Institutional consulting

Helping you realize your organization’s long-term vision

The UBS Institutional Consulting Group offers customized solutions centered on your evolving needs from experienced teams.

You can expect a disciplined consulting process backed by one of the world’s leading wealth managers.1 Put our vast resources—including our intellectual capital—to work in helping you realize your vision.

Let’s talk

We’re ready to help

A trusted resource with the heritage of a global leader

Why work with us

A thorough process supported by a range of available services

Right from the start, we focus on learning everything we can about your organization. To support you in your fiduciary role, we define and document our fiduciary role, always with high-touch, responsive service.

Investment policy planning assistance

  • Assess current situation
  • Risk/reward profile
  • Assistance with investment policy development and review

Asset allocation modelling

  • Asset allocation analysis
  • Overall portfolio design
  • Active vs. passive management

Investment manager identification

  • Investment manager and strategy:
    • Search
    • Identification
    • Implementation
  • Cost analysis

Ongoing consulting and measurement

  • In-depth portfolio and manager review and analysis
  • Strategic and tactical rebalancing
  • Committee education

Who we serve

More than 2,000 clients, across a broad range of organizations.

  • Corporations
  • Public and private retirement plans
  • State and local governments
  • Hospitals and healthcare systems
  • Colleges and universities
  • Insurance companies
  • Faith-based organizations
  • Native American tribes
  • Foundations and endowments
  • Taft-Hartley plans
  • Associations and other not-for-profit organizations

Our people

Our nationwide group of Institutional Consultants have the experience to help your organization meet its investment objectives. Our consultants are among some of the most highly credentialed in the industry:

  • Certified Investment Management Analyst® (CIMA®) and/or Chartered Financial Analyst (CFA)
  • Annual training requirement

Thought leadership

Insights for fiduciaries

Whitepapers providing in-depth analysis of fee disclosure, plan expenses, fiduciary risk and more.

UBS House View

Insights from our Chief Investment Office—timely perspectives from our CIO.

Washington Weekly

Must-have updates on what's happening in Congress—focusing on financial services and regulatory measures.