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Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management

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UBS Fondcenter Your B2B platform for investment funds

As your partner, UBS Fondcenter offers comprehensive fund sector services, creating added value for you throughout the value chain. Whether it's automated settlement processes, regulatory requirements or decentralized legal relations – we have the relevant expertise and will assist you with innovative applications during the advisory process and fund selection process alike.

Fondcenter

Fondcenter is a subsidiary of UBS Asset Management AG, and is one of the leading fund platforms in Europe. We bring more than 240 sales partners, mainly banks and insurance companies in Switzerland, Europe and Asia, together with more than 335 fund providers. And we've been at it since 1993.

The Fondcenter universe has over 50,000 investment funds and share classes to choose from. Our innovative, user-friendly FundNavigator will help you analyze and select funds, while making it easy for you and your clients to create fund publications.

As a client, you’ll benefit from the years of experience we have when it comes to regulatory issues, decentralized legal relations and settlement processes. With us you can lower your operational risks, simplify processes, work more cost-efficiently and concentrate on your core business.

Thanks to the seamless cooperation with Fund Execution, Global Custody Services and other service providers that can be brought in as needed, we cover every aspect of the fund business and can support you as a partner in the implementation of new business models.



 

Our services at a glance

  • We connect fund providers and sales partners with a single contract. This cuts down on legal risk, simplifies the work needed and reduces administration costs.
  • It allows us to increase the efficiency of management and maintenance of all cooperation and sales agreements for various distribution channels.
  • Your Fondcenter client advisor coordinates all the interfaces between the fund providers, UBS and the sales partners.
  • You’ll benefit from automated, well-structured processes, and can focus on your core business.
  • You’ll increase your profitability and be able to convert fixed costs into variable costs.
  • We put our resources, know-how and experience at your disposal.
  • You’ll have a personal, local contact person who knows you, your needs and your goals.
  • Three dedicated teams will respond to your inquiries and make sure that you receive the support you need from start to finish.
  • Our specialists continuously manage our legal relationships with all fund providers and sales partners, guaranteeing smooth administrative and operational processes.
  • Colleagues from every UBS division are integrated into our support team. This way we can offer you every type of service related to the fund business as well as other solutions from other areas.
  • We listen to you and develop our offerings in consultative dialogue with you.
  • We observe and analyze emerging trends and are deeply involved in the industry. For example, we supported the openfunds initiative from the very beginning, and are now actively involved in its implementation.
  • We are continuously developing our service offering and our web applications, with the help of external service providers.
  • We monitor all regulatory developments attentively, and will support you in the implementation of new requirements.

UBS Fondcenter connects providers and sales partners, thereby creating added value for all parties concerned.


 

FundNavigator: Inform and analyze

FundNavigator is an intuitive and powerful web application for information about and analysis of investment funds:

  • Plenty of quantitative data and analyses
  • Static and dynamic information, such as prices, structures, performance, etc.
  • Powerful fund search
  • Fund comparisons and analysis
  • Market Monitor
  • Risk tools
  • Documents for customer consulting
  • Modular design
  • Custom functionalities

Please get in touch with us if you want to learn more about Fondcenter and the services we can provide to you and your clients. We are happy to set aside time to listen to you, because we want to understand what you need and what you expect of us.


 

Services for fund providers

UBS Fondcenter opens up the doors to more than 240 sales partners for fund providers, particularly in Switzerland, Europe and Asia. Fondcenter has grown rapidly since 1993, and is now one of the leading B2B fund platforms in Europe. Your benefits as a fund provider:

  • A proven, reliable partner for investment fund-related sales services
  • Access to a growing sales network with numerous distribution channels and partners
  • ProviderNavigator, the web-based application for professional relationship management
  • Transparent reports on the positions of the distribution channels
  • Overview of all sales actions to help your sales team

ProviderNavigator: Professional relationship management


ProviderNavigator is the user-friendly, web-based CRM application with e-banking security for fund providers:

  • Information on contacts and their responsibilities
  • Status for allocation of sales fees and fund data
  • Status and performance of fund positions and fund flows with data from October 2006 or the contract start date
  • Largest fund positions
  • Breakdown by region
  • Breakdown by asset class and distribution channel
  • Overview of Fondcenter distribution partners
  • Status of the Operational Fund Data Template

Do you want to know what we can do for you and your sales team to help you sell more funds? Get in touch and we will be happy to advise and support you.