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.

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.

  • 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
  • Macro Monthly Spring in Europe

    What's the outlook for European equities? With global growth healing and political issues manageable, we believe there is room for Europe to surprise to the upside in coming months. More

    • 29 Apr 2019
  • Macro Monthly The policy handoff

    As central banks struggle to reach their inflation objectives, we believe that fiscal policy is likely to play a greater role in economic stabilization. More

    • 28 Mar 2019
  • Macro Quarterly Macro matters

    Late-cycle volatility and the broad array of macro thematic market drivers present a compelling tactical asset allocation opportunity set. In this issue of Macro Quarterly we explore opportunities we see across asset classes globally. More

    • 14 Mar 2019

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For further information on what we can offer you, please get in touch.