UBS Group AG · SIX:UBSG
UBS — 2011 UBS Asset Gathering Conference
13 slides from UBS's conference presentation, Mar 22, 2011
Slide 1: 2011 UBS Asset Gathering Conference
2011 UBS Asset Gathering Conference UBS Global Asset Management Shawn Lytle Head of Americas UBS Global Asset Management March 22, 2011
Slide 2: Cautionary Statement Regarding Forward-Looking Statements
Cautionary Statement Regarding Forward-Looking Statements This presentation contains statements that constitute “forward-looking statements”, including but not limited to management’s outlook for UBS’s financial performance and statements relating to the anticipated effect of transactions and strate
Slide 3: Partnering with our internal businesses
Partnering with our internal businesses UBS WM Americas UBS Wealth Management & Swiss Bank UBS Investment Bank UBS Global Asset Management Note: Branch network in US and Europe illustrative 2
Slide 4: Key messages
Key messages Our diversified business model across regions, capabilities and distribution channels remains the valid choice We are building on strong third party institutional net inflows and capitalizing on our established emerging market positions We are launching intensified third party wholesale
Slide 5: Current industry environment
Current industry environment Net new money of mutual funds1 Deposits and retail money funds2 (USD billion) US saving 365 140 deposits Money 43 26 market Total 120 106 Europe saving deposits (149) Fixed Balanced Equity Others 100 income Europe MMFs Risk appetite and low 80 US MMFs yields (688) 60 Dec
Slide 6: UBS Global Asset Management business structure
UBS Global Asset Management business structure UBS Global Asset Management’s investment capabilities are globally coordinated but with boutique-like discretion wherever possible… Equities Fixed Alternative and Global Real Global Infrastructure Fund Services Income Quantitative Estate Investment Inve
Slide 7: Diversified business model
Diversified business model… ...enables us to capture opportunities in shifting market dynamics Invested assets 31.12.10: CHF 559 billion Asset classes1 Regions1 Distribution channels1 Europe, Middle UBS Wealth Management Fixed income Money market East & Africa 36% 23% 17% Switzerland 20% 33% Alterna
Slide 8: Monetizing investment performance
Monetizing investment performance Performance in key strategies relative to benchmark, 31.12, 20101 +/= Above or equal to benchmark – Below benchmark Annualized Quarter 1 year 3 years 5 years Third party2 net new money Equity Global Equity Composite + + + + 18.2 US Large Cap Equity Composite – – – –
Slide 9: Grow third party institutional and wholesale businesses
Grow third party institutional and wholesale businesses… Progress since 20091 Current focus areas Passive investments: expanded our Defined contribution: launched initiative capabilities across traditional passive, non- to target top US DC plans standard indices, replicating and swap-based Str
Slide 10: Participating in WM's return to growth
…while participating in WM's return to growth Capturing benefits of increased integration Progress since 20091 Current focus areas Significantly strengthened relationship Leverage Ultra High Net Worth team to Management & provide institutional-like advice and Swiss Bank solutions Wealth UBS Gl
Slide 11: The industry outlook remains highly attractive
The industry outlook remains highly attractive Structural changes will drive asset growth at a significantly faster rate than long-term GDP USD 71 trillion CAGR 7.7% USD 52 trillion 56% Recession Retirement Reduced assets of retired and working population … funds increasing future savings requiremen
Slide 12: Key messages
Key messages Our diversified business model across regions, capabilities and distribution channels remains the valid choice We are building on strong third party institutional net inflows and capitalizing on our established emerging market positions We are launching intensified third party wholesale
Slide 13: 2011 UBS Asset Gathering Conference
2011 UBS Asset Gathering Conference UBS Global Asset Management Shawn Lytle Head of Americas UBS Global Asset Management March 22, 2011