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Ubs U.s. Allocation Fund Class C (0P00002QLB)
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46.740
+0.300
+0.65%
12/10 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 55.81M
UBS U.S. Allocation Fund Class C
46.740
+0.300
+0.65%
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0P00002QLB Overview
On this page you'll find an in-depth profile of Ubs U.s. Allocation Fund Class C. Learn about the key management, total assets, investment strategy and contact information of 0P00002QLB among other information.
Contact Information
Address
Bahnhofstr. 45
Zürich,Zürich CH-8098
Switzerland
Zürich,Zürich CH-8098
Switzerland
Phone
044 234 34 99
Fax
212-821-6737
Web
www.ubs.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Alan Zlatar | Senior Portfolio Manager | 2018 | Now |
| Biography | Alan Zlatar is a Senior Portfolio Manager on the Investment Solutions team. Alan is also a voting member of the Investment Solutions Investment Committee and contributes to UBS Asset Management's investment debate, as well as to the evolution and improvement of UBS Asset Management's investment process, working in partnership with the research, implementation and analytics teams. Mr. Zlatar joined UBS Asset Management in February 2018 from Vontobel Asset Management where he was most recently Head of Macro & Strategy and Deputy Head of Group Investment Strategy, Multi Asset Class Investments. | ||
| Paul Lang | - | 2017 | Now |
| Biography | Mr. Lang is a Portfolio Manager within the Investment Solutions team. His primary focus is designing, implementing, and managing traditional and custom discretionary portfolios, including one of the largest corporate strategic partnerships in the US. From September 2011 until joining UBS AM in January 2014, Mr. Lang held quantitative analyst and manager positions at Prudential Financial, where he supported the Institutional Stable Value business through product design, stochastic modeling and pricing of the USD 100+ billion portfolio. Mr. Lang is a CFA charter holder and member of the CFA Society of Chicago. | ||
| Nathan Shetty | - | 2017 | 2018 |
| Biography | Prior to Nuveen, Nathan was at UBS as the Global Co-head of Portfolio Management for Investment Solutions, and responsible for the global oversight and performance ownership of $110 billion in multi-asset portfolios. Mandates he oversaw included Absolute Return, Growth, and Risk Managed Solutions. His extensive responsibilities included direct portfolio management, multi-asset investment committee chair, senior management, and client engagement. Prior to UBS, Nathan worked at Mesirow Financial in Chicago, and Pareto Partners in New York, and brings 18 years of investment experience. Graduate degrees include an MBA from the University of Chicago, and a Masters in Statistics from Texas A&M; Nathan has also earned the CFA and FRM designations. | ||
| Gregor Hirt | - | 2017 | 2017 |
| Andreas Koester | Executive Director | 2009 | 2017 |
| Biography | Mr. Koester is Head of Asset Allocation and Currency in the Global Investment Solutions team and a Managing Director at UBS Global Asset Management. Mr. Koester has been at UBS Global Asset Management since 2009. Prior to joining UBS Global Asset Management, Mr. Koester worked at Schroders since 2005, where he was Head of US & European Multi-Asset Solutions and was also a member of their global asset allocation and alternative investment committees. Prior to joining Schroders, Mr. Koester worked for AXA Investment Managers since 2001 in various portfolio management and asset allocation roles. | ||
| Curt Custard | Managing Director, Head | 2009 | 2016 |
| Biography | Curt Custard is Head of Global Investment Solutions and a Group Managing Director at UBS Global Asset Management. Mr. Custard has been at UBS Global Asset Management since 2008. Mr. Custard is also a member of the UBS Global Asset Management Executive Committee. Prior to joining UBS Global Asset Management, Mr. Custard was Global Head of Multi-Asset Solutions at Schroders since 2004. Prior to this, Mr. Custard was Chief Investment Officer of the Multi-Asset and Balanced Business of Allianz Global Investors in London since 2000. | ||
| Jon D. Adams | Portfolio Manager | 2011 | 2015 |
| Biography | Mr. Adams, Senior Investment Strategist and Portfolio Manager, joined BMO Asset Management Corp in 2015. Previously, Mr. Adams was a portfolio manager with UBS Global Asset Management from 2003 to 2015. He is a Director and is an Asset Allocation Analyst on the Global Investment Solutions team. He is responsible for the setting-up of Global Balanced, US Balanced and Currency strategies. His other responsibilities include analysis of economics, capital market assumptions and currencies. | ||
| David Buckle | Executive Director | 2011 | 2012 |
| Biography | Mr. Buckle is an Executive Director and is Head of Benchmark Relative Return Strategies – Asset Allocation and Currency on the Global Investment Solutions team. As a member of the Asset Allocation and Currency Committee, Mr. Buckle contributes to strategy setting across the full range of capabilities of the Global Investment Solutions team. Prior to joining UBS Global AM in 2007, Mr. Buckle was Head of Non-U.S. Fixed Income at Principal Global Investors. Prior to joining Principal Global Investors, Mr. Buckle worked at BlackRock (formerly Merrill Lynch Investment Managers) as Head of Currency Management and Lee Overlay Partners as Head of Research. Mr. Buckle has been a portfolio manager for the fund since July 2011. | ||
| Aaron Balsam | - | 2009 | 2011 |
| Biography | Mr. Balsam is a Director and is an Asset Allocation Analyst on the Global Investment Solutions team. He is responsible for the setting-up of Global Balanced, US Balanced and Currency strategies. His other responsibilities include contributing to the fundamental analysis of global equity markets and providing support in strategic and client-oriented projects. Mr. Balsam joined UBS Global AM in 1999 and was previously responsible for providing client service and relationship management support to clients. | ||
| Edwin Denson | Member | 2007 | 2009 |
| Biography | Edwin Denson is a member of the Global Macro Strategies Team at William Blair. Prior to joining William Blair in 2011, he was a member of Singer Partners’ investment team with special focus on market strategy. Prior to joining Singer Partners in July 2009, he served as Head of Asset Allocation, Global Investment Solutions at UBS Global Asset Management with overall responsibility for the asset allocation strategy of multi-asset portfolios. Prior to heading Asset Allocation at UBS Global Asset Management, Dr. Denson was a Senior Asset Allocation Analyst at the firm with responsibility for setting asset allocation strategy for a number of multi-asset portfolios and developing the asset allocation investment process. Dr. Denson’s experience prior to joining UBS Global Asset Management in 2001 includes serving as an economist at Putnam Investments, Primark Decision Economics, and Lehman Brothers, as a partner in a commodity trading advisory firm and as a quantitative equity trader for a private trading partnership. Dr. Denson holds an AB in Economics from Cornell University and a PhD in Economics from Northwestern University, with specializations in macroeconomics and econometrics. | ||
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