Free private markets document generator

Private Markets Artificial Intelligence Policy

Create a private markets AI policy covering permitted uses, confidential data, human review, vendors, model risk, records and incident response. Set practical guardrails for AI use across LP diligence, monitoring, operations and reporting.

Open the interactive AI Policy

What this generator covers

  1. Purpose
  2. Scope
  3. Core principles
  4. Permitted uses
  5. Prohibited uses
  6. Confidential data
  7. Human oversight
  8. Vendor diligence
  9. Model risk
  10. Security
  11. Records & disclosure
  12. Incident response
  13. Governance
  14. Training

Inputs used by the document

  • Policy scope: Institution, Effective date, Covered users, Covered activities
  • Use standards: Permitted uses, Prohibited uses, Confidential-data rule, Human-review standard, Recordkeeping
  • Risk & governance: Vendor diligence, Model-risk controls, Security controls, AI incident process, Governance owner, Training cadence

01

Purpose

This policy governs responsible artificial intelligence use by Pension Investment Office effective October 1, 2027.

02

Scope

Covered users are trustees, employees, consultants, contractors and service providers. Covered activities include manager research, document review, data extraction, monitoring, operations, reporting and communications.

03

Core principles

Use AI to augment accountable professionals. Apply confidentiality, accuracy, transparency, proportionality, security and human judgment to every material use.

04

Permitted uses

Permitted uses include summarization, draft generation, document classification, controlled extraction, coding support and internal search, subject to approved tools and appropriate review.

05

Prohibited uses

autonomous investment approval, unsupervised valuation, fabricated citations, uploading restricted data to unapproved tools and impersonation

06

Confidential data

Use only approved enterprise tools with contractual privacy, tenant isolation and no training on institutional data

07

Human oversight

A qualified employee verifies material facts, calculations, sources and recommendations before use

08

Vendor diligence

Security, privacy, model documentation, data location, subcontractors, resilience and exit rights

09

Model risk

Test accuracy, hallucination, bias, drift, explainability and reproducibility before production use

10

Security

SSO, role-based access, logging, retention limits, data-loss prevention and incident monitoring

11

Records & disclosure

Retain material prompts, outputs, sources, reviewer and final disposition for decision-relevant uses

12

Incident response

Stop affected use, preserve evidence, notify Security and Legal, assess impact and remediate

13

Governance

AI Governance Committee with Investments, Operations, Legal, Risk and Information Security

14

Training

Training is Required before access and refreshed annually. Users must understand approved tools, prohibited data, verification and incident reporting.

How to use this document generator

Review the example assumptions, replace them with information from your own investment process, and check every statement against the governing documents and source data. The interactive version updates the draft immediately and can export it to Word or PDF without a login.

Template transparency

Draft status

This template creates an editable first draft. Review every statement against source data and governing documents.

Privacy and export

Inputs stay in your browser. Word and PDF exports are created locally and this page does not store your document.

Scope

This is a practical starting point, not legal, tax, or investment advice.

Template 1.0 · Reviewed 13 August 2026