Ubs alternative investments pdf

Prices for custody, transactions and other services pdf, 3 mb. This research is updated monthly and relies on a thorough analysis of factors such as market valuations, current market conditions, economic trends, company earnings and credit fundamentals. Because both sources of information are independent of one another and reflect the different assumptions, views and analytical methods of the analysts who prepared them, there may exist a difference of opinions between the two sources. Ubs online services upgrade your browser ubs united. Ubs investment research is part of ubs investment bank, whose primary business focus is institutional investors. Panorama is released biannually by ubs asset management. Investment products traditional and alternative investments for your portfolio. Alternative investments 2020 the future of alternative. Ubs wealth management research wmr provides guidance to help clients with regular tactical asset allocation recommendations. Detailed asset allocation, taxable investor with nontraditional assets. Appropriate policy allocation for alternative investments citeseerx.

Alternative investments in wealth management book also available for. Ubs compendium alternative investments education series. Alternative or nontraditional investments such as hedge funds improve the risk return ratio of. Alternative investments these instruments traditionally include hedge funds, managed futures, private equity and real estate funds. Allocation and risk manage ment at ubs global asset. Brian singer is a managing director and head of asset.

Ubs our financial services in the united states of america. Ubs financial advisors have access to a wide array of nontraditional investments, including. Alternative investments for wealth management ubs switzerland. Investors should seek commercial real estate exposed. Ubs is a global firm providing financial services in over 50 countries. Exploring the benefits of equity eventdriven strategies ubs. Ubs does not sponsor, endorse or recommend any of the third party websites, or their products and services and no representation or warranty whether express or implied is given or made by ubs with respect to any such third parties, or their products and services, including without limitation with respect to compatibility, quality, reliability. Considerations in allocating to alternative investments. Alternative or nontraditional investments such as hedge funds improve the riskreturn ratio of. Performance of eventdriven strategies versus other hedge fund. The future of alternative investments 3 introduction and scope the alternative investment industry is deeply embedded in the global. Nontraditional investments ubs united states of america. Interests of alternative investment funds are sold only to qualified investors. Nontraditional asset classes are alternative investments that include hedge funds, private equity, real estate, and man aged futures.