Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:This Wirehouse Is Tripling Its Select List Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, July 31, 2015

This Wirehouse Is Tripling Its Select List

Reported by Neil Anderson, Managing Editor

The UBS wirehouse's home office team is ramping up their select list for mutual funds and other investment products after making a key research alliance this spring.

Jeff Miller, head of wealth management advice and platforms for UBS Wealth Management Americas, confirms the wirehouse's high-conviction list currently includes about 100 mutual funds, ETFs, and separately managed accounts.

"It should grow to roughly 300 over the next year or so," Miller tells MFWire.

There's tremendous demand from our clients and from our FAs. Our advisory business is growing rapidly ... There's an obvious need to bring on new strategies to fill that demand. We're not going to have all our eggs in one basket.
That high-conviction list is put together by WMA's own manager research analysts, led by Ray Joseph. Joseph reports to Marilee Ferone, head of WMA's advisory solutions business, and Ferone reports to Miller.

The move comes after Miller teamed up with Mercer Investments earlier this year. Mercer's 120-plus manager research analysts are helping broaden UBS' coverage of the universe of investment products out there, allowing Joseph and his team at UBS to concentrate on the select list.

"We have to go both wide and deep at the same time," Miller says. "We determined that we would utilize Mercer to help us go wide ... It allows us to take our highly skilled manager analysts and focus them on the development of high-conviction ideas, high-conviction strategies out from that universe: to go deep."

Joseph and his team of manager research analysts at UBS utilize what Ferone describes as a "proprietary methodology" to sort through all the data and come up with the high-conviction list.

"In essence, Mercer does the first-order research and we do the second-order research," Miller says. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. The 32nd Sub-Advised Funds Forum, Sep 20-21
  2. Crane's Money Fund Symposium, Sep 21-23
  3. Expect Miracles Foundation's 4th Annual Atlantic Coast Classic, September 21
  4. ICI 2021 Virtual Tax and Accounting Conference - Day 1, September 21
  5. MFDF webinar - the Nuts and Bolts of SPACs, September 22
  6. Morningstar Investment Conference, Sep 22-24
  7. Nicsa webinar - Listen, Learn & Lead | Utilizing Beneficial Partnerships, September 22
  8. MFDF Director Discussion Series - Open Forum via Zoom, September 23
  9. MMI Distribution Leadership Forum - Day 2, September 24
  10. Citywire Greenwich Harbor Retreat 2021, Sep 27-28
  11. Inside ETFs, Sep 27-29
  12. MFDF webinar - MPI's 2021 Mid-Year Survey of Investment Firm Profitability, September 28
  13. ICI 2021 Virtual Tax and Accounting Conference - Day 2, September 28
  14. IMEA In-Person Leadership Summit, September 29
  15. ALFI Digi Pulse USA, September 30
  16. ICI 2021 Virtual Tax and Accounting Conference - Day 3, October 5
  17. Nicsa 2021 General Membership Meeting, Oct 6-8
  18. MFDF webinar - BDCs 101: The Board Perspective, October 13
  19. MFDF Director Discussion Series - Open Forum (New York), October 14
  20. Fund Intelligence Mutual Fund Industry and ETF Awards, October 14
  21. 2021 Nicsa GMM - Digital Innovation Summit, October 19
  22. 2021 MMI Annual Conference, Oct 20-28
  23. Tiburon CEO Summit XLI, Nov 1-3
  24. MFDF webinar - ISO Crypto Exposure: What Boards Need to Know, November 9
  25. MFDF Director Discussion Series - Open Forum via Zoom, November 18
  26. MFDF webinar - Fund Industry Claims Trends: An Insurer's Perspective, December 2




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use