The Lab / Category
Portfolio screening looks across assets to see what their individual descriptions can hide. The relevant questions include shared custodians, counterparties, revenue sources, liquidity constraints, and the relationship between an asset and the claim it represents. RWA reviews add another layer of documentation.
Use these guides to trace dependencies instead of simply counting holdings. Record the conditions required to use, transfer, redeem, or sell an asset, then consider what happens when one of those conditions changes. An exposure map can surface questions for deeper investigation, but it does not choose an allocation or establish the safety of an investment. Keep contractual and operational assumptions attached to the corresponding position.
2 guides in this collection
Different asset names can conceal the same underlying dependencies. Build an exposure map that connects holdings to custody, counterparties, markets, revenue sources, and operating costs, then use simple scenarios to identify what needs closer review.
Read the guide: Build a Digital Asset Portfolio Exposure MapA real-world asset token needs a documented connection to something beyond its ledger entry. Follow the claim from token to underlying asset, identify the responsible parties, and test how reconciliation, payments, redemption, and exceptions are supposed to work.
Read the guide: RWA Token Screening: Connect the Token to the Underlying ClaimQuestions worth asking
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