Index Tracking

Delivering first-class passive solutions

Passive management has been a capability in our firm for over 30 years; we set up one of the first index-tracking funds in the UK in 1979. Experienced investment professionals around the globe manage passive portfolios across asset classes including equities, fixed income and commodities against both regional and global benchmarks. We have the capability to manage portfolios relative to both standard indices and customized benchmarks in a variety of structures, working with our clients to meet their specific requirements.

Philosophy

We believe passive investing requires manager skill, experience and technology to achieve the best performance possible whilst closely tracking the underlying benchmark

Objective

We seek to construct a portfolio that delivers the return of the underlying benchmark with very low tracking error by controlling risk and minimising costs.

Why choose UBS to help you achieve your passive objectives?

Why choose UBS to help you achieve your passive objectives?

“With our proprietary portfolio management platform coupled with our risk management tools, we have the controls in place for efficient passive management. We believe this, in conjunction with our 30 year experience in managing passive assets, sets us apart from many of our competitors.”

Our offering

For UK Institutional clients we offer a suite of pooled funds, as well as a flexible offering of customised segregated accounts.