Fund look-through – making indirect investments more transparent
Market shaping events, financial volatility, regulatory development and use of pooled investment vehicles require investors to adopt a look-through approach to manage their invested assets.
In our endeavor to increase availability of more detailed information, we are pleased to announce Fund look-through which allows you to unveil over 1000 pooled vehicles whilst extending insight for bond funds.
Fund look-through allows you to drill down into your portfolio exposure across the numerous categories listed below:
- Equity funds to a level of individual securities
- Bond funds
- by currency
- type of bond
- Money market funds by currency
- Derivatives are factored into the underlying instruments
The Fund look-through solution enables a refined and more comprehensive asset monitoring and risk management. The solution does not only complement our periodic performance & risk booklet but also our online UBS Asset Wizard tool enabling dynamic analytics, monitoring and reporting.
This is a further step in our journey of crafting unique and personalized experiences built on innovative services and products always tailored to new needs as they emerge.