Investment solutions
Your global investment challenges answered
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.
Investment capabilities
Investment capabilities
Multi-Asset Portfolio
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
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.
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.
If you would like further information please get in touch.
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.
