Alternative investments have grown steadily in the last 30 years with investors taking to this diversified universe to improve income and achieve return objectives. As macro challenges and market volatility are likely to continue, returns from public markets will remain lower than historic averages. Adding alternative asset classes to your portfolios can help navigate difficult times and will remain relevant across cycles.
Change your investment engine
In this environment where beta no longer is the engine of the portfolio, you have to fill that gap somehow with absolute return strategies and this move into alternatives.
Alternatives have multiple roles to play in a portfolio
Sovereign wealth funds have told us that the paradigm for investing in alternatives has changed. They expect alternative asset classes to be more than just return boosters; they will have to fulfill multiple roles in a portfolio.
What are alternative investments?
Who’s in on alternatives?
We see four major groups of investors:
- Public pension plans
- Sovereign wealth fund
- University endowment
- Family office
>70%
Allocation to alternatives
for some investors
Ways to access
Alternative investments have traditional been the domain of institutional investors. Historically, many alternative investments have been relatively illiquid, with longer lock-up periods and may have limited opportunities for investors to exit their positions.
In recent years, the set-up of semi-liquid solutions has enabled a broader range of investors to enter the asset class. Semi-liquid solutions offer a compromise, allowing investors to balance illiquidity risk with their liquidity needs and potentially enhance portfolio diversification.
These semi-liquid funds may incorporate features such as redemption rights and periodic liquidity windows.
UBS Asset Management offers a range of semi-liquid real assets and hedge funds for private wealth investors.
Private markets solutions
Private markets solutions
Global real estate
Infrastructure portfolio
Global Private Equity
Hedge funds
Hedge funds
China Long/Short strategy
Global Multi strategy
Neutral Alpha strategy
Contact our distribution partners to learn more
- Endowus
- Julius Baer
- UBS Wealth Management
- UOB Private Bank
UBS Asset Management: One of the largest managers in alternatives
- 0 USD billionTotal AUM in alternatives
- 0 +Total investment professionals in alternatives
#2
#2
Fund of hedge fund manager*
~80
~80
years managing real estate
Comprehensive alternative asset classes
Two hedge fund franchises
Single-manager hedge fund- Multi-manager hedge fund
Real Estate & Private Markets
- Real estate
- Infrastructure
- Food and agriculture
- Multi-manager real estate and private markets
Alternatives House of the Year
Alternatives House of the Year
UBS Asset Management was awarded Alternatives House of the Year by
Fund Selector Asia in 2022 and 2023 and Best Fund Provider
– Real Assets by Asian Private Banker in 2023.
Disclaimer:
For marketing and information purposes by UBS.
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You are advised to exercise caution in relation to this document. The information in this document does not constitute advice and does not take into consideration your investment objectives, legal, financial or tax situation or particular needs in any other respect. Investors should be aware that past performance of investment is not necessarily indicative of future performance. Potential for profit is accompanied by possibility of loss. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice.
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