The UBS Indexing team, part of Quantitative & Systematic Equities, is a core part of UBS Asset Management. The team has the capability and experience to manage index portfolios benchmarked to a wide range of standard and custom indices.
We have been managing index assets on behalf of our clients for over 30 years with current assets under management of GBP 140 billion (as at 31 December 2015). Our experienced investment professionals around the globe are key to the successful management of these solutions; which include equity, fixed income and commodities capabilities. Over the years, we have built state-of-the-art proprietary portfolio and risk management systems, and have delivered consistent, long-term track records demonstrating close tracking and added value. Size is also one of our advantages: we are big enough to benefit from economies of scale but not too big to face liquidity constraints when trading for index changes, which benefits our performance.
We believe passive investing requires manager skill, experience and technology to achieve the best performance possible whilst closely tracking the underlying benchmark. Our disciplined portfolio construction process ensures that risk and transaction costs are balanced effectively.