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UBS Asset Management

PRI reporting framework 2019

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Whatever our clients' investment profile or time horizon, UBS Asset Management ("UBS AM"). offers a diverse range of investment capabilities and investment styles designed to meet their needs across all major traditional and alternative asset classes. We provide equity, fixed income, currency, hedge funds, real estate, infrastructure and private equity investment capabilities that can also be combined into customised solutions and multi-asset strategies.

Sustainable and Impact Investing is a strategic priority for UBS AM. The firm has a strong legacy of over 20 years of Sustainable Investing experience and today offers a variety of investment opportunities for a diverse client base that includes institutional, insurance, wholesale, individual/high net worth, and other clients. As a recognized innovator and thought leader within the industry, we are committed to making sustainability a part of every client conversation.

Our Sustainable and Impact Investing ("SI") team, a global team of 18 sustainability experts dedicated to research and stewardship activities, collaborate with the investment teams, educating them on best practices in using material ESG data to inform forward-looking analysis and preparing corporate engagement activities.

At UBS AM, we believe that sustainable investing adds value to portfolios within the same risk-return profile. That is why we are working to systematically integrate ESG information across our investment platform, bringing ESG into the mainstream of our offering across all asset classes.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Switzerland

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

2300 FTE

02.4. Additional information. [Optional]

With approximately 2,300 personnel located in 23 countries, UBS Asset Management is a truly global asset manager. Our principal offices are in Chicago, Frankfurt, Hartford, Hong Kong, London, New York, Singapore, Shanghai, Sydney, Tokyo and Zurich.


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

Mitsubishi Corp. - UBS Realty Inc, our joint venture company in Japan, is a PRI signatory.


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2018

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the total assets at the end of your reporting year subject to an execution and/or advisory approach.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 36.5 0 0
Fixed income 10-50% 21.5 0 0
Private equity 0 0 <10% 0.5
Property <10% 7 <10% 2
Infrastructure <10% 0.4 <10% 0.3
Commodities 0 0 0 0
Hedge funds <10% 1 0 0
Fund of hedge funds <10% 5 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 10-50% 10 0 0
Other (1), specify 10-50% 15.8 0 0
Other (2), specify 0 0 0 0

'Other (1)' specified

          Other: Multi-Asset strategies
        

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

91.3 Developed Markets
8.7 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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