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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Investment solutions Your global investment challenges answered

Investment solutions

In today's uncertain world, investors face new challenges every day. Answers can be hard to find. You need an experienced partner who understands your challenges and offers the right solutions for you.

For more than 30 years, UBS Asset Management (Americas), Inc. has been delivering a broad array of investment solutions to solve some of the largest and most complex investment challenges around the globe. Our dedicated and experienced investment team uses a continuous and unbiased client-centric approach that leverages the depth and breadth of UBS's global investment resources to identify and solve your specific challenges.


Latest insights

Disequilibrium

Disequilibrium

In the current low growth, low inflation, low yield environment, the concept of the equilibrium rate of interest is becoming increasingly important. We believe there has been a structural downward shift in the equilibrium rate.

Lower for longer: The impact of sluggish inflation of expected returns

Lower for longer: The impact of sluggish inflation of expected returns

As market volatility, liquidity issues and low yields challenge investment returns, investors also need to consider whether and how inflation will affect their portfolios.

Risk aware investment

Risk aware investment

Integrating risk management into the investment process can improve the choice and sizing of positions in a multi-asset portfolio.


Investment capabilities

Multi asset solutions are designed for client-specific risk and return objectives and constraints. Multi-asset solutions span standardized benchmark-relative portfolios and customized multi-asset mandates targeting specific outcomes.

Dynamic Alpha Strategy

Benchmark

Dynamic Alpha Strategy is an absolute return-seeking portfolio, unconstrained by a benchmark.

Objective

Seeks to earn a predefined return, either absolute or real, with lower volatility than traditional global balanced portfolios.

Investment philosophy

  • Interaction of investors and financial markets can generate substantial and unsustainable discrepancies between certain securities' market prices and their intrinsic values.
  • Price to intrinsic value discrepancies create opportunities to add value through active portfolio management.
  • Conventional, benchmark-linked balanced portfolios assume that the valuation of an asset class is consistent with that of the underlying securities that comprise the asset class.
  • Additional sources of return can be found by decoupling market selection from security selection, through a short position in the asset class, market or currency, additional sources of return can be found.

Investment process

  • Seek price to intrinsic value discrepancies at asset class, country, sector and individual security levels.
  • Decouple market exposure (beta) from security exposure (alpha) through the use derivatives, primarily by establishing short positions in futures contracts of a market index or in a currency.
  • Risk management is a key element of the portfolio and is integrated into portfolio construction process at every level.

Multi-Asset Portfolio

Benchmark

Multiple Markets Index, a proprietary index.

Objective

Maximize risk-adjusted returns and outperform benchmark by investing in a broad range of securities markets or asset classes representing a well-diversified global portfolio.

Investment philosophy

  • Interaction between investors and financial markets can generate substantial and unsustainable discrepancies between certain securities' market prices and their intrinsic values.
  • Price to intrinsic value discrepancies create opportunities to add value through active portfolio management.

Investment process

  • Seek out price to intrinsic value discrepancies at asset class, regional, country, sector, sub-sector and individual security levels.
  • Monitor strategy on ongoing basis.
  • Rebalance portfolio with risk and return considerations in mind.
  • Base investment decisions on comprehensive analysis of forward-looking investment fundamentals and the collective judgment of global investment teams.

US Balanced Portfolio

Benchmark

65% Russell 3000, 30% Barclays Capital U.S. Aggregate and 5% Merrill Lynch U.S. High Yield Cash Pay Constrained.

Objective

Maximize total return, consisting of capital appreciation and current income, by investing in a wide range of US stocks and bonds.

Investment philosophy

  • Interaction between investors and financial markets can generate substantial and unsustainable discrepancies between certain securities' market prices and their intrinsic values.
  • Price to intrinsic value discrepancies create opportunities to add value through active portfolio management.

Investment process

  • Seek out price to intrinsic value discrepancies at asset class, regional, country, sector, sub-sector and individual security levels.
  • Monitor strategy on ongoing basis.
  • Rebalance portfolio with risk and return considerations in mind.
  • Base investment decisions on comprehensive analysis of forward-looking investment fundamentals and the collective judgment of global investment teams.

Third-party manager solutions offer investors diversified exposure to traditional and alternative multi-manager portfolios. Multi-manager portfolios are tactically managed based on managers' alpha cycles and forward-looking views of macro and style factors.

Enhanced income solutions are designed to increase income distributions and are globally diversified across a broad range of traditional and opportunistic income-producing investments. This includes equity, fixed income, real estate and other diversifying income assets, such as insurance-linked securities, infrastructure and bank loans.

Retirement solutions are designed to support retirement needs for both accumulation and decumulation. These solutions aim to address the four key risks along the retirement lifecycle: shortfall risk, market risk, inflation risk and longevity risk. These solutions include custom target date funds, lifetime income funds and funds specifically designed to provide an optimal balance of growth, income and risk management for individual retired investors.

Overlay solutions consist of derivative overlay strategies aimed at improving risk-adjusted returns and meeting specific client objectives including hedging liability or market risks.

OCIO solutions are designed as strategic partnerships where we provide comprehensive access to our asset allocation and risk advisory experts, custom reporting and access to output from proprietary models and tools. Our team provides a broad, comprehensive range of services including plan governance and oversight, investment policy statement creation, selection, monitoring and replacement of third-party investment managers, strategic and tactical asset allocation, oversight of the alternative investments program and risk modeling.

Our risk management solutions focus on helping clients carry out their investment responsibilities, including: reviewing risk management strategies, policies and procedures; determining the risk budgeting and allocation plan; reviewing risk management and assessment reports; reviewing assessment standards, management schemes and internal control mechanisms for major risk drivers and events as well as key business processes; conducting periodic reviews of the risk profile of asset allocations and the execution of the allocated risk budgets; reviewing the risk management strategy and contingency plans for major risk events.


Multi-asset strategies are subject to all the investment risks associated with stocks and bonds. Stocks have shown greater growth potential than other types of securities, but they have also shown greater volatility and risk of loss. Bonds are subject to interest rate and credit risk. Strategies that invest in smaller cap stocks, high yield bonds and foreign or emerging market stocks and bonds are subject to greater volatility and potential loss of principal. There can be no assurance that any strategy will achieve its objective. Asset allocation and rebalancing cannot ensure gains or prevent losses from occurring.