UBS Institutional Consulting provides investment advisory services within UBS Financial Services Inc. UBS Institutional Consulting has delivered specialized, comprehensive investment consulting services to institutional clients since 1984 (formerly as PRIME Asset Consulting). It combines the advantages of a "boutique" structure with the resources and depth of a major global wealth management firm.
UBS Institutional Consulting consists of a select group of approximately 95 Institutional Consultants nationwide who are chosen from the firm's approximately 8,000 Financial Advisors. Our Institutional Consultants must satisfy strict academic and professional requirements before they can provide UBS Institutional Consulting services.
Our Commitment
Our commitment is to combine our experience, knowledge and energy with the global resources of UBS to provide proactive advice and customized solutions to help our clients pursue their long-term objectives.
UBS Institutional Consulting clients include:
Public and privately held corporations Defined benefit and defined contribution pension plans State, county and municipal public retirement systems Taft-Hartley Plans Private foundations University and college endowments Educational institutions Insurance companies Hospitals and health care providers
Institutional consulting services include: Asset allocation analysis and strategies Assistance with development and review of investment policy statement Investment manager and mutual fund search and recommendation Performance and risk monitoring
For pension plans, we also provide: Evaluation of proposals and merits of bundled and unbundled service providers Identification of third-party record keepers Evaluation of investment alternatives offered by the plan Employee communication plan Participant education programs
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