HOUSE_OVERSIGHT_025252.jpg
1.14 MB
Extraction Summary
0
People
4
Organizations
5
Locations
0
Events
1
Relationships
2
Quotes
Document Information
Type:
Financial report / investment strategy document
File Size:
1.14 MB
Summary
This document is a page from a UBS financial report dated October 25, 2012, detailing recommended tactical asset allocations and currency allocations. It visualizes deviations from benchmarks for various asset classes (Equities, Bonds, Commodities) and currencies, suggesting specific investment strategies (e.g., underweighting government bonds, overweighting high yield bonds). The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was likely obtained as evidence during a Congressional investigation, presumably related to financial oversight involving Jeffrey Epstein's banking relationships.
Organizations (4)
| Name | Type | Context |
|---|---|---|
| UBS | ||
| UBS CIO WM Global Investment Office | ||
| UBS Investment House | ||
| House Oversight Committee |
Locations (5)
| Location | Context |
|---|---|
Relationships (1)
Document outlines 'Recommended tactical asset allocation' for client portfolios.
Key Quotes (2)
"The UBS Investment House view is largely reflected in the majority of UBS Discretionary Mandates and forms the basis of UBS Advisory Mandates."Source
HOUSE_OVERSIGHT_025252.jpg
Quote #1
"Note that the implementation in Discretionary or Advisory Mandates might slightly deviate from the "unconstrained" asset allocation shown above"Source
HOUSE_OVERSIGHT_025252.jpg
Quote #2
Full Extracted Text
Complete text extracted from the document (1,238 characters)
Recommended tactical asset allocation
Tactical asset allocation deviations from benchmark*
underweight neutral overweight
Cash
Equities total
Equities US
Eurozone
UK
Japan
Switzerland
EM
Other
Bonds total
Bonds Government bonds
Corporate bonds (IG)
High yield bonds
EM bonds (USD)
Commodities total
Commodities Precious metals
Energy
Base metals
Agricultural
Listed Real Estate
new old
Currency allocation
underweight neutral overweight
USD
EUR
GBP
JPY
CHF
SEK
NOK
CAD
NZD
AUD
new old
* Please note that the bar charts show total portfolio preferences and thus can be interpreted as the recommended deviation from the relevant portfolio benchmark for any given asset class and sub asset class.
The UBS Investment House view is largely reflected in the majority of UBS Discretionary Mandates and forms the basis of UBS Advisory Mandates. Note that the implementation in Discretionary or Advisory Mandates might slightly deviate from the "unconstrained" asset allocation shown above, depending on benchmarks, currency positions and for other implementation considerations.
Source: UBS CIO WM Global Investment Office – as of 25.10.2012
UBS
5
Please see important disclaimer and disclosures at the end of the document.
HOUSE_OVERSIGHT_025252
Tactical asset allocation deviations from benchmark*
underweight neutral overweight
Cash
Equities total
Equities US
Eurozone
UK
Japan
Switzerland
EM
Other
Bonds total
Bonds Government bonds
Corporate bonds (IG)
High yield bonds
EM bonds (USD)
Commodities total
Commodities Precious metals
Energy
Base metals
Agricultural
Listed Real Estate
new old
Currency allocation
underweight neutral overweight
USD
EUR
GBP
JPY
CHF
SEK
NOK
CAD
NZD
AUD
new old
* Please note that the bar charts show total portfolio preferences and thus can be interpreted as the recommended deviation from the relevant portfolio benchmark for any given asset class and sub asset class.
The UBS Investment House view is largely reflected in the majority of UBS Discretionary Mandates and forms the basis of UBS Advisory Mandates. Note that the implementation in Discretionary or Advisory Mandates might slightly deviate from the "unconstrained" asset allocation shown above, depending on benchmarks, currency positions and for other implementation considerations.
Source: UBS CIO WM Global Investment Office – as of 25.10.2012
UBS
5
Please see important disclaimer and disclosures at the end of the document.
HOUSE_OVERSIGHT_025252
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