How healthy is your portfolio?
Do the UBS Portfolio Health Check now.
This examines all your portfolio positions using the following seven risk criteria:
- Expected volatility of your assets in comparison with the volatility range set for your investment strategy
- Overshooting of investment limits within the asset allocation
- Cluster risks for individual securities
- Excessive weighting of a single issuer (e.g. an issuer of structured products)
- Securities for which we have a sell recommendation
- Bonds that fall below a specific minimum credit rating
- Securities that are not in the UBS research universe