07.11.2024
Thematic strategies in the face of disruptive events
In 2022, a survey by BNP Paribas AM and Coalition Greenwich showed that 88% of wholesale investors and 36% of institutional investors were keen on thematic strategies.
Mastering multi-asset strategies
Navigate complex markets through UBP's expertly curated multi-fund strategies.
In a world of ever-shifting market dynamics, the key to multi-asset investing hinges on the skilful selection and blending of top third-party managers. At UBP, this has been our core competency for over twenty years. Our seasoned investment professionals, with their deep understanding of the market, employ a rigorous proprietary process to identify and combine best-in-breed funds, crafting diversified portfolios tailored to your objectives.
The potential of multi-asset investments
Are you searching for opportunities? We uncover them.
Diversify risk exposure across a spectrum of asset classes
Gain access to specialist managers in each market segment
Enhance returns through astute manager selection and style combinations
Our differentiated investment approach
Expect guidance? We deliver expertise.
Our conviction-driven approach is anchored in meticulous bottom-up fund selection. Each third-party fund must go through our proprietary screening methodology before earning a place in our concentrated, high-conviction portfolios. This rigorous process emphasises transparency, consistency, and alignment of interests, ensuring we construct long-only, balanced solutions adapted to our clients' risk profiles.
Ready to elevate your investment strategy with a multi-asset approach?
Engage with our specialists to explore solutions tailored to your unique goals.
Exploiting the potential of active management
- Quantitative screening: Our proprietary scoring model filters a vast universe of funds, assessing risk-adjusted performance, return consistency, and market capture.
- Qualitative due diligence: We examine a refined set of funds, scrutinising the investment team, process, transparency, and capacity.
- Complementary style blending: We match managers with distinctive and synergistic characteristics to optimise diversification and return potential.
- Alpha-focused approach: We prioritise best-in-class manager selection over short-term tactical allocation to drive long-term outperformance.
Our UBAM strategies
Our flagship multi-asset suite
"Fund selection must align with an institution's overall strategy. We aim to provide a high-conviction fund range suited to any market or objective. However, a deep understanding of each asset class and the broader context is vital to monitor managers effectively."
Investor insights
Frequently asked questions about multi-asset investing
Consistent long-term outperformance is rare. Even skilled managers may need additional resources to develop new strategies or expand into new markets. Our manager selection process is fortified by extensive experience and robust data, giving us a distinct advantage in identifying managers with the potential to deliver sustained results. To maintain a high-quality multi-manager portfolio, we conduct regular reviews using the following approach:
- Engage directly with managers to thoroughly understand their strategies and operating environment.
- Perform in-depth fundamental analysis, leveraging public information, proprietary databases, and our extensive experience with similar managers in each asset class.
- Foster a collaborative team structure to share insights and knowledge efficiently.
Multi-fund solutions provide investors with a diversified approach to investing. By spreading capital across a range of funds covering various asset classes, sectors, and geographies, multi-fund portfolios can help mitigate the risk of any single investment underperforming. This diversification effect can smooth out returns over time and reduce overall portfolio volatility compared to more concentrated holdings.
A multi-fund solution typically comprises a mix of fund types: equity funds for capital growth, bond funds for income and stability, and money market funds for liquidity. The portfolio may also include sector-specific funds to target particular industries or themes and alternative funds to access non-traditional asset classes. The precise blend of funds will be tailored to the individual investor's objectives and risk profile, aiming to optimise long-term risk-adjusted returns through adequate diversification.
While all investments involve some level of risk, multi-fund solutions can offer a more moderate risk profile than single-fund investments. By diversifying across multiple funds, asset classes, and investment strategies, multi-fund portfolios aim to mitigate the impact of underperformance in any one area. This diversification effect can lead to smoother overall returns and reduced volatility. However, it's important to note that the specific risk profile will depend on the individual funds selected and the overall portfolio construction.
Meet the team
A cohesive team of seasoned professionals across Europe and Asia helms UBP's Multi-Funds and Fund Research franchise.
Your contact
Cédric Le Berre, Senior Investment Specialist
Key facts and figures
- Over USD 15 billion in multi-asset portfolios and active recommendations
- Consistent philosophy and process applied across all strategies by all portfolio managers and analysts
- 100+ years of collective team experience with minimal turnover
- Proven track record of active, fundamental investing since 2011
18.09.2024
“We’re moving back into an environment that’s more conducive to hedge funds”
Hedge funds are seeing positive inflows this year, says UBP’s Nicolas Faller, who also talked to us about his preferences in terms of bond and equity investments.
11.09.2024
Value-creators beat the fade
You might have heard about our Swiss & Global Equity team’s investment approach, which revolves around cash-flow return on investments (known as CFROI – Source: UBS HOLT) and the selection of companies with high and stable CFROI only for some of its portfolios. This is a measure that gives an indication of a company’s ability to create value.
13.08.2024
Solving the solvency jargon
Summer is in full swing, and with it comes first-half results season for Swiss banks. These announcements can sometimes seem like an alphabet soup, with terms like CET1, LCR and NSFR representing financial ratios that are meant to help assess a bank’s solvency.
22.07.2024
First half-year results 2024
Union Bancaire Privée’s net profit rises by 24.6% to CHF 138.1 million
04.07.2024
Things are looking up for hedge funds
Since 2022, certain strategies have been putting in solid performances and their outlooks are excellent. We talk to UBP’s Kier Boley.
21.06.2024
How UBP bring in-house expertise to private market offerings
With a rise in popularity of alternative investments in recent years, UBP is tapping the private market space with a mixture of specialist in-house expertise and a highly selective approach to third-party manager solutions.
19.06.2024
Impact investing: looking for diversification in emerging markets
We believe that the time is ripe to consider allocations to emerging equities for impact investors. Mathieu Nègre, Co-Head of Impact Investing, covers both the regional and thematic aspects and shares our outlook.
