UBS Asset Management in the United States

This website contains general information about UBS Asset Management (Americas), Inc. The information contained on this website does not constitute investment advice or a recommendation to purchase or sell any securities or other financial instrument or any particular strategy or fund. Market commentary, product information and related performance data available on this website has been compiled from sources believed to be reliable and is provided in good faith for informational purposes only. UBS Asset Management does not guarantee the accuracy, suitability or completeness of information contained on this website, and all such information, including but not limited to performance data and related metrics, is subject to change without notice. Certain content on this website is intended for institutional investors and their financial representatives only, and should not be relied upon by retail investors or members of the general public.

Market commentary and similar statements contained herein are based on current expectations and may be considered “forward-looking statements.” Actual future results, however, may prove to be different from expectations. The opinions expressed are a reflection of UBS Asset Management’s best judgment at the time of posting, and any obligation to update or alter any forward-looking statement as a result of new information, future events, or otherwise is disclaimed.

Investments involve risks, are not guaranteed and may not return the original principal amount invested. Past performance is no guarantee of future results. Investors should read all available product information carefully before making an investment decision, including information about applicable risks, fees and expenses. This website does not address the investment objectives, risk tolerance or financial needs of any particular investor. In addition, any statements regarding investment performance expectations, risk and/or return targets do not constitute a representation or warranty that such expectations or targets will be achieved.

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Investment solutions Your global investment challenges answered

Investment solutions

In today's uncertain world, investors face new challenges every day. Answers can be hard to find. You need an experienced partner who understands your challenges and offers the right solutions for you.

For more than 30 years, UBS Asset Management (Americas), Inc. has been delivering a broad array of investment solutions to solve some of the largest and most complex investment challenges around the globe. Our dedicated and experienced investment team uses a continuous and unbiased client-centric approach that leverages the depth and breadth of UBS's global investment resources to identify and solve your specific challenges.


Latest insights

Disequilibrium

Disequilibrium

In the current low growth, low inflation, low yield environment, the concept of the equilibrium rate of interest is becoming increasingly important. We believe there has been a structural downward shift in the equilibrium rate.

Lower for longer: The impact of sluggish inflation of expected returns

Lower for longer: The impact of sluggish inflation of expected returns

As market volatility, liquidity issues and low yields challenge investment returns, investors also need to consider whether and how inflation will affect their portfolios.

Risk aware investment

Risk aware investment

Integrating risk management into the investment process can improve the choice and sizing of positions in a multi-asset portfolio.


Investment capabilities

Multi asset solutions are designed for client-specific risk and return objectives and constraints. Multi-asset solutions span standardized benchmark-relative portfolios and customized multi-asset mandates targeting specific outcomes.

Dynamic Alpha Strategy

Benchmark

Dynamic Alpha Strategy is an absolute return-seeking portfolio, unconstrained by a benchmark.

Objective

Seeks to earn a predefined return, either absolute or real, with lower volatility than traditional global balanced portfolios.

Investment philosophy

  • Interaction of investors and financial markets can generate substantial and unsustainable discrepancies between certain securities' market prices and their intrinsic values.
  • Price to intrinsic value discrepancies create opportunities to add value through active portfolio management.
  • Conventional, benchmark-linked balanced portfolios assume that the valuation of an asset class is consistent with that of the underlying securities that comprise the asset class.
  • Additional sources of return can be found by decoupling market selection from security selection, through a short position in the asset class, market or currency, additional sources of return can be found.

Investment process

  • Seek price to intrinsic value discrepancies at asset class, country, sector and individual security levels.
  • Decouple market exposure (beta) from security exposure (alpha) through the use derivatives, primarily by establishing short positions in futures contracts of a market index or in a currency.
  • Risk management is a key element of the portfolio and is integrated into portfolio construction process at every level.

Multi-Asset Portfolio

Benchmark

Multiple Markets Index, a proprietary index.

Objective

Maximize risk-adjusted returns and outperform benchmark by investing in a broad range of securities markets or asset classes representing a well-diversified global portfolio.

Investment philosophy

  • Interaction between investors and financial markets can generate substantial and unsustainable discrepancies between certain securities' market prices and their intrinsic values.
  • Price to intrinsic value discrepancies create opportunities to add value through active portfolio management.

Investment process

  • Seek out price to intrinsic value discrepancies at asset class, regional, country, sector, sub-sector and individual security levels.
  • Monitor strategy on ongoing basis.
  • Rebalance portfolio with risk and return considerations in mind.
  • Base investment decisions on comprehensive analysis of forward-looking investment fundamentals and the collective judgment of global investment teams.

US Balanced Portfolio

Benchmark

65% Russell 3000, 30% Barclays Capital U.S. Aggregate and 5% Merrill Lynch U.S. High Yield Cash Pay Constrained.

Objective

Maximize total return, consisting of capital appreciation and current income, by investing in a wide range of US stocks and bonds.

Investment philosophy

  • Interaction between investors and financial markets can generate substantial and unsustainable discrepancies between certain securities' market prices and their intrinsic values.
  • Price to intrinsic value discrepancies create opportunities to add value through active portfolio management.

Investment process

  • Seek out price to intrinsic value discrepancies at asset class, regional, country, sector, sub-sector and individual security levels.
  • Monitor strategy on ongoing basis.
  • Rebalance portfolio with risk and return considerations in mind.
  • Base investment decisions on comprehensive analysis of forward-looking investment fundamentals and the collective judgment of global investment teams.

Third-party manager solutions offer investors diversified exposure to traditional and alternative multi-manager portfolios. Multi-manager portfolios are tactically managed based on managers' alpha cycles and forward-looking views of macro and style factors.

Enhanced income solutions are designed to increase income distributions and are globally diversified across a broad range of traditional and opportunistic income-producing investments. This includes equity, fixed income, real estate and other diversifying income assets, such as insurance-linked securities, infrastructure and bank loans.

Retirement solutions are designed to support retirement needs for both accumulation and decumulation. These solutions aim to address the four key risks along the retirement lifecycle: shortfall risk, market risk, inflation risk and longevity risk. These solutions include custom target date funds, lifetime income funds and funds specifically designed to provide an optimal balance of growth, income and risk management for individual retired investors.

Overlay solutions consist of derivative overlay strategies aimed at improving risk-adjusted returns and meeting specific client objectives including hedging liability or market risks.

OCIO solutions are designed as strategic partnerships where we provide comprehensive access to our asset allocation and risk advisory experts, custom reporting and access to output from proprietary models and tools. Our team provides a broad, comprehensive range of services including plan governance and oversight, investment policy statement creation, selection, monitoring and replacement of third-party investment managers, strategic and tactical asset allocation, oversight of the alternative investments program and risk modeling.

Our risk management solutions focus on helping clients carry out their investment responsibilities, including: reviewing risk management strategies, policies and procedures; determining the risk budgeting and allocation plan; reviewing risk management and assessment reports; reviewing assessment standards, management schemes and internal control mechanisms for major risk drivers and events as well as key business processes; conducting periodic reviews of the risk profile of asset allocations and the execution of the allocated risk budgets; reviewing the risk management strategy and contingency plans for major risk events.


Multi-asset strategies are subject to all the investment risks associated with stocks and bonds. Stocks have shown greater growth potential than other types of securities, but they have also shown greater volatility and risk of loss. Bonds are subject to interest rate and credit risk. Strategies that invest in smaller cap stocks, high yield bonds and foreign or emerging market stocks and bonds are subject to greater volatility and potential loss of principal. There can be no assurance that any strategy will achieve its objective. Asset allocation and rebalancing cannot ensure gains or prevent losses from occurring.