We offer a wide range of investment products and services from boutique-like capabilities delivered through a global structure.
Investments and Services
At UBS Asset Management, we take a connected approach to find you the answers to your investment challenges. Whatever your investment profile or time horizon, we offer a comprehensive range of active and passive investment styles and strategies designed to meet your needs across traditional and alternative asset classes and markets.
We have a wide spectrum of active investment strategies designed to meet our clients' investment needs, whatever their risk and return objectives. Global, region-focused and thematic strategies are complemented by high alpha, growth and quantitative styles.
Clients can choose from a diverse range of active global, regional and local market-based fixed income investment strategies. Our capabilities include single-sector strategies such as government and corporate bond portfolios, multi-sector strategies such as core and core plus bond, and extended sector strategies which include high yield and emerging market debt. We also manage unconstrained fixed income and currency strategies.
If clients are looking for passive exposure, we provide indexed, alternative beta and rules-based strategies across all major asset classes on a global and regional basis. They can draw on capabilities which include indexed equities, fixed income, commodities, real estate and alternatives with benchmarks ranging from mainstream to highly customized indices and rules-driven solutions. Products are available in a variety of structures including ETFs, pooled funds, structured funds and mandates.
Clients can benefit from our combined investment capabilities through our global and regional asset allocation and currency investment strategies. These span the full investment universe and risk/return spectrum. Our dynamic investment approach is designed to generate consistent returns across changing market conditions, while still maintaining a rigorous risk management discipline.
Single manager hedge funds (O'Connor)
Through O'Connor, clients have access to a global, relative value-focused, single-manager hedge fund platform. It is dedicated to providing investors with absolute and risk-adjusted returns, differentiated from those available from long-only investments in traditional asset classes.
Tailored client solutions
If clients require a bespoke structure to meet their investment needs, the integrated expertise of our solutions team provides:
- Multi-manager hedge fund solutions and advisory services, providing exposure to hedge fund investments with tailored risk and return profiles.
- Customized multi-asset solutions and advisory services, including risk-managed and structured strategies, manager selection, pension risk management, risk advisory and global tactical asset allocation.
Clients can also access actively managed real estate investments globally and regionally across the major real estate sectors. Our capabilities are focused on core and value-added strategies, but also include other strategies across the risk/return spectrum. These are available through open- and closed end private funds, REITs, customized investment structures, multi-manager funds, individually managed accounts and real estate securities.
Infrastructure and Private Equity
We offer you both direct and indirect exposure to infrastructure investments through fund solutions and separate, bespoke accounts. Our direct teams actively manage both equity and debt investments, while our indirect team invests via leading managers giving you access to a broadly diversified multi-manager offering.
Our global fund administration business offers a comprehensive range of flexible white labeling solutions, including fund set-up, fiduciary and regulatory services as well as reporting and accounting for traditional investment funds. We also provide fund administration services to managed accounts, hedge funds, real estate funds, private equity funds and other alternative structures.