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Let's work together
Interested in defined contribution consulting?
- Visit the UBS Retirement Plan Consulting Services website
The right combination For confident investing
Many fiduciaries today outsource investment decisions to a discretionary consultant. UBS has the combination of institutional experience and global asset management expertise to work on your behalf. When you outsource your chief investment office to us, your UBS Institutional Consultant will align the UBS resources to further your organization's goals. You can expect:
Risk Focus
Manage risk with better governance
- Investments aligned with your portfolio goals
- Sharing fiduciary responsibility
- Improved governance
Simplicity
Move administrative burden from organization to UBS
- Holistic approach eases your involvement
- Streamlined reporting and transparency make for easy review
- Disciplined process keeps your focus on results
Efficiency
Focus on overall net results: time, money, risk
- Costs managed through a focus on active management, which can deliver better value than passive management
- Transparent fees
- Streamlined implementation
