At a glance
Strategic cockpit
Manage investment strategy, tactics, and risk management anytime, anywhere
Stay up to date
Check allocation, performance, and risks of your investments, make decisions faster, more efficiently, and more sustainably
One step ahead
Quickly assess performance across all your mandated asset managers or investment categories
Intuitive navigation
Get comprehensive and detailed insights into your assets in just two clicks
See what you need to see
Standard views for mandates, assets and investments – or customize your own
Enhanced Reporting Solutions
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This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
Daily calculation on an absolute, cumulative, and relative basis.
Based on investment category, markets, countries, and more.
Analyze volatility, Sharpe & Treynor ratio, value at risk, and more.
Break down collective investment schemes by category, sector, country, etc.
Take control of client-specific, commercial, and regulatory restrictions.
Overview of investments held, cash flows, net asset value, and more.
Sustainability rating, CO2 footprint, and business activity checks across critical industries.
Asset Wizard basics
Mandate view
Compare your asset managers and portfolios simply and objectively. You also receive information on strategies, performance, key risk figures and costs.
Asset Category view
See the composition of your assets by various criteria, giving you a clear picture of the composition of your portfolio.
Investment view
A complete overview of all your assets including traditional asset classes, nonbankable assets, and across various locations.
Customizable views
You can also tailor reports to Board of Trustees, Investment Committee, and others.
Booklet reports
Create reports geared towards particular situations and topics whenever you like, tailored to your specific information needs of different situations.
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This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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- descriptions off, selected
- captions settings, opens captions settings dialog
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This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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- descriptions off, selected
- captions settings, opens captions settings dialog
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This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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- descriptions off, selected
- captions settings, opens captions settings dialog
- captions off, selected
This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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- descriptions off, selected
- captions settings, opens captions settings dialog
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This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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- descriptions off, selected
- captions settings, opens captions settings dialog
- captions off, selected
This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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- descriptions off, selected
- captions settings, opens captions settings dialog
- captions off, selected
This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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- descriptions off, selected
- captions settings, opens captions settings dialog
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This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
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- descriptions off, selected
- captions settings, opens captions settings dialog
- captions off, selected
This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
- 2x
- 1.75x
- 1.5x
- 1.25x
- 1x, selected
- 0.75x
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- Chapters
- descriptions off, selected
- captions settings, opens captions settings dialog
- captions off, selected
This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
- 2x
- 1.75x
- 1.5x
- 1.25x
- 1x, selected
- 0.75x
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- Chapters
- descriptions off, selected
- captions settings, opens captions settings dialog
- captions off, selected
This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
Strategic cockpit
The UBS Asset Wizard is a strategic cockpit. It makes it easier for us to make investment decisions across all mandated wealth managers.
Stefan Boenders, CFO Ricola Pension Fund
User-friendly
The UBS Asset Wizard is a powerful and surprisingly user-friendly tool which gives me both a consolidated and a detailed view of my investment data at any time. A qualified team of experts are always on hand to support my different investment needs promptly and efficiently.
BLSV, Global Family Office (GFO client)
Innovative
The UBS Asset Wizard is a very important strategic tool for us that is being continuously developed based on our wishes and needs. This focus on innovation is what sets UBS apart.
Markus Leuthard, CIO Vita Collective Foundation
Customized
UBS Asset Wizard allows us to access our data simultaneously and at any time. Its modular and user-friendly design enables tailoring of individual reports, which is something we particularly appreciate.
Employee Benefits Foundation of Rivella AG