UBS Group subsidiaries, UBS Wealth Management Americas (WMA) and UBS Asset Management, have launched a new program aimed at addressing the needs of institutional clients and those who serve on investment committees at institutions like religious organizations, pension funds, foundations, endowments, alumni associations and charities.
Called UBS Outsourced Chief Investment Officer (OCIO), the new service offers clients the ability to retain portfolio oversight while delegating investing decisions to experienced managers.
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The group said that the OCIO program combines UBS Institutional Consulting’s expertise in servicing pensions, foundations and endowments with UBS Asset Management’s customizing investment solutions and expertise in asset allocation.
According to UBS, institutional consultants will work closely with clients to understand an organization’s objectives, risk tolerances, liquidity needs and other considerations.
The institutional consultants will also help clients to prepare a strategy as well as enable them to craft an investment policy statement that reflects their objectives.
They also deliver regular performance reports and economic and market intelligence to help keep clients updated and on track.
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By GlobalDataUsing this program, clients will be able to better manage risk and also move many administrative burdens from the client to UBS through a disciplined process that keeps clients focused on results.
UBS Institutional Consulting head Peter Prunty said: "UBS OCIO has the institutional skills and asset management expertise to work on behalf of clients to help them achieve their investment goals, giving clients more time to focus on their organization’s objectives."
UBS Asset Management head of client solutions Frank van Etten said: "In partnering with our colleagues in Wealth Management Americas to deliver a compelling OCIO offering, we are focused on enabling clients to concentrate on what matters to them and their organization."
