UBS Asset Management in Canada

Investment opportunities referred to are available in Canada only to Accredited Investors who qualify as Permitted Clients.

The manager of the Fund referred to in the investment profile may not be registered in any Canadian province or territory to act as an investment fund manager. The manager's directors and officers may be located outside of Canada and, as a result, it may not be possible for Canadian purchasers to effect service of process within Canada upon the Fund or such persons. All or a substantial portion of the assets of the Fund may be located outside of Canada and, as a result, it may not be possible to satisfy a judgment against the Fund in Canada or to enforce a judgment obtained in Canadian courts against the Fund, outside of Canada. If the manager of the Fund is located outside of Canada, then UBS Asset Management (Canada) Inc. will act as the agent for service of process of the manager in Canada. UBS Asset Management (Canada) Inc. is located at 161 Bay Street West, Suite 4100, Toronto, Ontario, M5J 2S1.

UBS Asset Management services offered to Canadian persons are provided by UBS Asset Management (Canada) Inc., a Nova Scotia corporation. UBS Asset Management (Canada) Inc. is an indirect wholly-owned subsidiary of UBS AG and is registered as a portfolio manager and exempt market dealer (in all provinces of Canada), commodity trading manager (Ontario), adviser – commodity futures (Manitoba) and investment fund manager (Ontario, Quebec and Newfoundland), all pursuant to Canadian securities law. Materials may include forward-looking statements. Actual future results, however, may prove to be different from expectations. Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.

Please confirm you are a Canada resident to proceed.

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Passive investing Delivering first class solutions

With over 30 years' experience in managing passive assets, we offer you the expertise to manage passive portfolios across asset classes including equities, fixed income and commodities against both regional and global benchmarks. By adopting a rigorous, rules driven approach to the portfolio construction process, we can balance your risk and transaction costs.

Passive investments
Traditional index funds

Traditional 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.

Customized portfolios

Customized passive investment portfolios

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.


Finding the answers you need – our investment approach

We believe passive investing requires manager skill, experience and technology to achieve the best performance possible whilst closely tracking the underlying benchmark. We seek to construct a portfolio that delivers the return of that benchmark with very low tracking error by controlling risk and minimizing costs.

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.