What is live for your team this quarter

Your account dashboard, custom watchlist, and quarterly briefing schedule are maintained by your editorial liaison. To make changes, write to info@universalassetowners.com.

Your custom watchlist

Strategic Council includes a tailored watchlist of countries, sectors, companies, themes, and capital pools. Coverage and scenarios are framed against your watchlist. To add or remove an item, send a note to your liaison.

Custom research memos

Up to four custom research memos per year are included in Strategic Council. Typical memo lengths run 8–20 pages with full source notes and exhibits. To commission a memo:

• Send a one-paragraph brief and the decision deadline to your liaison.
• We will return a scoping note within three business days.
• Standard delivery is two to four weeks depending on scope.

Quarterly executive briefing

One private briefing per quarter for your investment leadership. Scheduled around your investment-committee calendar. Delivered virtually or in person depending on scope.

Private editorial channel

Optional. Strategic Council members can opt into a private editorial channel for time-sensitive scenario follow-up and research clarification. Channel rules apply: research clarification only; not investment, legal, tax, or fiduciary advice.

Your editorial liaison

Each Strategic Council account has a named editorial liaison who knows your team, your watchlist, and your investment-committee calendar. Contact details are emailed to your team at onboarding.