Alternative investments—defined here as hedge funds, hedge funds-of-funds and managed futures funds—cover a broad range of investing strategies and structures that fall outside the boundaries of traditional asset categories such as equities and fixed income (e.g., stocks and bonds).

 

Because alternative investments may not always move in tandem with the equity and fixed-income markets, they can provide diversification properties generally not associated with traditional investments. As a result, they may help:

About Alternative Investments at UBS
A leader in the alternative investments arena, UBS offers high-net-worth, ultra-high-net-worth and institutional investors an array of alternative strategies to help them achieve more efficient diversification within their traditional investment portfolios. The Alternative Investments US team, headquartered in New York City, develops, manages, distributes and services a suite of best-in-class proprietary and third-party alternative investment offerings across a variety of asset classes and investment strategies for domestic and offshore clients.

Past performance is not indicative of future results.

Alternative investment funds ("Funds") are not appropriate for all investors, and carry specific risks above and beyond those associated with traditional asset classes.

Alternative Investments US provides investment management services to qualified high- and ultra-high-net-worth investors. Eligibility requirements for alternative investments begin, generally, at a net worth greater than $1.5 million (including a spouse) for individuals or $5 million for companies.

The Funds are not mutual funds and are not subject to the same regulatory requirements as mutual funds. The performance of the Funds may be volatile, and investors may lose all or a substantial amount of their investment in the Funds. The Funds may engage in leveraging and other speculative investment practices that may increase the risk of investment loss. Portfolio assets of these Funds typically will be illiquid. The Funds may not be required to provide periodic pricing or valuation information to investors. They generally involve complex tax strategies and there may be delays in distributing tax information to investors. The Funds may charge high fees that would reduce profits. Interests of the Funds are illiquid and subject to restriction and change. An investment in the Fund is long term; there is no secondary market for the interests of the Fund, and none is expected to develop. Interests of the Fund are not deposits or obligations of, or guaranteed or endorsed by, any bank or other insured depository institution, and are not federally insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board or any other governmental agency. Investors should consider the Funds as a supplement to an overall investment program.

The information provided is an overview of alternative investments and structured products at UBS. The information is intended for educational purposes only and does not constitute investment advice. Among other things, it does not take into account your personal financial situation, your investment goals or your investment strategies. You should not construe any information provided here to be an investment recommendation for you to follow. You should contact your Financial Advisor for information or recommendations that may be useful specifically to you.