Asset Evaluation Team
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Dedicated research & evaluation professionals
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Major asset classes & strategies under coverage
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Data points analysed per opportunity
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Layers of risk & quality review
Independent perspective, disciplined analysis
The Asset Evaluation Team at Assets Glocalization Unicorn
The Asset Evaluation Team at Assets Glocalization Unicorn is responsible for the independent assessment of every
investment opportunity that enters our platform. Separate from distribution and day-to-day portfolio
management, this team provides a rigorous, unbiased view of risk, return and suitability across
traditional and alternative asset classes.
Our evaluators bring together backgrounds in equity and fixed income research, quantitative modelling, risk management, corporate finance and real-asset analysis. Their mandate is to scrutinise every asset on behalf of our clients – asking the difficult questions, challenging assumptions and ensuring that each opportunity meets our standards before capital is deployed.
Whether we are reviewing a public security, a private market opportunity or a specialised strategy, the Asset Evaluation Team operates within a consistent, documented framework designed to protect clients and support long-term, risk-aware outcomes.
Our evaluators bring together backgrounds in equity and fixed income research, quantitative modelling, risk management, corporate finance and real-asset analysis. Their mandate is to scrutinise every asset on behalf of our clients – asking the difficult questions, challenging assumptions and ensuring that each opportunity meets our standards before capital is deployed.
Whether we are reviewing a public security, a private market opportunity or a specialised strategy, the Asset Evaluation Team operates within a consistent, documented framework designed to protect clients and support long-term, risk-aware outcomes.
What the team focuses on
Fundamental and quantitative evaluation of assets and strategies- Independent assessment of risk, liquidity and downside scenarios
- Ongoing monitoring and re-underwriting of assets on our platform
- Alignment of each opportunity with the firm’s investment policy
Our evaluation philosophy
We believe that strong results are built on disciplined entry points, realistic assumptions and a
clear understanding of risk. The Asset Evaluation Team exists to challenge narratives, validate data
and ensure that our clients’ capital is deployed in line with clearly defined quality thresholds.
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How we evaluate opportunities
A transparent, repeatable evaluation process
Every asset that passes through our platform is assessed using a step-by-step process designed to be
transparent, repeatable and grounded in both data and judgement. While details will vary by asset
class, the core sequence remains consistent:
Stage 1 – Initial screening
Mandate & eligibility check
We confirm that the opportunity fits within our investment policy, client mandates and regulatory requirements. Basic quality, size, liquidity and transparency criteria must be met before proceeding.
Stage 2 – Deep analysis
Fundamental & quantitative review
The team performs detailed analysis: business models, capital structures, cash-flows, scenarios, stress tests, manager capability, historical track record and peer comparisons.
Stage 3 – Risk & governance
Downside, liquidity & alignment
We examine drawdown history, liquidity terms, structural risks, counterparty risk, governance arrangements and alignment of interests between sponsors, managers and investors.
Stage 4 – Decision & monitoring
Approval, sizing & re-underwriting
Approved opportunities are assigned risk bands, position-size guidance and monitoring plans. Performance, risk and qualitative developments are tracked continuously and re-evaluated over time.
Coverage
A broad yet selective universe of assets
Our Asset Evaluation Team works across a wide spectrum of investments, from core public markets to
specialised private and alternative strategies, while remaining highly selective about what is approved
for client portfolios.
Public markets
Equities & Fixed Income
Fundamental and quantitative analysis of companies, sectors, government and corporate issuers. We
evaluate balance sheets, earnings quality, business resilience, credit metrics, duration and interest
rate sensitivity before inclusion in mandates.
Private & Alternatives
Private equity, credit & real assets
For private market opportunities, we scrutinise sponsor quality, track record, strategy, fee structures,
governance, alignment and liquidity terms, in addition to underlying asset-level risk/return profiles.
Multi-asset
Model portfolios & solutions
The team evaluates not only individual building blocks but also multi-asset strategies, model
portfolios and solutions used in wealth-management, retirement-planning and institutional contexts to
ensure coherence with the firm’s investment policy.
Governance
Independence built into our evaluation process
The independence of our Asset Evaluation Team is central to our client-centric philosophy. The team
operates with a clear governance structure and is accountable to senior leadership and the firm’s
investment policy committees, not to short-term sales objectives.
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Segregated reporting lines between evaluation, distribution and marketing functions.
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Documented approval and escalation processes for all new asset or strategy introductions.
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Periodic independent reviews of models, assumptions and decision records.
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Systematic re-underwriting of long-standing positions to confirm they remain appropriate.
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Close coordination with risk, compliance and operations to help protect clients at every step.
Impact
What this means for you as an investor
Our evaluation work is not an internal exercise; it is designed to be felt directly in the quality and
behaviour of your portfolio, whether you are a private investor, an institution or a business sponsoring
a retirement plan.
Higher conviction
Portfolios are built from ideas that have passed multiple rounds of independent analysis. This
supports higher-conviction positions, clearer rationales and more disciplined risk management over
time.
Transparency
Because our process is documented and repeatable, we can explain how and why assets were approved,
how they are monitored and what could trigger a change in our view.
Consistency
A shared evaluation framework means that different strategies, portfolios and client solutions are
all anchored in the same quality standards, regardless of market noise or short-term trends.
Talk to us
See how our evaluation process can work for you
If you would like to understand how the Asset Evaluation Team at Assets Glocalization Unicorn reviews opportunities
and supports the portfolios we manage, we would be pleased to walk you through our framework in more
detail and discuss how it applies to your individual, institutional or business needs.
From wealth management to retirement planning and institutional mandates, the quality of your
outcomes is closely linked to the quality of the assets selected on your behalf. Our Asset Evaluation
Team is dedicated to making that quality visible, explainable and repeatable.