Publications

Pension Fund Indicators

Pension Fund Indicators

Pension Fund Indicators is an objective and educational source of investment data and practical explanations, covering the range of investments available to pension funds and the various techniques for combining them. During these challenging times, we believe that this publication provides readers with a range of informative facts and valuable insights that can be drawn upon when thinking about pension fund investment strategy.

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Glossary of Financial Terms

Glossary of Financial Terms

We have compiled a glossary of some of the most commonly used financial terms. Whilst it is not possible to cover every definition, we hope that this will be a useful tool when researching the meaning of financial acronyms and terms.

Learn more (PDF, 436 KB)

 

 
 

Thought leadership  

We regularly publish thought leadership and topical papers, of which a selection of the latest papers are published below. We would welcome your feedback on these items and, of course, suggestions for topics that you would find useful for us to cover.

To view a full list of our research papers and publications, please visit our global research page.

Pension Insights – Cash flow conundrum

Pension Insights – Cash flow conundrum

In this paper we examine the challenges pension schemes face as a result of turning cash flow negative. We then turn our attention to how schemes may attempt to address these considering both investment and governance implications.

Pension-Insights

Pension Insights – Generating income in a de-risking portfolio

In this paper we assess how pension scheme trustees can achieve a positive near term cash flow as schemes de-risk and near term liabilities fall due.

Strategies in Focus – Theme-driven ways of investing

Strategies in Focus – Theme-driven ways of investing

Identifying investment themes and opportunities is one thing, delivering investment returns another. A depth of expertise and global resources can help determine the right investment strategy at the right time. Through our global platform, UBS Asset Management offers a broad range of investment strategies across both traditional and alternative asset classes.

Riding a new wave – Emerging markets: The new normal

Riding a new wave – Emerging markets: The new normal

In the slow-growth 'new normal,' markets will seek investment themes that are not overly dependent on global economic growth. A meaningful proportion of these secular themes can be found in the Emerging Markets.

Real estate – the world's finest on your doorstep

Real estate – the world's finest on your doorstep

Our Global Real Estate Multi-Manager team provides investors with exposure to the global real estate markets via portfolios of unlisted property funds. We sat down with team head Eric Byrne to find out more about their business, their investment process and the key factors for success in property investing.

Lower for longer - The impact of sluggish inflation on expected returns

Lower for longer - The impact of sluggish inflation on expected returns

In this paper, we review the underlying factors that have suppressed inflation in the recent past, look at the latest macroeconomic data for pointers to the likely trajectory of inflation in the near future, and suggest some effective tactical solutions for investors.

Your guide in a low yield environment

Your guide in a low yield environment – Finding positive among the negatives

Low yields have presented a significant challenge to investors for a number of years. And with many Central Banks around the world having implemented negative interest rates, an increasing number of benchmark government bond yields now sit in negative territory. Perhaps it’s time for investors to think differently.

Pension Insights – The Income Balancing Act

Pension Insights – The Income Balancing Act

A new report examining how pension schemes are currently addressing a number of challenges, including methods employed to meet future liabilities, achieving a sustainable level of growth and tactics to maintain a regular level of cash flow to meet near term commitments.

Oil market dynamics

Oil market dynamics

A thematic report on oil market dynamics and their potential impact on asset classes and economies.