Alternatives investing for all cycles

Another record by Alternatives House of the Year 

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.
Barry Gill, Head of Investments

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.
Massimiliano Castelli, Head of Strategy for Global Sovereign Markets

Independent ideas

At UBS Asset Management, our multi-disciplinary teams bring you independent thinking and ideas in alternative investing.

These ideas span across our infrastructure, real estate and hedge funds.

Energy storage is a key story for the next decade

Energy storage has reached a tipping point in certain markets. As this asset class matures, it will become mainstream as it follows the path of solar and wind.

The time to invest is now.

Getting ahead with private equity secondaries

Investor interest in the private equity secondaries market has grown 7x since 2007. With the increased breadth and depth of transactions, how should investors rethink the typical hold-to-maturity model in private equity investing?

Investing in life science through real estate?

Aging population is driving advancement in medicine and genome therapy, resulting in increased demand for lab space. In fact, global R&D spending by pharmaceutical companies are expected to grow at 4.2% CAGR between 2020-2026.

Have you thought of investing in this trend through a global property strategy?

2022 is the year for merger arbitrage strategies

Merger arbitrage strategies have low correlation to the broader market and we are optimistic of its positive return profile going forward.

What are alternative investments?

Alternative investments are sometimes called private asset classes because they are not publicly listed in markets.

We can divide the alternative universe into private capital investments and other strategic investments.

Private capital vs strategic investments

Within private capital, these include

Within private capital, these include

Categories under strategic investment

Categories under strategic investment

Within private capital, these include

  • private real estate
  • private equity
  • private debt
  • infrastructure and natural resource investments

Categories under strategic investment

  • hedge funds 
  • commodities

Why allocate to hedge funds?

Think of hedge funds as possible alternative to fixed income

Real estate as inflation hedge

This is especially so in stagflationary environments. 

Who’s in on alternatives?

We see four major groups of investors:

  • Public pension plans
  • Sovereign wealth fund
  • University endowment 
  • Family office


Allocation to alternatives
for some investors

USB Asset Management: One of the largest managers in alternatives

  • 0USD billion

    Total AUM in alternatives

  • 0+

    Total investment professionals in alternatives

  • 0markets

    Australia • Austria • Canada • China • France • Germany • Hong Kong SAR • India • Ireland • Italy • Japan Luxembourg • Netherlands • Poland • Republic of China Taiwan • Republic of Korea • Singapore • Spain Sweden • Switzerland • United Arab Emirates • United Kingdom • United States

Top 10 largest

Global direct real estate manager

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.


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