UBS Asset Management United States Please confirm you are a US resident to proceed.
UBS Multi-Asset Portfolio
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.
Benchmark
Multiple Markets Index, a proprietary index.
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.