Passive/ETFs

Discover our indexing solutions

Index-tracking investment solutions have been a core competence of UBS Asset Management for over 30 years. We have always specialized in a quality indexing approach, which has contributed to us being one of the fastest growing index managers globally.

We now manage around USD 300 billion in index assets (as of 31 December 2018), benchmarked to a wide range of equity, fixed income and commodity indices.

UBS Segregated Mandates

If you require a more bespoke approach, we can tailor a portfolio solution linked to a broad range of benchmarks, from mainstream regional and global indices to highly customized solutions, all supported by our leading edge proprietary technology.

UBS ETFs

Exchange Traded Funds (ETFs) can offer you the advantages of versatility, high liquidity and transparent structures. They provide opportunities for portfolio diversification in a very cost-effective, flexible fashion, combined with the security of a mutual fund.

UBS 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.

Our investment approach

Controlling risk

  • The Index and Portfolio Solutions investment process utilizes a full replication approach, holding all constituents where benchmark composition and size allow.
  • Portfolios are managed on our state of the art proprietary indexation and risk systems.

Minimizing cost

We seek to:

  • Minimize trading costs.
  • Avoid price distortions caused by index changes.
  • Implement active corporate governance.

Related articles

For further information on what we can offer you, please get in touch.