Multi Asset investing

Multi Asset solutions for modern markets

Your money in experienced hands: our specialist global multi asset team has been trusted by clients for over 30 years.

Delivering the best of our capabilities to you

Multi asset allocation and currency expertise across all liquid asset classes delivered via the following solutions:

Client-specific
Balanced
Growth-oriented
Income
Unconstrained total return

Our expertise

Experienced and trusted

In volatile markets, experience matters. We are always aware of the responsibilities involved in investing our clients money. UBS has been managing multi asset portfolios on behalf of clients since 1982.

Our investment approach

Globally integrated resource

Our clients benefit from the expertise of a team of over 80 multi asset investment professionals (as of 31 December 2018) across offices in Chicago, New York, London, Zurich, Hong Kong, Sydney and Tokyo.

Our investment approach

                                Risk Management 
Risk management and budgeting are critical inputs at all points of our process.

                                Long-term valuation analysis 
Markets are inefficient. This can lead to assets being mispriced.
We seek to exploit those inefficiencies in a consistent manner using long-term valuation analysis.

                                Valuation plus catalyst 
Sometimes factors other than valuation can influence asset prices for sustained periods. 
We therefore seek to understand why an asset is mispriced and identify a clear catalyst for closing the mispricing – a "valuation plus catalyst" process.

New ways of working

Learning from leaders in the tech industry to empower our teams and drive efficiency More
- 04 Feb 2019
Investment Insights Does corporate America have a debt problem?

Investment Insights looks in detail at US corporate balance sheets to assess whether recent concerns are merited or mispriced. More
- 30 Jan 2019
Investment Insights The multi asset opportunity in China

The latest issue of Investment Insights looks at whether it is time for global investors to consider the benefits of a distinct multi asset exposure to China, as opposed to accessing the China story via a broader emerging market investment More
- 23 Oct 2018

Chances and challenges

Investing based on big data analytics More
- 02 Oct 2019
Macro Monthly US Treasuries: Overvalued but valuable

This edition of Macro Monthly discusses what low rates are currently signaling, where we go from here and the value of Treasuries in a multi-asset portfolio despite their historical overvaluation. More
- 30 Sep 2019
Macro Quarterly Is the noise becoming signal?

In this edition of Macro Quarterly, we review our core views on economic growth stabilization which we believe are being challenged as the US-China trade war has further escalated. More
- 12 Sep 2019