Institutional

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Our Institutional Capabilities

At UOB Asset Management (UOBAM), we offer a wide range of specialised investment services to our Institutional clients. These range from customised segregated accounts to mutual funds and span across various asset classes in all geographies and sectors.

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philosophy

Our Investment Philosophy

Our clients' interests are at the heart of what we do. We work with them to identify their return objectives and risk tolerance, taking into account liquidity needs, liability and duration considerations. We then customise bespoke portfolios to help them achieve their investment objectives.

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Meeting each client's unique needs is at the heart of what we do. We listen to them to understand their investment objectives and risk tolerance levels, then tailor solutions to help them achieve their goals.

Our clients consist of Sovereign Wealth Funds, Insurance firms, Government-related entities, Endowments and Foundations, Corporates and Exchange-listed Entities, as well as Charities, Societies and Non-profit organisations. We also work with third-party asset managers to provide sub-advisory services on our core investment capabilities for their clients.

Our investment approach is rooted in the same disciplined process that governs all that we do at UOBAM. Our emphasis on independent and rigorous fundamental research enable us to get ahead of the market to deliver performance. The Institutional team is able to provide solutions ranging from Absolute Return/Balanced portfolios, Principal Guaranteed portfolios, Fixed Income/Money Market portfolios to Customised Benchmark portfolios. We are able to tap on our vast resources of more than 80 investment professionals across the UOBAM network in Singapore and the region to deliver these solutions to clients.

 

At UOBAM, we believe that by using a systematic portfolio construction process which focuses on controlling risk management, we can better deliver enhanced returns over the medium to long term. We form our strategic asset allocation recommendations based on our view of the macroeconomic outlook. This takes into account global macro developments, market trends, government and central bank policies as well as technical factors. 

 

With clients' investment objectives as our foremost consideration, we calibrate the portfolio’s asset class and securities exposure. Our securities selection draws upon the depth of UOBAM’s strong research team that emphasises bottom-up fundamental research. In implementing the investment strategy, we not only focus on generating returns, but also maintain strict discipline in managing downside risk. We do this by controlling risk and volatility to limit drawdowns. We believe this will enable the portfolio to deliver enhanced returns over the medium to long term horizon.