Should Investors Look Beyond Their Core Portfolio

UBS outlines a core-satellite investment framework, recommending a diversified global core supplemented by tactical or long-term satellite portfolios in alternatives and specific themes.

Key Takeaways

• 1.Core portfolios are designed for long-term financial plans, but satellite strategies can provide additional benefits like reducing volatility or capturing growth.
• 2.UBS recommends a core portfolio diversified across US (at least 50% of stocks) and global markets, with significant allocations to fixed income and growth themes.
• 3.Alternative investments like private markets and hedge funds are recommended for long-term 'endowment' style portfolios, with target allocations of 20-40%.

Table of Contents

• Investment strategy insights
• Global asset class preferences definitions
• Appendix
• Risk Information

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