UBS - Conference and earnings call announcements

UBS announced today its collaboration with Engle Volatility Consulting LLC ("Engle Consulting"), the research principal of which is Nobel Laureate Dr. Robert F. Engle, on a methodology for a series of volatility controlled indices. The series uses rules-based systematic investment strategies that aim to provide enhanced exposure to various underlying assets using a novel forward-looking intraday volatility forecasting methodology developed with Dr. Engle. The first of the index series will aim at improving the risk-return profile of major benchmark equity indices in order to serve the increasing demand in retirement products and help investors achieve their financial goals. Ghali El-Bou

UBS today announced the launch of the US version of the UBS Climate Aware Equity Index, which is a rules-based strategy that aims to provide investment exposure to the long-term theme of transitioning to a low carbon and climate resilient economy. The index aims to serve the increasing demand for investment and retirement products that not only help investors achieve their investment goals but also help mitigate climate-related risks in their portfolios and capture environmental objectives within the investment philosophy. Featured by Global Atlantic in a registered index-linked annuity (RILA), the UBS Climate Aware Equity Index is pioneering climate-focused indices in the US RILA market.

UBS Wealth Management USA announced today that David Schachter, a Financial Advisor in the firm's West Los Angeles Market, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2022. David leads the Endurance Artist Management team at UBS Wealth Management USA, where he represents top artists, song writers, music producers, directors, showrunners, digital talent, and executives with profound influence in Hollywood. He leverages his multi-decade experience to provide investment advice and comprehensive financial guidance to the entertainment industry's top earners. "It's wonderful to see David recognized as a Best-in-State Wealth Advisor for a second consecutiv

UBS Collectives will address child protection, climate change, health, and education-related issues By mobilizing its capital and expertise, the UBS Collectives support underfunded approaches to reduce inequalities Harnessing the power of collective philanthropy, UBS today announced the launch of UBS Collectives ("Collectives"), an innovative social-impact initiative that connects UBS's philanthropic clients on issues that matter most to them. Led by UBS's Philanthropy Services team, UBS Collectives will help clients combine their expertise and mobilize their capital to fund initiatives that address child protection, climate change, health, and education-related issues. "Our goal is t

Report explores couples' relationship with money and what inequality in financial decision-making could ultimately cost them While couples agree on the importance of both partners engaging in financial decisions to achieve true gender equality, half of married women continue to defer to their spouses Millennial women are the most likely generation to defer financial decision-making to their spouses, but are most open to changing that dynamic Despite decades of incremental progress, UBS's Own Your Worth report finds that nearly half of the women (48%) surveyed said their spouse takes responsibility for long-term financial decisions such as investing, financial and estate planning. Thi