UBS’s quantitative investment strategies (QIS) team has developed a fully funded put-write strategy for qualified wealth management clients, offered as a unique alternative with features that adjust market exposure for various market stress scenarios.
The Swiss bank’s global QIS team, which is housed within the firm’s investment bank, is dedicated to developing innovative solutions for its largest and most sophisticated investors. In the US, the strategy was driven by a client need for return stability and optimised risk-adjusted returns. It targets qualified UBS wealth management clients and is being offered as a private placement. Challenging market conditions amid have proved to be obstacles for leading players such as UBS in