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Investment expertise

Multi-Asset Allocation

Multi-Asset Allocation

There is no magic formula when it comes to selecting a good fund manager. Sound knowledge of the financial environment and the market structure is an excellent starting point to make a good decision about a multi-asset allocation portfolio.



No single organisation has the resources and expertise to outperform consistently in every market and across all asset classes. Providing access to the best managers the team has selected is one of UBP’s key skills – we have worked with an open architecture for over twenty years for our multi-asset portfolio construction.

Opportunities:

  • A long-only, balanced solution using three different risk profiles
  • A team of experienced multi-asset investment professionals who use a proprietary investment process
  • A selection of talented managers with specific and identifiable skills
  • Alpha generation achieved through manager selection and blending investment styles
  • Active portfolio and risk management, focusing on the benefits of decorrelation

Investment philosophy and process:

We look to invest in concentrated portfolios of 20–30 high-conviction funds sourced from within the whole universe of long-only UCITS funds using our proprietary manager selection process.

The best funds within each “behavioural group” are then singled out and analysed thoroughly. The funds are matched to three different risk profiles, the number indicated at the end of a compartment’s name is the reference to its median exposure to global equities, and the remainder will be invested in fixed-income funds.

Blending managers with a no-nonsense feature is embedded in the team’s DNA. Often overlooked, this aspect is paramount when successfully managing multi-asset allocation portfolios.

Funds

Multi-Asset Allocation Offering

  • Multifunds Allocation driven by predefined risk budget (30/50/70)
Our Range Offering
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Head of Multi-Management Funds Research

Didier Chan-Voc-Chun

Didier joined UBP in 2011 as a Head of Asset Allocation. Before this he gained a great deal of experience in several positions in London and Paris. Didier holds an MSc in Engineering Mathematics and a Certificate of Financial Analyst from EFFAS & SFAF.

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Institutional clients

With a team of more than 200 people, UBP Asset Management has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

Our fund range

Funds

View all our funds.

Insight 24.11.2020

Hidden gems in Swiss & European small caps

Small and mid caps have traditionally recorded higher growth rates and investment returns over the long term than large caps: it is easier to generate a dynamic growth rate from a smaller base. Swiss and European small and medium-sized capitalisations – so-called ‘SMID caps’ – also tend to provide investors with ‘pure play’ exposure to major secular growth trends.