Institutional Allocator Agent
Represents an asset owner's policy, liabilities and manager mandates across investment providers.
Commissions research and proposals, tests portfolio fit and carries every manager instruction back to the governing investment policy.
Authority
Recommend
Team role
Coordinates the work
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Business & Institutional Principals
Desk workflow
Convert business policy into provider requests, negotiate terms, execute bounded actions and reconcile receipts.
Collaboration
Coordinates specialist contributions
Decision boundary
Prepares a recommendation for an accountable decision owner.
Systems and capabilities involved
Investment policy vault
Portfolio and liability APIs
Manager and research agent mesh
Risk sandbox
Investment committee channel
Handoffs
What this role gives and receives
Capabilities offered
Issue an allocator mandate
Publishes a bounded research, manager or implementation request against policy objectives.
- Receives:
- Approved investment objective and policy constraints
- Returns:
- RFP/mandate, evaluation rubric and evidence requirements
Delegates
research, manager-diligence, portfolio and execution agents
Collect independently comparable proposals and implementation plans. Trigger: Committee authorizes a search or portfolio review Returns: Structured proposal with evidence, fees and risk.
Context
What the role needs to do the work
- Current work
- Current mandate, offers, constraints, approvals and negotiation state
- Prior interactions
- Prior provider interactions, outcomes, receipts and principal feedback
- Policies and reference
- Principal preferences, policies, holdings and standing instructions
- Working method
- Approved delegation and escalation playbooks
Illustrative workflow
How the work moves
Starting point
A pension plan opens a private-credit manager search
- 01
Encode policy and liability constraints
- 02
Issue structured mandate
- 03
Commission diligence and portfolio-fit analyses
- 04
Reconcile independent reviews
- 05
Prepare committee shortlist
Result
Comparable manager dossier and policy-fit decision packet
Checks and boundaries
What must be tested or reviewed
- 01Every recommendation is checked against liquidity and concentration policy
- 02Manager claims remain attributed and evidence-tagged
- 03Committee retains allocation and appointment authority
Human authority
- Investment committee appoints managers and changes allocation policy
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