "subject": "TRS Texas Emerging Manager Program" }, { "action": "Extract the public manager-opportunity criteria and qualification path so the strategy can be matched to the current intake surface and size thresholds.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 7, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-intake-open-calpers-public-investment-manager-opportunities-public-manager-registration-roster-watch-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface, distinct from the generic CalPERS opportunities page.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-public-investment-manager-opportunities-liquid-quant-systematic-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official CalPERS page lists firm history, strategy performance history, GIPS compliance, AUM, strategy AUM, and regulatory-registration qualifications.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-calpers-public-investment-manager-opportunities-official-evestment-path-global-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities official eVestment path", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Live official page opened on 2026-06-19.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "live-official-source-verified-calpers-public-investment-manager-opportunities-live-official-page-public-manager-qualification-and-evestment-discovery-2026-06-19-open", "signal_subject": "CalPERS Public Investment Manager Opportunities live official page", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified CalPERS public manager opportunities as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-calpers-public-investment-manager-opportunities-extraction-public-manager-opportunity-criteria-qualification-path-2026-06-19-active", "signal_subject": "CalPERS Public Investment Manager Opportunities extraction", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "source_type": "url", "valid_until": "" } ], "confidence": 0.93, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "pattern": "CalPERS exposes a public investment manager opportunity surface that routes qualified managers through eVestment and related direct outreach.", "priority_score": 66.6, "raw_citation_count": 7, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "artifact_extraction", "sme_verify_question": "Ask a CalPERS or public-pension consultant SME whether eVestment profile completeness or direct staff contact is the stronger first-touch route for systematic public managers.", "status": "active", "strategy": "public manager-opportunity criteria / qualification path", "subject": "CalPERS Public Investment Manager Opportunities extraction" }, { "action": "Use the CIO and group-management stack before escalating to the Supervisory Board.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Non-US allocator committee sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.atp.dk/en/about-us/atps-group-management", "page_ref": "Primary URL recovered from local provenance", "signal_id": "governance-route-atp-systematic-liquid-alternatives-2026-06-19-active", "signal_subject": "ATP", "source_path": "https://www.atp.dk/en/about-us/atps-group-management", "source_type": "url", "valid_until": "" } ], "confidence": 0.93, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.atp.dk/en/about-us/atps-group-management", "pattern": "ATP identifies the Supervisory Board as the supreme governing body and names a CIO inside Group Management.", "priority_score": 66.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "governance_route", "sme_verify_question": "Does ATP expose a current strategy sleeve size or only governance routing?", "status": "active", "strategy": "systematic / liquid alternatives", "subject": "ATP" }, { "action": "Use the future-solicitation intake form to anticipate upcoming procurement and manager searches.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 7, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Official form requests contact information and service interests and says SBA will attempt to notify matching firms.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-official-form-future-procurement-notification-intake-2026-06-19-open", "signal_subject": "Florida SBA Future Solicitations Request official form", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-and-manager-search-notification-2026-06-active", "signal_subject": "Florida SBA Future Solicitations Request", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-notification-vendor-interest-intake-2026-06-19-active", "signal_subject": "Florida SBA Future Solicitations Request", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rolling-intake-florida-sba-future-solicitations-future-solicitation-intake-procurement-notification-2026-06-19-monitor", "signal_subject": "Florida SBA future solicitations", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar identified Florida SBA future solicitations as an underused rolling-intake surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.sbafla.com/partners/future-solicitations-request/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rolling-intake-florida-sba-future-solicitations-future-procurement-vendor-notification-intake-2026-06-19-monitor", "signal_subject": "Florida SBA future solicitations", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "source_type": "url", "valid_until": "" } ], "confidence": 0.93, "deadline_or_window": "2026-06", "display_citation_count": 5, "evidence_url": "https://www.sbafla.com/partners/future-solicitations-request/", "pattern": "Prospective vendors can submit interests across categories; SBA says it will notify firms when solicitations match their criteria.", "priority_score": 66.6, "raw_citation_count": 7, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "future_solicitation_intake", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "future procurement and manager search notification", "subject": "Florida SBA Future Solicitations Request" }, { "action": "Extract the emerging-manager eligibility, graduation, and allocation language so the route can be mapped to the correct asset-class partner and contact surface.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "emerging-manager-channel-nyscrf-emerging-manager-program-emerging-manager-graduation-allocation-parameters-2026-03-active", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "emerging-manager-window-nyscrf-emerging-manager-program-emerging-manager-graduation-direct-allocation-window-2026-06-19-active", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-registration-open-nyscrf-emerging-manager-program-emerging-manager-pipeline-systematic-public-strategies-2026-06-19-open", "signal_subject": "NYSCRF Emerging Manager Program", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Bernoulli board-artifact sidecar identified NYSCRF Emerging Manager Program as a pitch-now extraction task.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-nyscrf-emerging-manager-program-extraction-emerging-manager-eligibility-graduation-allocation-route-2026-06-19-active", "signal_subject": "NYSCRF Emerging Manager Program extraction", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "pattern": "Emerging-manager programs are standing pipeline surfaces where smaller or newer systematic managers can be evaluated outside a one-off RFP calendar.", "priority_score": 66.4, "raw_citation_count": 6, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "artifact_extraction", "sme_verify_question": "Ask a NYSCRF SME whether emerging-manager intake differs for systematic liquid strategies versus private markets or long-only public markets.", "status": "active", "strategy": "emerging-manager eligibility / graduation / allocation route", "subject": "NYSCRF Emerging Manager Program extraction" }, { "action": "Split Chicago Teachers procurement monitoring from any merged Chicago pension RFP cluster; use the CTPF investment-procurement page as the official source for CTPF-specific investment RFP monitoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Kuhn official-source triage found CTPF Investment Procurements as the clean official replacement for the Chicago Teachers side of the Chicago RFP cluster.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/post/investment-procurements", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-ctpf-investment-procurements-official-source-split-investment-procurement-consultant-and-manager-searches-2026-06-19-active", "signal_subject": "CTPF Investment Procurements official source split", "source_path": "https://www.ctpf.org/post/investment-procurements", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.78, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg returned CTPF and MEABF as official-source paths for the Chicago source-quality row.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/post/investment-procurements", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-chicago-pension-funds-cluster-source-remediation-alternatives-rfp-plan-level-procurement-verification-2026-06-19-monitor", "signal_subject": "Chicago Pension Funds cluster source remediation", "source_path": "https://www.ctpf.org/post/investment-procurements", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.ctpf.org/post/investment-procurements", "pattern": "Merged metro pension clusters should be decomposed into official plan-level procurement surfaces before a pitch calendar row is treated as actionable.", "priority_score": 66.4, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "official_source_upgrade", "sme_verify_question": "Ask a Chicago public-pension consultant whether CTPF investment procurements are run directly from this page or also through an external consultant database.", "status": "active", "strategy": "investment procurement / consultant and manager searches", "subject": "CTPF Investment Procurements official source split" }, { "action": "Use Hubbis registration, sponsorship, and speaker paths as direct access routes into Asian and Middle Eastern private-wealth decision makers.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://hubbis.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "semi-open-gateway-hubbis-registration-sponsorship-speaking-private-wealth-event-access-speaking-path-2026-06-19-active", "signal_subject": "Hubbis registration / sponsorship / speaking", "source_path": "https://hubbis.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://hubbis.com/", "pattern": "Hubbis exposes login/register plus sponsor-an-event and become-a-speaker paths, and its special reports include Middle East and Asian private-wealth outlooks.", "priority_score": 66.4, "raw_citation_count": 1, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "semi_open_gateway", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "private wealth event access / speaking path", "subject": "Hubbis registration / sponsorship / speaking" }, { "action": "Use the board agenda archive as the primary change detector for allocation, manager, and governance moves.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_endowment", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:28:45", "as_of_date": "2026-06-21", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/meeting-resources/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "board-archive-monitor-utimco-meeting-resources-allocation-manager-governance-change-detection-2026-06-21-active", "signal_subject": "UTIMCO Meeting Resources", "source_path": "https://www.utimco.org/meeting-resources/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-18", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "Official UTIMCO meeting resources page lists Agenda-Board of Directors-June 18, 2026 and archive columns for date, agenda, minutes, book, and audio.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/meeting-resources/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-utimco-june-18-2026-board-agenda-official-link-board-archive-allocation-and-manager-change-detector-2026-06-18-active", "signal_subject": "UTIMCO June 18 2026 Board Agenda official link", "source_path": "https://www.utimco.org/meeting-resources/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "The official page shows a June 18, 2026 agenda row and a book link on that row, so the remaining task is row-level normalization.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/meeting-resources/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "artifact-extraction-utimco-meeting-resources-board-archive-allocation-and-manager-change-detector-2026-06-19-active", "signal_subject": "UTIMCO Meeting Resources", "source_path": "https://www.utimco.org/meeting-resources/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-18", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/meeting-resources/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "agenda-monitor-utimco-meeting-resources-allocation-manager-governance-change-detection-2026-06-18-active", "signal_subject": "UTIMCO Meeting Resources", "source_path": "https://www.utimco.org/meeting-resources/", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-06-18", "display_citation_count": 4, "evidence_url": "https://www.utimco.org/meeting-resources/", "pattern": "Posted meetings show a June 18, 2026 Board of Directors agenda and book; the archive keeps agenda/book/audio for each meeting.", "priority_score": 66.4, "raw_citation_count": 5, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "agenda_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "allocation / manager / governance change detection", "subject": "UTIMCO Meeting Resources" }, { "action": "TRS completed nine allocations across private equity, hedge funds, private credit and real assets (March 2026). Hedge fund sleeve is $4.3B with target allocation at 4% of total portfolio. Contact TRS Investment Committee to discuss expansion opportunities, event-driven strategies, and risk-parity positioning.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-03-31", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "TRS completed nine allocations across private equity, hedge funds, private credit and real assets (March 2026). Hedge fund sleeve is $4.3B with target allocation at 4% of total portfolio. Contact TRS Investment Committee to discuss expansion opportunities, event-driven strategies, and risk-parity positioning.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.alternativeswatch.com/2026/03/03/illinois-teachers-allocates-hedge-funds-private-markets/", "page_ref": "", "signal_id": "allocation-increase-teachers-retirement-system-of-illinois-trs-2026-03-31-active", "signal_subject": "Teachers' Retirement System of Illinois (TRS)", "source_path": "https://www.alternativeswatch.com/2026/03/03/illinois-teachers-allocates-hedge-funds-private-markets/", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-03-31", "display_citation_count": 1, "evidence_url": "https://www.alternativeswatch.com/2026/03/03/illinois-teachers-allocates-hedge-funds-private-markets/", "pattern": "", "priority_score": 66.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_increase", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Teachers' Retirement System of Illinois (TRS)" }, { "action": "UTIMCO approved $300M hedge fund allocation at March 5, 2026 board meeting. UTIMCO is largest university endowment fund manager in US. Maintains 5% overweight to AI via hedge fund strategies and infrastructure. Contact endowment to discuss expanded mandate for AI-focused hedge funds and how UTIMCO's Texas A&M co-management can leverage hedge fund strategies.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-03-05", "confidence": 0.92, "display_note": "Displayed as secondary online evidence; verify against a primary source before relying on it as official proof.", "evidence_tier": "secondary", "excerpt": "UTIMCO approved $300M hedge fund allocation at March 5, 2026 board meeting. UTIMCO is largest university endowment fund manager in US. Maintains 5% overweight to AI via hedge fund strategies and infrastructure. Contact endowment to discuss expanded mandate for AI-focused hedge funds and how UTIMCO's Texas A&M co-management can leverage hedge fund strategies.", "is_internal_synthesis": false, "is_primary": false, "is_secondary_source": true, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.pionline.com/searches-hires-mandates/pi-utimco-university-texas-investment-management-hedge-fund-allocation-march-2026/", "page_ref": "", "signal_id": "allocation-increase-university-of-texas-investment-management-co-utimco-2026-03-05-active", "signal_subject": "University of Texas Investment Management Co. (UTIMCO)", "source_path": "https://www.pionline.com/searches-hires-mandates/pi-utimco-university-texas-investment-management-hedge-fund-allocation-march-2026/", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-03-05", "display_citation_count": 1, "evidence_url": "https://www.pionline.com/searches-hires-mandates/pi-utimco-university-texas-investment-management-hedge-fund-allocation-march-2026/", "pattern": "", "priority_score": 66.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_increase", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "University of Texas Investment Management Co. (UTIMCO)" }, { "action": "Qualify and pitch family-office forums with quant, liquid-alts, and co-investment-adjacent materials for SFO/MFO audiences.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "conference", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.91, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://campdenwealth.com/events", "page_ref": "Primary URL recovered from local provenance", "signal_id": "family-office-channel-campden-wealth-events-family-office-alternatives-qualified-forum-access-2026-06-19-active", "signal_subject": "Campden Wealth events", "source_path": "https://campdenwealth.com/events", "source_type": "url", "valid_until": "" } ], "confidence": 0.91, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://campdenwealth.com/events", "pattern": "Campden uses a qualification gate for family-office forums, with audiences described as 80-85% core decision makers; forums include family principals, SFOs, and MFOs.", "priority_score": 66.2, "raw_citation_count": 1, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "family_office_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "family-office alternatives / qualified forum access", "subject": "Campden Wealth events" }, { "action": "Use NEPC as an institutional consultant gatekeeper for hedge fund manager search, especially where allocations flow through endowments, healthcare, pensions, or OCIO mandates.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.91, "display_note": "", "evidence_tier": "primary", "excerpt": "NEPC serves institutions and has alternatives consulting and manager-selection coverage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.nepc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "consultant-gatekeeper-nepc-alternatives-consulting-ocio-active", "signal_subject": "NEPC", "source_path": "https://www.nepc.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.91, "deadline_or_window": "", "display_citation_count": 1, "evidence_url": "https://www.nepc.com/", "pattern": "Consultant-led alternatives diligence can determine which managers enter the allocator search set before any public RFP appears.", "priority_score": 66.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "consultant_gatekeeper", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "alternatives consulting / OCIO", "subject": "NEPC" }, { "action": "Build a people-move watchlist for private-bank and family-office CIO changes; use transitions as pitch-window triggers and as AEO/GEO topics for who-moved-where coverage.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "Plato APAC/Middle East distribution sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://asianprivatebanker.com/about-us/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "people-move-monitor-asian-private-banker-intelligence-apac-private-bank-cio-transitions-people-moves-2026-06-19-active", "signal_subject": "Asian Private Banker intelligence", "source_path": "https://asianprivatebanker.com/about-us/", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://asianprivatebanker.com/about-us/", "pattern": "The intelligence feed reaches 10k+ private-banking, family-office, and investment professionals and surfaces leadership changes including Middle East coverage.", "priority_score": 66.0, "raw_citation_count": 1, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "people_move_monitor", "sme_verify_question": "Which APB intel surface best exposes a fresh CIO move before the forum cycle turns?", "status": "active", "strategy": "APAC private-bank CIO transitions / people moves", "subject": "Asian Private Banker intelligence" }, { "action": "Build manager-alignment packet for ABN Amro IS style diligence: NZAM stance, voting record, climate target credibility, strategy-level ESG integration, and mandate customization.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 19:59:43", "as_of_date": "2026-06-18", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "ABN Amro IS works with 25 external managers on mandate side and uses engagement, due diligence, voting transparency, and mandate structures for manager alignment.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/speaking-the-same-language-abn-amro-im-on-net-zero-ambitions-and-manager-alignment", "page_ref": "", "signal_id": "manager-selection-criteria-abn-amro-investment-solutions-manager-alignment-workflow-external-manager-climate-alignment-voting-transparency-article-8-9-and-mandate-structure-diligence-2026-06-18-active", "signal_subject": "ABN Amro Investment Solutions manager alignment workflow", "source_path": "https://www.netzeroinvestor.net/news-and-views/speaking-the-same-language-abn-amro-im-on-net-zero-ambitions-and-manager-alignment", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2026-06-18", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/speaking-the-same-language-abn-amro-im-on-net-zero-ambitions-and-manager-alignment", "pattern": "ABN Amro IS uses engagement, operational due diligence, manager due diligence, voting-pattern review, and mandate structures to keep external managers aligned with client net-zero goals.", "priority_score": 66.0, "raw_citation_count": 1, "required_packet": "DDQ/ODD packet, data-room index, risk reporting appendix", "signal_type": "manager_selection_criteria", "sme_verify_question": "Ask European multi-manager/OCIO SME which voting and mandate-structure evidence ABN Amro-style allocators require before replacing or retaining external managers.", "status": "active", "strategy": "external manager climate alignment, voting transparency, Article 8/9 and mandate-structure diligence", "subject": "ABN Amro Investment Solutions manager alignment workflow" }, { "action": "RFP closed Feb 20, 2026 for managed account platform provider. Selected firm will identify/negotiate with prime brokers and administrators. Implies MassPRIM is expanding hedge fund infrastructure and looking for new manager relationships. Hedge funds returned 9.4% in last reporting period. Follow up on selection announcements (May-June 2026) to identify expansion opportunities.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-02-20", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "RFP closed Feb 20, 2026 for managed account platform provider. Selected firm will identify/negotiate with prime brokers and administrators. Implies MassPRIM is expanding hedge fund infrastructure and looking for new manager relationships. Hedge funds returned 9.4% in last reporting period. Follow up on selection announcements (May-June 2026) to identify expansion opportunities.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.alternativeswatch.com/2026/02/18/massprim-rfp-hedge-fund-managed-account-platform-services/", "page_ref": "", "signal_id": "rfp-massachusetts-pension-reserves-investment-management-board-massprim-2026-02-20-active", "signal_subject": "Massachusetts Pension Reserves Investment Management Board (MassPRIM)", "source_path": "https://www.alternativeswatch.com/2026/02/18/massprim-rfp-hedge-fund-managed-account-platform-services/", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2026-02-20", "display_citation_count": 1, "evidence_url": "https://www.alternativeswatch.com/2026/02/18/massprim-rfp-hedge-fund-managed-account-platform-services/", "pattern": "", "priority_score": 66.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "rfp", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Massachusetts Pension Reserves Investment Management Board (MassPRIM)" }, { "action": "NY Common directed $850M+ into PE, credit, real estate in January 2026. Absolute return strategies now 8.9% of portfolio (grew from lower base). Credit pulled $550M in single month. Contact fund with absolute return/hedge fund opportunity to participate in tactical allocations across credit, macro, and event-driven strategies.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-01-31", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "NY Common directed $850M+ into PE, credit, real estate in January 2026. Absolute return strategies now 8.9% of portfolio (grew from lower base). Credit pulled $550M in single month. Contact fund with absolute return/hedge fund opportunity to participate in tactical allocations across credit, macro, and event-driven strategies.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.connectmoney.com/stories/ny-common-fund-leans-into-private-markets-as-credit-books-9-of-assets/", "page_ref": "", "signal_id": "allocation-increase-new-york-state-common-retirement-fund-2026-01-31-active", "signal_subject": "New York State Common Retirement Fund", "source_path": "https://www.connectmoney.com/stories/ny-common-fund-leans-into-private-markets-as-credit-books-9-of-assets/", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2026-01-31", "display_citation_count": 1, "evidence_url": "https://www.connectmoney.com/stories/ny-common-fund-leans-into-private-markets-as-credit-books-9-of-assets/", "pattern": "", "priority_score": 66.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_increase", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "New York State Common Retirement Fund" }, { "action": "UC Board eliminated hedge fund (absolute return) allocation effective July 1, 2025. While negative signal for UC directly, this represents consolidation of alternatives into PE/VC focus. Use as data point for contrarian positioning: UC's competitors (Harvard, Yale, Stanford) maintaining larger hedge fund allocations and seeing superior risk-adjusted returns. Position hedge funds to peer institutions making opposite allocation choice.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2025-07-01", "confidence": 0.9, "display_note": "Displayed as secondary online evidence; verify against a primary source before relying on it as official proof.", "evidence_tier": "secondary", "excerpt": "UC Board eliminated hedge fund (absolute return) allocation effective July 1, 2025. While negative signal for UC directly, this represents consolidation of alternatives into PE/VC focus. Use as data point for contrarian positioning: UC's competitors (Harvard, Yale, Stanford) maintaining larger hedge fund allocations and seeing superior risk-adjusted returns. Position hedge funds to peer institutio", "is_internal_synthesis": false, "is_primary": false, "is_secondary_source": true, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.pionline.com/institutional-investors/endowments-foundations/pi-university-california-hedge-funds-endowment-asset-allocation/", "page_ref": "", "signal_id": "allocation-shift-university-of-california-endowment-198-billion-2025-07-01-active", "signal_subject": "University of California Endowment ($198 billion)", "source_path": "https://www.pionline.com/institutional-investors/endowments-foundations/pi-university-california-hedge-funds-endowment-asset-allocation/", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2025-07-01", "display_citation_count": 1, "evidence_url": "https://www.pionline.com/institutional-investors/endowments-foundations/pi-university-california-hedge-funds-endowment-asset-allocation/", "pattern": "", "priority_score": 66.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_shift", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "University of California Endowment ($198 billion)" }, { "action": "Use Wilshire as a consultant channel for alternative-asset and hedge-fund-adjacent manager selection across institutional and intermediary relationships.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "Wilshire combines consulting, manager search, OCIO, and alternative assets services.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wilshire.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "consultant-gatekeeper-wilshire-investment-consulting-ocio-alternative-assets-active", "signal_subject": "Wilshire", "source_path": "https://www.wilshire.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "", "display_citation_count": 1, "evidence_url": "https://www.wilshire.com/", "pattern": "Manager-search and OCIO platforms are hidden influencers over allocator shortlists.", "priority_score": 66.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "consultant_gatekeeper", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "investment consulting / OCIO / alternative assets", "subject": "Wilshire" }, { "action": "Harvard's $17.6B hedge fund allocation grew after strong FY25 returns (11.9%). Hedge funds drove portfolio outperformance; fund is actively selecting managers across uncorrelated, long-short, multi-strategy, and credit strategies. Contact Harvard endowment team with manager introductions, track record in non-correlated strategies, and performance in risk-off environments.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-06-30", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Harvard's $17.6B hedge fund allocation grew after strong FY25 returns (11.9%). Hedge funds drove portfolio outperformance; fund is actively selecting managers across uncorrelated, long-short, multi-strategy, and credit strategies. Contact Harvard endowment team with manager introductions, track record in non-correlated strategies, and performance in risk-off environments.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "page_ref": "", "signal_id": "manager-search-harvard-university-endowment-2026-06-30-active", "signal_subject": "Harvard University Endowment", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-06-30", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "Ivy League endowments maintain 20-34% hedge fund allocations (FY25 data). Strong double-digit returns across cohort (11.5% average for top tier). Endowments posting 14-16% returns have concentrated AI and crypto positions via hedge funds. Position hedge funds as core endowment allocation class; emphasize alpha generation and downside risk management.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "page_ref": "", "signal_id": "allocation-increase-ivy-league-endowment-cohort-yale-princeton-columbia-penn-cornell-2026-06-30-active", "signal_subject": "Ivy League Endowment Cohort (Yale, Princeton, Columbia, Penn, Cornell)", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged Harvard's active calendar row as overpromoted without official allocation/search evidence.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "signal_subject": "Harvard University Endowment hedge-fund allocation source remediation", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2026-06-30", "display_citation_count": 3, "evidence_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "pattern": "", "priority_score": 65.6, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "manager_search", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Harvard University Endowment" }, { "action": "Split MEABF from any merged Chicago pension RFP cluster; monitor the MEABF procurement page separately for service-provider or investment-adjacent searches.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Kuhn official-source triage found MEABF Procurement Opportunities as the official surface for the MEABF side of the Chicago RFP cluster.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.meabf.org/procurement-opportunities/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-meabf-procurement-opportunities-official-source-split-procurement-service-provider-and-investment-adjacent-searches-2026-06-19-active", "signal_subject": "MEABF Procurement Opportunities official source split", "source_path": "https://www.meabf.org/procurement-opportunities/", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.meabf.org/procurement-opportunities/", "pattern": "Separate plan-level procurement surfaces preserve routing accuracy and prevent wrong-plan evidence from contaminating outreach.", "priority_score": 65.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "official_source_upgrade", "sme_verify_question": "Ask a Chicago pension SME whether MEABF investment searches appear on this page, consultant pages, or board packets first.", "status": "active", "strategy": "procurement / service-provider and investment-adjacent searches", "subject": "MEABF Procurement Opportunities official source split" }, { "action": "KCERA has increased hedge fund target allocation to 10% (as of June 2026). Currently at 9.4%, planning $345M in annual private markets commitments through 2026. Contact pension board to discuss gap-filling hedge fund strategies that complement PE commitments and target 10% allocation build-out.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-06-01", "confidence": 0.88, "display_note": "Displayed as secondary online evidence; verify against a primary source before relying on it as official proof.", "evidence_tier": "secondary", "excerpt": "KCERA has increased hedge fund target allocation to 10% (as of June 2026). Currently at 9.4%, planning $345M in annual private markets commitments through 2026. Contact pension board to discuss gap-filling hedge fund strategies that complement PE commitments and target 10% allocation build-out.", "is_internal_synthesis": false, "is_primary": false, "is_secondary_source": true, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.pionline.com/institutional-investors/pension-funds/pi-kern-county-employees-retirement-hedge-fund-june-2026/", "page_ref": "", "signal_id": "allocation-increase-kern-county-employees-retirement-association-kcera-2026-06-01-active", "signal_subject": "Kern County Employees' Retirement Association (KCERA)", "source_path": "https://www.pionline.com/institutional-investors/pension-funds/pi-kern-county-employees-retirement-hedge-fund-june-2026/", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2026-06-01", "display_citation_count": 1, "evidence_url": "https://www.pionline.com/institutional-investors/pension-funds/pi-kern-county-employees-retirement-hedge-fund-june-2026/", "pattern": "", "priority_score": 65.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_increase", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Kern County Employees' Retirement Association (KCERA)" }, { "action": "US public pensions experiencing 'hedge fund revival' with 10 new hires tracking $2.67B through March 2026. Nearly 50% of surveyed allocators plan to increase hedge fund allocations. Many pensions remain underweight hedge funds (vs. 2010s allocations) with risk-mitigation trend as primary driver. Broad-based opportunity across institutional investor base. Launch targeted outreach to pension CIOs with risk-mitigation positioning and manager introductions for Q3-Q4 2026 deployment windows.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-03-31", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "US public pensions experiencing 'hedge fund revival' with 10 new hires tracking $2.67B through March 2026. Nearly 50% of surveyed allocators plan to increase hedge fund allocations. Many pensions remain underweight hedge funds (vs. 2010s allocations) with risk-mitigation trend as primary driver. Broad-based opportunity across institutional investor base. Launch targeted outreach to pension CIOs wi", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "page_ref": "", "signal_id": "market-trend-us-public-pension-cohort-aggregate-2026-03-31-active", "signal_subject": "US Public Pension Cohort (Aggregate)", "source_path": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-Q1", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "Ohio's two largest public pensions have billions to deploy building risk-mitigating/liquid alternatives exposure. Both are active in hedge fund manager searches for event-driven and macro strategies. Contact both funds with risk-mitigation mandates and portfolio construction for downside hedging.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "page_ref": "", "signal_id": "allocation-increase-ohio-public-employees-retirement-system-opers-ohio-state-teachers-retirement-system-2026-q1-active", "signal_subject": "Ohio Public Employees Retirement System (OPERS) & Ohio State Teachers Retirement System", "source_path": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2026-03-31", "display_citation_count": 2, "evidence_url": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "pattern": "", "priority_score": 65.6, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "market_trend", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "US Public Pension Cohort (Aggregate)" }, { "action": "Prioritize private banks and family offices for liquid, transparent quant sleeves as PE/VC appetite weakens; lead with liquidity, risk control, and implementation readiness.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-20", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Allocator appetite for hedge funds re-accelerated in 2026, with private banks leading and family offices also increasing exposure while PE/VC interest weakened.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "page_ref": "Primary URL recovered from local provenance", "signal_id": "wealth-channel-demand-private-banks-and-family-offices-hedge-funds-liquid-alternatives-2026-02-20-active", "signal_subject": "Private banks and family offices", "source_path": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-20", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Family offices are reweighting toward liquidity, and some clients are asking managers to research hedge funds instead of continuing to add private equity.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "page_ref": "Primary URL recovered from local provenance", "signal_id": "replacement-watch-family-offices-liquidity-rebalance-from-private-equity-venture-capital-to-hedge-funds-2026-02-20-active", "signal_subject": "Family offices", "source_path": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2026-02-20", "display_citation_count": 2, "evidence_url": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "pattern": "Private wealth leads hedge fund demand when clients want liquidity and diversification after private-market crowding.", "priority_score": 65.6, "raw_citation_count": 2, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "wealth_channel_demand", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "hedge funds / liquid alternatives", "subject": "Private banks and family offices" }, { "action": "Use RVK relationships to reach corporate and public retirement systems with hedge fund allocation framing and portfolio-construction support.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Open-search signals already rank highest; consultant gatekeepers are the upstream validation layer for those searches.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.rvkinc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-channel-rvk-investment-manager-research-alternatives-advisory-2026-06-19-active", "signal_subject": "RVK", "source_path": "https://www.rvkinc.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.87, "display_note": "", "evidence_tier": "primary", "excerpt": "RVK provides institutional investment consulting to corporate and public retirement systems and other institutions.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.rvkinc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "consultant-gatekeeper-rvk-institutional-investment-advice-strategic-allocation-active", "signal_subject": "RVK", "source_path": "https://www.rvkinc.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar ranked RVK outside the top-20 workflow packet doc but still actionable.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.rvkinc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-packet-delta-rvk-consultant-database-research-packet-manager-research-alternatives-advisory-2026-06-19-active", "signal_subject": "RVK consultant-database research packet", "source_path": "https://www.rvkinc.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.87, "deadline_or_window": "", "display_citation_count": 3, "evidence_url": "https://www.rvkinc.com/", "pattern": "Independent consultants can influence strategic allocation and manager search even without public mandate language.", "priority_score": 65.4, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "consultant_gatekeeper", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "institutional investment advice / strategic allocation", "subject": "RVK" }, { "action": "Offer SMA-ready materials for private wealth, OCIO, and private-bank allocators: custom risk limits, transparency, reporting, liquidity, and operational controls.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "lp", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-04-22", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "SMAs are the preferred structure for new hedge fund launches and external PM allocations.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "page_ref": "Primary URL recovered from local provenance", "signal_id": "wealth-channel-structure-sma-allocators-sma-backed-hedge-fund-launches-2026-04-22-active", "signal_subject": "SMA allocators", "source_path": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-22", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News reported roughly 75% of new hedge fund launches are looking at SMAs, with allocators favoring customization and control.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "page_ref": "", "signal_id": "gatekeeper-channel-sma-allocators-sma-backed-hedge-fund-launches-2026-04-22-active", "signal_subject": "SMA allocators", "source_path": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "source_type": "url", "valid_until": "" } ], "confidence": 0.86, "deadline_or_window": "2026-04-22", "display_citation_count": 2, "evidence_url": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa", "pattern": "Separate accounts are becoming the structural wrapper of choice for allocators seeking customization and control.", "priority_score": 65.2, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "wealth_channel_structure", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "SMA-backed hedge fund launches", "subject": "SMA allocators" }, { "action": "Add voting-guideline compliance, escalation, and concentrated-manager governance answers to DC allocator content.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2026-02-16", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "People's Pension described deliberately stretching net-zero voting guidelines and said governance becomes harder when there are too many managers.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/our-net-zero-voting-guidelines-are-deliberately-stretching-how-the-peoples-pension-is-pushing-its-new-managers", "page_ref": "", "signal_id": "manager-selection-criteria-people-s-pension-new-manager-voting-guideline-pressure-net-zero-voting-guidelines-and-concentrated-manager-oversight-2026-02-16-active", "signal_subject": "People's Pension new manager voting guideline pressure", "source_path": "https://www.netzeroinvestor.net/news-and-views/our-net-zero-voting-guidelines-are-deliberately-stretching-how-the-peoples-pension-is-pushing-its-new-managers", "source_type": "url", "valid_until": "" } ], "confidence": 0.86, "deadline_or_window": "2026-02-16", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/our-net-zero-voting-guidelines-are-deliberately-stretching-how-the-peoples-pension-is-pushing-its-new-managers", "pattern": "People's Pension says its net-zero voting guidelines are deliberately stretching and that too many managers make governance and oversight harder.", "priority_score": 65.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_selection_criteria", "sme_verify_question": "Ask UK DC stewardship SME which voting guideline evidence People's Pension-style allocators require from new managers.", "status": "active", "strategy": "net-zero voting guidelines and concentrated manager oversight", "subject": "People's Pension new manager voting guideline pressure" }, { "action": "Ohio's two largest public pensions have billions to deploy building risk-mitigating/liquid alternatives exposure. Both are active in hedge fund manager searches for event-driven and macro strategies. Contact both funds with risk-mitigation mandates and portfolio construction for downside hedging.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-03-31", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "US public pensions experiencing 'hedge fund revival' with 10 new hires tracking $2.67B through March 2026. Nearly 50% of surveyed allocators plan to increase hedge fund allocations. Many pensions remain underweight hedge funds (vs. 2010s allocations) with risk-mitigation trend as primary driver. Broad-based opportunity across institutional investor base. Launch targeted outreach to pension CIOs wi", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "page_ref": "", "signal_id": "market-trend-us-public-pension-cohort-aggregate-2026-03-31-active", "signal_subject": "US Public Pension Cohort (Aggregate)", "source_path": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-Q1", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "Ohio's two largest public pensions have billions to deploy building risk-mitigating/liquid alternatives exposure. Both are active in hedge fund manager searches for event-driven and macro strategies. Contact both funds with risk-mitigation mandates and portfolio construction for downside hedging.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "page_ref": "", "signal_id": "allocation-increase-ohio-public-employees-retirement-system-opers-ohio-state-teachers-retirement-system-2026-q1-active", "signal_subject": "Ohio Public Employees Retirement System (OPERS) & Ohio State Teachers Retirement System", "source_path": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "source_type": "url", "valid_until": "" } ], "confidence": 0.85, "deadline_or_window": "2026-Q1", "display_citation_count": 2, "evidence_url": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "pattern": "", "priority_score": 65.0, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "allocation_increase", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Ohio Public Employees Retirement System (OPERS) & Ohio State Teachers Retirement System" }, { "action": "Ivy League endowments maintain 20-34% hedge fund allocations (FY25 data). Strong double-digit returns across cohort (11.5% average for top tier). Endowments posting 14-16% returns have concentrated AI and crypto positions via hedge funds. Position hedge funds as core endowment allocation class; emphasize alpha generation and downside risk management.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-06-30", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Harvard's $17.6B hedge fund allocation grew after strong FY25 returns (11.9%). Hedge funds drove portfolio outperformance; fund is actively selecting managers across uncorrelated, long-short, multi-strategy, and credit strategies. Contact Harvard endowment team with manager introductions, track record in non-correlated strategies, and performance in risk-off environments.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "page_ref": "", "signal_id": "manager-search-harvard-university-endowment-2026-06-30-active", "signal_subject": "Harvard University Endowment", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-06-30", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "Ivy League endowments maintain 20-34% hedge fund allocations (FY25 data). Strong double-digit returns across cohort (11.5% average for top tier). Endowments posting 14-16% returns have concentrated AI and crypto positions via hedge funds. Position hedge funds as core endowment allocation class; emphasize alpha generation and downside risk management.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "page_ref": "", "signal_id": "allocation-increase-ivy-league-endowment-cohort-yale-princeton-columbia-penn-cornell-2026-06-30-active", "signal_subject": "Ivy League Endowment Cohort (Yale, Princeton, Columbia, Penn, Cornell)", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged Harvard's active calendar row as overpromoted without official allocation/search evidence.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "signal_subject": "Harvard University Endowment hedge-fund allocation source remediation", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "source_type": "url", "valid_until": "" } ], "confidence": 0.85, "deadline_or_window": "2026-06-30", "display_citation_count": 3, "evidence_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "pattern": "", "priority_score": 65.0, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_increase", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Ivy League Endowment Cohort (Yale, Princeton, Columbia, Penn, Cornell)" }, { "action": "Optimize AEO/GEO answers for sustainability data fields used in fund procurement workflows, not just public marketing pages.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "consultant_surface", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2026-01-12", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "Sweden's Pensions Agency and Fund Selection Agency signed a three-year Clarity AI contract for sustainability-led fund analysis and procurement.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/briefs/swedish-fund-selection-agency-expands-use-of-clarity-ai-in-sustainability-fund-procurement", "page_ref": "", "signal_id": "procurement-workflow-swedish-public-pension-clarity-ai-procurement-workflow-sustainability-led-fund-analysis-and-procurement-screening-2026-01-12-active", "signal_subject": "Swedish public-pension Clarity AI procurement workflow", "source_path": "https://www.netzeroinvestor.net/news-and-views/briefs/swedish-fund-selection-agency-expands-use-of-clarity-ai-in-sustainability-fund-procurement", "source_type": "url", "valid_until": "" } ], "confidence": 0.85, "deadline_or_window": "2026-01-12", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/briefs/swedish-fund-selection-agency-expands-use-of-clarity-ai-in-sustainability-fund-procurement", "pattern": "Sweden's Pensions Agency and Fund Selection Agency expanded Clarity AI use for sustainability-led fund analysis and procurement.", "priority_score": 65.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "procurement_workflow", "sme_verify_question": "Ask Swedish procurement SME how Clarity AI data affects FTN fund selection scoring and mandatory exclusion checks.", "status": "active", "strategy": "sustainability-led fund analysis and procurement screening", "subject": "Swedish public-pension Clarity AI procurement workflow" }, { "action": "Prepare an RVK-specific consultant-database research packet with differentiated quant/AI evidence, manager-research summary, and current-client mapping.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "consultant", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "Open-search signals already rank highest; consultant gatekeepers are the upstream validation layer for those searches.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.rvkinc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-channel-rvk-investment-manager-research-alternatives-advisory-2026-06-19-active", "signal_subject": "RVK", "source_path": "https://www.rvkinc.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.87, "display_note": "", "evidence_tier": "primary", "excerpt": "RVK provides institutional investment consulting to corporate and public retirement systems and other institutions.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.rvkinc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "consultant-gatekeeper-rvk-institutional-investment-advice-strategic-allocation-active", "signal_subject": "RVK", "source_path": "https://www.rvkinc.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar ranked RVK outside the top-20 workflow packet doc but still actionable.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.rvkinc.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-packet-delta-rvk-consultant-database-research-packet-manager-research-alternatives-advisory-2026-06-19-active", "signal_subject": "RVK consultant-database research packet", "source_path": "https://www.rvkinc.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.rvkinc.com/", "pattern": "Consultant-database packets convert a generic consultant gatekeeper into a usable workflow surface.", "priority_score": 64.8, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "gatekeeper_packet_delta", "sme_verify_question": "Ask an RVK/client-plan SME which manager database fields and research-memo sections matter before an allocator introduction.", "status": "active", "strategy": "manager research / alternatives advisory", "subject": "RVK consultant-database research packet" }, { "action": "Target family offices that are slowing private equity or venture allocations; pitch liquid systematic sleeves as a replacement or complement.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "lp", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-20", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Allocator appetite for hedge funds re-accelerated in 2026, with private banks leading and family offices also increasing exposure while PE/VC interest weakened.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "page_ref": "Primary URL recovered from local provenance", "signal_id": "wealth-channel-demand-private-banks-and-family-offices-hedge-funds-liquid-alternatives-2026-02-20-active", "signal_subject": "Private banks and family offices", "source_path": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-20", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Family offices are reweighting toward liquidity, and some clients are asking managers to research hedge funds instead of continuing to add private equity.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "page_ref": "Primary URL recovered from local provenance", "signal_id": "replacement-watch-family-offices-liquidity-rebalance-from-private-equity-venture-capital-to-hedge-funds-2026-02-20-active", "signal_subject": "Family offices", "source_path": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2026-02-20", "display_citation_count": 2, "evidence_url": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d", "pattern": "Liquidity rebalancing creates hedge-fund demand when private-market pacing or exit windows disappoint.", "priority_score": 64.8, "raw_citation_count": 2, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "replacement_watch", "sme_verify_question": "Which family offices have explicitly told advisers to research hedge funds instead of adding private equity?", "status": "active", "strategy": "liquidity rebalance from private equity / venture capital to hedge funds", "subject": "Family offices" }, { "action": "Add private-market climate-risk integration, monitoring and engagement proof to allocator-facing hedge fund and alternatives content.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "lp", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2025-09-15", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Large institutional investors increasingly require private markets managers to integrate climate risk into investment processes.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/three-quarters-of-global-lps-embed-climate-risk-in-private-markets-mandates", "page_ref": "", "signal_id": "manager-selection-criteria-global-lp-private-markets-climate-risk-mandates-private-markets-climate-risk-manager-selection-and-monitoring-2025-09-15-active", "signal_subject": "Global LP private markets climate-risk mandates", "source_path": "https://www.netzeroinvestor.net/news-and-views/three-quarters-of-global-lps-embed-climate-risk-in-private-markets-mandates", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2025-09-15", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/three-quarters-of-global-lps-embed-climate-risk-in-private-markets-mandates", "pattern": "Large institutional LPs increasingly require private markets managers to integrate climate risk into investment processes.", "priority_score": 64.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_selection_criteria", "sme_verify_question": "Confirm which LP survey source underlies the three-quarters claim and how it maps to hedge fund/private-market allocator DDQs.", "status": "active", "strategy": "private markets climate-risk manager selection and monitoring", "subject": "Global LP private markets climate-risk mandates" }, { "action": "Lead with a conflict-free, no-proprietary-product memo to Carlton Lenoir Sr. and Fernando Vinzons; explicitly address ownership, independence, and fee transparency.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.83, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep; source includes secondary verification plus CTPF leadership/investment-consultant pages.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctpf.org/about-ctpf/leadership", "page_ref": "Primary URL recovered from local provenance", "signal_id": "consultant-independence-event-chicago-teachers-pension-fund-consultant-independence-consultant-selection-conflict-free-alternatives-diligence-2026-06-19-active", "signal_subject": "Chicago Teachers' Pension Fund consultant independence", "source_path": "https://www.ctpf.org/about-ctpf/leadership", "source_type": "url", "valid_until": "" } ], "confidence": 0.83, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.ctpf.org/about-ctpf/leadership", "pattern": "Consultant independence is a live governance issue; CTPF reportedly reversed a Verus hire after the Cerity merger over PE-ownership concerns.", "priority_score": 64.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "consultant_independence_event", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "consultant selection / conflict-free alternatives diligence", "subject": "Chicago Teachers' Pension Fund consultant independence" }, { "action": "Map iCapital as the distribution rail for private-bank hedge-fund access; make quant hedge-fund materials platform-compatible with clean fees, liquidity, subscription workflow, advisor FAQ, and diligence packet.", "aeo_geo_surface": "iCapital marketplace and due diligence", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-05-13", "confidence": 0.83, "display_note": "", "evidence_tier": "primary", "excerpt": "Citi sold its alternatives platform to iCapital and cited affluent-client distribution.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/citi-sells-private-market-funds-icapital-deal-391e1a53", "page_ref": "Primary URL recovered from local provenance", "signal_id": "distribution-channel-change-citi-wealth-and-icapital-private-wealth-alternatives-distribution-2025-05-13-active", "signal_subject": "Citi Wealth and iCapital", "source_path": "https://www.barrons.com/articles/citi-sells-private-market-funds-icapital-deal-391e1a53", "source_type": "url", "valid_until": "" } ], "confidence": 0.83, "deadline_or_window": "2025-05-13", "display_citation_count": 1, "evidence_url": "https://www.barrons.com/articles/citi-sells-private-market-funds-icapital-deal-391e1a53", "pattern": "Private-wealth alternatives platforms consolidate access rails, so manager distribution shifts from bilateral private-bank pitching to platform-ready packaging.", "priority_score": 64.6, "raw_citation_count": 1, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "distribution_channel_change", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "private wealth alternatives distribution", "subject": "Citi Wealth and iCapital" }, { "action": "Chicago-area pension funds (Municipal Employees, TRS, ISRRS) have active RFP processes for alternative investments including hedge funds. Follow Callan and RFPnetworks for issuance announcements. TRS committed $2.6B+ to alts/traditional managers. Contact pension boards with hedge fund manager introductions targeting Q2-Q4 2026 decision windows.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-Q2", "confidence": 0.82, "display_note": "", "evidence_tier": "primary", "excerpt": "Chicago-area pension funds (Municipal Employees, TRS, ISRRS) have active RFP processes for alternative investments including hedge funds. Follow Callan and RFPnetworks for issuance announcements. TRS committed $2.6B+ to alts/traditional managers. Contact pension boards with hedge fund manager introductions targeting Q2-Q4 2026 decision windows.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "page_ref": "", "signal_id": "rfp-chicago-pension-funds-multiple-municipal-teachers-state-universities-2026-q2-active", "signal_subject": "Chicago Pension Funds (Multiple - Municipal, Teachers, State Universities)", "source_path": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.76, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein pitch-calendar source-quality sidecar flagged the active row as trade-press cluster evidence.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-chicago-pension-funds-cluster-source-remediation-alternatives-rfp-plan-level-procurement-verification-2026-06-19-monitor", "signal_subject": "Chicago Pension Funds cluster source remediation", "source_path": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "source_type": "url", "valid_until": "" } ], "confidence": 0.82, "deadline_or_window": "2026-Q2", "display_citation_count": 2, "evidence_url": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "pattern": "", "priority_score": 64.4, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "rfp", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Chicago Pension Funds (Multiple - Municipal, Teachers, State Universities)" }, { "action": "Prepare an advisor-ready one-pager with model-portfolio fit, liquidity/fee explainer, and low-performer replacement narrative for Cerity institutional consulting.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "consultant", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Useful AEO/GEO target because institutional consultants increasingly consume vendor pages, research portals, and AI summaries before direct manager meetings.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://ceritypartners.com/solutions/institutional-consulting/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-channel-cerity-partners-institutional-consulting-institutional-consulting-ocio-family-office-advisory-2026-06-19-active", "signal_subject": "Cerity Partners Institutional Consulting", "source_path": "https://ceritypartners.com/solutions/institutional-consulting/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.82, "display_note": "", "evidence_tier": "primary", "excerpt": "Linnaeus open-cycle sidecar ranked Cerity as actionable outside the top-20 workflow-packet list.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://ceritypartners.com/solutions/institutional-consulting/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gatekeeper-packet-delta-cerity-partners-institutional-consulting-packet-delta-institutional-consulting-ocio-family-office-advisory-2026-06-19-active", "signal_subject": "Cerity Partners Institutional Consulting packet delta", "source_path": "https://ceritypartners.com/solutions/institutional-consulting/", "source_type": "url", "valid_until": "" } ], "confidence": 0.82, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://ceritypartners.com/solutions/institutional-consulting/", "pattern": "Consultant-platform pitch surfaces need channel-specific packaging rather than a generic manager deck.", "priority_score": 64.4, "raw_citation_count": 2, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "gatekeeper_packet_delta", "sme_verify_question": "Ask a Cerity/Verus SME whether institutional consulting screens differ from private-wealth/advisor screens after the merger.", "status": "active", "strategy": "institutional consulting / OCIO / family-office advisory", "subject": "Cerity Partners Institutional Consulting packet delta" }, { "action": "CalPERS is reconsidering hedge fund allocation after exiting in 2014 ($4B program). Latest asset study floated idea of re-introducing risk-mitigating hedge funds. Opportunity to engage CIO team on 'total portfolio approach' framework. Position hedge funds as complement to equity/credit portfolio for downside protection and diversification.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-Q1", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS is reconsidering hedge fund allocation after exiting in 2014 ($4B program). Latest asset study floated idea of re-introducing risk-mitigating hedge funds. Opportunity to engage CIO team on 'total portfolio approach' framework. Position hedge funds as complement to equity/credit portfolio for downside protection and diversification.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.hedgeweek.com/calpers-considers-investing-hedge-funds-again/", "page_ref": "", "signal_id": "new-allocation-calpers-california-public-employees-retirement-system-2026-q1-active", "signal_subject": "CalPERS (California Public Employees' Retirement System)", "source_path": "https://www.hedgeweek.com/calpers-considers-investing-hedge-funds-again/", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2026-Q1", "display_citation_count": 1, "evidence_url": "https://www.hedgeweek.com/calpers-considers-investing-hedge-funds-again/", "pattern": "", "priority_score": 64.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "new_allocation", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "CalPERS (California Public Employees' Retirement System)" }, { "action": "Use Marquette's public-pension and private-capital visibility as a consultant access point; monitor related roundtables and public-fund agendas.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.87, "display_note": "", "evidence_tier": "primary", "excerpt": "This is directly actionable for AEO/GEO because the content surface is structured around consultant research and manager intake.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marquetteassociates.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "decision-tool-usage-marquette-associates-research-and-manager-portals-consultant-research-login-manager-database-2026-06-19-active", "signal_subject": "Marquette Associates research and manager portals", "source_path": "https://www.marquetteassociates.com/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-22", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Marquette serves public funds and other institutional clients and has public-pension/private-capital visibility.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marquetteassociates.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "event-visibility-marquette-associates-public-pension-private-capital-consultant-access-2026-06-22-active", "signal_subject": "Marquette Associates", "source_path": "https://www.marquetteassociates.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2026-06-22", "display_citation_count": 2, "evidence_url": "https://www.marquetteassociates.com/", "pattern": "Consultant event visibility can reveal which public-fund staff and advisers are convening before allocation changes become visible.", "priority_score": 64.0, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "event_visibility", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "public pension / private capital consultant access", "subject": "Marquette Associates" }, { "action": "When pitching any consultant-led mandate, disclose ownership structure up front and separate advisory economics from product economics.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "consultant", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.79, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep; secondary source.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/advisor/articles/cerity-verus-merger-pension-funds-private-equity-2c091cb0", "page_ref": "Primary URL recovered from local provenance", "signal_id": "consultant-independence-event-cerity-verus-pe-ownership-diligence-consultant-led-mandate-governance-independence-messaging-2026-06-19-active", "signal_subject": "Cerity / Verus PE ownership diligence", "source_path": "https://www.barrons.com/advisor/articles/cerity-verus-merger-pension-funds-private-equity-2c091cb0", "source_type": "url", "valid_until": "" } ], "confidence": 0.79, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.barrons.com/advisor/articles/cerity-verus-merger-pension-funds-private-equity-2c091cb0", "pattern": "PE ownership is now a client-retention and consultant-independence risk factor, especially for public pensions.", "priority_score": 63.8, "raw_citation_count": 1, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "consultant_independence_event", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "consultant-led mandate governance / independence messaging", "subject": "Cerity / Verus PE ownership diligence" }, { "action": "Northeast Pension issued hedge fund FoF RFP (April 2026). Indicates coalition of regional pensions seeking consolidated hedge fund exposure through FoF wrapper. Contact pension alliance with FoF platform capabilities, multi-manager selection, and turnkey implementation for regional plans.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-04-01", "confidence": 0.78, "display_note": "", "evidence_tier": "primary", "excerpt": "Northeast Pension issued hedge fund FoF RFP (April 2026). Indicates coalition of regional pensions seeking consolidated hedge fund exposure through FoF wrapper. Contact pension alliance with FoF platform capabilities, multi-manager selection, and turnkey implementation for regional plans.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "page_ref": "", "signal_id": "rfp-northeast-pension-consortium-2026-04-01-active", "signal_subject": "Northeast Pension Consortium", "source_path": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar found only trade-press support for this pitch-calendar row.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-northeast-pension-consortium-official-source-remediation-hedge-fund-fund-of-funds-mandate-verification-2026-06-19-monitor", "signal_subject": "Northeast Pension Consortium official-source remediation", "source_path": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "source_type": "url", "valid_until": "" } ], "confidence": 0.78, "deadline_or_window": "2026-04-01", "display_citation_count": 2, "evidence_url": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "pattern": "", "priority_score": 63.6, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "rfp", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Northeast Pension Consortium" }, { "action": "Treat Verus, now operating through Cerity Partners, as an OCIO-led gatekeeper for allocator introductions and manager diligence.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.78, "display_note": "", "evidence_tier": "primary", "excerpt": "Verus is now operating through Cerity Partners Verus with institutional consulting and OCIO surfaces.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://ceritypartners.com/verus/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "ocio-channel-verus-institutional-consulting-ocio-active", "signal_subject": "Verus", "source_path": "https://ceritypartners.com/verus/", "source_type": "url", "valid_until": "" } ], "confidence": 0.78, "deadline_or_window": "", "display_citation_count": 1, "evidence_url": "https://ceritypartners.com/verus/", "pattern": "OCIO consolidation can move investment decisions into delegated platforms where manager research teams are the real buyer.", "priority_score": 63.6, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "ocio_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "institutional consulting / OCIO", "subject": "Verus" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:44:17", "as_of_date": "2009-01-11", "confidence": 0.82, "display_note": "", "evidence_tier": "primary", "excerpt": "Harbinger source summary cites reporting that the fund imposed withdrawal limits and later experienced sharp AUM decline tied to redemptions.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/Harbinger_Capital", "page_ref": "", "signal_id": "watchlist-harbinger-capital-event-driven-credit-distressed-2009-01-11-historical", "signal_subject": "Harbinger Capital", "source_path": "https://en.wikipedia.org/wiki/Harbinger_Capital", "source_type": "url", "valid_until": "" } ], "confidence": 0.82, "deadline_or_window": "2009-01-11", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/Harbinger_Capital", "pattern": "redemptions often show up first as gates or withdrawal limits before broader shutdown, sleeve cuts, or AUM collapse", "priority_score": 63.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "watchlist", "sme_verify_question": "Ask SME whether withdrawal limits were treated by allocators as temporary liquidity bridge, permanent breach of trust, or immediate replacement trigger.", "status": "historical", "strategy": "event-driven / credit-distressed", "subject": "Harbinger Capital" }, { "action": "CPP expanded partnership with Northleaf Capital Partners (January 2026). CPP uses hedge funds and alternatives for risk management within diversified portfolio. Allocations to hedge funds ~3% of portfolio. Contact CPP Investment Relations with hedge fund manager partnerships, particularly for data centre/infrastructure plays and AI-related strategies.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-01-31", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "CPP expanded partnership with Northleaf Capital Partners (January 2026). CPP uses hedge funds and alternatives for risk management within diversified portfolio. Allocations to hedge funds ~3% of portfolio. Contact CPP Investment Relations with hedge fund manager partnerships, particularly for data centre/infrastructure plays and AI-related strategies.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.cppinvestments.com/", "page_ref": "", "signal_id": "allocation-increase-cpp-investments-canada-pension-plan-investment-board-2026-01-31-active", "signal_subject": "CPP Investments (Canada Pension Plan Investment Board)", "source_path": "https://www.cppinvestments.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2026-01-31", "display_citation_count": 1, "evidence_url": "https://www.cppinvestments.com/", "pattern": "", "priority_score": 63.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_increase", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "CPP Investments (Canada Pension Plan Investment Board)" }, { "action": "Global SWF AUM hit $12.2T by end-2025; private market deal volume surged 198% YoY to $199.9B. Hedge funds remain 3.1% (modest allocation), primarily for risk management. SWFs are increasing alternatives exposure significantly, particularly in digital infrastructure, data centres, AI. Position hedge funds as complement to growing PE/infra allocations for portfolio balancing and tactical opportunities.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2025-12-31", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Global SWF AUM hit $12.2T by end-2025; private market deal volume surged 198% YoY to $199.9B. Hedge funds remain 3.1% (modest allocation), primarily for risk management. SWFs are increasing alternatives exposure significantly, particularly in digital infrastructure, data centres, AI. Position hedge funds as complement to growing PE/infra allocations for portfolio balancing and tactical opportuniti", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/1/sovereign-wealth-fund-private-market-deals-soar-pension-fund-activity-slows-96403050", "page_ref": "", "signal_id": "allocation-increase-sovereign-wealth-funds-global-cohort-2025-12-31-active", "signal_subject": "Sovereign Wealth Funds (Global Cohort)", "source_path": "https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/1/sovereign-wealth-fund-private-market-deals-soar-pension-fund-activity-slows-96403050", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2025-12-31", "display_citation_count": 1, "evidence_url": "https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/1/sovereign-wealth-fund-private-market-deals-soar-pension-fund-activity-slows-96403050", "pattern": "", "priority_score": 63.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_increase", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Sovereign Wealth Funds (Global Cohort)" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:44:17", "as_of_date": "2008-12-03", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Vanity Fair reported Fortress told investors they could not withdraw $3.5B from Drawbridge after losses and redemptions.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.vanityfair.com/news/2009/04/rise-of-hedge-funds-200904", "page_ref": "", "signal_id": "watchlist-fortress-investment-group-drawbridge-global-macro-global-macro-2008-12-03-historical", "signal_subject": "Fortress Investment Group / Drawbridge Global Macro", "source_path": "https://www.vanityfair.com/news/2009/04/rise-of-hedge-funds-200904", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2008-12-03", "display_citation_count": 1, "evidence_url": "https://www.vanityfair.com/news/2009/04/rise-of-hedge-funds-200904", "pattern": "gates tend to appear when a manager is trying to avoid forced selling into stressed markets, but allocators may read them as liquidity and trust failures", "priority_score": 63.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "watchlist", "sme_verify_question": "Ask SME whether gates preserved enough value to recover or only delayed an eventual allocator exit or strategy cut.", "status": "historical", "strategy": "global macro", "subject": "Fortress Investment Group / Drawbridge Global Macro" }, { "action": "Watch endowments announcing spending cuts as potential replacement-risk accounts: liquidity and drawdown tolerance may be changing faster than stated policy allocations.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "university_endowment", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Princeton lowered its expected long-term endowment return from 10.2% to 8% because private-equity conditions worsened.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "page_ref": "Primary URL recovered from local provenance", "signal_id": "return-assumption-change-princeton-university-private-equity-endowment-construction-2026-02-03-announced", "signal_subject": "Princeton University", "source_path": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-03", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "The lower return assumption was paired with spending cuts of roughly 5% to 7% and warnings of deeper reductions.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "page_ref": "Primary URL recovered from local provenance", "signal_id": "spending-cut-princeton-university-liquidity-endowment-spending-2026-02-03-planned", "signal_subject": "Princeton University", "source_path": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2026-02-03", "display_citation_count": 2, "evidence_url": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "pattern": "Spending cuts are a high-signal public marker that endowment return assumptions and liquidity planning are under pressure.", "priority_score": 62.8, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "spending_cut", "sme_verify_question": "Did the spending cut trigger portfolio changes, manager replacement, pacing reductions, or only institutional-budget action?", "status": "planned", "strategy": "liquidity / endowment spending", "subject": "Princeton University" }, { "action": "Brunel CIO David Vickers transitioning to endowment fund role (early 2026). Leadership change indicates portfolio review and potential allocation shifts. Monitor Brunel for new CIO appointment and portfolio strategy refresh. Position hedge funds for risk mitigation in European context with geopolitical headwinds.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-01-31", "confidence": 0.72, "display_note": "Displayed as secondary online evidence; verify against a primary source before relying on it as official proof.", "evidence_tier": "secondary", "excerpt": "Brunel CIO David Vickers transitioning to endowment fund role (early 2026). Leadership change indicates portfolio review and potential allocation shifts. Monitor Brunel for new CIO appointment and portfolio strategy refresh. Position hedge funds for risk mitigation in European context with geopolitical headwinds.", "is_internal_synthesis": false, "is_primary": false, "is_secondary_source": true, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.pionline.com/pension-funds/brunel-cio-david-vickers-depart-next-year-endowment-fund/", "page_ref": "", "signal_id": "allocation-increase-brunel-pension-partnership-uk-eu-2026-01-31-active", "signal_subject": "Brunel Pension Partnership (UK/EU)", "source_path": "https://www.pionline.com/pension-funds/brunel-cio-david-vickers-depart-next-year-endowment-fund/", "source_type": "url", "valid_until": "" } ], "confidence": 0.72, "deadline_or_window": "2026-01-31", "display_citation_count": 1, "evidence_url": "https://www.pionline.com/pension-funds/brunel-cio-david-vickers-depart-next-year-endowment-fund/", "pattern": "", "priority_score": 62.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_increase", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "", "subject": "Brunel Pension Partnership (UK/EU)" }, { "action": "Treat Hamilton Lane as a private-markets adjacency and education channel, not a primary hedge fund consultant.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.71, "display_note": "", "evidence_tier": "primary", "excerpt": "Hamilton Lane is a private-markets platform with managed solutions and institutional relationships.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hamiltonlane.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "private-markets-channel-hamilton-lane-private-markets-solutions-managed-solutions-active", "signal_subject": "Hamilton Lane", "source_path": "https://www.hamiltonlane.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.71, "deadline_or_window": "", "display_citation_count": 1, "evidence_url": "https://www.hamiltonlane.com/", "pattern": "Private-markets platforms matter for allocator intelligence because PE pacing, secondaries, and liquidity pressure often trigger hedge-fund replacement opportunities.", "priority_score": 62.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "private_markets_channel", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "private markets solutions / managed solutions", "subject": "Hamilton Lane" }, { "action": "Benchmark private-wealth quant pitches against liquid-alt ETF wrappers; emphasize where a hedge fund has differentiated alpha, customization, and risk controls versus packaged QIS.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-11", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "BlackRock launched a systematic alternatives ETF that packages hedge-fund-like exposures for wealth and retail channels.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/new-etf-hedge-funds-masses-blackrock-ff807e10", "page_ref": "Primary URL recovered from local provenance", "signal_id": "wealth-channel-structure-blackrock-systematic-systematic-alternatives-etf-liquid-alternatives-2026-02-11-active", "signal_subject": "BlackRock Systematic", "source_path": "https://www.barrons.com/articles/new-etf-hedge-funds-masses-blackrock-ff807e10", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2026-02-11", "display_citation_count": 1, "evidence_url": "https://www.barrons.com/articles/new-etf-hedge-funds-masses-blackrock-ff807e10", "pattern": "Systematic alternatives are being repackaged into liquid wrappers suitable for advisor distribution.", "priority_score": 62.0, "raw_citation_count": 1, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "wealth_channel_structure", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "systematic alternatives ETF / liquid alternatives", "subject": "BlackRock Systematic" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 09:36:04", "as_of_date": "2025-05-05", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "WSJ reported Armistice Capital locked investor money for 2025 after 2024 redemption requests of about $420M, then suffered a large Q1 2025 loss and further losses.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.wsj.com/finance/investing/hedge-fund-goes-on-losing-streak-after-locking-in-investors-5544238c", "page_ref": "", "signal_id": "watchlist-armistice-capital-biotech-long-short-equity-2025-05-05-historical", "signal_subject": "Armistice Capital", "source_path": "https://www.wsj.com/finance/investing/hedge-fund-goes-on-losing-streak-after-locking-in-investors-5544238c", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2025-05-05", "display_citation_count": 1, "evidence_url": "https://www.wsj.com/finance/investing/hedge-fund-goes-on-losing-streak-after-locking-in-investors-5544238c", "pattern": "lockup change plus drawdown creates investor dissatisfaction but not immediate redemption path; useful for identifying allocators trapped in underperforming liquidity terms", "priority_score": 62.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "watchlist", "sme_verify_question": "Ask SME how allocators treat funds that gate or extend lockups before drawdowns, and what pitch materials replacement managers need when liquidity is constrained.", "status": "historical", "strategy": "biotech long/short equity", "subject": "Armistice Capital" }, { "action": "Separate this from the wealth-channel generalization and keep it as source-remediation until a primary Goldman source proves a distinct Prime Services survey surface.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-02", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Quantitative trading was the most preferred hedge fund strategy in Goldman Sachs' 2026 allocator survey and quant funds dominated 2025 inflows.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-demand-goldman-sachs-2026-allocator-survey-wealth-channels-quantitative-hedge-funds-2026-02-02-active", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said quant strategies were the most favored hedge fund strategy among surveyed allocators, with a net 23% planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-quantitative-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said discretionary macro ranked close behind quant strategies, with a net 21% of allocators planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-discretionary-macro-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged this as a press-survey row rather than a direct pitch window.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar found duplicate reliance on the same Business Insider summary.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-prime-services-allocator-survey-duplicate-remediation-allocator-survey-quant-strategy-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs Prime Services allocator survey duplicate remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found no local official Goldman source for the survey.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-gap-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" } ], "confidence": 0.68, "deadline_or_window": "2026-06-19", "display_citation_count": 6, "evidence_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "pattern": "This is the same press survey as the wealth-channel row and needs de-duplication plus a primary Goldman source.", "priority_score": 61.6, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask a prime-brokerage SME whether this is a distinct Prime Services source or just a duplicate media summary.", "status": "monitor", "strategy": "allocator survey / quant strategy demand", "subject": "Goldman Sachs Prime Services allocator survey duplicate remediation" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:35:42", "as_of_date": "2025-03-13", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Ken Standley, Senior Director, Strategic Partnerships/Tactical Asset Allocation;", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/ncpkqecc/book-board-of-directors-march-13-2025.pdf", "page_ref": "Book-Board of Directors-March 13, 2025 View", "signal_id": "board-motion-utimco-100a7825f17c", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/ncpkqecc/book-board-of-directors-march-13-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-03-13", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/ncpkqecc/book-board-of-directors-march-13-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 61.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_selection", "sme_verify_question": true, "status": "monitor", "strategy": "prime broker; risk platform; quant exposure", "subject": "UTIMCO" }, { "action": "Use the partner-contact surface as the public intake for new-manager relationships.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "partner-intake-harvard-management-company-partnerships-intake-new-partner-outreach-long-horizon-risk-adjusted-returns-2026-06-19-active", "signal_subject": "Harvard Management Company partnerships intake", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.72, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg source-remediation sidecar found a first-party HMC partner surface but no local official hedge-fund allocation proof.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "signal_subject": "Harvard University Endowment hedge-fund allocation source remediation", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Kuhn official-source triage found HMC Partners and Performance as the clean official surface, but not a public official source proving the stronger hedge-fund allocation claim.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-hmc-hedge-fund-allocation-claim-downgrade-new-manager-relationship-intake-hedge-fund-allocation-verification-2026-06-19-monitor", "signal_subject": "HMC hedge-fund allocation claim downgrade", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "partner-intake-harvard-management-company-partners-and-performance-new-manager-relationship-intake-2026-06-active", "signal_subject": "Harvard Management Company Partners and Performance", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" } ], "confidence": 0.62, "deadline_or_window": "2026-06", "display_citation_count": 4, "evidence_url": "https://www.hmc.harvard.edu/partners-performance/", "pattern": "HMC says it has more than 100 investment partners and invites interested firms to contact partnerships@hmc.harvard.edu; no public agenda or RFP board calendar surfaced.", "priority_score": 60.4, "raw_citation_count": 4, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "partner_intake", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "active", "strategy": "new-manager relationship intake", "subject": "Harvard Management Company Partners and Performance" }, { "action": "Replace the broad LP bucket with named endowment, foundation, or family-office programs before treating it as a pitch target.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator_segment", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-01", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "MarketWatch reported that endowments, foundations, and family offices were leading a shift toward quant funds among investors managing more than $1T combined.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "page_ref": "", "signal_id": "strategy-demand-endowments-foundations-and-family-offices-quantitative-hedge-funds-2026-01-active", "signal_subject": "Endowments, foundations, and family offices", "source_path": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged the row as too generic for direct GTM execution.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-endowments-foundations-and-family-offices-generic-bucket-remediation-quant-hedge-fund-strategy-demand-named-allocator-conversion-2026-06-19-monitor", "signal_subject": "Endowments foundations and family offices generic bucket remediation", "source_path": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "source_type": "url", "valid_until": "" } ], "confidence": 0.62, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b", "pattern": "A generic LP segment is too broad to function as a pitch target without a specific allocator or program.", "priority_score": 60.4, "raw_citation_count": 2, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask an allocator SME which named E&F or family-office program actually accepts this strategy.", "status": "monitor", "strategy": "quant hedge fund strategy demand / named allocator conversion", "subject": "Endowments foundations and family offices generic bucket remediation" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 09:36:04", "as_of_date": "2025-12", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "Business Insider reported Viking Global lagged Tiger Cub peers in 2025 after longtime CIO Ning Jin left in 2024, with flagship fund trailing S&P 500 and peers.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/viking-global-performance-2025-trails-rivals-stock-market-2025-12", "page_ref": "", "signal_id": "watchlist-viking-global-fundamental-long-short-equity-2025-12-historical", "signal_subject": "Viking Global", "source_path": "https://www.businessinsider.com/viking-global-performance-2025-trails-rivals-stock-market-2025-12", "source_type": "url", "valid_until": "" } ], "confidence": 0.65, "deadline_or_window": "2025-12", "display_citation_count": 1, "evidence_url": "https://www.businessinsider.com/viking-global-performance-2025-trails-rivals-stock-market-2025-12", "pattern": "leadership transition plus relative underperformance versus peer cohort can create allocator review pressure even for brand-name managers", "priority_score": 60.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "watchlist", "sme_verify_question": "Ask SME whether Tiger Cub peer-relative underperformance translates into actual reallocations, reduced tickets, or only watchlist pressure for large brands.", "status": "historical", "strategy": "fundamental long/short equity", "subject": "Viking Global" }, { "action": "Use the RFP page as a negative signal for open procurement cycles; continue monitoring for changes.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-negative-kcera-rfp-page-rfp-open-cycle-monitor-2026-06-monitor", "signal_subject": "KCERA RFP Page", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-negative-monitor-kcera-rfp-page-negative-open-cycle-monitor-2026-06-19-monitor", "signal_subject": "KCERA RFP Page", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "open-cycle-negative-kcera-rfp-page-no-open-rfp-status-rfp-page-negative-open-cycle-monitor-2026-06-19-negative", "signal_subject": "KCERA RFP page no-open-RFP status", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "Official KCERA RFP page is the direct URL for procurement rechecks; local corpus previously recorded no RFPs in proposal stage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-negative-kcera-request-for-proposals-official-negative-monitor-open-rfp-cycle-watch-2026-06-19-monitor", "signal_subject": "KCERA Request for Proposals official negative monitor", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" } ], "confidence": 0.99, "deadline_or_window": "2026-06", "display_citation_count": 4, "evidence_url": "https://www.kcera.org/request-for-proposals-rfp", "pattern": "The page currently says KCERA does not have any RFPs in proposal stage.", "priority_score": 57.8, "raw_citation_count": 5, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "rfp_negative", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "RFP open-cycle monitor", "subject": "KCERA RFP Page" }, { "action": "Downgrade Murdock Trust to archive/monitor for now; do not treat it as a live pitch surface while the official investments page says the Trust is not currently seeking new investment managers.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "foundation", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "Kuhn official-source triage found Murdock Trust Investments and flagged the official page language that the Trust is not currently seeking new investment managers.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://murdocktrust.org/investments", "page_ref": "Primary URL recovered from local provenance", "signal_id": "negative-pitch-surface-murdock-trust-investment-manager-intake-closed-qis-liquid-alternatives-manager-intake-2026-06-19-monitor", "signal_subject": "Murdock Trust investment-manager intake closed", "source_path": "https://murdocktrust.org/investments", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://murdocktrust.org/investments", "pattern": "A named investment page can be negative actionable evidence: it prevents wasted outreach and sets a recheck cadence.", "priority_score": 56.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "negative_pitch_surface", "sme_verify_question": "Ask a foundation-investment SME what event or consultant relationship would precede Murdock reopening manager intake.", "status": "monitor", "strategy": "QIS / liquid alternatives manager intake", "subject": "Murdock Trust investment-manager intake closed" }, { "action": "Keep KCERA as a monitored negative RFP surface and pair it with board agenda extraction for manager-review cues before any formal RFP appears.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_surface", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-negative-kcera-rfp-page-rfp-open-cycle-monitor-2026-06-monitor", "signal_subject": "KCERA RFP Page", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-negative-monitor-kcera-rfp-page-negative-open-cycle-monitor-2026-06-19-monitor", "signal_subject": "KCERA RFP Page", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "open-cycle-negative-kcera-rfp-page-no-open-rfp-status-rfp-page-negative-open-cycle-monitor-2026-06-19-negative", "signal_subject": "KCERA RFP page no-open-RFP status", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "Official KCERA RFP page is the direct URL for procurement rechecks; local corpus previously recorded no RFPs in proposal stage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-negative-kcera-request-for-proposals-official-negative-monitor-open-rfp-cycle-watch-2026-06-19-monitor", "signal_subject": "KCERA Request for Proposals official negative monitor", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.kcera.org/request-for-proposals-rfp", "pattern": "A negative official RFP page is still useful when paired with recurring board and investment committee agenda monitoring.", "priority_score": 56.0, "raw_citation_count": 5, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "rfp_negative", "sme_verify_question": "Does KCERA announce investment-manager searches on the RFP page first, or through board/investment committee agenda packets?", "status": "monitor", "strategy": "open RFP cycle watch", "subject": "KCERA Request for Proposals official negative monitor" }, { "action": "Prepare NEST-compatible pooled-fund and transition-to-segregated evidence: stewardship policy, voting control, pooled-fund constraints, and alternatives.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2025-11-05", "confidence": 0.87, "display_note": "", "evidence_tier": "primary", "excerpt": "NEST's investment committee recommended exploring alternative options after reviewing an existing pooled fund manager.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/nest-pooled-fund-managers-mandate-at-risk-over-responsible-investment-policy-concerns", "page_ref": "", "signal_id": "mandate-at-risk-nest-pooled-fund-manager-mandate-review-pooled-fund-manager-responsible-investment-policy-review-2025-11-05-monitor", "signal_subject": "NEST pooled fund manager mandate review", "source_path": "https://www.netzeroinvestor.net/news-and-views/nest-pooled-fund-managers-mandate-at-risk-over-responsible-investment-policy-concerns", "source_type": "url", "valid_until": "" } ], "confidence": 0.87, "deadline_or_window": "2025-11-05", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/nest-pooled-fund-managers-mandate-at-risk-over-responsible-investment-policy-concerns", "pattern": "NEST's investment committee recommended exploring alternative options after reviewing an existing pooled fund manager.", "priority_score": 55.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "mandate_at_risk", "sme_verify_question": "Identify the incumbent pooled fund manager and whether NEST progressed to a search or mandate replacement.", "status": "monitor", "strategy": "pooled fund manager responsible-investment policy review", "subject": "NEST pooled fund manager mandate review" }, { "action": "Add climate stewardship, lobbying, voting, exclusions, governance, and onsite-interview evidence blocks to allocator-facing manager-selection content.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "consultant_surface", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 19:59:43", "as_of_date": "2026-06-11", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "IIGCC guidance recommends embedding climate stewardship expectations in manager selection and mandates.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/new-investor-tools-bring-manager-selection-into-climate-investing-spotlight", "page_ref": "", "signal_id": "manager-selection-criteria-iigcc-climate-manager-selection-guidance-climate-stewardship-expectations-in-rfps-screening-due-diligence-and-mandates-2026-06-11-monitor", "signal_subject": "IIGCC climate manager-selection guidance", "source_path": "https://www.netzeroinvestor.net/news-and-views/new-investor-tools-bring-manager-selection-into-climate-investing-spotlight", "source_type": "url", "valid_until": "" } ], "confidence": 0.86, "deadline_or_window": "2026-06-11", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/new-investor-tools-bring-manager-selection-into-climate-investing-spotlight", "pattern": "Net Zero Investor reported new IIGCC guidance urging asset owners to embed climate stewardship expectations into manager selection and mandates.", "priority_score": 55.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "manager_selection_criteria", "sme_verify_question": "Confirm whether consultant databases and OCIO RFPs are now explicitly asking for IIGCC-style stewardship evidence.", "status": "monitor", "strategy": "climate stewardship expectations in RFPs, screening, due diligence and mandates", "subject": "IIGCC climate manager-selection guidance" }, { "action": "For Australian superannuation allocators, frame quant/low-carbon equity products around tracking-error, benchmark, turnover, cost and YFYS compliance constraints.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "regulatory_surface", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 19:59:43", "as_of_date": "2026-06-18", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "IGCC survey covered 21 asset owners and 34 asset managers; 49% cited YFYS as an investment barrier in 2026.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/australian-investors-increasingly-see-performance-test-as-climate-investing-barrier", "page_ref": "", "signal_id": "regulatory-constraint-australian-yfys-climate-investing-barrier-australia-superannuation-passive-like-climate-portfolio-constraints-2026-06-18-monitor", "signal_subject": "Australian YFYS climate-investing barrier", "source_path": "https://www.netzeroinvestor.net/news-and-views/australian-investors-increasingly-see-performance-test-as-climate-investing-barrier", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2026-06-18", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/australian-investors-increasingly-see-performance-test-as-climate-investing-barrier", "pattern": "Net Zero Investor reported IGCC survey data showing 49% cite YFYS as an investment barrier, up from 27% two years earlier.", "priority_score": 54.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "regulatory_constraint", "sme_verify_question": "Ask Australian super/consultant SME which YFYS benchmark constraints block climate or quant-low-carbon equity mandates today.", "status": "monitor", "strategy": "Australia superannuation passive-like climate portfolio constraints", "subject": "Australian YFYS climate-investing barrier" }, { "action": "Downgrade the merged Chicago pension cluster to source-quality monitor until plan-level official procurement sources or board packets separate the buyers.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension_cluster", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-Q2", "confidence": 0.82, "display_note": "", "evidence_tier": "primary", "excerpt": "Chicago-area pension funds (Municipal Employees, TRS, ISRRS) have active RFP processes for alternative investments including hedge funds. Follow Callan and RFPnetworks for issuance announcements. TRS committed $2.6B+ to alts/traditional managers. Contact pension boards with hedge fund manager introductions targeting Q2-Q4 2026 decision windows.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "page_ref": "", "signal_id": "rfp-chicago-pension-funds-multiple-municipal-teachers-state-universities-2026-q2-active", "signal_subject": "Chicago Pension Funds (Multiple - Municipal, Teachers, State Universities)", "source_path": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.76, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein pitch-calendar source-quality sidecar flagged the active row as trade-press cluster evidence.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-chicago-pension-funds-cluster-source-remediation-alternatives-rfp-plan-level-procurement-verification-2026-06-19-monitor", "signal_subject": "Chicago Pension Funds cluster source remediation", "source_path": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "source_type": "url", "valid_until": "" } ], "confidence": 0.76, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "pattern": "Merged metro pension clusters should not be treated as one actionable pitch row until official plan pages or board packets separate the buyers.", "priority_score": 53.2, "raw_citation_count": 2, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask a Chicago public-pension consultant whether the pitch motion is really plan-level, consultant-level, or just a trade-press cluster summary.", "status": "monitor", "strategy": "alternatives RFP / plan-level procurement verification", "subject": "Chicago Pension Funds cluster source remediation" }, { "action": "Treat the Anlageausschuss as the advisory gate and Mikus as the principal executive owner; verify through primary KENFO sources before outreach.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Wikipedia-derived source should be SME-verified before trading or outreach use.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://de.wikipedia.org/wiki/Fonds_zur_Finanzierung_der_kerntechnischen_Entsorgung", "page_ref": "Primary URL recovered from local provenance", "signal_id": "governance-route-kenfo-alternative-allocation-investment-risk-governance-2026-06-19-monitor", "signal_subject": "KENFO", "source_path": "https://de.wikipedia.org/wiki/Fonds_zur_Finanzierung_der_kerntechnischen_Entsorgung", "source_type": "url", "valid_until": "" } ], "confidence": 0.75, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://de.wikipedia.org/wiki/Fonds_zur_Finanzierung_der_kerntechnischen_Entsorgung", "pattern": "KENFO's public record shows a three-person board and a separate investment/risk advisory committee with allocator experience.", "priority_score": 53.0, "raw_citation_count": 1, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "governance_route", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "alternative allocation / investment-risk governance", "subject": "KENFO" }, { "action": "Use the SURS official manager-decision page to validate a manager-reallocation cycle, but keep the exact long-vol termination claim as monitor until the sleeve-specific packet or disclosure is extracted.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.72, "display_note": "", "evidence_tier": "primary", "excerpt": "Kuhn official-source triage found SURS Board Votes on Manager Decisions; it confirms a manager-reallocation cycle but not the exact long-vol sleeve claim.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://surs.org/press/surs-board-votes-on-manager-decisions/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "replacement-motion-resourcing-surs-manager-reallocation-official-source-downgrade-manager-reallocation-long-vol-replacement-verification-2026-06-19-monitor", "signal_subject": "SURS manager reallocation official-source downgrade", "source_path": "https://surs.org/press/surs-board-votes-on-manager-decisions/", "source_type": "url", "valid_until": "" } ], "confidence": 0.72, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://surs.org/press/surs-board-votes-on-manager-decisions/", "pattern": "An official manager-decision record upgrades replacement-motion confidence but does not prove sleeve-level strategy demand without the detailed board packet.", "priority_score": 52.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "replacement_motion_resourcing", "sme_verify_question": "Ask an Illinois public-pension alternatives SME whether the SURS manager decision touched long-volatility, crisis-alpha, or a broader diversifying-strategies reallocation.", "status": "monitor", "strategy": "manager reallocation / long-vol replacement verification", "subject": "SURS manager reallocation official-source downgrade" }, { "action": "Treat the general account as a scaled insurer balance sheet that can absorb diversifying sleeves; verify current investment leadership before outreach.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "insurance_general_account", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.71, "display_note": "", "evidence_tier": "primary", "excerpt": "Wikipedia-derived source should be SME-verified before trading or outreach use.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://en.wikipedia.org/wiki/Sun_Life_Financial", "page_ref": "Primary URL recovered from local provenance", "signal_id": "general-account-pitch-sun-life-financial-diversifying-sleeves-insurer-balance-sheet-2026-06-19-monitor", "signal_subject": "Sun Life Financial", "source_path": "https://en.wikipedia.org/wiki/Sun_Life_Financial", "source_type": "url", "valid_until": "" } ], "confidence": 0.71, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/Sun_Life_Financial", "pattern": "Sun Life's public record says sustainable-investing commitments span the General Account and third-party investments.", "priority_score": 52.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "general_account_pitch", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "diversifying sleeves / insurer balance sheet", "subject": "Sun Life Financial" }, { "action": "Keep Societe Generale Prime Brokerage active only at medium confidence and source-remediate until an official SG prime-services source is found.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London reported Societe Generale entered cash prime brokerage and is integrating cash equities and prime brokerage to support hedge fund client growth.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "gatekeeper-channel-societe-generale-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "signal_subject": "Societe Generale Prime Brokerage", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London said prime brokerage revenue has surged because of high stock prices and the growing number and size of multi-strategy hedge funds.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "strategy-demand-prime-brokerage-market-multi-strategy-hedge-funds-2026-06-12-active", "signal_subject": "Prime brokerage market", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London reported BNP Paribas has been scaling hedge fund work, including absorbing Credit Suisse hedge fund clients and acquiring Deutsche Bank prime brokerage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "gatekeeper-channel-bnp-paribas-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "signal_subject": "BNP Paribas Prime Brokerage", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged the SG row as subject-specific but still trade-press-only.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-societe-generale-prime-brokerage-official-source-remediation-prime-brokerage-hedge-fund-financing-2026-06-19-monitor", "signal_subject": "Societe Generale Prime Brokerage official-source remediation", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-06-12", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial News London reported UBS aims to improve its prime brokerage revenue rank, signalling competitive expansion in hedge fund servicing.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "page_ref": "", "signal_id": "gatekeeper-channel-ubs-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "signal_subject": "UBS Prime Brokerage", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2026-06-19", "display_citation_count": 5, "evidence_url": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e", "pattern": "Trade-press-only gatekeeper claims should not be treated as a durable vendor surface without an official source.", "priority_score": 52.0, "raw_citation_count": 5, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask a prime-brokerage SME which SG page or announcement proves a real capital-introduction or financing motion.", "status": "monitor", "strategy": "prime brokerage / hedge fund financing", "subject": "Societe Generale Prime Brokerage official-source remediation" }, { "action": "Treat the page as a negative signal for an open procurement cycle and keep watching for status changes.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 5, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-negative-kcera-rfp-page-rfp-open-cycle-monitor-2026-06-monitor", "signal_subject": "KCERA RFP Page", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:28:44", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-negative-monitor-kcera-rfp-page-negative-open-cycle-monitor-2026-06-19-monitor", "signal_subject": "KCERA RFP Page", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Sartre exact deadline/window sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "open-cycle-negative-kcera-rfp-page-no-open-rfp-status-rfp-page-negative-open-cycle-monitor-2026-06-19-negative", "signal_subject": "KCERA RFP page no-open-RFP status", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:59", "as_of_date": "2026-06-19", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "Official KCERA RFP page is the direct URL for procurement rechecks; local corpus previously recorded no RFPs in proposal stage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.kcera.org/request-for-proposals-rfp", "page_ref": "Primary URL recovered from local provenance", "signal_id": "rfp-negative-kcera-request-for-proposals-official-negative-monitor-open-rfp-cycle-watch-2026-06-19-monitor", "signal_subject": "KCERA Request for Proposals official negative monitor", "source_path": "https://www.kcera.org/request-for-proposals-rfp", "source_type": "url", "valid_until": "" } ], "confidence": 0.99, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.kcera.org/request-for-proposals-rfp", "pattern": "The page currently says KCERA does not have any RFPs in proposal stage.", "priority_score": 51.8, "raw_citation_count": 5, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "open_cycle_negative", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "negative", "strategy": "RFP page negative open-cycle monitor", "subject": "KCERA RFP page no-open-RFP status" }, { "action": "Keep ALSAC as an SME-verification target rather than a fully source-backed open search until an official investment-office, Form 990, annual report, conference bio, or direct staff source validates the named investment gatekeeper.", "aeo_geo_surface": "public web, Form 990, annual report, SME verification", "buyer_or_gatekeeper": "hospital_endowment", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found an official St. Jude financial-information surface but no local official source proving the liquid-alt gatekeeper.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.stjude.org/about-st-jude/financial-information.html", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-st-jude-children-s-research-hospital-alsac-first-party-source-remediation-liquid-alternatives-hedge-fund-gatekeeper-verification-2026-06-19-monitor", "signal_subject": "St. Jude Children's Research Hospital ALSAC first-party source remediation", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: live search found public ALSAC/St. Jude financial surfaces but not a strong official source for the named investment gatekeeper claim.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.stjude.org/about-st-jude/financial-information.html", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-gap-monitor-st-jude-children-s-research-hospital-alsac-investment-gatekeeper-verification-liquid-alternatives-mission-aligned-portfolio-completion-2026-06-19-monitor", "signal_subject": "St. Jude Children's Research Hospital ALSAC investment gatekeeper verification", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick51 source-quality audit reiterated that the top ALSAC row uses local recovered evidence rather than externally checkable investment-source proof.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.stjude.org/about-st-jude/financial-information.html", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-alsac-st-jude-investment-gatekeeper-source-remediation-liquid-alternatives-hedge-funds-2026-06-19-monitor", "signal_subject": "ALSAC St. Jude investment-gatekeeper source remediation", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "source_type": "url", "valid_until": "" } ], "confidence": 0.68, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.stjude.org/about-st-jude/financial-information.html", "pattern": "Hospital endowment targets can be actionable but often lack public procurement pages; source quality must distinguish official financial/investment evidence from scraped people lists.", "priority_score": 51.6, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "source_gap_monitor", "sme_verify_question": "Ask a healthcare-endowment SME or St. Jude/ALSAC insider whether Nicola da Roza is the correct current liquid-alts/investment gatekeeper and whether outreach is direct or consultant-mediated.", "status": "monitor", "strategy": "liquid alternatives / mission-aligned portfolio completion", "subject": "St. Jude Children's Research Hospital ALSAC investment gatekeeper verification" }, { "action": "Keep ALSAC/St. Jude as a source-gap monitor until an official financial report, Form 990, investment-office page, conference bio, or direct staff source validates the liquid-alts gatekeeper claim.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "hospital_endowment", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found an official St. Jude financial-information surface but no local official source proving the liquid-alt gatekeeper.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.stjude.org/about-st-jude/financial-information.html", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-st-jude-children-s-research-hospital-alsac-first-party-source-remediation-liquid-alternatives-hedge-fund-gatekeeper-verification-2026-06-19-monitor", "signal_subject": "St. Jude Children's Research Hospital ALSAC first-party source remediation", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: live search found public ALSAC/St. Jude financial surfaces but not a strong official source for the named investment gatekeeper claim.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.stjude.org/about-st-jude/financial-information.html", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-gap-monitor-st-jude-children-s-research-hospital-alsac-investment-gatekeeper-verification-liquid-alternatives-mission-aligned-portfolio-completion-2026-06-19-monitor", "signal_subject": "St. Jude Children's Research Hospital ALSAC investment gatekeeper verification", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Tick51 source-quality audit reiterated that the top ALSAC row uses local recovered evidence rather than externally checkable investment-source proof.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.stjude.org/about-st-jude/financial-information.html", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-alsac-st-jude-investment-gatekeeper-source-remediation-liquid-alternatives-hedge-funds-2026-06-19-monitor", "signal_subject": "ALSAC St. Jude investment-gatekeeper source remediation", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "source_type": "url", "valid_until": "" } ], "confidence": 0.68, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.stjude.org/about-st-jude/financial-information.html", "pattern": "Official financial pages can validate institution scale but not necessarily investment-gatekeeper identity or mandate appetite.", "priority_score": 51.6, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask a healthcare-endowment SME whether Nicola da Roza is the current investment gatekeeper and whether outreach is direct or consultant-mediated.", "status": "monitor", "strategy": "liquid alternatives / hedge funds", "subject": "ALSAC St. Jude investment-gatekeeper source remediation" }, { "action": "Keep the Goldman wealth-channel survey row as market survey evidence only until the underlying Goldman report or official Prime Services source is found.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 6, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-02", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Quantitative trading was the most preferred hedge fund strategy in Goldman Sachs' 2026 allocator survey and quant funds dominated 2025 inflows.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-demand-goldman-sachs-2026-allocator-survey-wealth-channels-quantitative-hedge-funds-2026-02-02-active", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said quant strategies were the most favored hedge fund strategy among surveyed allocators, with a net 23% planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-quantitative-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 03:57:51", "as_of_date": "2026-02", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "Goldman Sachs prime-services-linked 2026 reporting said discretionary macro ranked close behind quant strategies, with a net 21% of allocators planning increased exposure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "", "signal_id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-discretionary-macro-hedge-funds-2026-02-active", "signal_subject": "Goldman Sachs Prime Services allocator survey", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged this as a press-survey row rather than a direct pitch window.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar found duplicate reliance on the same Business Insider summary.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-goldman-sachs-prime-services-allocator-survey-duplicate-remediation-allocator-survey-quant-strategy-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs Prime Services allocator survey duplicate remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found no local official Goldman source for the survey.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-gap-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "signal_subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "source_type": "url", "valid_until": "" } ], "confidence": 0.68, "deadline_or_window": "2026-06-19", "display_citation_count": 6, "evidence_url": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "pattern": "Press survey results should not be treated as a specific allocator opening without the underlying Goldman report.", "priority_score": 51.6, "raw_citation_count": 6, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask a prime-services SME whether the survey is public, client-only, or summarized secondhand.", "status": "monitor", "strategy": "allocator survey / wealth-channel demand", "subject": "Goldman Sachs 2026 allocator survey wealth channels source remediation" }, { "action": "Replace the trade-press performance story with an official annual report, HMC report, or board record before treating Harvard as an active hedge-fund allocation search.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-06-30", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Harvard's $17.6B hedge fund allocation grew after strong FY25 returns (11.9%). Hedge funds drove portfolio outperformance; fund is actively selecting managers across uncorrelated, long-short, multi-strategy, and credit strategies. Contact Harvard endowment team with manager introductions, track record in non-correlated strategies, and performance in risk-off environments.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "page_ref": "", "signal_id": "manager-search-harvard-university-endowment-2026-06-30-active", "signal_subject": "Harvard University Endowment", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-06-30", "confidence": 0.85, "display_note": "", "evidence_tier": "primary", "excerpt": "Ivy League endowments maintain 20-34% hedge fund allocations (FY25 data). Strong double-digit returns across cohort (11.5% average for top tier). Endowments posting 14-16% returns have concentrated AI and crypto positions via hedge funds. Position hedge funds as core endowment allocation class; emphasize alpha generation and downside risk management.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "page_ref": "", "signal_id": "allocation-increase-ivy-league-endowment-cohort-yale-princeton-columbia-penn-cornell-2026-06-30-active", "signal_subject": "Ivy League Endowment Cohort (Yale, Princeton, Columbia, Penn, Cornell)", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.68, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged Harvard's active calendar row as overpromoted without official allocation/search evidence.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "signal_subject": "Harvard University Endowment hedge-fund allocation source remediation", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "source_type": "url", "valid_until": "" } ], "confidence": 0.68, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "pattern": "A performance article can suggest manager demand, but it does not prove an active hedge-fund allocation search.", "priority_score": 51.6, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask an endowment allocator SME which official Harvard source proves hedge-fund allocation and active manager selection.", "status": "monitor", "strategy": "hedge-fund allocation / active manager-selection verification", "subject": "Harvard University Endowment hedge-fund allocation source remediation" }, { "action": "Keep HMC as a general allocator and manager-intake row, but do not cite a specific hedge-fund-allocation claim unless the annual report PDF or another official HMC source is extracted.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Singer influence-map sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "partner-intake-harvard-management-company-partnerships-intake-new-partner-outreach-long-horizon-risk-adjusted-returns-2026-06-19-active", "signal_subject": "Harvard Management Company partnerships intake", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.72, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg source-remediation sidecar found a first-party HMC partner surface but no local official hedge-fund allocation proof.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-upgrade-path-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "signal_subject": "Harvard University Endowment hedge-fund allocation source remediation", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Kuhn official-source triage found HMC Partners and Performance as the clean official surface, but not a public official source proving the stronger hedge-fund allocation claim.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-hmc-hedge-fund-allocation-claim-downgrade-new-manager-relationship-intake-hedge-fund-allocation-verification-2026-06-19-monitor", "signal_subject": "HMC hedge-fund allocation claim downgrade", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Meitner agenda/RFP monitor sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.hmc.harvard.edu/partners-performance/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "partner-intake-harvard-management-company-partners-and-performance-new-manager-relationship-intake-2026-06-active", "signal_subject": "Harvard Management Company Partners and Performance", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "source_type": "url", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026-06-19", "display_citation_count": 4, "evidence_url": "https://www.hmc.harvard.edu/partners-performance/", "pattern": "Official partner-contact pages can validate allocator intake but not necessarily a specific hedge-fund allocation thesis.", "priority_score": 51.2, "raw_citation_count": 4, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask an endowment allocator SME which HMC report or board record proves hedge-fund allocation exposure and whether new-manager outreach is active.", "status": "monitor", "strategy": "new-manager relationship intake / hedge fund allocation verification", "subject": "HMC hedge-fund allocation claim downgrade" }, { "action": "Anchor the row to a J.P. Morgan research or event page before using it as a pitch signal.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "private_bank", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02", "confidence": 0.86, "display_note": "", "evidence_tier": "primary", "excerpt": "Tokenmax source-backfill sweep: upgrade J.P. Morgan Private Bank private-wealth calendar row from local channel evidence to current family-office research coverage.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-demand-j-p-morgan-private-bank-family-office-alternatives-evidence-backfilled-family-office-hedge-funds-ai-and-geopolitical-hedge-demand-2026-02-active", "signal_subject": "J.P. Morgan Private Bank family-office alternatives evidence-backfilled", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged the row as press-backed and private-bank-mediated.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-j-p-morgan-private-bank-family-office-alternatives-source-remediation-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "signal_subject": "J.P. Morgan Private Bank family-office alternatives source remediation", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Heisenberg found no local official J.P. Morgan source for the family-office alternatives row.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "page_ref": "Primary URL recovered from local provenance", "signal_id": "official-source-gap-j-p-morgan-private-bank-family-office-alternatives-source-remediation-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "signal_subject": "J.P. Morgan Private Bank family-office alternatives source remediation", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "source_type": "url", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "pattern": "Advisor-mediated demand is not the same as direct allocator intent, and a press summary is too indirect.", "priority_score": 51.2, "raw_citation_count": 3, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask a private-bank alternatives SME which J.P. Morgan-owned surface drives family-office hedge-fund education.", "status": "monitor", "strategy": "family-office hedge funds / alternatives research", "subject": "J.P. Morgan Private Bank family-office alternatives source remediation" }, { "action": "Downgrade Northeast Pension Consortium to source-quality monitor until an official consortium or board source exists.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator_network", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 12:09:14", "as_of_date": "2026-04-01", "confidence": 0.78, "display_note": "", "evidence_tier": "primary", "excerpt": "Northeast Pension issued hedge fund FoF RFP (April 2026). Indicates coalition of regional pensions seeking consolidated hedge fund exposure through FoF wrapper. Contact pension alliance with FoF platform capabilities, multi-manager selection, and turnkey implementation for regional plans.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "page_ref": "", "signal_id": "rfp-northeast-pension-consortium-2026-04-01-active", "signal_subject": "Northeast Pension Consortium", "source_path": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar found only trade-press support for this pitch-calendar row.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-northeast-pension-consortium-official-source-remediation-hedge-fund-fund-of-funds-mandate-verification-2026-06-19-monitor", "signal_subject": "Northeast Pension Consortium official-source remediation", "source_path": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "source_type": "url", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026-06-19", "display_citation_count": 2, "evidence_url": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "pattern": "Allocator-network claims need official plan-level corroboration before they drive high-confidence outreach.", "priority_score": 51.2, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask a Northeast public-pension SME which official consortium or plan record confirms the hedge-fund FoF mandate.", "status": "monitor", "strategy": "hedge fund fund-of-funds mandate verification", "subject": "Northeast Pension Consortium official-source remediation" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:35:37", "as_of_date": "2026-06-18", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Handley brings to the Board an exceptional record of professional achievement, including her leadership as Director of Investments for the Texas A&M Foundation, where she built the investment office and guided the foundation\u2019s investment portfolio from approximately $400 million into a $1.5 billion, highly diversified, endowment-style portfolio, drawing on her earlier experience managing public equities at Shell Pension Trust;", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/53kfyh0x/book-board-of-directors-june-18-2026_for-web.pdf", "page_ref": "Book-Board of Directors-June 18, 2026 View", "signal_id": "board-motion-utimco-8f1ab512f141", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/53kfyh0x/book-board-of-directors-june-18-2026_for-web.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026-06-18", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/53kfyh0x/book-board-of-directors-june-18-2026_for-web.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "strategy_review", "sme_verify_question": true, "status": "monitor", "strategy": "public equity; portable alpha; tactical asset allocation", "subject": "UTIMCO" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:39:32", "as_of_date": "2026-05-27", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "igard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda May 27, 2026 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Alline Akintore April 15, 2026 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 9:25 3 OPERF Q1 Review Mika Malone Managing Principal, Meketa Ashley Woeste Senior Vice President, Meketa 9:25 \u2013 9:55 4 OPERF Real Estate Review Tad Fergusson ", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "page_ref": "Regular Meeting: May 27, 2026", "signal_id": "board-motion-oregon-investment-council-df5e28236d30", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 01:54:50", "as_of_date": "2026-05-27", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "9:01 \u2013 9:18 3 OPERF Opportunity Portfolio Annual Review Mike Mueller Investment Officer, Opportunity Portfolio Mike Mueller, Investment Officer, Opportunity Portfolio presented on the OPERF Opportunity Portfolio Annual Review.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "page_ref": "Regular Meeting: May 27, 2026", "signal_id": "board-motion-oregon-investment-council-de6ce1457481", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026-05-27", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/05.27.26-OIC-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "performance_review", "sme_verify_question": true, "status": "monitor", "strategy": "opportunity portfolio; IAP; OSGP; real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:54:53", "as_of_date": "2026-04-15", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "On January 28th, the Committee also approved the updated policy recommendation, INV 1101:", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/04.15.26-OIC-PUBLIC-Book.pdf", "page_ref": "Regular Meeting: April 15, 2026", "signal_id": "board-motion-oregon-investment-council-d050a1a0818c", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/04.15.26-OIC-PUBLIC-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 00:39:37", "as_of_date": "2026-04-15", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "ard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda April 15, 2026 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Alline Akintore March 4, 2026 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 9:35 3 OPERF Opportunity Portfolio Annual Review Mike Mueller Investment Officer, Opportunity Portfolio 9:35 \u2013 10:05 4 Individual Account Program Annual Review ", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/04.15.26-OIC-PUBLIC-Book.pdf", "page_ref": "Regular Meeting: April 15, 2026", "signal_id": "board-motion-oregon-investment-council-892ab1e27876", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/04.15.26-OIC-PUBLIC-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026-04-15", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/04.15.26-OIC-PUBLIC-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "policy_review", "sme_verify_question": true, "status": "monitor", "strategy": "capital market assumptions; credit modeling; opportunity portfolio", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:54:55", "as_of_date": "2026-03-04", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Approval of Assumptions) Managing Principal, Meketa Raneen Jalajel Partner, Aon --BREAK-- 10:15 \u2013 10:45 6 Fiduciary Training Mika Malone Managing Principal, Meketa Raneen Jalajel Partner, Aon 10:45 \u2013 11:15 7 OPERF:", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "page_ref": "Regular Meeting: March 4, 2026", "signal_id": "board-motion-oregon-investment-council-631409421a8f", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 00:39:42", "as_of_date": "2026-03-04", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "gard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda March 4, 2026 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Alline Akintore January 21, 2026 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 9:35 3 Energy Transition John Goldstein Global Head of Sustainability and Impact Solutions, Asset & Wealth Management, Goldman Sachs 9:35 \u2013 9:40 4 OIC Chair ", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "page_ref": "Regular Meeting: March 4, 2026", "signal_id": "board-motion-oregon-investment-council-853228f77a5f", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026-03-04", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/03.04.26-OIC-Public-Book.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "pacing_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity; asset-liability study", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:55:02", "as_of_date": "2026-01-21", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Private Equity Annual Review Tad Ferguson Director of Private Markets Ahman Dirks Investment Officer, Private Equity Eric Messer Investment Officer, Private Equity Tom Martin Partner, Co-Head of Private Equity, Aksia Derrek Ransford Managing Director, Pathway Capital Management Pete Veravanich Managing Director, Pathway Capital Management --BREAK-- 10:40 \u2013 11:30 6 OPERF:", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/Regular-Meeting-January-21-2026.pdf", "page_ref": "Regular Meeting: January 21, 2026", "signal_id": "board-motion-oregon-investment-council-d4a3f78670e5", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/Regular-Meeting-January-21-2026.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026-01-21", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/Regular-Meeting-January-21-2026.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "strategy_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity; diversifying strategies", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:55:00", "as_of_date": "2026", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "9:01 \u2013 9:18 3 OPERF Opportunity Portfolio Annual Review Mike Mueller Investment Officer, Opportunity Portfolio Mike Mueller, Investment Officer, Opportunity Portfolio presented on the OPERF Opportunity Portfolio Annual Review.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/Minutes/2026/OIC-Meeting-Minutes-4.15.26.pdf", "page_ref": "Minutes", "signal_id": "board-motion-oregon-investment-council-b8af6ebd9b9c", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/Minutes/2026/OIC-Meeting-Minutes-4.15.26.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/Minutes/2026/OIC-Meeting-Minutes-4.15.26.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "performance_review", "sme_verify_question": true, "status": "monitor", "strategy": "opportunity portfolio; IAP; OSGP; real assets", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:54:57", "as_of_date": "2026", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "The presentation contained results from the survey on risk to provide inputs to consider in the upcoming asset allocation study for the CSF.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/1.21.26-Meeting-Minutes-Final.pdf", "page_ref": "Minutes", "signal_id": "board-motion-oregon-investment-council-d03ba0ca94ad", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/1.21.26-Meeting-Minutes-Final.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2026/1.21.26-Meeting-Minutes-Final.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "pacing_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity; asset-liability study", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:54:59", "as_of_date": "2026", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "On January 28th, the Committee also approved the updated policy recommendation, INV 1101:", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/Minutes/2026/OIC-Meeting-Minutes-3.4.26.pdf", "page_ref": "Minutes", "signal_id": "board-motion-oregon-investment-council-da4fd022b34e", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/Minutes/2026/OIC-Meeting-Minutes-3.4.26.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2026", "display_citation_count": 1, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/Minutes/2026/OIC-Meeting-Minutes-3.4.26.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "policy_review", "sme_verify_question": true, "status": "monitor", "strategy": "capital market assumptions; credit modeling", "subject": "Oregon Investment Council" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:34:29", "as_of_date": "2025-12-02", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Jones began with a review of the current state of the economy, the markets and the portfolio.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/wdhh0le0/minutes-investment-risk-committee-december-2-2025.pdf", "page_ref": "Minutes-Investment Risk Committee-December 2, 2025 View", "signal_id": "board-motion-utimco-20392ea8a23e", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/wdhh0le0/minutes-investment-risk-committee-december-2-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-12-02", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/wdhh0le0/minutes-investment-risk-committee-december-2-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "pacing_review", "sme_verify_question": true, "status": "monitor", "strategy": "private equity", "subject": "UTIMCO" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:35:41", "as_of_date": "2025-06-19", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Ruebsahm to provide a brief update on the Public Equities and Hedge Fund portfolios, respectively.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/apubhwpa/book-board-of-directors-june-19-2025.pdf", "page_ref": "Book-Board of Directors-June 19, 2025 View", "signal_id": "board-motion-utimco-94b96ef20ff9", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/apubhwpa/book-board-of-directors-june-19-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-06-19", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/apubhwpa/book-board-of-directors-june-19-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "performance_review", "sme_verify_question": true, "status": "monitor", "strategy": "hedge fund", "subject": "UTIMCO" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:35:34", "as_of_date": "2025-03-04", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Chen began detailing the proposed changes to the policy portfolio allocation, including the consolidation of the Developed Markets and Emerging Markets into a combined portfolio, benchmarked to the MSCI ACWI ex-China ex-HK IMI, as well as minor shifts in asset class weights to Hedge Funds, Private Equity, and Real Return.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/pfjlc5kz/minutes-policy-committee-march-4-2025.pdf", "page_ref": "Minutes-Policy Committee-March 4, 2025 View", "signal_id": "board-motion-utimco-1b5dc8731ba3", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/pfjlc5kz/minutes-policy-committee-march-4-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.66, "deadline_or_window": "2025-03-04", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/pfjlc5kz/minutes-policy-committee-march-4-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 51.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "policy_change", "sme_verify_question": true, "status": "monitor", "strategy": "asset allocation; public equity", "subject": "UTIMCO" }, { "action": "Convert the market-level quant strategy demand row to a named allocator, gatekeeper, or intake surface before using it as an outreach row.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "market", "citation_count": 3, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-21", "confidence": 0.75, "display_note": "", "evidence_tier": "primary", "excerpt": "WSJ reported JPMorgan, Goldman Sachs, Morgan Stanley, Citigroup, and other banks are selling QIS to pension funds, endowments, family offices, and wealthy individuals; the Murdock Trust shifted 3% of a $2.1B portfolio to Goldman-managed QIS.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "page_ref": "", "signal_id": "strategy-demand-quantitative-investment-strategies-market-qis-systematic-trading-2026-04-21-active", "signal_subject": "Quantitative investment strategies market", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-19 04:03:14", "as_of_date": "2026-04-21", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "WSJ reported the Murdock Trust shifted 3% of its $2.1B portfolio to QIS managed by Goldman Sachs, with CIO Elmer Huh saying they lack conviction that fundamental managers can keep up with market speed.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "page_ref": "", "signal_id": "pitch-target-murdock-trust-qis-systematic-trading-2026-04-21-monitor", "signal_subject": "Murdock Trust", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.64, "display_note": "", "evidence_tier": "primary", "excerpt": "Einstein source-quality sidecar flagged this as market background rather than a buyer-specific signal.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "page_ref": "Primary URL recovered from local provenance", "signal_id": "source-quality-monitor-quantitative-investment-strategies-market-named-buyer-remediation-qis-systematic-trading-demand-conversion-2026-06-19-monitor", "signal_subject": "Quantitative investment strategies market named-buyer remediation", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "source_type": "url", "valid_until": "" } ], "confidence": 0.64, "deadline_or_window": "2026-06-19", "display_citation_count": 3, "evidence_url": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7", "pattern": "Quant strategy demand at the market level is too generic without a named buyer, gatekeeper, or intake surface.", "priority_score": 50.8, "raw_citation_count": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "source_quality_monitor", "sme_verify_question": "Ask an allocator SME whether this should stay as market background or become a named manager-search row.", "status": "monitor", "strategy": "QIS / systematic trading demand conversion", "subject": "Quantitative investment strategies market named-buyer remediation" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:10:14", "as_of_date": "2026", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "ie Fennell, Laura Fields, Antonio Fisher, Josh Fox, Katherine Grawe, JT Grier, Dane Honrado, KC Howell, Robert Irving, Sandy Jack, Mengting Kim, LaShaunda King, Kristina Koutrakos, Matt Lacy, Chung Ma, Scott Mootz, Walker Noland, Greg Oliff, Angela Payne, David Porter, Matt Priestas, Katie Ray, Mark Rein, Gregory Salvati, Dan Schlussler, Jenny Schoeller, Michael Scott, Joseph Shaver, Richard Slate, Amethyst Sloane, Virginia Sowers, Emily Trent, Korey Turner and Dan Whitlock. Guests: Jacob Hodges", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.varetire.org/media/members/pdf/board/materials/2026/bot-04-23-26.pdf", "page_ref": "Meeting Materials", "signal_id": "manager-presence-virginia-retirement-system-ares-management-2026-2d30b07565", "signal_subject": "Virginia Retirement System", "source_path": "https://www.varetire.org/media/members/pdf/board/materials/2026/bot-04-23-26.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-25 23:04:53", "as_of_date": "2026", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Report of the Chief Investment Officer CIO Report - April 2026 - Page 18 CIO Quarterly Report - QE December 2025 - Page 30 Performance Summary 2.28.26 - Page 39 Asset Allocation Report - February 2026 - Page 40 Daily Asset Allocation Report 4.15.2026 - Page 42 New Investments and Terminations 4.23.2026 - Page 43 DIME Quarterly Summary - QE March 2026 - Page 44 External Manager Referral Quarterly Summary - QE March 2026 - Page 49 A.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.varetire.org/media/members/pdf/board/materials/2026/bot-04-23-26.pdf", "page_ref": "Meeting Materials", "signal_id": "board-motion-virginia-retirement-system-0677a4ef0696", "signal_subject": "Virginia Retirement System", "source_path": "https://www.varetire.org/media/members/pdf/board/materials/2026/bot-04-23-26.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.62, "deadline_or_window": "2026", "display_citation_count": 2, "evidence_url": "https://www.varetire.org/media/members/pdf/board/materials/2026/bot-04-23-26.pdf", "pattern": "", "priority_score": 50.4, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_presence", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "Ares Management", "subject": "Virginia Retirement System" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:39:54", "as_of_date": "2025-09-03", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": ", OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda September 3, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:05 1 Review & Approval of Minutes Cara Samples May 28, 2025 & July 16, 2025 OIC Chair 2 Committee Reports Rex Kim Chief Investment Officer 9:05 \u2013 10:00 3 Market Presentation Howard Marks Co-Chairman, Oaktree Capital 10:00 \u2013 10:30 4 OPERF Q2 Performance Review Mika Malone Managing Principal, Me", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "page_ref": "Regular Meeting: September 3, 2025", "signal_id": "board-motion-oregon-investment-council-975932ae0d61", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 00:56:01", "as_of_date": "2025-09-03", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "fridge, Jason Service, Aleshia Slaughter, Tracy Steckmann, Victoria Tan, Loren Terry, Mika Tomizawa, Anna Totdahl, Andrey Voloshinov, Tiffany Zahas Consultants Present Virtually: Allan Emkin, Ashley Woeste, Andrew Mikolasy, Christy Fields, Henry McVey, Stephen Kennedy, Tony Hass, PERS Present Virtually: Kevin Olineck Legal Counsel Present Virtually: Samuel Zeigler (Department of Justice) The July 16th, 2025, OIC meeting was called to order at 9:00am by Cara Samples, Chair Time Tab Presenter 9:00", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "page_ref": "Regular Meeting: September 3, 2025", "signal_id": "manager-presence-oregon-investment-council-oic-bridgewater-associates-2025-09-03-22d3b4f07a", "signal_subject": "Oregon Investment Council (OIC)", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.62, "deadline_or_window": "2025-09-03", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/9-3-2025-Public-Book.pdf", "pattern": "", "priority_score": 50.4, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_presence", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "Bridgewater Associates", "subject": "Oregon Investment Council (OIC)" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 00:56:02", "as_of_date": "2025-07-16", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "Oregon Investment Council July 16, 2025 Cara Samples Chair Elizabeth Steiner State Treasurer Rex Kim Chief Investment Officer Investment Division Main Office oregon.gov/treasury 16290 SW Upper Boones Ferry Road 867 Hawthorne Ave SE oregon.treasurer@state.or.us Tigard, OR 97224 Salem, OR 97301 503.431.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda July 16, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:50 1 Speaker Atul Lele Senior R", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "page_ref": "Regular Meeting: July 16, 2025", "signal_id": "manager-presence-oregon-investment-council-oic-bridgewater-associates-2025-07-16-a21fb04d10", "signal_subject": "Oregon Investment Council (OIC)", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 00:39:54", "as_of_date": "2025-07-16", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "31.7900 503.378.4000 Oregon State Treasury Investment Division 16290 SW Upper Boones Ferry Road Tigard, OR 97224 Agenda July 16, 2025 9:00 AM Time Tab Presenter 9:00 \u2013 9:50 1 Speaker Atul Lele Senior Researcher, Head of Portfolio Strategist Group, Bridgewater Associates, LP Andrew Mikolasy Partner, Senior Client Advisor-Head of Americas, Bridgewater Associates, LP --BREAK-- 10:00 \u2013 10:50 2 Speaker Henry McVey Partner, Head of Global Macro & Asset Allocation, KKR Tony Hass Partner, Global Client ", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "page_ref": "Regular Meeting: July 16, 2025", "signal_id": "board-motion-oregon-investment-council-58dd7249fb88", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.62, "deadline_or_window": "2025-07-16", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2025/7-16-2025-Public-Book.pdf", "pattern": "", "priority_score": 50.4, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_presence", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "Bridgewater Associates", "subject": "Oregon Investment Council (OIC)" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-25 23:12:12", "as_of_date": "2020-01-30", "confidence": 0.66, "display_note": "", "evidence_tier": "primary", "excerpt": "Review & Approval of Minutes Rukaiyah Adams 1 December 11, 2019 OIC Chair 9:05-9:10 2.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-25", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: January 30, 2020", "signal_id": "board-motion-oregon-investment-council-41d6bdcfc46d", "signal_subject": "Oregon Investment Council", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" }, { "added_at": "2026-06-26 01:05:56", "as_of_date": "2020-01-30", "confidence": 0.62, "display_note": "", "evidence_tier": "primary", "excerpt": "4 Time A. Action Items Presenter Tab 9:00-9:05 1. Review & Approval of Minutes Rukaiyah Adams 1 December 11, 2019 OIC Chair 9:05-9:10 2. Proposed 2021 OIC Meeting Dates John Skjervem 2 Chief Investment Officer 9:10-9:15 3. Committee Reports and CIO Remarks John Skjervem 3 9:15-10:00 4. Risk Parity Manager Recommendation Karl Cheng 4 OPERF Risk Parity Portfolio Senior Investment Officer, Portfolio Risk & Research Janet Becker-Wold Senior Vice President, Callan LLC Kevin Machiz Vice President, Cap", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "page_ref": "Regular Meeting: January 30, 2020", "signal_id": "manager-presence-oregon-investment-council-oic-bridgewater-associates-2020-01-30-4414056968", "signal_subject": "Oregon Investment Council (OIC)", "source_path": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.62, "deadline_or_window": "2020-01-30", "display_citation_count": 2, "evidence_url": "https://www.oregon.gov/treasury/invested-for-oregon/Documents/Invested-for-OR-47OIC-Agenda-and-Minutes/2020/1-30-2020-OIC-Regular-Meeting-PUBLIC-BOOK.pdf", "pattern": "", "priority_score": 50.4, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_presence", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "Bridgewater Associates", "subject": "Oregon Investment Council (OIC)" }, { "action": "Monitor for allocator or procurement entry points, but do not treat it as a verified manager-registration portal.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "vendor", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Lower-confidence monitor item from Plato.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.investwithabudhabi.com/", "page_ref": "Primary URL recovered from local provenance", "signal_id": "allocator-monitor-invest-with-abu-dhabi-adio-investor-services-ppp-opportunity-intake-2026-06-19-monitor", "signal_subject": "Invest With Abu Dhabi / ADIO", "source_path": "https://www.investwithabudhabi.com/", "source_type": "url", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.investwithabudhabi.com/", "pattern": "ADIO emphasizes investor services, PPPs, and opportunity intake, with a contact flow to connect users to the right opportunity.", "priority_score": 49.6, "raw_citation_count": 1, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "signal_type": "allocator_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "investor services / PPP opportunity intake", "subject": "Invest With Abu Dhabi / ADIO" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:34:32", "as_of_date": "2025-09-16", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Jones highlighted that despite the early volatility, UTIMCO\u2019s regime-based and globally diversified portfolio approach helped preserve capital and reduce portfolio volatility.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/x0mfdmst/minutes-investment-risk-committee-september-16-2025.pdf", "page_ref": "Minutes-Investment Risk Committee-September 16, 2025 View", "signal_id": "board-motion-utimco-e6168a8706ee", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/x0mfdmst/minutes-investment-risk-committee-september-16-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2025-09-16", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/x0mfdmst/minutes-investment-risk-committee-september-16-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 49.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "risk_review", "sme_verify_question": true, "status": "monitor", "strategy": "liquidity; portable alpha", "subject": "UTIMCO" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:34:38", "as_of_date": "2025-06-10", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Despite the volatility, he emphasized that the portfolio is designed to withstand such levels of 1 uncertainty and that the portfolio performed as intended.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/molpgwuv/minutes-investment-risk-committee-june-10-2025.pdf", "page_ref": "Minutes-Investment Risk Committee-June 10, 2025 View", "signal_id": "board-motion-utimco-d4343c01e881", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/molpgwuv/minutes-investment-risk-committee-june-10-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2025-06-10", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/molpgwuv/minutes-investment-risk-committee-june-10-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 49.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "risk_review", "sme_verify_question": true, "status": "monitor", "strategy": "liquidity; derivatives", "subject": "UTIMCO" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 01:34:42", "as_of_date": "2025-03-04", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "Yoeli reported that the portfolio is well within risk guidelines and is positioned neutrally relative to policy.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.utimco.org/media/354nym44/minutes-investment-risk-committee-march-4-2025.pdf", "page_ref": "Minutes-Investment Risk Committee-March 4, 2025 View", "signal_id": "board-motion-utimco-3ec3fb4eb1db", "signal_subject": "UTIMCO", "source_path": "https://www.utimco.org/media/354nym44/minutes-investment-risk-committee-march-4-2025.pdf", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2025-03-04", "display_citation_count": 1, "evidence_url": "https://www.utimco.org/media/354nym44/minutes-investment-risk-committee-march-4-2025.pdf", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 49.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "risk_review", "sme_verify_question": true, "status": "monitor", "strategy": "portfolio risk", "subject": "UTIMCO" }, { "action": "SME verify extracted board-packet motion before outreach or downstream scoring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 02:11:33", "as_of_date": "2024-02-02", "confidence": 0.58, "display_note": "", "evidence_tier": "primary", "excerpt": "After committce discussion, Commissioner Zellers moved to recommend changing MOSERS asset allocation policy from the 140 policy mix to the 110 policy mix to the full Board for consideration at the February meeting.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mosers.org/docs/default-source/leadership/board/investment-committee/2024-02-02-investment-committee-agenda-and-report.pdf?sfvrsn=d2f6272_8", "page_ref": "Agenda & Report 2024-02-02 Investment Committee Agenda and Report", "signal_id": "board-motion-missouri-mosers-b7a764916a82", "signal_subject": "Missouri MOSERS", "source_path": "https://www.mosers.org/docs/default-source/leadership/board/investment-committee/2024-02-02-investment-committee-agenda-and-report.pdf?sfvrsn=d2f6272_8", "source_type": "official_board_pdf_text", "valid_until": "" } ], "confidence": 0.58, "deadline_or_window": "2024-02-02", "display_citation_count": 1, "evidence_url": "https://www.mosers.org/docs/default-source/leadership/board/investment-committee/2024-02-02-investment-committee-agenda-and-report.pdf?sfvrsn=d2f6272_8", "pattern": "Official public board PDF contains motion/allocation language matching the deterministic board-minutes extractor.", "priority_score": 49.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "policy_change", "sme_verify_question": true, "status": "monitor", "strategy": "asset allocation", "subject": "Missouri MOSERS" }, { "action": "Pitch any CalPERS-adjacent quant idea as total-portfolio completion, active-risk-efficient exposure, or cross-asset implementation, not as a standalone hedge-fund bucket.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS approved a TPA framework that replaces separate asset-class benchmarks with a single reference portfolio.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "governance-change-calpers-total-portfolio-approach-portfolio-completion-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The board raised the equity target from 72% to 75% as part of the governance overhaul.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "target-allocation-change-calpers-equities-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS added a 400 basis point active-risk cap under the new TPA regime.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "risk-limit-change-calpers-portfolio-construction-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The new structure gives investment staff broader discretion to move across asset classes and judge results at the total-portfolio level.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "framework-change-calpers-cross-asset-allocation-portfolio-completion-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2025-11-18", "display_citation_count": 4, "evidence_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "pattern": "A total-portfolio approach shifts the sale from asset-class allocation to contribution-to-total-fund risk and return.", "priority_score": 49.6, "raw_citation_count": 4, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "governance_change", "sme_verify_question": "Which investment staff or consultants translate the new total-portfolio framework into external-manager searches?", "status": "approved", "strategy": "total portfolio approach / portfolio completion", "subject": "CalPERS" }, { "action": "Treat UC as a negative hedge-fund replacement case: do not pitch broad hedge-fund beta; use it as a diligence objection pattern around fees, complexity, liquidity, and public-equity opportunity cost.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_university_endowment", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-07-15", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "UC Investments approved moving its 10% absolute return portfolio out of hedge funds and into public equities, ending the wind-down process.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "page_ref": "Primary URL recovered from local provenance", "signal_id": "portfolio-reallocation-university-of-california-investments-absolute-return-hedge-funds-2025-07-15-approved", "signal_subject": "University of California Investments", "source_path": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-07-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The FT described the July 2025 action as the final step in a five-year hedge fund wind-down.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "page_ref": "Primary URL recovered from local provenance", "signal_id": "exit-university-of-california-investments-hedge-funds-2025-07-18-completed", "signal_subject": "University of California Investments", "source_path": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2025-07-15", "display_citation_count": 2, "evidence_url": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "pattern": "A large endowment-style allocator can complete a multi-year hedge-fund wind-down when public-equity opportunity cost and simplicity beat absolute-return diversification.", "priority_score": 49.6, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "portfolio_reallocation", "sme_verify_question": "Was the exit driven by fee/performance, liquidity, governance complexity, public-equity beta preference, or internal team conviction?", "status": "approved", "strategy": "absolute return / hedge funds", "subject": "University of California Investments" }, { "action": "For equity-linked quant pitches, emphasize active-risk budget efficiency, low implementation friction, and complementarity to a higher equity reference portfolio.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS approved a TPA framework that replaces separate asset-class benchmarks with a single reference portfolio.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "governance-change-calpers-total-portfolio-approach-portfolio-completion-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The board raised the equity target from 72% to 75% as part of the governance overhaul.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "target-allocation-change-calpers-equities-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS added a 400 basis point active-risk cap under the new TPA regime.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "risk-limit-change-calpers-portfolio-construction-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The new structure gives investment staff broader discretion to move across asset classes and judge results at the total-portfolio level.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "framework-change-calpers-cross-asset-allocation-portfolio-completion-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" } ], "confidence": 0.97, "deadline_or_window": "2025-11-18", "display_citation_count": 4, "evidence_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "pattern": "Higher equity targets can reduce appetite for generic hedge-fund beta while preserving appetite for diversifying active risk.", "priority_score": 49.4, "raw_citation_count": 4, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "target_allocation_change", "sme_verify_question": "Does the 75% equity reference portfolio crowd out absolute return, or create demand for equity-risk completion and crash-aware overlays?", "status": "approved", "strategy": "equities", "subject": "CalPERS" }, { "action": "Use UC as a red-team case when preparing quant hedge-fund decks: explicitly answer why this strategy is not a generic absolute-return allocation that should be liquidated into equities.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_university_endowment", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-07-15", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "UC Investments approved moving its 10% absolute return portfolio out of hedge funds and into public equities, ending the wind-down process.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "page_ref": "Primary URL recovered from local provenance", "signal_id": "portfolio-reallocation-university-of-california-investments-absolute-return-hedge-funds-2025-07-15-approved", "signal_subject": "University of California Investments", "source_path": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-07-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The FT described the July 2025 action as the final step in a five-year hedge fund wind-down.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "page_ref": "Primary URL recovered from local provenance", "signal_id": "exit-university-of-california-investments-hedge-funds-2025-07-18-completed", "signal_subject": "University of California Investments", "source_path": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "source_type": "url", "valid_until": "" } ], "confidence": 0.97, "deadline_or_window": "2025-07-18", "display_citation_count": 2, "evidence_url": "https://www.ft.com/content/16744e1e-335a-477f-b24c-b07ee5573352", "pattern": "Final hedge-fund exits often follow long wind-downs, so early committee language and target-range changes matter more than final liquidation headlines.", "priority_score": 49.4, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "exit", "sme_verify_question": "Which consultants, staff, and committee documents shaped the five-year wind-down, and did any quant/systematic managers survive longer than discretionary hedge-fund exposure?", "status": "completed", "strategy": "hedge funds", "subject": "University of California Investments" }, { "action": "Target similar endowments with realistic-return quant pitches: lower forward PE assumptions create room for liquid alpha only if fees, liquidity, and risk controls are explicit.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "university_endowment", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Princeton lowered its expected long-term endowment return from 10.2% to 8% because private-equity conditions worsened.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "page_ref": "Primary URL recovered from local provenance", "signal_id": "return-assumption-change-princeton-university-private-equity-endowment-construction-2026-02-03-announced", "signal_subject": "Princeton University", "source_path": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-02-03", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "The lower return assumption was paired with spending cuts of roughly 5% to 7% and warnings of deeper reductions.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "page_ref": "Primary URL recovered from local provenance", "signal_id": "spending-cut-princeton-university-liquidity-endowment-spending-2026-02-03-planned", "signal_subject": "Princeton University", "source_path": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2026-02-03", "display_citation_count": 2, "evidence_url": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5", "pattern": "Lower long-term return assumptions force CIOs to revisit spending, liquidity, and active-risk allocation.", "priority_score": 49.2, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "return_assumption_change", "sme_verify_question": "Did Princeton reduce illiquid pacing, search for liquid diversifiers, alter spending policy, or simply reset expectations?", "status": "announced", "strategy": "private equity / endowment construction", "subject": "Princeton University" }, { "action": "Build CalPERS-style pitch materials around contribution to active risk, tracking-error budget, liquidity, and total-fund fit.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS approved a TPA framework that replaces separate asset-class benchmarks with a single reference portfolio.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "governance-change-calpers-total-portfolio-approach-portfolio-completion-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The board raised the equity target from 72% to 75% as part of the governance overhaul.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "target-allocation-change-calpers-equities-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS added a 400 basis point active-risk cap under the new TPA regime.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "risk-limit-change-calpers-portfolio-construction-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The new structure gives investment staff broader discretion to move across asset classes and judge results at the total-portfolio level.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "framework-change-calpers-cross-asset-allocation-portfolio-completion-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2025-11-18", "display_citation_count": 4, "evidence_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "pattern": "Explicit active-risk limits make risk-budget language more important than standalone return claims.", "priority_score": 49.2, "raw_citation_count": 4, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "risk_limit_change", "sme_verify_question": "What hurdle rate and tracking-error contribution would a new systematic manager need under the active-risk cap?", "status": "approved", "strategy": "portfolio construction", "subject": "CalPERS" }, { "action": "Watch for balance-sheet allocation and partnership review signals; treat as strategic monitor rather than a direct pitch portal.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-19", "confidence": 0.55, "display_note": "", "evidence_tier": "primary", "excerpt": "Lower-confidence monitor item from Plato.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.mubadala.com/en", "page_ref": "Primary URL recovered from local provenance", "signal_id": "balance-sheet-monitor-mubadala-balance-sheet-and-strategic-partnership-monitor-balance-sheet-allocation-private-credit-insurance-partnerships-2026-06-19-monitor", "signal_subject": "Mubadala balance-sheet and strategic partnership monitor", "source_path": "https://www.mubadala.com/en", "source_type": "url", "valid_until": "" } ], "confidence": 0.55, "deadline_or_window": "2026-06-19", "display_citation_count": 1, "evidence_url": "https://www.mubadala.com/en", "pattern": "Mubadala public investor pages show bond, commercial paper, and sukuk programs, plus strategic partnerships in private credit and insurance.", "priority_score": 49.0, "raw_citation_count": 1, "required_packet": "DDQ/ODD packet, data-room index, risk reporting appendix", "signal_type": "balance_sheet_monitor", "sme_verify_question": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "status": "monitor", "strategy": "balance-sheet allocation / private credit / insurance partnerships", "subject": "Mubadala balance-sheet and strategic partnership monitor" }, { "action": "Prioritize endowments with high unfunded commitments and low cash for liquid-alpha, overlay, portable-alpha, and drawdown-managed quant pitches.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "university_endowment", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-05-22", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Harvard's unfunded private-equity commitments rose from $4.6bn in 2017 to $7.9bn in 2025, with cash at about 3% of the endowment.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/82b7a28f-b317-46c6-a386-d730f67433de", "page_ref": "Primary URL recovered from local provenance", "signal_id": "liquidity-pressure-harvard-management-company-private-equity-liquid-portfolio-mix-2026-05-22-reported", "signal_subject": "Harvard Management Company", "source_path": "https://www.ft.com/content/82b7a28f-b317-46c6-a386-d730f67433de", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2026-05-22", "display_citation_count": 1, "evidence_url": "https://www.ft.com/content/82b7a28f-b317-46c6-a386-d730f67433de", "pattern": "Unfunded private-market commitments plus low cash can increase receptivity to liquid, transparent diversifiers.", "priority_score": 49.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "liquidity_pressure", "sme_verify_question": "Which endowments have similar cash/unfunded commitment pressure, and which are already replacing illiquid exposure with liquid diversifiers?", "status": "reported", "strategy": "private equity / liquid portfolio mix", "subject": "Harvard Management Company" }, { "action": "Map CalPERS staff and consultant influencers around cross-asset discretion; the pitchable unit is total-fund completion, not a hedge-fund RFP.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 4, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS approved a TPA framework that replaces separate asset-class benchmarks with a single reference portfolio.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "governance-change-calpers-total-portfolio-approach-portfolio-completion-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The board raised the equity target from 72% to 75% as part of the governance overhaul.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "target-allocation-change-calpers-equities-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS added a 400 basis point active-risk cap under the new TPA regime.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "risk-limit-change-calpers-portfolio-construction-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-18", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "The new structure gives investment staff broader discretion to move across asset classes and judge results at the total-portfolio level.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "page_ref": "Primary URL recovered from local provenance", "signal_id": "framework-change-calpers-cross-asset-allocation-portfolio-completion-2025-11-18-approved", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2025-11-18", "display_citation_count": 4, "evidence_url": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221", "pattern": "Cross-asset discretion can create hidden opportunities outside formal asset-class searches.", "priority_score": 49.0, "raw_citation_count": 4, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "framework_change", "sme_verify_question": "Which decisions now move from committee asset-class buckets into staff-level total-portfolio implementation?", "status": "approved", "strategy": "cross-asset allocation / portfolio completion", "subject": "CalPERS" }, { "action": "Use PE-overweight and denominator/liquidity pressure as an opening for liquid diversifiers, completion portfolios, and faster-redeeming quant sleeves.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "university_endowment", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-05-16", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "The same WSJ report says Harvard doubled the size of its private-equity portfolio under Narvekar.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "page_ref": "Primary URL recovered from local provenance", "signal_id": "private-equity-expansion-harvard-management-company-private-equity-2026-05-16-reported", "signal_subject": "Harvard Management Company", "source_path": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-05-16", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "WSJ reported that Narvekar more than doubled Harvard's hedge fund share during his tenure, and that hedge funds helped performance in 2024.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "page_ref": "Primary URL recovered from local provenance", "signal_id": "hedge-fund-expansion-harvard-management-company-hedge-funds-2026-05-16-reported", "signal_subject": "Harvard Management Company", "source_path": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "source_type": "url", "valid_until": "" } ], "confidence": 0.93, "deadline_or_window": "2026-05-16", "display_citation_count": 2, "evidence_url": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "pattern": "Private-equity expansion can later create demand for liquid hedge-fund ballast and capital-call management.", "priority_score": 48.6, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "private_equity_expansion", "sme_verify_question": "Did hedge-fund growth correlate with PE commitment growth, cash drag management, or a deliberate move away from internal public-market teams?", "status": "reported", "strategy": "private equity", "subject": "Harvard Management Company" }, { "action": "Monitor Harvard-style endowments for liquid diversifier demand when private-equity liquidity pressure rises; pitch capacity-controlled quant as liquid alpha rather than illiquid beta.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "university_endowment", "citation_count": 2, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-05-16", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "The same WSJ report says Harvard doubled the size of its private-equity portfolio under Narvekar.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "page_ref": "Primary URL recovered from local provenance", "signal_id": "private-equity-expansion-harvard-management-company-private-equity-2026-05-16-reported", "signal_subject": "Harvard Management Company", "source_path": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "source_type": "url", "valid_until": "" }, { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-05-16", "confidence": 0.92, "display_note": "", "evidence_tier": "primary", "excerpt": "WSJ reported that Narvekar more than doubled Harvard's hedge fund share during his tenure, and that hedge funds helped performance in 2024.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "page_ref": "Primary URL recovered from local provenance", "signal_id": "hedge-fund-expansion-harvard-management-company-hedge-funds-2026-05-16-reported", "signal_subject": "Harvard Management Company", "source_path": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "source_type": "url", "valid_until": "" } ], "confidence": 0.92, "deadline_or_window": "2026-05-16", "display_citation_count": 2, "evidence_url": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766", "pattern": "Large endowments can expand hedge funds while reducing internal teams if external liquid diversifiers help balance illiquid private-market commitments.", "priority_score": 48.4, "raw_citation_count": 2, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "hedge_fund_expansion", "sme_verify_question": "Did hedge-fund expansion favor multi-strat, systematic macro, equity market neutral, RV, or idiosyncratic long/short managers?", "status": "reported", "strategy": "hedge funds", "subject": "Harvard Management Company" }, { "action": "Use private-market expansion as a liquidity and denominator-risk setup for liquid systematic overlays and capital-efficient public-market alpha.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-07-14", "confidence": 0.91, "display_note": "", "evidence_tier": "primary", "excerpt": "FT reported that CalPERS increased its private-equity target and expects exposure to keep rising, with more co-investment and no-fee structures.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/ca30fa31-5d6d-469b-99d1-dbf3733d0da4", "page_ref": "Primary URL recovered from local provenance", "signal_id": "allocation-change-calpers-private-equity-co-investments-2025-07-14-reported", "signal_subject": "CalPERS", "source_path": "https://www.ft.com/content/ca30fa31-5d6d-469b-99d1-dbf3733d0da4", "source_type": "url", "valid_until": "" } ], "confidence": 0.91, "deadline_or_window": "2025-07-14", "display_citation_count": 1, "evidence_url": "https://www.ft.com/content/ca30fa31-5d6d-469b-99d1-dbf3733d0da4", "pattern": "Rising PE targets increase the value of liquid completion and risk-balancing tools elsewhere in the portfolio.", "priority_score": 48.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "allocation_change", "sme_verify_question": "Does the PE expansion increase demand for liquid diversifiers, or does it consume governance and risk budget that would otherwise support hedge funds?", "status": "reported", "strategy": "private equity / co-investments", "subject": "CalPERS" }, { "action": "Track CalPERS leadership changes for mandate language around total-fund implementation, private-market pacing, and cross-asset portfolio completion.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2026-06-11", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS promoted Anton Orlich and hired Derek Walker to extend the private-markets and total-fund portfolio remit.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/pro/private-equity/calpers-expands-role-of-manager-who-led-private-equity-revamp-989e76b7", "page_ref": "Primary URL recovered from local provenance", "signal_id": "personnel-change-calpers-private-markets-total-fund-portfolio-management-2026-06-11-announced", "signal_subject": "CalPERS", "source_path": "https://www.wsj.com/pro/private-equity/calpers-expands-role-of-manager-who-led-private-equity-revamp-989e76b7", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2026-06-11", "display_citation_count": 1, "evidence_url": "https://www.wsj.com/pro/private-equity/calpers-expands-role-of-manager-who-led-private-equity-revamp-989e76b7", "pattern": "Personnel changes around private markets and total-fund roles often precede implementation shifts before formal manager-search language appears.", "priority_score": 48.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "personnel_change", "sme_verify_question": "Which direct reports and external advisers now own public-market overlays, completion strategies, and active-risk budgeting?", "status": "announced", "strategy": "private markets / total fund portfolio management", "subject": "CalPERS" }, { "action": "Use the 2025 reporting deadline as historical motion evidence for NYC manager-accountability searches and replacement risk.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2025-04-08", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "NYC pension funds, invested with around 300 external managers, set a June 30 deadline for listed-market managers to report climate engagement efforts.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/nyc-comptroller-lander-we-will-divest-from-managers-who-fail-to-meet-expectations", "page_ref": "", "signal_id": "historical-motion-nyc-pension-manager-climate-reporting-deadline-external-manager-climate-reporting-and-stewardship-accountability-2025-04-08-historical", "signal_subject": "NYC pension manager climate reporting deadline", "source_path": "https://www.netzeroinvestor.net/news-and-views/nyc-comptroller-lander-we-will-divest-from-managers-who-fail-to-meet-expectations", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2025-06-30", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/nyc-comptroller-lander-we-will-divest-from-managers-who-fail-to-meet-expectations", "pattern": "NYC pension systems gave listed-market managers a June 30 climate-engagement reporting deadline and warned of divestment risk.", "priority_score": 18.0, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "historical_motion", "sme_verify_question": "Confirm which NYC listed-market managers submitted plans and which were escalated after the June 30 deadline.", "status": "historical", "strategy": "external-manager climate reporting and stewardship accountability", "subject": "NYC pension manager climate reporting deadline" }, { "action": "Use CIO succession at CalSTRS as a historical pattern for new regime review windows; watch follow-on board materials and manager roster changes after CIO transitions.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2024-05-15", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Arendt historical-motion sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/livecoverage/cpi-report-today-inflation-stock-market-05-15-2024/card/calstrs-deputy-scott-chan-to-become-new-investment-chief-hbbzHKKpLUthnoS1LB4c", "page_ref": "Primary URL recovered from local provenance", "signal_id": "personnel-change-calstrs-scott-chan-cio-appointment-cio-change-succession-window-2024-05-15-historical", "signal_subject": "CalSTRS Scott Chan CIO appointment", "source_path": "https://www.wsj.com/livecoverage/cpi-report-today-inflation-stock-market-05-15-2024/card/calstrs-deputy-scott-chan-to-become-new-investment-chief-hbbzHKKpLUthnoS1LB4c", "source_type": "url", "valid_until": "" } ], "confidence": 0.98, "deadline_or_window": "2024-05-15", "display_citation_count": 1, "evidence_url": "https://www.wsj.com/livecoverage/cpi-report-today-inflation-stock-market-05-15-2024/card/calstrs-deputy-scott-chan-to-become-new-investment-chief-hbbzHKKpLUthnoS1LB4c", "pattern": "CalSTRS named Scott Chan CIO to replace Christopher Ailman.", "priority_score": 14.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "personnel_change", "sme_verify_question": "Check the CalSTRS announcement and board agenda for transition timing and successor naming.", "status": "historical", "strategy": "CIO change / succession window", "subject": "CalSTRS Scott Chan CIO appointment" }, { "action": "Use the Stephen Gilmore appointment as a CalPERS pitch-context signal: total-fund, SWF-style, and governance-aware framing may resonate more than siloed hedge-fund language.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2024-04-02", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Arendt historical-motion sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/livecoverage/stock-market-today-dow-jones-04-02-2024/card/new-zealand-sovereign-wealth-fund-cio-is-calpers-new-investment-chief-GPa7DYcq5i2ZfRygC7BV", "page_ref": "Primary URL recovered from local provenance", "signal_id": "personnel-change-calpers-stephen-gilmore-cio-appointment-cio-change-swf-to-pension-talent-transfer-2024-04-02-historical", "signal_subject": "CalPERS Stephen Gilmore CIO appointment", "source_path": "https://www.wsj.com/livecoverage/stock-market-today-dow-jones-04-02-2024/card/new-zealand-sovereign-wealth-fund-cio-is-calpers-new-investment-chief-GPa7DYcq5i2ZfRygC7BV", "source_type": "url", "valid_until": "" } ], "confidence": 0.97, "deadline_or_window": "2024-04-02", "display_citation_count": 1, "evidence_url": "https://www.wsj.com/livecoverage/stock-market-today-dow-jones-04-02-2024/card/new-zealand-sovereign-wealth-fund-cio-is-calpers-new-investment-chief-GPa7DYcq5i2ZfRygC7BV", "pattern": "CalPERS appointed Stephen Gilmore as CIO after his NZ Super role, creating a SWF-to-public-pension transfer pattern.", "priority_score": 14.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "personnel_change", "sme_verify_question": "Check CalPERS board materials or press release for appointment/start date, then confirm Gilmore's prior NZ Super CIO role.", "status": "historical", "strategy": "CIO change / SWF-to-pension talent transfer", "subject": "CalPERS Stephen Gilmore CIO appointment" }, { "action": "Use ExodusPoint as a concrete case where weak performance and investor pressure forced a fee and liquidity reset; prepare cash-hurdle and lockup answers in pitch materials.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2024-09-10", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Newton historical-motion sweep identified ExodusPoint adopting a cash-hurdle share class and longer lockups after weak performance and investor pressure.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/finance/investing/investors-in-hedge-funds-extract-lower-fees-for-subpar-returns-df29cf49", "page_ref": "Primary URL recovered from local provenance", "signal_id": "fee-renegotiation-exoduspoint-capital-management-cash-hurdle-fee-model-2024-09-10-historical", "signal_subject": "ExodusPoint Capital Management", "source_path": "https://www.wsj.com/finance/investing/investors-in-hedge-funds-extract-lower-fees-for-subpar-returns-df29cf49", "source_type": "url", "valid_until": "" } ], "confidence": 0.96, "deadline_or_window": "2024-09-10", "display_citation_count": 1, "evidence_url": "https://www.wsj.com/finance/investing/investors-in-hedge-funds-extract-lower-fees-for-subpar-returns-df29cf49", "pattern": "Subpar returns plus antsy LPs can force a reset of fees and liquidity terms, especially at multimanager funds.", "priority_score": 14.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "fee_renegotiation", "sme_verify_question": "Verify the firm name, cash-hurdle terms, and performance context in the article.", "status": "historical", "strategy": "cash-hurdle fee model", "subject": "ExodusPoint Capital Management" }, { "action": "Use this as a fee-objection template: public allocators may press hedge funds to stop charging incentive fees for cash-like returns and adopt cash hurdles.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator_cohort", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2024-06-03", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Newton historical-motion sweep identified a 29-institution LP coalition pushing cash-hurdle fee models.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marketwatch.com/story/hedge-funds-should-stop-charging-fees-for-skill-less-returns-top-investors-say-d63b6d56", "page_ref": "Primary URL recovered from local provenance", "signal_id": "fee-renegotiation-29-institution-lp-coalition-cash-hurdle-fee-model-2024-06-03-historical", "signal_subject": "29-institution LP coalition", "source_path": "https://www.marketwatch.com/story/hedge-funds-should-stop-charging-fees-for-skill-less-returns-top-investors-say-d63b6d56", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2024-06-03", "display_citation_count": 1, "evidence_url": "https://www.marketwatch.com/story/hedge-funds-should-stop-charging-fees-for-skill-less-returns-top-investors-say-d63b6d56", "pattern": "When short rates are high, LPs push to pay incentive fees only above Treasury-bill carry, not on easy beta.", "priority_score": 14.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "fee_renegotiation", "sme_verify_question": "Check the open letter headline, signatory mix, and cash-hurdle language in the source.", "status": "historical", "strategy": "cash-hurdle fee model", "subject": "29-institution LP coalition" }, { "action": "Treat CalPERS as a portfolio-construction buyer: quant sleeves must explain liquidity, drawdown control, and total-fund role against a private-markets-heavy allocation plan.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2024-03-19", "confidence": 0.95, "display_note": "", "evidence_tier": "primary", "excerpt": "Arendt historical-motion sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/57eb4fa4-16d5-43aa-bdee-2ffec736b31f", "page_ref": "Primary URL recovered from local provenance", "signal_id": "strategy-reallocation-calpers-private-markets-increase-and-public-market-reduction-private-markets-increase-stocks-and-bonds-reduction-2024-03-19-historical", "signal_subject": "CalPERS private-markets increase and public-market reduction", "source_path": "https://www.ft.com/content/57eb4fa4-16d5-43aa-bdee-2ffec736b31f", "source_type": "url", "valid_until": "" } ], "confidence": 0.95, "deadline_or_window": "2024-03-19", "display_citation_count": 1, "evidence_url": "https://www.ft.com/content/57eb4fa4-16d5-43aa-bdee-2ffec736b31f", "pattern": "CalPERS approved a $30B+ private-markets increase while reducing stock and bond exposure.", "priority_score": 14.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "strategy_reallocation", "sme_verify_question": "Compare the board-approved asset-allocation change with published policy targets and meeting notes.", "status": "historical", "strategy": "private-markets increase / stocks and bonds reduction", "subject": "CalPERS private-markets increase and public-market reduction" }, { "action": "Map replacement winners and displaced incumbents; use this as a proof point for systematic equity managers aligned to asset-owner climate policies.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2025-09-03", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "PFZW terminated a EUR14.5bn mandate with BlackRock and a EUR15bn mandate with Legal & General amid a push toward active, sustainability-focused management.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/pggm-ditches-mandates-with-lgim-and-blackrock-amid-sustainability-push", "page_ref": "", "signal_id": "manager-replacement-pfzw-pggm-equity-mandate-overhaul-active-sustainability-focused-equity-management-2025-09-03-historical", "signal_subject": "PFZW PGGM equity mandate overhaul", "source_path": "https://www.netzeroinvestor.net/news-and-views/pggm-ditches-mandates-with-lgim-and-blackrock-amid-sustainability-push", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2025-09-03", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/pggm-ditches-mandates-with-lgim-and-blackrock-amid-sustainability-push", "pattern": "PFZW/PGGM terminated BlackRock and Legal & General listed-equity mandates and shifted toward active sustainability-focused managers.", "priority_score": 13.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_replacement", "sme_verify_question": "Confirm exact PGGM replacement manager allocations and whether Acadian/Numeric/Robeco mandates remain active.", "status": "historical", "strategy": "active, sustainability-focused equity management", "subject": "PFZW PGGM equity mandate overhaul" }, { "action": "Use as evidence that stewardship misalignment can push large DC allocators from pooled passive exposure into controlled segregated mandates.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2025-02-26", "confidence": 0.94, "display_note": "", "evidence_tier": "primary", "excerpt": "The People's Pension moved GBP28bn from State Street, transitioned assets into segregated mandates held by Northern Trust, and appointed Amundi and Invesco.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/the-peoples-pension-moves-28bn-out-of-state-street-citing-stewardship-misalignment", "page_ref": "", "signal_id": "manager-replacement-people-s-pension-state-street-replacement-segregated-mandates-stewardship-control-and-passive-equity-replacement-2025-02-26-historical", "signal_subject": "People's Pension State Street replacement", "source_path": "https://www.netzeroinvestor.net/news-and-views/the-peoples-pension-moves-28bn-out-of-state-street-citing-stewardship-misalignment", "source_type": "url", "valid_until": "" } ], "confidence": 0.94, "deadline_or_window": "2025-02-26", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/the-peoples-pension-moves-28bn-out-of-state-street-citing-stewardship-misalignment", "pattern": "The People's Pension moved GBP28bn out of State Street, transitioned assets into segregated mandates with Northern Trust custody, and appointed Amundi and Invesco.", "priority_score": 13.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_replacement", "sme_verify_question": "Confirm current Amundi/Invesco mandate split and whether Northern Trust custody or transition details changed.", "status": "historical", "strategy": "segregated mandates, stewardship control and passive equity replacement", "subject": "People's Pension State Street replacement" }, { "action": "Use Numeric, Robeco, and Acadian wins as benchmark evidence for quant/systematic equity GTM to large European asset owners.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2025-09-16", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Numeric was appointed to run EUR11.59bn, Robeco EUR11.68bn and Acadian EUR11.5bn in PGGM systematic equity mandates.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/in-focus-numeric-acadian-and-robeco-among-the-managers-benefiting-from-pggms-investment-overhaul", "page_ref": "", "signal_id": "manager-award-pggm-systematic-equity-winner-set-systematic-bottom-up-equity-with-sustainability-scoring-2025-09-16-historical", "signal_subject": "PGGM systematic equity winner set", "source_path": "https://www.netzeroinvestor.net/news-and-views/in-focus-numeric-acadian-and-robeco-among-the-managers-benefiting-from-pggms-investment-overhaul", "source_type": "url", "valid_until": "" } ], "confidence": 0.93, "deadline_or_window": "2025-09-16", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/in-focus-numeric-acadian-and-robeco-among-the-managers-benefiting-from-pggms-investment-overhaul", "pattern": "PGGM awarded large systematic equity mandates to Numeric, Robeco and Acadian after the investment overhaul.", "priority_score": 13.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_award", "sme_verify_question": "Validate whether these are separate mandate sleeves and whether other PGGM listed-equity managers were also selected.", "status": "historical", "strategy": "systematic bottom-up equity with sustainability scoring", "subject": "PGGM systematic equity winner set" }, { "action": "Use the 2016 closure wave as a reminder that underperformance and fee pressure can move allocators toward scale, liquidity, and passive substitutes.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "industry", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2017-03-17", "confidence": 0.93, "display_note": "", "evidence_tier": "primary", "excerpt": "Newton historical-motion sweep flagged the 1,000+ hedge-fund closure wave as a replacement and consolidation signal.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.axios.com/2017/12/15/more-than-1k-hedge-funds-closed-last-year-the-most-since-2008-1513301013", "page_ref": "Primary URL recovered from local provenance", "signal_id": "underperformer-replacement-hedge-fund-industry-discretionary-hedge-funds-2017-03-17-historical", "signal_subject": "Hedge fund industry", "source_path": "https://www.axios.com/2017/12/15/more-than-1k-hedge-funds-closed-last-year-the-most-since-2008-1513301013", "source_type": "url", "valid_until": "" } ], "confidence": 0.93, "deadline_or_window": "2017-03-17", "display_citation_count": 1, "evidence_url": "https://www.axios.com/2017/12/15/more-than-1k-hedge-funds-closed-last-year-the-most-since-2008-1513301013", "pattern": "Persistent underperformance and fee pressure compress the long tail of small managers first, then shift allocators toward scale and liquidity.", "priority_score": 13.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "underperformer_replacement", "sme_verify_question": "Check the closure count, fee compression figures, and the passive-strategy explanation in the article.", "status": "historical", "strategy": "discretionary hedge funds", "subject": "Hedge fund industry" }, { "action": "Track FTN procurement criteria and rejected manager list for future Swedish public-pension equity searches.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2026-02-24", "confidence": 0.91, "display_note": "", "evidence_tier": "primary", "excerpt": "FTN announced a SEK200bn procurement of global actively managed equity funds; 14 funds from 12 managers were awarded contracts.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/fidelity-schroders-jp-morgan-sustainable-funds-win-swedish-active-equity-mandates", "page_ref": "", "signal_id": "manager-award-swedish-fund-selection-agency-active-equity-procurement-sustainable-global-actively-managed-equity-funds-2026-02-24-historical", "signal_subject": "Swedish Fund Selection Agency active equity procurement", "source_path": "https://www.netzeroinvestor.net/news-and-views/fidelity-schroders-jp-morgan-sustainable-funds-win-swedish-active-equity-mandates", "source_type": "url", "valid_until": "" } ], "confidence": 0.91, "deadline_or_window": "2026-02-24", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/fidelity-schroders-jp-morgan-sustainable-funds-win-swedish-active-equity-mandates", "pattern": "FTN awarded sustainable global active equity fund contracts to Fidelity, JP Morgan, Schroders and others after receiving 99 tenders.", "priority_score": 13.2, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "manager_award", "sme_verify_question": "Ask Nordic public-pension procurement SME which FTN criteria determined the winning and rejected global equity funds.", "status": "historical", "strategy": "sustainable global actively managed equity funds", "subject": "Swedish Fund Selection Agency active equity procurement" }, { "action": "Use Akademiker as a warning signal for State Street-style stewardship misalignment and a pitch angle for in-house or aligned external equity sleeves.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2025-03-19", "confidence": 0.91, "display_note": "", "evidence_tier": "primary", "excerpt": "State Street managed a European equity mandate for Akademiker since 2005; the mandate was DKK3.256bn before termination and planned internal management.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/akademiker-terminates-dkk-3.2bn-mandate-with-state-street-citing-esg-concerns", "page_ref": "", "signal_id": "manager-replacement-akademiker-state-street-mandate-termination-in-house-european-equity-management-after-esg-stewardship-concerns-2025-03-19-historical", "signal_subject": "Akademiker State Street mandate termination", "source_path": "https://www.netzeroinvestor.net/news-and-views/akademiker-terminates-dkk-3.2bn-mandate-with-state-street-citing-esg-concerns", "source_type": "url", "valid_until": "" } ], "confidence": 0.91, "deadline_or_window": "2025-03-19", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/akademiker-terminates-dkk-3.2bn-mandate-with-state-street-citing-esg-concerns", "pattern": "Akademiker terminated a DKK3.256bn State Street European equity mandate and planned to manage assets internally.", "priority_score": 13.2, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_replacement", "sme_verify_question": "Confirm whether Akademiker completed the transition internally and whether any replacement manager was later appointed.", "status": "historical", "strategy": "in-house European equity management after ESG/stewardship concerns", "subject": "Akademiker State Street mandate termination" }, { "action": "Treat PME as a European asset-owner proof point for replacing global passive incumbents with more aligned managers.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2025-12-16", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "PME announced an equity portfolio overhaul that effectively divested from BlackRock and expanded commitments with MN and UBS.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/blackrock-loses-5bn-dutch-equity-mandate-over-climate-misalignment", "page_ref": "", "signal_id": "manager-replacement-pme-blackrock-equity-mandate-loss-smaller-manager-roster-and-climate-aligned-equity-management-2025-12-16-historical", "signal_subject": "PME BlackRock equity mandate loss", "source_path": "https://www.netzeroinvestor.net/news-and-views/blackrock-loses-5bn-dutch-equity-mandate-over-climate-misalignment", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2025-12-16", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/blackrock-loses-5bn-dutch-equity-mandate-over-climate-misalignment", "pattern": "PME overhauled its equity portfolio, effectively divesting from BlackRock and expanding commitments with MN and UBS.", "priority_score": 13.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_replacement", "sme_verify_question": "Confirm MN and UBS mandate sizing and whether BlackRock retained any non-equity relationship.", "status": "historical", "strategy": "smaller manager roster and climate-aligned equity management", "subject": "PME BlackRock equity mandate loss" }, { "action": "Use Yale's explored private-equity secondary sale as evidence that liquidity pressure can create room for liquid diversifiers and capacity-controlled quant sleeves.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-04-23", "confidence": 0.9, "display_note": "", "evidence_tier": "primary", "excerpt": "Arendt historical-motion sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ctinsider.com/business/article/ct-yale-university-endowment-private-equity-sale-20288542.php", "page_ref": "Primary URL recovered from local provenance", "signal_id": "liquidity-reallocation-yale-private-equity-secondary-sale-exploration-liquidity-rebalancing-reallocation-away-from-illiquids-2025-04-23-historical", "signal_subject": "Yale private-equity secondary sale exploration", "source_path": "https://www.ctinsider.com/business/article/ct-yale-university-endowment-private-equity-sale-20288542.php", "source_type": "url", "valid_until": "" } ], "confidence": 0.9, "deadline_or_window": "2025-04-23", "display_citation_count": 1, "evidence_url": "https://www.ctinsider.com/business/article/ct-yale-university-endowment-private-equity-sale-20288542.php", "pattern": "Large endowments may explore secondary sales when illiquid private-market exposure crowds out liquidity and rebalancing flexibility.", "priority_score": 13.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "liquidity_reallocation", "sme_verify_question": "Confirm Yale financial report, secondary-sale mandate, and any disclosed reduction in private-equity exposure.", "status": "historical", "strategy": "liquidity rebalancing / reallocation away from illiquids", "subject": "Yale private-equity secondary sale exploration" }, { "action": "Use this critique as a diligence red-team: explain why a quant hedge fund is not just another expensive, consultant-driven complexity layer.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment_allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-02-26", "confidence": 0.89, "display_note": "", "evidence_tier": "primary", "excerpt": "Newton historical-motion sweep flagged a study and article criticizing endowment alternatives and consultant complexity incentives.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.marketwatch.com/story/big-endowments-are-heavily-invested-in-hedge-funds-and-other-alts-theyve-been-an-expensive-waste-study-finds-1bc90b54", "page_ref": "Primary URL recovered from local provenance", "signal_id": "consultant-driven-strategy-review-large-university-endowments-alternative-investments-2025-02-26-historical", "signal_subject": "Large university endowments", "source_path": "https://www.marketwatch.com/story/big-endowments-are-heavily-invested-in-hedge-funds-and-other-alts-theyve-been-an-expensive-waste-study-finds-1bc90b54", "source_type": "url", "valid_until": "" } ], "confidence": 0.89, "deadline_or_window": "2025-02-26", "display_citation_count": 1, "evidence_url": "https://www.marketwatch.com/story/big-endowments-are-heavily-invested-in-hedge-funds-and-other-alts-theyve-been-an-expensive-waste-study-finds-1bc90b54", "pattern": "Consultant-led strategy reviews can precede rotation away from expensive alts toward simpler, cheaper index exposure.", "priority_score": 12.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "consultant_driven_strategy_review", "sme_verify_question": "Check the study claims about costs, performance, and consultant incentives in the source article.", "status": "historical", "strategy": "alternative investments", "subject": "Large university endowments" }, { "action": "Frame CalPERS-adjacent quant pitches around contribution to total-fund reference portfolio outcomes rather than standalone asset-class alpha.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2025-11-17", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Arendt historical-motion sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.ft.com/content/540b2f9a-9c58-44f5-8ae9-36a58c95d26c", "page_ref": "Primary URL recovered from local provenance", "signal_id": "platform-buildout-calpers-total-portfolio-approach-total-portfolio-approach-benchmark-simplification-2025-11-17-historical", "signal_subject": "CalPERS total portfolio approach", "source_path": "https://www.ft.com/content/540b2f9a-9c58-44f5-8ae9-36a58c95d26c", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2025-11-17", "display_citation_count": 1, "evidence_url": "https://www.ft.com/content/540b2f9a-9c58-44f5-8ae9-36a58c95d26c", "pattern": "CalPERS moved toward a total-portfolio approach that replaces asset-class benchmarking with a single reference portfolio.", "priority_score": 12.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "platform_buildout", "sme_verify_question": "Read the board vote and policy memo showing the new reference portfolio and retirement of the prior benchmark stack.", "status": "historical", "strategy": "total portfolio approach / benchmark simplification", "subject": "CalPERS total portfolio approach" }, { "action": "Use Now:Pensions as historical proof that stewardship misalignment can trigger full third-party manager restructuring.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2024-05-01", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Now:Pensions underwent a significant investment-strategy overhaul, including breaking ties with most existing managers to meet net-zero targets.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/nowpensions-keith-guthrie-on-ditching-third-party-managers-and-new-stewardship-strategies", "page_ref": "", "signal_id": "manager-replacement-now-pensions-third-party-manager-termination-dc-master-trust-stewardship-aligned-in-house-manager-model-2024-05-01-historical", "signal_subject": "Now Pensions third-party manager termination", "source_path": "https://www.netzeroinvestor.net/news-and-views/nowpensions-keith-guthrie-on-ditching-third-party-managers-and-new-stewardship-strategies", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2024-05-01", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/nowpensions-keith-guthrie-on-ditching-third-party-managers-and-new-stewardship-strategies", "pattern": "Now:Pensions ceased relationships with most existing third-party managers over stewardship misalignment while overhauling its investment strategy.", "priority_score": 12.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_replacement", "sme_verify_question": "Confirm which BlackRock/LGIM relationships ended and what current Cardano/Now:Pensions operating model uses.", "status": "historical", "strategy": "DC master trust stewardship-aligned in-house/manager model", "subject": "Now Pensions third-party manager termination" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:44:17", "as_of_date": "2017-01", "confidence": 0.88, "display_note": "", "evidence_tier": "primary", "excerpt": "Harvard Management Company announced it would close internally managed hedge funds by the end of FY2017 and lay off about half its staff.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/Harvard_University_endowment", "page_ref": "", "signal_id": "historical-motion-harvard-management-company-internally-managed-hedge-funds-2017-01-historical", "signal_subject": "Harvard Management Company", "source_path": "https://en.wikipedia.org/wiki/Harvard_University_endowment", "source_type": "url", "valid_until": "" } ], "confidence": 0.88, "deadline_or_window": "2017-01", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/Harvard_University_endowment", "pattern": "large endowment shuts internal hedge fund activity when staffing model, governance, and performance issues outweigh perceived control benefits", "priority_score": 12.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "historical_motion", "sme_verify_question": "Ask SME whether closure was primarily performance, staffing model, governance friction, compensation optics, or a shift back toward external managers.", "status": "historical", "strategy": "internally managed hedge funds", "subject": "Harvard Management Company" }, { "action": "Track NTMA sovereign-fund passive mandate winners as competitor incumbency evidence for future sovereign/passive searches.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-22 20:15:53", "as_of_date": "2026-02-10", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "NTMA appointed Amundi, BlackRock and State Street to provide passive investment management services for Irish sovereign funds.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-22", "normalized_source_url": "https://www.netzeroinvestor.net/news-and-views/briefs/four-major-managers-appointed-to-run-17.6bn-irish-sovereign-funds", "page_ref": "", "signal_id": "manager-award-irish-sovereign-fund-passive-manager-appointments-passive-investment-management-for-sovereign-fund-benchmarks-2026-02-10-historical", "signal_subject": "Irish sovereign fund passive manager appointments", "source_path": "https://www.netzeroinvestor.net/news-and-views/briefs/four-major-managers-appointed-to-run-17.6bn-irish-sovereign-funds", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2026-02-10", "display_citation_count": 1, "evidence_url": "https://www.netzeroinvestor.net/news-and-views/briefs/four-major-managers-appointed-to-run-17.6bn-irish-sovereign-funds", "pattern": "Ireland's NTMA appointed Amundi, BlackRock and State Street for passive investment management across EUR17.6bn sovereign funds.", "priority_score": 11.8, "raw_citation_count": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "signal_type": "manager_award", "sme_verify_question": "Confirm all appointed managers and any split by Future Ireland Fund versus Infrastructure, Climate and Nature Fund.", "status": "historical", "strategy": "passive investment management for sovereign fund benchmarks", "subject": "Irish sovereign fund passive manager appointments" }, { "action": "Use CalSTRS manager concentration as an SME-checkable example that large plans prune low-conviction relationships and concentrate with trusted managers over time.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2024-05-07", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Arendt historical-motion sweep.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.wsj.com/articles/outgoing-calstrs-cio-reflects-on-his-decades-as-private-equity-trendsetter-03c79873", "page_ref": "Primary URL recovered from local provenance", "signal_id": "manager-pruning-calstrs-private-equity-manager-concentration-low-performer-replacement-manager-pruning-2024-05-07-historical", "signal_subject": "CalSTRS private-equity manager concentration", "source_path": "https://www.wsj.com/articles/outgoing-calstrs-cio-reflects-on-his-decades-as-private-equity-trendsetter-03c79873", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2024-05-07", "display_citation_count": 1, "evidence_url": "https://www.wsj.com/articles/outgoing-calstrs-cio-reflects-on-his-decades-as-private-equity-trendsetter-03c79873", "pattern": "CalSTRS concentrated commitments with trusted private-equity managers and expanded in-house investing over time.", "priority_score": 11.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "manager_pruning", "sme_verify_question": "Trace CalSTRS annual reports and manager lists across years for concentration into fewer, better-performing relationships.", "status": "historical", "strategy": "low-performer replacement / manager pruning", "subject": "CalSTRS private-equity manager concentration" }, { "action": "Use AQR's liquid-alts/alternative-beta history to explain the systematic wrapper path: hedge-fund-like exposures can be packaged with more transparency and lower friction.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2018-04-05", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Newton historical-motion sweep flagged AQR's systematic liquid-alts expansion as a motion signal toward hedge-fund replication and alternative beta.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://en.wikipedia.org/wiki/AQR_Capital_Management", "page_ref": "Primary URL recovered from local provenance", "signal_id": "systematic-shift-aqr-capital-management-alternative-beta-liquid-alternatives-2018-04-05-historical", "signal_subject": "AQR Capital Management", "source_path": "https://en.wikipedia.org/wiki/AQR_Capital_Management", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2018-04-05", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/AQR_Capital_Management", "pattern": "When allocators want hedge-fund beta without hedge-fund friction, managers package systematic exposures into liquid wrappers.", "priority_score": 11.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "systematic_shift", "sme_verify_question": "Check the product-launch date and the description of AQR's systematic/liquid-alts push in the source page.", "status": "historical", "strategy": "alternative beta / liquid alternatives", "subject": "AQR Capital Management" }, { "action": "Use Scion as an SME-checkable liquidity-story example: controversial trades can be right eventually but still create redemption pressure before the thesis plays out.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2010-04-01", "confidence": 0.84, "display_note": "", "evidence_tier": "primary", "excerpt": "Newton historical-motion sweep flagged Scion as a liquidity and investor-pressure case study.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://www.vanityfair.com/news/2010/04/wall-street-excerpt-201004", "page_ref": "Primary URL recovered from local provenance", "signal_id": "gate-lockup-scion-capital-discretionary-event-driven-subprime-short-2010-04-01-historical", "signal_subject": "Scion Capital", "source_path": "https://www.vanityfair.com/news/2010/04/wall-street-excerpt-201004", "source_type": "url", "valid_until": "" } ], "confidence": 0.84, "deadline_or_window": "2010-04-01", "display_citation_count": 1, "evidence_url": "https://www.vanityfair.com/news/2010/04/wall-street-excerpt-201004", "pattern": "A painful mark-to-market drawdown or controversial trade can trigger redemption pressure, forcing a liquidity defense before the thesis plays out.", "priority_score": 11.8, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "gate_lockup", "sme_verify_question": "Check that the source ties Burry's fund to investor withdrawals and the eventual shutdown of Scion Capital.", "status": "historical", "strategy": "discretionary event-driven / subprime short", "subject": "Scion Capital" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:44:17", "as_of_date": "2017-05-08", "confidence": 0.82, "display_note": "", "evidence_tier": "primary", "excerpt": "Axios reported Harvard was seeking to sell more than $2.5B of private equity, venture capital, and real estate assets via Cogent Partners.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.axios.com/2017/12/15/exclusive-harvard-endowment-shopping-25b-in-assets-1513302130", "page_ref": "", "signal_id": "historical-motion-harvard-management-company-private-equity-venture-capital-real-estate-secondaries-2017-05-08-historical", "signal_subject": "Harvard Management Company", "source_path": "https://www.axios.com/2017/12/15/exclusive-harvard-endowment-shopping-25b-in-assets-1513302130", "source_type": "url", "valid_until": "" } ], "confidence": 0.82, "deadline_or_window": "2017-05-08", "display_citation_count": 1, "evidence_url": "https://www.axios.com/2017/12/15/exclusive-harvard-endowment-shopping-25b-in-assets-1513302130", "pattern": "when portfolio cleanup or liquidity pressure rises, large endowments may sell older illiquid assets through secondary advisers rather than wait for natural distributions", "priority_score": 11.4, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "historical_motion", "sme_verify_question": "Ask SME whether the sale was liquidity raise, portfolio cleanup, de-risking, governance simplification, or manager-roster rationalization.", "status": "historical", "strategy": "private equity / venture capital / real estate secondaries", "subject": "Harvard Management Company" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 09:36:04", "as_of_date": "2014-09", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "CalPERS history/source summaries state CalPERS had hedge fund exposure in 2013 and exited hedge funds in 2014 under CIO Ted Eliopoulos; the decision is often cited as a major public-pension hedge fund retrenchment.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/CalPERS", "page_ref": "", "signal_id": "historical-motion-calpers-hedge-funds-absolute-return-2014-09-historical", "signal_subject": "CalPERS", "source_path": "https://en.wikipedia.org/wiki/CalPERS", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2014-09", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/CalPERS", "pattern": "large public pension exits hedge funds when complexity, costs, scale fit, and governance burden outweigh perceived diversifying value", "priority_score": 11.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "historical_motion", "sme_verify_question": "Ask SME whether this decision still influences public pension aversion to hedge funds, and whether newer quant/QIS structures avoid the same objections.", "status": "historical", "strategy": "hedge funds / absolute return", "subject": "CalPERS" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:44:17", "as_of_date": "2000-04", "confidence": 0.8, "display_note": "", "evidence_tier": "primary", "excerpt": "Soros Fund Management source summary says Quantum Fund was merged into a lower-risk, less-speculative structure after sharp AUM decline.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/Soros_Fund_Management", "page_ref": "", "signal_id": "historical-motion-soros-fund-management-quantum-fund-global-macro-2000-04-historical", "signal_subject": "Soros Fund Management / Quantum Fund", "source_path": "https://en.wikipedia.org/wiki/Soros_Fund_Management", "source_type": "url", "valid_until": "" } ], "confidence": 0.8, "deadline_or_window": "2000-04", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/Soros_Fund_Management", "pattern": "large macro shops may respond to drawdowns by de-risking or restructuring the vehicle rather than simply trimming positions", "priority_score": 11.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "historical_motion", "sme_verify_question": "Ask SME whether allocator comfort improved after de-risking, and whether de-risking was driven by investor demand, manager departures, or risk-control failure.", "status": "historical", "strategy": "global macro", "subject": "Soros Fund Management / Quantum Fund" }, { "action": "Use this as a public-governance objection: once hedge-fund fees become a campaign or board issue, quant pitches must preempt passive ETF comparisons and fee optics.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "public_pension", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-26 12:45:58", "as_of_date": "2018-10-30", "confidence": 0.73, "display_note": "", "evidence_tier": "primary", "excerpt": "Newton historical-motion sweep flagged NYSCRF hedge-fund fee debate as a board/public-governance motion signal.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-26", "normalized_source_url": "https://en.wikipedia.org/wiki/New_York_State_Common_Retirement_Fund", "page_ref": "Primary URL recovered from local provenance", "signal_id": "public-board-debate-new-york-state-common-retirement-fund-discretionary-hedge-funds-2018-10-30-historical", "signal_subject": "New York State Common Retirement Fund", "source_path": "https://en.wikipedia.org/wiki/New_York_State_Common_Retirement_Fund", "source_type": "url", "valid_until": "" } ], "confidence": 0.73, "deadline_or_window": "2018-10-30", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/New_York_State_Common_Retirement_Fund", "pattern": "Once hedge-fund fees become an election issue, diversification alone is no longer a sufficient defense.", "priority_score": 9.6, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "public_board_debate", "sme_verify_question": "Check the cited 2018 CAFR and the campaign coverage referenced by the source page.", "status": "historical", "strategy": "discretionary hedge funds", "subject": "New York State Common Retirement Fund" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 09:36:04", "as_of_date": "2025-03-27", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Business Insider reported Schonfeld macro co-head Mitesh Parikh stopped managing a book to focus on talent development after building a 60+ person macro/fixed-income unit.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.businessinsider.com/schonfeld-macro-investor-mitesh-parikh-stopped-managing-portfolio-talent-development-2025-3", "page_ref": "", "signal_id": "historical-motion-schonfeld-strategic-advisors-macro-fixed-income-talent-platform-2025-03-27-historical", "signal_subject": "Schonfeld Strategic Advisors", "source_path": "https://www.businessinsider.com/schonfeld-macro-investor-mitesh-parikh-stopped-managing-portfolio-talent-development-2025-3", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2025-03-27", "display_citation_count": 1, "evidence_url": "https://www.businessinsider.com/schonfeld-macro-investor-mitesh-parikh-stopped-managing-portfolio-talent-development-2025-3", "pattern": "large multimanager platforms shift influential PMs from book-running to talent development, suggesting talent engine and platform capacity are allocatable diligence themes", "priority_score": 9.0, "raw_citation_count": 1, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "signal_type": "historical_motion", "sme_verify_question": "Ask SME whether allocator diligence on multimanagers now weights talent development, PM churn, and pod capacity more than individual PM track record.", "status": "historical", "strategy": "macro / fixed income / talent platform", "subject": "Schonfeld Strategic Advisors" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "endowment", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 11:44:17", "as_of_date": "2009", "confidence": 0.7, "display_note": "", "evidence_tier": "primary", "excerpt": "Financial endowment source summary says University of Toronto lost 31% in 2009 and attributes the loss to over-investment in hedge funds.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/Financial_endowment", "page_ref": "", "signal_id": "historical-motion-university-of-toronto-endowment-hedge-funds-2009-historical", "signal_subject": "University of Toronto endowment", "source_path": "https://en.wikipedia.org/wiki/Financial_endowment", "source_type": "url", "valid_until": "" } ], "confidence": 0.7, "deadline_or_window": "2009", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/Financial_endowment", "pattern": "concentrated hedge fund exposure can create public board pressure and fast policy reassessment after a crisis loss", "priority_score": 9.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "historical_motion", "sme_verify_question": "Ask SME whether the 2009 loss led to policy-limit changes, manager replacement, consultant changes, or just public criticism.", "status": "historical", "strategy": "hedge funds", "subject": "University of Toronto endowment" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 09:36:04", "as_of_date": "2025-01-07", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "CT Insider reported Bridgewater cut 7% of workforce in January 2025 while reporting strong 2024 performance and broader evolution under CEO Nir Bar Dea.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://www.ctinsider.com/business/article/bridgewater-associates-job-cuts-hedge-funds-20020458.php", "page_ref": "", "signal_id": "historical-motion-bridgewater-associates-macro-organizational-restructuring-2025-01-07-historical", "signal_subject": "Bridgewater Associates", "source_path": "https://www.ctinsider.com/business/article/bridgewater-associates-job-cuts-hedge-funds-20020458.php", "source_type": "url", "valid_until": "" } ], "confidence": 0.65, "deadline_or_window": "2025-01-07", "display_citation_count": 1, "evidence_url": "https://www.ctinsider.com/business/article/bridgewater-associates-job-cuts-hedge-funds-20020458.php", "pattern": "organizational restructuring at scaled hedge fund can happen during good performance and should be treated as platform-evolution signal, not only distress", "priority_score": 8.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "historical_motion", "sme_verify_question": "Ask SME whether allocator reactions to hedge fund layoffs differ when performance is strong versus weak, and which operational diligence questions follow.", "status": "historical", "strategy": "macro / organizational restructuring", "subject": "Bridgewater Associates" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "allocator", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 09:36:04", "as_of_date": "2024", "confidence": 0.65, "display_note": "", "evidence_tier": "primary", "excerpt": "STRS Ohio source summary describes criticism of active management and estimated underperformance versus indexes from 2008 to 2021.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/STRS_Ohio", "page_ref": "", "signal_id": "historical-motion-strs-ohio-active-management-governance-2024-historical", "signal_subject": "STRS Ohio", "source_path": "https://en.wikipedia.org/wiki/STRS_Ohio", "source_type": "url", "valid_until": "" } ], "confidence": 0.65, "deadline_or_window": "2024", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/STRS_Ohio", "pattern": "public pension active-management controversy can create receptivity to transparent, benchmark-aware, lower-governance-burden quant structures", "priority_score": 8.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "historical_motion", "sme_verify_question": "Ask SME whether active-management criticism at public pensions increases appetite for systematic strategies, passive-plus overlays, QIS, or transparent risk-premia products.", "status": "historical", "strategy": "active management governance", "subject": "STRS Ohio" }, { "action": "", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "buyer_or_gatekeeper": "fund", "citation_count": 1, "citation_policy": "primary_external_urls_first_with_fallback_provenance", "citations": [ { "added_at": "2026-06-19 09:36:04", "as_of_date": "2011-01", "confidence": 0.6, "display_note": "", "evidence_tier": "primary", "excerpt": "Clarium source summary cites Bloomberg reporting that Clarium shrank about 90% after Peter Thiel's third losing year.", "is_internal_synthesis": false, "is_primary": true, "is_secondary_source": false, "knowledge_date": "2026-06-19", "normalized_source_url": "https://en.wikipedia.org/wiki/Clarium_Capital", "page_ref": "", "signal_id": "historical-motion-clarium-capital-macro-hedge-fund-drawdown-asset-shrinkage-2011-01-historical", "signal_subject": "Clarium Capital", "source_path": "https://en.wikipedia.org/wiki/Clarium_Capital", "source_type": "url", "valid_until": "" } ], "confidence": 0.6, "deadline_or_window": "2011-01", "display_citation_count": 1, "evidence_url": "https://en.wikipedia.org/wiki/Clarium_Capital", "pattern": "large drawdowns plus repeated losing years can rapidly shrink high-profile macro funds, creating allocator memory around macro downside and key-person concentration", "priority_score": 7.0, "raw_citation_count": 1, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "signal_type": "historical_motion", "sme_verify_question": "Ask SME which historical macro drawdowns allocators still bring up in diligence, and whether systematic macro is evaluated as an antidote or as the same risk bucket.", "status": "historical", "strategy": "macro hedge fund drawdown / asset shrinkage", "subject": "Clarium Capital" } ] }