UBP Shanghai

Activities

The UBP Investment Management (Shanghai) Limited office provides two main investment strategies:

1. Equity strategy

• A long-only strategy which works to provide absolute and relative returns using proprietary models to identify equities with long-term alpha.
• Positions are held for longer periods compared to most competitors. With the emphasis on fundamental research, the lower turnover rate results in enhanced performance, especially in volatile markets (past performance is not a guide for current or future results).

2. Quantitative strategy

• To deliver stable returns, it applies proprietary quantitative models designed in-house.
• The option replication strategy generates corporate value which is quite distinct in the industry.

Investor benefits

• Provides tailor-made services for qualifying mandates and products.
• Highly transparent and constantly in touch with its investors, through frequent telephone calls and detailed reports on strategy and positioning.
• Combines strong local knowledge and an understanding of investment needs with UBP’s large international network and extensive resources. This gives investors greater access to global information and strategies.

Corporate features

An on-the-ground investment team in China

• A team of renowned investment professionals with extensive experience and a proven track record.
• A CIO with vast experience of equity investment management.
• Substantial investment resources.
• A team dedicated to A-share equities.
• Experience in managing various financial instruments, including – among others – equities, derivatives, the fixed-income segment, and money markets.

Proven risk management framework

• A veteran global risk management team based in Geneva implements risk and compliance controls.
• The Global Risk Committee provides additional oversight.

Global investment presence

• Access to an extensive global network of investment teams which generate investment ideas and share market information.

The investment management team

The investment management team brings together 21 experienced professionals, who cover investments, research, sales, marketing and compliance.