UBP’s objective is to combine performance with capital preservation, while responding to our clients’ needs and objectives. Our asset-allocation approach is high-conviction and based on multi-year, back-tested strategic benchmarks. We believe this offers our clients the best risk-adjusted combination of asset classes.
Our strategic benchmark’s highlights:
- Emphasis on diversification: making the portfolio more robust and capturing broader opportunities;
- Major emerging-market bias: structural debt and equity re-rating in the emerging world;
- Hedge fund allocations: hedge funds are an innovative investment solution providing alpha, diversification and de-correlation benefits;
- Emphasis on emerging debt, as well as investment-grade, corporate and convertible bonds.
Our strategic benchmark is our best medium-term response to the new economic and financial landscape. We will, however, continue to make shorter-term, tactical plays alongside this strategic positioning in response to market events, in order to enhance returns.
Flexibility and reactivity are at the heart of outstanding performance. Although our asset-allocation approach is based on determining the best possible long-term mix of assets, UBP’s asset managers are able to go off benchmark, depending on market developments. For instance, they would take a proactive approach to limit risk when markets fall.
