UBS Quant Answers

Platform of choice. Delivering solutions. Managing risk.

Why Quant Answers

Icon of managing risks

Managing risks

A powerful and broad platform which helps investors interpret and manage their exposures and risks.

Icon of Innovation

Innovation

Allows our clients to tap directly into the innovation that is being developed by the Quant team at UBS.

Icon of delivering solutions

Delivering solutions

Delivers portfolio risk forecasting, portfolio style and fundamental analysis and several other data and analysis modules.

Expert opinions and discussions you want to hear

Speak to the QA team about how we can help you.

Upcoming events

Quant, UBS Evidence Lab and HOLT Conference
Pioneers and New Ideas

Hear from high-profile speakers who will help you navigate today's key trends; how can investors use AI in finance, how should we respond to the growing influence of macro events on stock markets and how can we respond to changing client demands. 

  • New York: Wednesday, May 22 - Thursday, May 23, 2024
  • Singapore: Tuesday, 10 September 2024
  • Hong Kong: Thursday, 12 September, 2024

Highlights from previous events

Watch Claire Jones' recap of the EMEA Quant Conference 2023

Watch Paul Winter's recap of the Americas Quant Conference 2023

Access our resources

Information

For information on the quant team's offering including Research and Quant Answers.

Whitepaper

For a deeper dive into our approach in the UBS Hybrid Risk Model.

Tear sheets

If you are looking for detail on each of our data sets and models, please access our tear sheets.

Quant Answers videos

Take a look at our videos to find out more about the platform 

Explore more content

UBS Research

Discover the breadth, depth and originality from our award-winning economists, strategists and analysts.

See our latest insights

UBS Evidence Lab

UBS Evidence Lab is a sell-side team of experts that work across more than 55 specialized areas creating insight-ready datasets. The experts turn data into evidence by applying a combination of tools and techniques to harvest, cleanse, and connect billions of data items each month. The library of assets, covering more than 5,000 companies, across all sectors and regions, is designed to help answer the questions that matter to investment decisions.

See more from UBS Evidence Lab

UBS Data Solutions    

Our goal is to provide our institutional clients with unique data to help them optimize their business objectives from model input and alpha generation to risk management and operational support. Our dedicated global Data Solutions team is designed to ensure our clients are given the right tools and knowledge to build and maintain their data business in the most efficient manner possible.

Email us to register

Find out more

Get in touch with our team

  • United States (+1)
  • Antigua & Barbuda (+1)
  • Anguilla (+1)
  • American Samoa (+1)
  • Barbados (+1)
  • Bermuda (+1)
  • Bahamas (+1)
  • Canada (+1)
  • Dominica (+1)
  • Dominican Republic (+1)
  • Grenada (+1)
  • Guam (+1)
  • Jamaica (+1)
  • St. Kitts & Nevis (+1)
  • Cayman Islands (+1)
  • St. Lucia (+1)
  • Northern Mariana Islands (+1)
  • Montserrat (+1)
  • Puerto Rico (+1)
  • Sint Maarten (+1)
  • Turks & Caicos Islands (+1)
  • Trinidad & Tobago (+1)
  • St. Vincent & Grenadines (+1)
  • British Virgin Islands (+1)
  • U.S. Virgin Islands (+1)
  • Russia (+7)
  • Kazakhstan (+7)
  • Egypt (+20)
  • South Africa (+27)
  • Greece (+30)
  • Netherlands (+31)
  • Belgium (+32)
  • France (+33)
  • Spain (+34)
  • Hungary (+36)
  • Italy (+39)
  • Vatican City (+39)
  • Romania (+40)
  • Switzerland (+41)
  • Austria (+43)
  • United Kingdom (+44)
  • Guernsey (+44)
  • Isle of Man (+44)
  • Jersey (+44)
  • Denmark (+45)
  • Sweden (+46)
  • Norway (+47)
  • Svalbard & Jan Mayen (+47)
  • Poland (+48)
  • Germany (+49)
  • Peru (+51)
  • Mexico (+52)
  • Cuba (+53)
  • Argentina (+54)
  • Brazil (+55)
  • Chile (+56)
  • Colombia (+57)
  • Venezuela (+58)
  • Malaysia (+60)
  • Australia (+61)
  • Cocos (Keeling) Islands (+61)
  • Christmas Island (+61)
  • Indonesia (+62)
  • Philippines (+63)
  • New Zealand (+64)
  • Singapore (+65)
  • Thailand (+66)
  • Japan (+81)
  • South Korea (+82)
  • Vietnam (+84)
  • China (+86)
  • Turkey (+90)
  • India (+91)
  • Pakistan (+92)
  • Afghanistan (+93)
  • Sri Lanka (+94)
  • Myanmar (Burma) (+95)
  • Iran (+98)
  • South Sudan (+211)
  • Morocco (+212)
  • Western Sahara (+212)
  • Algeria (+213)
  • Tunisia (+216)
  • Libya (+218)
  • Gambia (+220)
  • Senegal (+221)
  • Mauritania (+222)
  • Mali (+223)
  • Guinea (+224)
  • Côte d’Ivoire (+225)
  • Burkina Faso (+226)
  • Niger (+227)
  • Togo (+228)
  • Benin (+229)
  • Mauritius (+230)
  • Liberia (+231)
  • Sierra Leone (+232)
  • Ghana (+233)
  • Nigeria (+234)
  • Chad (+235)
  • Central African Republic (+236)
  • Cameroon (+237)
  • Cape Verde (+238)
  • São Tomé & Príncipe (+239)
  • Equatorial Guinea (+240)
  • Gabon (+241)
  • Congo - Brazzaville (+242)
  • Congo - Kinshasa (+243)
  • Angola (+244)
  • Guinea-Bissau (+245)
  • British Indian Ocean Territory (+246)
  • Ascension Island (+247)
  • Seychelles (+248)
  • Sudan (+249)
  • Rwanda (+250)
  • Ethiopia (+251)
  • Somalia (+252)
  • Djibouti (+253)
  • Kenya (+254)
  • Tanzania (+255)
  • Uganda (+256)
  • Burundi (+257)
  • Mozambique (+258)
  • Zambia (+260)
  • Madagascar (+261)
  • Réunion (+262)
  • Mayotte (+262)
  • Zimbabwe (+263)
  • Namibia (+264)
  • Malawi (+265)
  • Lesotho (+266)
  • Botswana (+267)
  • Swaziland (+268)
  • Comoros (+269)
  • St. Helena (+290)
  • Tristan da Cunha (+290)
  • Eritrea (+291)
  • Aruba (+297)
  • Faroe Islands (+298)
  • Greenland (+299)
  • Gibraltar (+350)
  • Portugal (+351)
  • Luxembourg (+352)
  • Ireland (+353)
  • Iceland (+354)
  • Albania (+355)
  • Malta (+356)
  • Cyprus (+357)
  • Finland (+358)
  • Åland Islands (+358)
  • Bulgaria (+359)
  • Lithuania (+370)
  • Latvia (+371)
  • Estonia (+372)
  • Moldova (+373)
  • Armenia (+374)
  • Belarus (+375)
  • Andorra (+376)
  • Monaco (+377)
  • San Marino (+378)
  • Ukraine (+380)
  • Serbia (+381)
  • Montenegro (+382)
  • Kosovo (+383)
  • Croatia (+385)
  • Slovenia (+386)
  • Bosnia & Herzegovina (+387)
  • Macedonia (+389)
  • Czechia (+420)
  • Slovakia (+421)
  • Liechtenstein (+423)
  • Falkland Islands (+500)
  • Belize (+501)
  • Guatemala (+502)
  • El Salvador (+503)
  • Honduras (+504)
  • Nicaragua (+505)
  • Costa Rica (+506)
  • Panama (+507)
  • St. Pierre & Miquelon (+508)
  • Haiti (+509)
  • Guadeloupe (+590)
  • St. Barthélemy (+590)
  • St. Martin (+590)
  • Bolivia (+591)
  • Guyana (+592)
  • Ecuador (+593)
  • French Guiana (+594)
  • Paraguay (+595)
  • Martinique (+596)
  • Suriname (+597)
  • Uruguay (+598)
  • Curaçao (+599)
  • Caribbean Netherlands (+599)
  • Timor-Leste (+670)
  • Norfolk Island (+672)
  • Brunei (+673)
  • Nauru (+674)
  • Papua New Guinea (+675)
  • Tonga (+676)
  • Solomon Islands (+677)
  • Vanuatu (+678)
  • Fiji (+679)
  • Palau (+680)
  • Wallis & Futuna (+681)
  • Cook Islands (+682)
  • Niue (+683)
  • Samoa (+685)
  • Kiribati (+686)
  • New Caledonia (+687)
  • Tuvalu (+688)
  • French Polynesia (+689)
  • Tokelau (+690)
  • Micronesia (+691)
  • Marshall Islands (+692)
  • World (+800)
  • World (+808)
  • North Korea (+850)
  • Hong Kong SAR China (+852)
  • Macau SAR China (+853)
  • Cambodia (+855)
  • Laos (+856)
  • World (+870)
  • World (+878)
  • Bangladesh (+880)
  • World (+881)
  • World (+882)
  • World (+883)
  • Taiwan (+886)
  • World (+888)
  • Maldives (+960)
  • Lebanon (+961)
  • Jordan (+962)
  • Syria (+963)
  • Iraq (+964)
  • Kuwait (+965)
  • Saudi Arabia (+966)
  • Yemen (+967)
  • Oman (+968)
  • Palestinian Territories (+970)
  • United Arab Emirates (+971)
  • Israel (+972)
  • Bahrain (+973)
  • Qatar (+974)
  • Bhutan (+975)
  • Mongolia (+976)
  • Nepal (+977)
  • World (+979)
  • Tajikistan (+992)
  • Turkmenistan (+993)
  • Azerbaijan (+994)
  • Georgia (+995)
  • Kyrgyzstan (+996)
  • Uzbekistan (+998)
  • Please select...
  • Afghanistan
  • Aland Islands
  • Albania
  • Algeria
  • American Samoa
  • Andorra
  • Angola
  • Anguilla
  • Antartica
  • Antigua and Barbuda
  • Argentina
  • Armenia
  • Aruba
  • Australia
  • Austria
  • Azerbaijan
  • Bahamas
  • Bahrain
  • Bangladesh
  • Barbados
  • Belarus
  • Belgium
  • Belize
  • Benin
  • Bermuda
  • Bhutan
  • Bolivia
  • Bosnia and Herzegovina
  • Botswana
  • Bouvet island
  • Brazil
  • British Indian Ocean Territory
  • British Virgin Islands
  • Brunei Darussalam
  • Bulgaria
  • Burkina Faso
  • Burundi
  • Cambodia
  • Cameroon
  • Canada
  • Cape Verde
  • Cayman islands
  • Central African Republic
  • Chad
  • Chile
  • China - Mainland
  • Christmas Island
  • Coco Islands
  • Colombia
  • Comoros
  • Cook Islands
  • Costa Rica
  • Croatia
  • Cuba
  • Curaçao
  • Cyprus
  • Czech Republic
  • Democratic Republic of Congo
  • Denmark
  • Djibouti
  • Dominica
  • Dominican Republic
  • Ecuador
  • Egypt
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Estonia
  • Ethiopia
  • Faeroe Islands
  • Falkland Islands
  • Fiji
  • Finland
  • France
  • French Guiana
  • French Polynesia
  • French Southern Territories
  • Gabon
  • Gambia
  • Georgia
  • Germany
  • Ghana
  • Gibraltar
  • Greece
  • Greenland
  • Grenada
  • Guadeloupe
  • Guam
  • Guatemala
  • Guernsey
  • Guinea
  • Guinea-Bissau
  • Guyana
  • Haiti
  • Heard Island and McDonald Islands
  • Honduras
  • Hong Kong SAR
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iran
  • Iraq
  • Ireland
  • Isle of Man
  • Israel
  • Italy
  • Ivory Coast
  • Jamaica
  • Japan
  • Jersey
  • Jordan
  • Kazakhstan
  • Kenya
  • Kiribati
  • Korea
  • Kosovo
  • Kuwait
  • Kyrgyzstan
  • Laos
  • Latvia
  • Lebanon
  • Lesotho
  • Liberia
  • Libya
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Macao SAR
  • Macedonia
  • Madagascar
  • Malawi
  • Malaysia
  • Maldives
  • Mali
  • Malta
  • Marshall Islands
  • Martinique
  • Mauritania
  • Mauritius
  • Mayotte
  • Mexico
  • Micronesia
  • Moldova
  • Monaco
  • Mongolia
  • Montenegro
  • Montserrat
  • Morocco
  • Mozambique
  • Myanmar
  • Namibia
  • Nauru
  • Nepal
  • Netherlands
  • Netherlands Antilles
  • New Caledonia
  • New Zealand
  • Nicaragua
  • Niger
  • Nigeria
  • Niue
  • Norfolk Island
  • Northern Korea
  • Northern Mariana Islands
  • Norway
  • Oman
  • Pakistan
  • Palau
  • Palestinian territories
  • Panama
  • Papua New Guinea
  • Paraguay
  • Peru
  • Philippines
  • Pitcairn
  • Poland
  • Portugal
  • Puerto Rico
  • Qatar
  • Republic of Congo
  • Romania
  • Russia
  • Rwanda
  • Réunion
  • Saint Kitts and Nevis
  • Saint Lucia
  • Saint Pierre and Miquelon
  • Saint Vincent and the Grenadines
  • Saint elena
  • Samoa
  • San Marino
  • Sao Tome and Principe
  • Saudi Arabia
  • Senegal
  • Serbia
  • Seychelles
  • Sierra Leone
  • Singapore
  • Slovakia
  • Slovenia
  • Solomon Islands
  • Somalia
  • South Africa
  • South Georgia and the South Sandwich Islands
  • Spain
  • Sri Lanka
  • Sudan
  • Suriname
  • Svalbard and Jan Mayen
  • Swaziland
  • Sweden
  • Switzerland
  • Syria
  • Taiwan
  • Tajikistan
  • Tanzania
  • Thailand
  • Timor-Leste
  • Togo
  • Tokelau
  • Tonga
  • Trinidad and Tobago
  • Tunisia
  • Turkmenistan
  • Turks and Caicos Islands
  • Tuvalu
  • Türkiye
  • U.S. Virgin Islands
  • Uganda
  • Ukraine
  • United Arab Emirates
  • United Kingdom
  • United States
  • United States Minor Outlying Islands
  • Uruguay
  • Uzbekistan
  • Vanuatu
  • Vatican
  • Venezuela
  • Vietnam
  • Wallis and Futuna
  • Western Sahara
  • Yemen
  • Zambia
  • Zimbabwe
Confirmation

HOLT is a business of Credit Suisse AG and its affiliates which are UBS Group Companies.  The HOLT methodology does not assign ratings or a target price to a security. HOLT is an analytical tool that involves use of publicly available, fact-based data and applies a set of proprietary quantitative algorithms and warranted value calculations against such data, collectively called the HOLT valuation model. The HOLT methodology is consistently applied to all the companies included in its database. The HOLT valuation model is a discounted cash flow model (DCF). The % upside/downside is the difference between HOLT’s default warranted price (as determined by an objective, systematic DCF framework) and a security’s most recent closing price, expressed as a percentage. Third-party data (including consensus earnings estimates) are systematically translated into a number of default variables and incorporated into the algorithms available in the HOLT valuation model. The source financial statement, pricing, and earnings data provided by outside data vendors are subject to quality control and may also be adjusted to more closely measure the underlying economics of firm performance. These adjustments provide consistency when analyzing a single company across time,or analyzing multiple companies across industries or national borders.

The default scenario that is produced by the HOLT valuation model establishes a warranted price that represents the expected mean value for a security based upon various factors, including the use of third-party data and empirically derived fade algorithms that forecast a firm’s future cash return on capital and growth rates over an extended period of time. A default set of algorithms apply to all the securities. As the data are updated, the warranted price updates automatically. A company’s future achieved return on capital or growth rate may differ from the result generated from the default scenario that is produced by the HOLT valuation model.  Additional information about the HOLT methodology is available upon request.