Portfolio Management Reporting and Investment Commentary

A portfolio management mandate requires UBS to provide you with a regular detailed report on the specific investments in your portfolio and the performance of those investments. You will also regularly receive a report detailing the developments of your portfolio and an outlook for economic and financial markets.

Your client advisor is always ready to personally discuss specific aspects of your portfolio or the overall UBS investment policy. In addition, he or she has access to a large pool of financial experts in our world-wide organization, which can help answer your queries.