Index Investments
Indexed and rules-driven strategies across asset classes
We offer a wide range of index strategies across asset classes. We cover traditional, alternative beta, environmental, social and governance (ESG), commodities, multi-asset, real estate and emerging market debt. These are available via a variety of instruments – from Exchange Traded-Funds (ETFs), pooled funds and segregated & customized mandates.
Segregated mandates
- Minimum size typically USD 100 million
- High degree of customisation
- Global client coverage
Customized solutions
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 proprietary technology.
Index funds
Our traditional index funds aim to deliver the return of the underlying benchmark with very low tracking error by controlling risk and maximizing value. Examples include alternative beta strategies, which generally track an index whose methodology is driven by some rule or factor(s) other than simple market capitalization, or our Climate Aware solution which was designed to capitalize on the long-term transition to a low greenhouse gas emissions economy.
ETFs
Partner with one of the world’s largest ETF managers with the expertise to deliver a wide range of solutions to meet your needs, and experience earned from over 30 years of excellence.
Wide product shelf and customizable solutions
We offer a wide range of index strategies across asset classes. However, we also specialize in providing customized solutions (more than 50% of our invested assets).1
Expertise in alternative beta
We have developed our core in-house alternative beta analytical framework. This allows us to research, analyze, blend and implement alternative beta portfolios for our clients.
Tech-driven portfolio construction
Our scalable and proprietary systems allow us to create portfolios that incorporate clients’ objectives, balance risk budgets and trading costs, and can fully integrate ESG factors.
Innovative approaches to product
We bring innovative solutions to clients based on extensive rules-based research. This includes intelligent indexing, alternative beta, and our UBS Climate Aware strategy.
Expertise in sustainable investing
With more than 10 years’ experience managing sustainable portfolios, we are also one of the largest providers of sustainable ETFs in Europe.
Deep global resources, cost-effective solutions
We have a global presence in all major trading hubs. This is combined with strong relationships with both traditional and non-traditional index providers.
Where expertise meets scale
Index strategies that provide investment choice across asset classes
Note: This is not a recommendation to sell or purchase any security. For marketing and information purposes only. Not all offerings are available in all jurisdictions.
