HOUSE_OVERSIGHT_024140.jpg
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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 report / investment portfolio slide
File Size:
1000 KB
Summary
This document is a slide from a UBS financial presentation titled 'Reference portfolio.' It displays bar charts detailing tactical asset allocation deviations (equities, bonds, commodities) and currency allocations, comparing 'new' versus 'old' positions. The document bears the Bates stamp HOUSE_OVERSIGHT_024140, indicating it is part of the House Oversight Committee's investigation records.
Organizations (3)
| Name | Type | Context |
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| UBS |
Creator of the document/portfolio strategy
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| UBS CIO |
Chief Investment Office, cited as the source of the data
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| House Oversight Committee |
Investigating body (inferred from Bates stamp HOUSE_OVERSIGHT_024140)
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Locations (5)
| Location | Context |
|---|---|
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Asset allocation region
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Asset allocation region
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Asset allocation region
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Asset allocation region
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Asset allocation region
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Key Quotes (3)
"Tactical asset allocation deviations from benchmark*"Source
HOUSE_OVERSIGHT_024140.jpg
Quote #1
"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."Source
HOUSE_OVERSIGHT_024140.jpg
Quote #2
"Also note that the implementation in advisory or discretionary products might slightly deviate from the "unconstrained" asset allocation shown above"Source
HOUSE_OVERSIGHT_024140.jpg
Quote #3
Full Extracted Text
Complete text extracted from the document (1,074 characters)
Reference portfolio
Tactical asset allocation deviations from benchmark*
underweight neutral overweight
[Chart: Equities]
Cash
Equities total
US
Eurozone
UK
Japan
Switzerland
EM
Other
Cash
Equities total
US
Eurozone
UK
Japan
Switzerland
EM
Other
[Chart: Bonds]
Bonds total
Government bonds
Corporate bonds (IG)
High yield bonds
EM bonds (USD)
Bonds total
Government bonds
Corporate bonds (IG)
High yield bonds
EM bonds (USD)
[Chart: Commodities]
Commodities total
Precious metals
Energy
Base metals
Agricultural
Listed Real Estate
Commodities total
Precious metals
Energy
Base metals
Agricultural
Listed Real Estate
new old
Source: UBS CIO
Source: UBS CIO
Currency allocation
underweight neutral overweight
USD
EUR
GBP
JPY
CHF
SEK
NOK
CAD
NZD
AUD
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.
Also note that the implementation in advisory or discretionary products might slightly deviate from the "unconstrained" asset allocation shown above, depending on benchmarks, currency positions and for other implementation considerations
UBS
5
Please see important disclaimer and disclosures at the end of the document.
HOUSE_OVERSIGHT_024140
Please see important disclaimer and disclosures at the end of the document.
HOUSE_OVERSIGHT_024140
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