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UBS offers an open-architecture platform with more than 3,000 UBS investment funds and selected management companies.
A wide universe: knowing how to go about it is essential.
To assist the clients who wish to invest in funds basing on UBS advice we provide the expertise of a team of dedicated professionals together with the value of a structured selection process.
What is our selection process for funds and Sicav?
We launch an initial analysis on over 60,000 funds, taking into account risk, yield, minimum dimensions and further parameters.
We perform a further qualitative analysis on approximately 3,600 funds. We interview all fund managers in detail to exclude those who are not in line with UBS.
Only after a careful suitability scrutiny of their managers and the Investment Committee approval will 50 top investment funds be identified, which will then become part of our investment solutions.
Funds: what are the benefits?