Model Assurance — support and help

Model Assurance is C8's independent library of rules-based indices: bank quantitative investment strategies, annuity crediting indices and structured-note underlyings, each rebuilt by C8 from its public rulebook and checked against the levels the sponsor publishes. This page covers what it answers, how to get started, and how to reach us.

What the library answers

For every index in the library:

What the rule is, as C8 read it, and what the sponsor can still change at its discretion.
Whether it reproduces: the daily tie-out between C8's rebuild and the published levels.
Whether the published parameters were found or picked: the calibration grade, from a test across the full parameter grid, with the grid itself.
How the live period compares with the sponsor's backtest before launch.
What it does to a 60/40 book at a weight you choose, and its calendar-year and worst months.

Every figure states its source and window: the sponsor's published index, C8's rebuild, SPY, AGG or a 60/40 book. Published levels before an index's live date are the sponsor's own hypothetical backtest, and the answers say so. Model Assurance is information only: it gives no recommendation to buy, sell or hold, no forecast and no view on suitability, and nothing it shows is an offer of any product.

Indices in the library

Index	Sponsor	Reproduction
Goldman Sachs Momentum Builder Multi-Asset 5 (GSMBMA5)	Goldman Sachs	Reproduced
RBC US Equity 90% Strike Put Write (RBCUS90P)	RBC	Reproduced
UBS Dynamic Risk Allocation 5% USD (CSEADR5U)	UBS (ex Credit Suisse)	Reproduced
FIVE Pension Strategy (VPENSION)	Munich Re / FIVE	Partly reproduced
HSBC Systematic Alpha 1 (HSIESA1I)	HSBC	Not reproducible from public information

Ask “Which indices are in the Model Assurance library?” for the current list with each index's tie-out and grade.

In Claude and ChatGPT

Access — during the pilot (October 2026 to January 2027), Model Assurance is included with a C8 Allocator Agent subscription: start your Allocator Agent trial. Use the email address you will sign in with.
Claude: open Settings → Connectors → Add custom connector and paste https://api.c8-technologies.com/assurance/mcp.
ChatGPT: add the same address as a custom connector under Settings → Apps & Connectors (your ChatGPT plan must allow custom connectors).
Sign in with your email and the one-time code we send you, then ask, for example:
- “What did C8 find on the Goldman Momentum Builder MA5? Were its parameters picked?”
- “What does 10% of the RBC put-write index do to a 60/40 book, and what were its worst years?”
- “Show me the defects and sponsor discretion section for CSEADR5U.”

The address is the same for every customer and is not a secret; there is no key to copy.

With Allocator Agent connected as well, you can test an index inside your own portfolio: ask for the index's levels and then for a portfolio built or compared with them, for example “Add 10% of CSEADR5U to my 60/40 and compare it with risk parity”.

What happens to your data

Your questions: the index, window, weight or section you ask about is used for that answer only and is not stored.
No portfolio data: the library never receives holdings or client data, and no tool stores or changes anything.
Where: the service and the library run in the United Kingdom (Azure UK South). Answering sends nothing to a third party.
C8 does not use any of it to train AI models. Please do not include client names or other personal details in a question.

Details: Model Assurance privacy notice.

What you need

During the pilot, Model Assurance requires an active C8 Allocator Agent subscription. For more information, contact our support team at the address below.

Common questions

Is a grade a forecast? No. The calibration grade describes how robust the published parameter setting was across the parameter grid over the history. It says nothing about future returns.

Why does an index say it cannot be reproduced? Some indices depend on inputs that are not public, such as a sponsor's proprietary sub-indices. The library says so, shows how far a rebuild from the public parts gets, and does not grade what it cannot reproduce.

Why compare an excess-return index with SPY and AGG? The answers flag it: most bank indices are excess return, so their return excludes cash, while SPY and AGG are total-return prices.

How current is the library? Every answer gives the library's as-of date. C8 refreshes the library as sponsors publish new levels.

Can you add an index? Tell us which one. The library covers indices with a public rulebook and published levels.

Contact support

Email: support@c8-technologies.com

We aim to reply within one business day, Monday to Friday.

C8 Technologies — please include the question you asked and the index it was about.

Privacy and terms

Index names and RICs belong to their sponsors and administrators; C8 is independent of them, and nothing here is endorsed by them. See the privacy notice and the terms of use that govern Model Assurance.