Sovereigns

As a sovereign organization, it is essential that you choose the right investment partner: one with the skills, strength, knowledge and resources to meet your financial objectives.

We have a clear vision of how we can work in partnership with you to achieve your investment goals and develop your international investment platform.

Our sovereign offering

UBS Global Asset Management provides traditional, alternative, real estate and infrastructure investment solutions for many sovereign clients, including national and central banks, government agencies, Sovereign Wealth Funds, national pension funds and other global institutions.

Our goal is to deliver long-term, consistent results through our diverse investment capabilities. By using the breadth and global scope of these capabilities, we can provide effective investment solutions, backed by exceptional client service.

Our range of dedicated solutions for sovereign clients includes:

By working closely with you, we continue to develop new products and services to meet your changing needs.

What sets us apart

We are one of the world’s largest global institutional asset managers. We have complete independence in our investment decision making and operate as a focused asset management firm. With a comprehensive range of investment capabilities and services, we are ready to help you meet your investment needs.

Our asset management capabilities include asset allocation, currency, equity and fixed income investments, alternative and quantitative investments, real estate and infrastructure. Each boutique-like capability is backed by the global resources of our firm.

Our advisory services are designed to meet the increasing demand for asset management outsourcing, particularly among large institutions operating in markets without a mature consultancy sector.

We understand that risk management is a key issue for sovereign clients, and it is a core element of our investment process. Our risk management system allows our portfolio managers to perform detailed risk analysis at any time, ensuring that portfolios are consistently managed in line with each client’s specific risk/return objectives.

Knowledge partnership

We have a proven track record of working with sovereign institutions, built up over more than 30 years. We have a strong reputation for knowledge transfer and working in partnership with our sovereign clients.

Dedicated client relationship managers listen to you, understand your needs and help you achieve your objectives. We also understand your increasing need for training and education, as a means of providing insights into private sector views of the market and as a second opinion on financial developments. To meet this need, we have created a range of client-focused materials, seminars, learning and development opportunities:

Global resources

Our investment capabilities are supported by a worldwide network of client relationship managers with in-depth knowledge of local markets, regulations and business needs.

Our commitment to research is central to our investment approach and has prompted regular requests from governments, industry bodies and clients to join committees and present at conferences. We continually research new and emerging investment themes.

Trusted expertise

We are driven by our values of discretion, security and integrity. In choosing UBS Global Asset Management as your investment partner, you have the confidence of knowing you have chosen a global financial services firm, with the vision, strength and capabilities you can trust.

The benefits of UBS

UBS Global Asset Management is one of four business divisions of UBS, operating alongside UBS Global Wealth Management & Swiss Bank, UBS Wealth Management Americas and UBS Investment Bank.

When you work with UBS, you have the reassurance of knowing you are dealing with one of the largest and best capitalized financial institutions in the world. UBS maintains a strong capital and has made significant progress in reducing risk exposures, stabilizing financial results and strategically positioning for the future. UBS currently holds long-term credit ratings of A+ from Standard & Poor's and Fitch and Aa2 from Moody's (as at 26 June 2009).

UBS is a truly global organization. The expertise and resources of all business divisions of UBS are at your disposal. Teams from across all areas of UBS work collaboratively to help you achieve your financial objectives.

Published September 2009.