UBS AG
Screenreader-optimized Version for visually impaired and blind visitors Home | Accessibility | Zoom version | Service Finder | Contact | eng deu fra ita | Search
   
UBS e-bankingUBS QuotesUBS Service LineLocations
UBS in Switzerland  
Private Clients Wealth Management Business Banking Research
     
Products and Services
Account
Payment services
Credit cards
Investing & trading
Securities administration
Occupational retirement provision
Financing
Corporate Finance
Market and sector information
 

UBS Homepage > UBS in Switzerland > Business Banking > Institutional Investors > Our advisory services > Tactical allocation

Tactical allocation
Tactical allocation

The second stage in the advisory discussion
The second stage in the advisory discussion

Economic forecasts, market assessments, equity and bond research are of primary importance at this stage. On the basis of the current investment policy at UBS we offer recommendations to clients to over- and underweight individual asset classes in respect of the strategic benchmark defined in the basic strategy.

At this stage our contacts are company CFOs or the investment committees of pension plans.


The strategic and tactical allocation determine the structure of the portfolio.

Important legal information - please read the disclaimer before proceeding.

Products and services in these webpages are not available for US persons, for the exclusion of residents of other nations see the disclaimers relating to the actual services.

© UBS 1998-2008. All rights reserved.

Privacy Policy