We offer a wide range of index and rules-driven strategies across asset classes. These include traditional, alternative beta, environmental, social and governance (ESG), commodities, multi-asset, real estate and emerging market debt.
A variety of instruments are available – from exchange traded funds (ETFs), pooled funds and segregated mandates to customized solutions.
We utilize physical and synthetic replication as well as sampling methodologies to replicate benchmarks ranging from mainstream regional and global indices to highly customized solutions, all supported by innovative proprietary technology.
Tech-driven portfolio construction
We use our scalable and proprietary systems to create portfolios that incorporate clients’ objectives, balance risk budget and trading costs, while integrating ESG factors.
Deep global resources, cost effective solutions
We have a global presence in all major trading hubs – and have a strong relationship with both traditional and non-traditional index providers.
Long-standing expertise in sustainable investing
With more than 10 years’ experience managing sustainable portfolios, we are also one of the largest providers of sustainable ETFs in Europe.
UBS ETFs
ETFs provide opportunities for portfolio diversification in a very cost-effective, flexible fashion, combined with the security of a mutual fund.
We offer a wide range of ETFs giving you cost-effective access across key markets and asset classes. Take advantage of high-quality index replication, transparent product structure, flexible trading on and off the market, high liquidity and competitive pricing.
Index funds
Our traditional index funds aim to deliver the return of the underlying benchmark with very low tracking error by controlling risk and maximizing value.
For example, our alternative beta strategies generally track an index whose methodology is driven by some rule or factor(s) other than simple market capitalization. Our award-winning and innovative Climate Aware solution is another example, which was designed to capitalize on the long-term transition to a low greenhouse gas emissions economy.
Customized solutions
Many clients require a more bespoke approach. We can tailor portfolio solutions linked to a broad range of benchmarks, from mainstream regional and global indices to highly customized solutions, all supported by our proprietary technology.
Our commitment to sustainable investing across our indexing business has helped us grow to become the second-largest European manager of indexed assets.
Ian Ashment, Head of Systematic & Index Investments at UBS Asset Management
