UBP’s balanced multi-asset portfolios aim to achieve attractive long-term investment returns while preserving capital by minimising short-term volatility and drawdowns.
Our balanced portfolios’ success is based on active management, flexible asset allocation, diversification, rigorous ex-ante risk budgeting and exploiting the possibilities presented by securities with asymmetric return profiles. Moreover, we can tailor our portfolios in line with each of our clients’ specific return objectives and risk profiles.
Investment approach
Our experienced team of over 20 professionals has developed a number of cutting-edge proprietary tools to identify attractive investment opportunities across the investment universe. Our balanced portfolios are well diversified, investing primarily in four liquid asset classes:
- equities to maximise returns
- foreign exchange, either actively managed or for hedging purposes
- bonds and commodities as diversification tools.
We systematically screen the investment universe for deep-value opportunities and use a proprietary tool taking in factors such as business confidence, corporate earnings and interest rates to determine our portfolios’ exposure to risky assets. The team has also developed proprietary quantitative signals to identify short-term opportunities so that our portfolios can exploit temporary market anomalies.
Our ex-ante risk budgeting framework is designed to minimise drawdowns through a thorough analysis of various risk factors, stress tests, and a calculation of each individual position’s contribution to overall risk.
