UBS Actively Managed Certificates
Managed Performance
UBS AMC is a market-leading solution which alleviates the operational, administrative and economic burden of running an investment strategy.
Reference Portfolio Advisors can gain specific market, regional or thematic exposure while building a track record on certain investment strategies through a single instrument. The client is the reference portfolio advisor and can actively rebalance the portfolio at his discretion. UBS AMC allows for the investment strategy to be executed in a unitised format, making it simple to accommodate multiple investors.
Whether you outsource just a few aspects of your investment strategy such as the execution of the underlying assets, or several aspects including the addition of leverage, incorporation of overlays and/or management of exchange margining, UBS AMC is able to adapt to your specific requirements and customize your solution.
A short time to market, the scalability of the implementation, an interface to manage execution, the ability to provide reporting and visualise portfolio details for complete transparency over the portfolio feature among the key selling points of our value proposition.
Source: UBS
UBS Neo AMC Platform
UBS Neo is a completely integrated way of accessing the full value of UBS Investment Bank throughout your investment cycle – on a single, award-winning* platform
Get the most relevant information the way you want it; submit rebalance orders, monitor your portfolio of active AMCs and use our dedicated suite of tools to refine your investment decisions, all from one trading platform.
*External link to the UBS Awards website
Insight into the tool
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Source: UBS Neo AMC tool
Key features and benefits
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The following video will allow you to get to know the platform even better:
Source: UBS
Contact
Please contact our team for any questions and/or to discuss:
- Actively Managed Certificates
- Actively Managed Swaps
- Actively Managed & Collateralized Certificates (SPV issued)
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