Multi asset investing

Multi asset solutions for modern markets

Your money in experienced hands: our specialist global multi asset team has been trusted by clients for over 30 years.

Delivering the best of our capabilities to you

Multi asset allocation and currency expertise across all liquid asset classes delivered via the following solutions:

  • Client-specific
  • Balanced
  • Growth-oriented
  • Income
  • Unconstrained total return

Bringing our expertise to you

Experienced and trusted

In volatile markets, experience matters. We are always aware of the responsibilities involved in investing our clients money. UBS has been managing multi asset portfolios on behalf of clients since 1982.

Globally integrated resources

Our clients benefit from the expertise of a team of over 100 multi asset investment professionals across offices in Chicago, New York, London, Zurich, Hong Kong, Sydney and Tokyo.

Diversified

We analyse and explore over 160 equity, fixed income, currency and alternative asset class-markets globally in the search for varied sources of return for our clients.


Finding the answers you need – our investment approach

Risk Management

  • Risk management and budgeting are critical inputs at all points of our process.

Long-term valuation analysis

  • Markets are inefficient. This can lead to assets being mispriced.
  • We seek to exploit those inefficiencies in a consistent manner using long-term valuation analysis.

Valuation plus catalyst

  • Sometimes factors other than valuation can influence asset prices for sustained periods.
  • We therefore seek to understand why an asset is mispriced and identify a clear catalyst for closing the mispricing – a "valuation plus catalyst" process.

Distribution Partners

In order to proceed, you must confirm that you are a qualified investor based in Switzerland or a professional investor in Liechtenstein.

For marketing and information purposes by UBS.

For qualified investors only. The information and opinions contained in this document have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith, but is not guaranteed as being accurate, nor is it a complete statement or summary of the securities, markets or developments referred to in the document. UBS Asset Management Switzerland AG and / or other members of the UBS Group may have a position in and may make a purchase and / or sale of any of the securities or other financial instruments mentioned in this document.

UBS funds under Swiss, Luxembourg, German, Irish law.

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 Asset Management Switzerland AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management

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