Structured investment process

Structured investment process

Investment success is not a matter of chance. It is the result of clearly defined goals and a systematically implemented strategy.

A long-term investment strategy determines what percentage of a portfolio should be allocated to different asset classes, countries and currencies according to your individual risk profile.

While the investment strategy defines your appropriate long-term asset allocation, tactical allocation adjustments aim to take advantage of short- to medium-term market opportunities.

Based on the UBS investment and financial analyses available, your personal client advisor will be happy to recommend specific investment solutions that suit your investment strategy and therefore your personal risk profile.

Risk and Return profile of investment strategies

Graphic for illustrative purposes only. The illustrated asset allocation is an indication only.