Products and services

Bundling the essence of our investment strengths

UBS Funds

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Capabilities

We offer investment capabilities and investment styles across all major traditional and alternative asset classes to a wide range of clients, from private individuals, through wholesale intermediaries to financial institutions.

Solutions

  • Multi asset investment heritage dating back to 1982
  • Over CHF100bn1 in asset allocation products including customized asset allocation strategies
  • Over CHF15bn1 AuM; offering a wide range of income- generating strategies

Alternatives investments

  • World leading fund of hedge fund investor (ranked second2 by AuM)
  • Over 40 years of experience in managing single manager hedge funds
  • Leading direct real estate manager with more than CHF90bn1 AuM
  • Compelling capabilities in Private Equity and Infrastructure

High alpha strategies

  • Our best selection of strategies with high active share
  • More than 70 funds rated 5 and 4-star by Morningstar1
  • Over CHF36bn1 in EM equities and fixed income specialist in Asia and China
  • Selected thematic funds with established tracks records

Passive strategies

  • CHF250bn1 AuM in passive strategies
  • Fourth largest ETF provider in Europe
  • Largest number of currency hedged ETFs
  • Wide range of index funds with CHF80bn1 AuM
  • Low tracking error quantitative strategies with more than CHF5bn1 AuM
  • Specialist in smart beta strategies

1. As of end July 2017
2. As of end 2016

Sustainable investing

  • Dedicated sustainability research team
  • A leader in sustainable product innovation
  • Global Sustainable Equity Strategy with a successful 20 year track record
  • Ongoing ESG integration across existing capabilities

Bespoke

Providing customized content and structure

  • Wide range of services from restructuring portfolios to creating discretionary mandates
  • White labelling and sub advisory capabilities

Partnership program

Client training and joint distributor events

  • Tailored education programs in various global locations on a broad range of topics
  • Helps your distribution organization to navigate through product and regulatory complexity

Platform services

Fund Management Services

White-labelling fund platform

  • Specialist in administering individual, tailor- made fund solutions for clients and partners
  • Provides the entire asset management infrastructure value chain

UBS Fondcenter

B2B fund platform connecting fund providers and distribution partners

  • One of the leading fund platforms globally; connected to more than 250 distribution partners and 350 fund providers
  • Access a large network of asset managers and distribution partners with a single contract:
    • improve cost efficiency
    • access global regulatory and compliance competence
    • process simplification

UBS Partner

Advisory platform powered by state of the art technology

  • Infrastructure and advisory expertise – marrying state of the art technology with top-notch investment know- how
  • Bespoke tool provides all the modules needed to implement a systematic advisory process to keep your entire client book on track
  • Access to the UBS Partner Workbench enabling sales teams to work in a more efficient and structured manner

Key Investor Information Documents (KIIDs)