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After the acquisition, O'Connor & Associates continued to operate as a subsidiary of Swiss Bank Corporation. In 1998, Swiss Bank Corporation merged with Union Bank of Switzerland to form UBS. [3] As part of the merger, O'Connor & Associates was integrated into UBS's investment banking division. The firm continued to operate as UBS O'Connor. [4]
An asset allocation is a financial road map that shows you where to put your money based on your own investment objectives, risk tolerance and time horizon.
Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]
Asset allocation is the value added by under-weighting cash [(10% − 30%) × (1% benchmark return for cash)], and over-weighting equities [(90% − 70%) × (3% benchmark return for equities)]. The total value added by asset allocation was 0.40%. Stock selection is the value added by decisions within each sector of the portfolio.
The model by which outsourced CIOs service clients is still evolving in this nascent business. One common model is to outsource all decision making including asset allocation, manager selection and monitoring. The OCIO reports back to the client but the burden is largely lifted from the client and placed on the new provider.
UBS Group AG [nb 1] is a multinational investment bank and financial services company founded and based in Switzerland. UBS is headquartered simultaneously in both Zürich and Basel. [9] UBS maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world.
Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.
The consumption-based capital asset pricing model (CCAPM) is a model of the determination of expected (i.e. required) return on an investment. [1] The foundations of this concept were laid by the research of Robert Lucas (1978) and Douglas Breeden (1979). [2] The model is a generalization of the capital asset pricing model (CAPM). While the ...