Index-tracking investment solutions have been a core competence of UBS Asset Management for over 30 years. We have always specialized in a quality indexing approach, which has contributed to us being one of the fastest growing index managers globally.
We now manage around USD 300 billion in index assets (as of 31 December 2018), benchmarked to a wide range of equity, fixed income and commodity indices.
Our investment approach
- The Index and Portfolio Solutions investment process utilizes a full replication approach, holding all constituents where benchmark composition and size allow.
- Portfolios are managed on our state of the art proprietary indexation and risk systems.
We seek to:
- Minimize trading costs.
- Avoid price distortions caused by index changes.
- Implement active corporate governance.