Diagnostics help investors see beyond the asset-class level through a factor lens, and identify unintended risk
Beyond investment management, CIOs are looking for their asset managers to become partners in setting strategy and managing risk.
How Plan Sponsors Are Using LDI and Alternatives
There's a lot happening in the fixed income markets and corporate plan sponsors have questions. For some answers, we spoke to three members of our LDI Team — Co-Chair Amy Trainor and Portfolio Managers Connor Fitzgerald and Schuyler Reece.
UBS emerging markets equities research team
What you think you’re saying about your retirement plan may not be what participants are hearing can be bad for you and for them.
Seven Key Questions Plan Sponsors Are Asking
Many corporate pensions limit their return-seeking assets to traditional equities. But what happens when the market environment is unfavorable for this asset class? We think plans need to examine this vulnerability and consider constructing return-seeking portfolios with three building blocks that may help pursue funded-ratio growth while mitigating funded-ratio drawdowns in more challenging environments.
Traditional approaches to de-risking DB plans haven’t yielded the desired results