UBS Asset Management launches customized voting offering for institutional clients

Zurich, 25 March 2026 – UBS Asset Management (UBS AM) is launching its new UBS Client Voice offering to provide institutional clients with the option to express their AGM voting preferences, in line with their organization’s or beneficiaries’ priorities.

UBS Client Voice is first being rolled out for our institutional clients in Switzerland. The offering is scalable and can be expanded to include further funds and countries over time, subject to regulatory compliance.

Introducing a customized voting option for our Swiss institutional clients

The majority of fund investors in Switzerland have to rely on the proxy voting policy of their fund management company. UBS Client Voice enables institutional clients to apply their own custom policy across all their holdings, and also specify their voting preferences, down to a company level for individual AGM agenda items, if desired.

Client voting preferences are applied based on their proportion of fund holdings, with the fund management company retaining the final decision on votes to ensure alignment with fund objectives and its investors’ best financial interests.

The initial offering encompasses:

Swiss companies held within 12 UBS AM Swiss-domiciled equity funds (I-B and I-X share classes)
Approximately CHF 26 billion (USD 32.8 billion) in assets (as of 31 December 2025)

André Müller, Head of Client Coverage at UBS AM, said:

Stewardship standards have continued to evolve, as has the demand from asset owners to directly express their voting preferences. The launch of our new customized offering, UBS Client Voice, underscores our focus on advancing choice for our clients.

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About UBS Asset Management

UBS Asset Management is a large-scale asset manager with a presence in 24 markets. It offers investment capabilities and investment styles across all major traditional and alternative asset classes to institutions, wholesale intermediaries and wealth management clients around the world. It is a leading fund house in Europe, the largest mutual fund manager in Switzerland, the second largest fund of hedge funds manager and one of the largest real assets investment managers in the world.

Source for all data (if not indicated otherwise): UBS Asset Management.

For information purposes by UBS.

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. More explanations of financial terms can be found at ubs.com/am-glossary.