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.
What this generator covers
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