Institutional Investors Sustainable consulting and individual solutions

So you can concentrate on what matters: the UBS Asset Wizard So you can concentrate on what matters: the UBS Asset Wizard

The UBS Asset Wizard lets you monitor, assess and control your portfolio – simply, quickly and efficiently. Two clicks is all it takes to get comprehensive and detailed insights into your assets.

It is precisely for this reason that institutional investors choose UBS  It is precisely for this reason that institutional investors choose UBS 

These nine examples demonstrate what makes a strategic partnership with UBS so attractive for institutional investors:
They receive fi rst-class advice and individual investment solutions. We also off er superior infrastructure, an innovative product off ering and excellent reporting solutions which provide transparency, security and control.

 

Focus: relevant topics for institutional investors Focus: relevant topics for institutional investors

The "Focus for Institutional Investors" explores a central topic in each edition. It provides information on current events, developments and upcoming trends and explains any implications these may have for institutional investors. The "Focus for Institutional Investors" is generally published three to four times per year.

New every month: the UBS Pension Fund Barometer New every month: the UBS Pension Fund Barometer

The "UBS Pension Fund Barometer" is published monthly and provides you with information on the investment performance of pension funds, returns according to investment class and UBS investment policy for the coming months.

Targeted advice and tailored solutions

As an institutional investor, we will provide you with long-term investment advice. This includes advice on strategic and tactical asset allocation, recommendations on structuring your portfolio, as well as information on analyzing and measuring your portfolio’s performance and proposals for any necessary adjustments.

Skilled advice
Your needs together with your risk capacity and tolerance create the basis for our advice. Our advice is geared toward helping you pursue your goal of securing and optimizing the long-term performance of your portfolio.

Publications for institutional investors
In our publications for institutional investors you will find articles on current themes in business and the economy. The "Focus" publication explores a topic important to institutional investors in each edition. And with the "UBS Pension Fund Barometer", you receive a periodic update on the development of the performance of pension funds as well as an overview of returns according to investment class.

How can we help you?

Our UBS Infoline Corporation is at your service 24 hours a day at
+41 (0) 800 868 409