Investment solutions

Tailored services

We offer you integrated global expertise and capabilities from our specialist Solutions teams. They are able to draw on the full breadth of our global investment capabilities across the asset class spectrum, as well as third party managers where appropriate, to create the right solution for you.

Our expertise comprises:

  • Multi asset and multi-manager solutions, encompassing traditional and alternative asset classes
  • Outcome oriented solutions – explicitly defining target date or outcome
  • Overlay and platform solutions, comprising structural or alpha-seeking overlays and comprehensive fiduciary management
  • Investment advisory and risk advisory / portfolio construction (linked to a mandate), which includes: Strategic and tactical asset allocation, Manager advisory and Implementation

Our wide ranging offering includes not just investment solutions but also:

  • legal support
  • product structuring
  • risk modelling

Who we serve

Our diverse global client base spans

  • corporate and public pension plans
  • sovereign institutions
  • endowments
  • insurance companies
  • wholesale intermediaries and investment funds

You need an asset manager who won't be swayed by the short-term fluctuations of a volatile market place. At UBS Asset Management, our deep investment knowledge means we can provide you with the understanding and flexibility you need to meet your investment goals.

Our thinking is solutions based. Not only can we offer extensive insight and expertise across traditional asset classes and investment styles, we are also a world leader in alternatives and passive strategies, encompassing single and multi-manager hedge fundsreal estateinfrastructure and private equity, as well as passive/ETFs.

If you're looking for a multi asset approach, our traditional and alternative offerings can be combined to create a bespoke solution.

We can also support you with investment and risk advisory services. These services extend to sovereign clients, such as governments and central banks, where we can provide tailored advisory, investment and training solutions.

In complex markets, your priority is a partner who can help you and your clients make sense of today's challenging investment landscape. We offer investment management in the form of segregated, pooled and advisory mandates, together with a selection of registered investment funds in a variety of jurisdictions. Our thematic investment approach means our solutions are designed to answer the key challenges you currently face. With a comprehensive range of clearly structured active and passive investment styles, we work with you to create the solutions you need.

Customized passive investment portfolios

If you require a more bespoke approach, we can tailor a portfolio solution linked to a broad range of benchmarks, from mainstream regional and global indices to highly customized solutions, all supported by our leading edge proprietary technology.