Delivering Long-Term Investment Success

At Assets Glocalization Unicorn Institutional Group, we are dedicated to helping clients worldwide achieve their investment objectives through a robust investment process and an innovative global research team. Our comprehensive approach, powered by years of combined industry experience, enables us to deliver long-term investment results tailored to the unique needs of each client. Our Investment Policy Committee makes strategic decisions based on thorough analysis of global trends and developments by our Research Group. This close collaboration ensures that our investment strategies remain aligned with client goals and market conditions. We serve a diverse range of institutional clients, including corporate plan sponsors, sovereign wealth funds, public plan sponsors, family offices, financial institutions, not-for-profit organizations, endowments, and foundations. By leveraging our global research platform and applying a top-down investment process focused on macro decisions at the country, sector, and industry level, we aim to exploit a greater opportunity set for generating outperformance. Our security selection directly applies high-level themes from our macro analysis, ensuring a cohesive and effective investment strategy.

Robust Investment Expertise

Our Investment Policy Committee works in close collaboration with our Research Group to develop, implement, and continuously monitor our investment strategies.

Investment Policy Committee

The Investment Policy Committee (IPC) is responsible for all strategic investment decisions for client portfolios. This dedicated team leverages over decades of combined industry experience to monitor global economic and market conditions, ensuring effective investment strategies. The IPC collaborates closely with a large research group to develop and implement the firm’s investment strategies. Their collective expertise enables the IPC to navigate complex market dynamics and align investment decisions with client goals.

Research-Driven Investing

Our dedicated Research Group conducts in-depth analyses of global trends and developments to support the Investment Policy Committee's portfolio management decisions. This research-driven approach helps us identify opportunities and risks across various countries, sectors, and industries. By leveraging proprietary models and tools, our analysts produce unique insights that inform the IPC's strategic investment choices. This collaboration ensures that our investment strategies remain aligned with client objectives and evolving market conditions, enabling Assets Glocalization Unicorn to deliver tailored investment solutions that help clients achieve their financial goals.

Institutional Asset Management Across the Globe

We manage investments for a diverse array of institutional clients worldwide, including:

• Public Pension Plans
• Sovereign Wealth Funds
• Corporate Retirement Plan Sponsors
• Family Investment Offices
• Financial Institutions
• Non-Profit Organizations
• Endowment Funds
• Charitable Foundations