UBS Asset Management offers a comprehensive range of innovative investment products and services that benefit from a global, boutique-like structure.
Global product and service range
Equities offers a wide spectrum of active investment strategies with varying risk and return objectives. These are delivered by distinct investment teams, each with dedicated research and portfolio construction resources, which are organized around regional capabilities and styles: Global, US, Europe, APAC & Emerging Markets and Growth. Strategies include core, unconstrained, long-short, small cap, sector, thematic and other specialized strategies.
Fixed Income offers a diverse range of active global, regional and local market-based investment strategies. Its capabilities include single sector strategies such as government and corporate bond portfolios, multi-sector strategies such as core and core plus bond, and extended sector strategies such as high-yield and emerging market debt. In addition to this suite of traditional fixed income offerings, the team also manages unconstrained fixed income, indexed, currency strategies and customized solutions.
Structured Beta & Indexing offers indexed, alternative beta and rules-based strategies across all major asset classes on a global and regional basis. Its capabilities include indexed equities, fixed income, commodities, real estate and alternatives with benchmarks ranging from mainstream to highly customized indices. Products are offered in a variety of structures including ETFs, pooled funds, structured funds and mandates.
Global Investment Solutions offers active asset allocation, currency, multi-manager, structured solutions, risk advisory and strategic investment advisory services. It manages a wide array of regional and global multi-asset investment strategies across the full investment universe and risk/return spectrum, structured portfolios, convertible bonds and absolute return strategies. Through its risk management and strategic investment advisory services, it supports clients in a wide range of investment-related functions.
O'Connor is a key single manager hedge fund specialist with global reach, dedicated to absolute return investment management.
UBS Hedge Fund Solutions offers a full spectrum of hedge fund solutions and advisory services including a wide range of multi-manager strategies which provide broad-based, diversified exposure to the hedge fund asset class with various risk and return profiles.
Global Real Estate actively manages real estate investments globally and regionally within Asia Pacific, Europe and the US, across the major real estate sectors. Its capabilities are focused on core and value-added strategies, but also include other strategies across the risk / return spectrum.
Infrastructure and Private Equity manages direct infrastructure investment and multi-manager infrastructure and private equity strategies for both institutional and high net worth investors. Infrastructure Asset Management manages direct investments in core infrastructure assets globally. AFA Infrastructure and AFA Private Equity construct broadly diversified fund of funds portfolios across the infrastructure and private equity asset classes, respectively.
Fund Services, a global fund administration business, offers a comprehensive range of flexible solutions including legal set-up, reporting and accounting for traditional investment funds, managed accounts, hedge funds, private equity funds and other alternative structures.
Products and services particularly interesting for Swiss clients
The UBS investment foundations (UBS AST) are organizations for the pooled investment of Swiss pension funds assets. The foundations are overseen by the Federal Office of Social Insurance (BSV) and members of KGAST, the Conference of Investment Foundation Directors, and are therefore committed to high standards of quality and professionalism. UBS AST has an extensive offering tailored to meet the needs of Swiss pension funds in consideration of the regulatory requirements they face.
The UBS Fondcenter is a B2B transaction platform with an open fund architecture allowing you, our partners to conduct all of your fund transactions via a central marketplace. Over 26,000 funds from some 250 providers are available at this marketplace.
UBS Asset Management offers institutional investors in Switzerland a broad range of optimized pooled investments in all major asset classes. The universe provided spans some 80 institutional funds and institutional share classes in 220 other UBS funds and ETFs.