HOUSE_OVERSIGHT_024139.jpg
978 KB
Extraction Summary
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People
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Organizations
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Locations
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Events
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Relationships
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Quotes
Document Information
Type:
Financial presentation slide / bank record
File Size:
978 KB
Summary
A UBS financial presentation slide titled 'Cross-asset preferences' detailing investment strategies across Equities, Fixed income, Foreign exchange, and Commodities. It outlines 'Most preferred' and 'Least preferred' assets and provides a pie chart of 'Portfolio weights' for a client with a 'EUR moderate' profile. The document bears the Bates stamp HOUSE_OVERSIGHT_024139, indicating it is part of a congressional investigation production.
Organizations (2)
| Name | Type | Context |
|---|---|---|
| UBS | ||
| House Oversight Committee |
Key Quotes (1)
"Note: Portfolio weights are for an advisory client with a "EUR moderate" profile."Source
HOUSE_OVERSIGHT_024139.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,017 characters)
Cross-asset preferences
Most preferred
US
Western winners from EM growth
High quality dividend yields
Event-driven and relative value hedge funds
Natural gas growth gainers
US
Western winners from EM growth
High quality dividend yields
Event-driven and relative value hedge funds
Natural gas growth gainers
Least preferred
Europe
Europe
Equities
US high yield
Global investment grade credit
Event-driven and relative value hedge funds
EM corporate bonds
Global investment grade credit
Event-driven and relative value hedge funds
EM corporate bonds
Developed market government bonds
Fixed income
USD
GBP
CAD
GBP
CAD
CHF
EUR
EUR
Foreign exchange
Agriculture
Energy
Energy
Commodities
Recent upgrades
Recent downgrades
Recent downgrades
Portfolio weights
Liquidity 10%
High Grade Bonds 6%
Inv Grade Corporates Bonds 9%
High Yield Bonds 6%
Emerging Markets Bonds 6%
Equities Other 9%
EmMa Equities 6%
Equities Europe 20%
Equities USA 10%
Hedge Funds / Private Equity 10%
Real Estate 5%
Commodities 3%
High Grade Bonds 6%
Inv Grade Corporates Bonds 9%
High Yield Bonds 6%
Emerging Markets Bonds 6%
Equities Other 9%
EmMa Equities 6%
Equities Europe 20%
Equities USA 10%
Hedge Funds / Private Equity 10%
Real Estate 5%
Commodities 3%
Note: Portfolio weights are for an advisory client with a "EUR moderate" profile. For portfolio weights related to other risk profiles please contact your client advisor.
UBS
4
Please see important disclaimer and disclosures at the end of the document.
HOUSE_OVERSIGHT_024139
Please see important disclaimer and disclosures at the end of the document.
HOUSE_OVERSIGHT_024139
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