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Interested in defined contribution consulting?

Specialized knowledge Perfected in the field

At UBS Institutional Consulting Group, we continually hone our skills to help you pursue your goals. Currently, we have more than 800 clients with more than $77 billion in assets under advisement3. We work with a sophisticated range of organizations. And, our Consultants are among some of the most highly credentialed in the industry.

Consultant credentials:

  • Certified Investment Management AnalystSM (CIMA®)
  • Chartered Financial Analyst® (CFA®)
  • Annual training requirement
  • An average of 26+ years of industry experience

Corporations

Corporations

We offer corporations a structured approach designed to help them better manage their pension funds and 401(k) plans, as well as their balance sheet assets and nonqualified plans. Our services include:

  • Sophisticated modeling and portfolio evaluation tools
  • Fiduciary oversight for specified consulting services
  • Manager search databases
  • Innovative investment and reporting solutions
  • Liability driven investing for pension plans
  • Market research
  • Due diligence reviews of investment managers

Governments

State and local governments

Our customized solutions help city, county and state governments structure their investments and investment funds. We offer:

  • Access to global resources and perspective
  • A sophisticated advisory service platform
  • Funding-level assessments and estimates of future contributions
  • Regular opportunities to share current ideas and trends with board members and government officials

Religious organizations

Religious organizations

It's important that our solutions reflect the values and objectives of faith-based organizations. Our approach involves:

  • Understanding each organization's vision
  • Customizing our investment solutions to reflect each organization's objectives
  • A commitment to keeping faith-based objectives on track
  • Implementing socially responsible screens

Foundations and endowments

Foundations and endowments

Our Consultants are aware of the different needs of nonprofit entities. In many cases, they have personal connections to philanthropic causes. Our consultants will help:

  • Collaborate on goals and risk tolerance
  • Evaluate spending policy
  • Implement socially responsible investment strategies
  • Leverage relevant proprietary UBS research insights and resources
  • Customize investment solutions to each organization's objectives

Other clients

Other clients

Our list of clients is continually expanding. Currently, we also provide services to:

  • Public and private retirement plans
  • Hospitals and healthcare systems
  • Colleges and universities
  • Insurance companies
  • Native American tribes
  • Taft-Hartley plans
  • Associations and other not-for-profit organizations

Advice and collaboration

Mission

Hands-on and focused

Process

Investing with confidence

Outsourcing

Thoughtful and relevant

Insights