Our expertise
For over 35 years, we have been targeting flexible, high-quality liquidity investment solutions to our clients. Whether high net worth individuals or institutional investors (corporate, government, hedge fund and others), the focus is always the same: deliver solutions that meet a client’s safety, liquidity and yield goals.
At UBS Asset Management, our mission is to enable our clients to achieve their financial objectives and solve their investment challenges.
What sets us apart
Stability
Our experienced portfolio management and credit analyst teams provide the expertise and continuity institutional investors seek when entrusting their assets to an investment manager.
Performance
Based on our assessments of credit quality, relative value and interest rate trends, we create investment solutions with a goal to maximize returns, while managing risk and adhering to our clients’ investment guidelines.
Service
We work with institutional investors to assess your needs and help to develop a suitable solution, be it one of our mutual funds or a custom separately managed portfolio.
Our strategies
Money Market Strategies
We offer a broad selection including rated and unrated funds comprised of prime, ESG prime, treasury, government, tax-free and sustainable money market funds.1 These funds are available in various currencies and domiciles including USD, USD-Treasury, EUR, GBP, CHF and AUD.1,2 Key benefits include late-day trading; ready access to cash and same-day settlement3; trading and account access the way you prefer—by phone or online; and transaction confirmations and monthly statements.
Short Duration Capabilities
We recognize that some investors may need investment solutions that provide incremental yield over money market funds. For investors that have a slightly longer time horizon and can incur slightly greater volatility, our short duration solutions invest a little further out on the yield curve than our money market strategies.
Separately Managed Accounts
We customize portfolios to meet your specific needs and investment guidelines. Every separately managed account is managed by a team of experienced portfolio managers, along with a dedicated client advisor, who will work to leverage all of the firm’s resources to continually deliver the best solutions and service. In-depth, customizable monthly and quarterly accounting and performance reporting is provided, along with periodic reviews and ready access to our portfolio management and credit teams.
We will work with you to determine the right investment approach to meet your liquidity management needs.
Joseph Abed, Global Head of Liquidity Management Investment Specialists
