Asset Liability Investment Solutions

Changes in the market environment such as falling interest rates and volatile equity markets as well as changing regulatory and accounting rules have highlighted the need to reconsider investment strategies for pension plans and redirect the focus to return and risk relative to the plan’s liabilities.

At UBS Global Asset Management, we have developed a unique, proprietary capability for defined benefit pension plans called Asset-Liability Investment Solutions (ALIS). ALIS focuses on analyzing investment strategies for pension plans and developing and implementing investment solutions that focus on the plan’s liabilities as their benchmark.

ALIS offers a variety of solutions and products that range from addressing individual components of the ALIS Concept to providing an integrated solution, where we develop a risk budget based on the plan’s liabilities, implement it and manage it on an ongoing basis to help the plan achieve its desired goals.

Constructing efficient LDI portfolios