Alternative investments
Diversify your portfolio beyond traditional asset classes
As a world leader in wealth management, UBS offers an extensive global platform. Our skilled team can inform your thinking by recommending strategies that may be appropriate for your overall wealth plan.
Complementing your existing portfolio with alternatives may benefit your long-term wealth strategy. Consider the points below.
Access to nontraditional strategies
May provide investors with exposure to strategies that are typically only available to large institutions and endowments.
Portfolio diversification
Diversifying beyond traditional stocks and bonds may provide increased flexibility in pursuing upside potential, while managing downside risk.
Historical outperformance versus traditional asset classes
Alternative investment performance is not typically consistent with that of the public markets.
Manage volatile market cycles
Alternatives may help your portfolio weather volatile market cycles and downturns.
UBS offers multiple alternative investment strategies
Depending on your goals, risk appetite and time horizon, your Financial Advisor can help you understand how each alternative asset class works. Our platform includes the following.
Hedge funds
- Actively managed portfolios, covering numerous strategies, market exposures and risk/return profiles
- Key strategies include equity long/short, event driven, global macro and relative value
Private credit
- Investments in debt that is illiquid and not readily tradable on a public exchange
- Key strategies include direct lending, distressed and special situations, structured credit and real estate credit
Private equity
- Actively managed pools of capital that invest in public and private companies
- Key strategies include venture, growth equity, mezzanine, special situations and buyouts
Real estate
- Pools of actively managed capital that invest in commercial and residential properties
- Key strategies include core, core plus, value-added and opportunistic
Managed futures
- Actively managed portfolios that invest in global currencies, fixed income, stock indices and commodities through futures, forwards and options
- Key markets include interest rates, equity indices, currencies and commodities
Guided by our robust investment process, our team sources alternative investment opportunities in the US and abroad to ensure a quality offering for our clients.
What sets us apart?
The UBS Alternative Investments team has the experience, expertise and access to opportunities that can align strategically with your long-term needs and goals.
Longstanding expertise
For over 25 years, UBS has delivered alternative investments to clients, managing $158 billion in assets under management globally, invested across multiple strategies.
Global due diligence
With manager partnerships around the world, our global due diligence team of 34 investment professionals is uniquely positioned to source hard-to-access and niche opportunities worldwide.
Diverse product platform
Through relationships with 200+ investment managers globally, we offer a wide variety of product opportunities across diverse risk, return and liquidity profiles.
Thematic approach
Our investment selection process provides the most relevant solutions to our clients by first identifying specific investment themes and then aligning those with appropriate managers.
Alternatives today
The evolving investment landscape is creating more interest and opportunity in alternatives.
Here are some highlights:
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