Alternative investments

There’s no alternative to alternatives

Alternative investments are less affected by market sentiments and usually perform differently than equities or bonds. If you follow a long-term investment plan and can accept lower liquidity, alternatives could be a good addition to your portfolio. While alternative investments may enhance returns and help dampen volatility, such investments need to be carefully assessed with regards to liquidity and other risk aspects.

Our strategies

The strategy building blocks below can help identify the solutions that fit your needs and may help you reach your various investment objectives. 

Hedge funds are active strategies and can access a wide range of investment instruments. Their focus lies on finding opportunities to grow and protect investor’s money and react quickly to changing markets.

 

  • Diversify return sources
  • Compound positively
  • Generate uncorrelated returns

Private equity invests into companies and assets not listed on a public exchange. As they have a history of outperforming public markets, these investments are known as capital appreciation-focused strategies.

 

  • Diversify investment portfolio
  • Enhance returns
  • Invest for the long-term

Private real estate, private infrastructure and private credit are traded on the private market. They can provide investors regular income from underlying assets and are considered income-focused strategies.

 

  • Diversify income streams
  • Earn regular income
  • Protect investment portfolio from inflation

Alternative investments are also subject to several risks, such as market or operational risk. To get a better picture of potential risk factors, we recommend you carefully read through our risk information document(PDF, 228 KB).

Best-in-class approach

We continuously assess active and potential investments and approve <3% of all reviewed opportunities.

Manager sourcing

We identify funds that best meet our clients’ various needs and understand how a strategy may perform in different market environments.

Due diligence

During the investment due diligence, we measure the risks being assumed to generate return. The operational due diligence further sheds light on non-investment related risk characteristics.

Monitoring

We continuously monitor active solutions and assess potential new investments.

Tailored to your needs

How would you like to invest?

UBS Manage

You define the investment parameters. Our experts do the rest.

UBS Advice

Make your own investment decisions based on our professional advice.

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