Sovereign and Enterprise
A bespoke intelligence relationship for the world's largest asset owners. Custom research agenda, dedicated liaison, private briefings, and procurement-friendly contracting.
A bespoke intelligence relationship for the world’s largest asset owners.
Sovereign / Enterprise is for institutions whose research and intelligence needs cannot be met by a packaged subscription. We build a custom research agenda around your specific portfolio, jurisdictions, and policy environment, and we resource it with a dedicated editorial and research liaison.
What a sovereign engagement looks like
OverviewCustom scope, custom cadence, custom team. Engagements typically open with an annual global capital strategy workshop, a defined research agenda for the year ahead, and a recurring rhythm of private briefings tied to your investment committee calendar.
What is included
Eight elementsCustom research agenda
An annual research plan built around your portfolio exposures, geographic priorities, asset-class commitments, and policy environment. Reviewed and updated quarterly.
Dedicated liaison
A named editorial and research lead inside Universal Asset Owners who knows your team, your watchlist, and your investment-committee calendar.
Private briefings on demand
Closed-door briefings after major geopolitical or market-moving events. Delivered in the format your team prefers — written memo, virtual session, or in person.
Custom scenario modeling
Probability-weighted scenarios built around your specific exposures and tripwires, with monitoring dashboards and review cadence.
Dashboard and data room
A bespoke member portal containing your custom watchlist, research deliveries, scenario state, and reference exhibits. Optional API and data-export access.
Distribution rights
Internal distribution rights negotiated by contract so your investment, risk, and strategy teams can use our research inside your own briefing materials.
Annual strategy workshop
A full-day session with your investment leadership to set the research agenda, calibrate scenarios, and align on the year ahead. Virtual or in person.
Procurement-friendly
Multi-year agreements, vendor onboarding, and procurement-grade documentation. We work with sovereign and public-sector procurement processes routinely.
How an engagement begins
ProcessAn initial conversation with your investment leadership to understand the questions in front of your team. A scoping note follows within two weeks. If the fit is right, we propose a twelve-month engagement structure, a research agenda, and a fee schedule. Engagements typically start at $300,000 annually and scale with scope.
Institutional Membership Procurement Brief
One-page summary of tiers, deliverables, contracting terms, editorial framework, and how to begin a sovereign or large-pension engagement. Suitable for procurement, vendor onboarding, and investment-committee review.
Request a sovereign consultation
Write to our editor with a sentence or two about your institution and the questions in front of your team. We will respond within two business days to schedule an initial conversation.
Email the editor Submit a written brief