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165 slides across 5 decks match.
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Adding private investments can enhance growth potential...
UBS · 2023 · financial_analysis
Adding private investments can enhance growth potential...
0.63 — Sharpe ratio
 ...and private investments can cushion capital drawdowns
UBS · 2023 · financial_analysis
...and private investments can cushion capital drawdowns
 Why invest in private markets?
UBS · 2023 · section_divider
Why invest in private markets?
 Private equity opportunities are expanding
UBS · 2023 · market_landscape
Private equity opportunities are expanding
8,562 — Number of companies
 Private markets managers create value
UBS · 2023 · diagnosis
Private markets managers create value
60% — Source of private equity returns
 Attractive risk / return characteristics
UBS · 2023 · financial_analysis
Attractive risk / return characteristics
2.09 — Sharpe ratio
 Privates investments are expected enhance portfolio characteristics
UBS · 2023 · framework_other
Privates investments are expected enhance portfolio characteristics
 Private equity & private debt historically outperformed public equity & public debt
UBS · 2023 · market_landscape
Private equity & private debt historically outperformed public equity & public debt
 Private equity has delivered consistent outperformance
UBS · 2023 · benchmark_peers
Private equity has delivered consistent outperformance
 Institutions commonly use privates in their allocations
UBS · 2023 · market_landscape
Institutions commonly use privates in their allocations
30% — Asset allocation
 How much should I allocate to private markets?
UBS · 2023 · framework_other
How much should I allocate to private markets?
 Appraisal based pricing can understate risk
UBS · 2023 · diagnosis
Appraisal based pricing can understate risk
23.8% — Volatility
 Adding alternatives can improve a portfolio’s risk / return profile
UBS · 2023 · scatter_plot
Adding alternatives can improve a portfolio’s risk / return profile
 Manager selection is key
UBS · 2023 · market_landscape
Manager selection is key
31.0% — Average annual manager returns
 Committing across vintage years mitigates entry point risks
UBS · 2023 · analyze_data
Committing across vintage years mitigates entry point risks
 J-Curve Effect: Capital Calls early in fund life, followed by distributions near the end
UBS · 2023 · framework_other
J-Curve Effect: Capital Calls early in fund life, followed by distributions near the end
 Achieving target allocation through multi-year commitments
UBS · 2023 · financial_analysis
Achieving target allocation through multi-year commitments
25% — Portfolio NAV
 Managing liquidity and maintenance
UBS · 2023 · financial_analysis
Managing liquidity and maintenance
21% — Portfolio NAV
 Private markets are expected to provide a higher return than public markets
UBS · 2023 · market_landscape
Private markets are expected to provide a higher return than public markets
10.3% — Strategic compound return
 Reported returns for private markets tend to exhibit smoothing
UBS · 2023 · analyze_data
Reported returns for private markets tend to exhibit smoothing
38.6% — Return volatility
 Private markets are gaining importance for UHNW and family office investors
UBS · 2023 · market_landscape
Private markets are gaining importance for UHNW and family office investors
43% — Asset allocation percentage
 Uncovering your "why"
UBS · 2024 · context
Uncovering your "why"
 Simplify your financial life with 3 key strategies
UBS · 2024 · framework_other
Simplify your financial life with 3 key strategies
 Your portfolio should reflect your changing goals
UBS · 2024 · framework_other
Your portfolio should reflect your changing goals
 Seasons of Planning: Checklists to keep you on the path to success
UBS · 2024 · process_diagram
Seasons of Planning: Checklists to keep you on the path to success
 To harness the power of compounding, start saving and investing early
UBS · 2024 · financial_analysis
To harness the power of compounding, start saving and investing early
$691,184 — Accumulated wealth
 Investors often save in accounts that fall into three categories of tax treatment
UBS · 2024 · framework_other
Investors often save in accounts that fall into three categories of tax treatment
 The tax rates that apply to your income and investments vary by income level
UBS · 2024 · data_table
The tax rates that apply to your income and investments vary by income level
37% — Marginal tax rate
 A "savings waterfall" can help you prioritize your savings
UBS · 2024 · process_diagram
A "savings waterfall" can help you prioritize your savings
 Three key differences between Traditional and Roth assets
UBS · 2024 · comparison_table
Three key differences between Traditional and Roth assets
 Human capital is your most valuable asset. How can you protect it?
UBS · 2024 · framework_other
Human capital is your most valuable asset. How can you protect it?
 Prepare for the nonfinancial aspects of retirement
UBS · 2024 · other
Prepare for the nonfinancial aspects of retirement
 Build a buffer between your spending needs and your portfolio's volatility
UBS · 2024 · financial_analysis
Build a buffer between your spending needs and your portfolio's volatility
6.2 yrs — Time to recovery
 What retirees can do during a market downturn
UBS · 2024 · recommendation
What retirees can do during a market downturn
 How will your spending change throughout retirement?
UBS · 2024 · context
How will your spending change throughout retirement?
 How many years will your retirement last?
UBS · 2024 · context
How many years will your retirement last?
50% — Probability of survival
 Do you have enough saved for retirement?
UBS · 2024 · data_table
Do you have enough saved for retirement?
29.8x — wealth-to-withdrawal multiple
 How much can you afford to withdraw from your portfolio?
UBS · 2024 · data_table
How much can you afford to withdraw from your portfolio?
3.3% — Withdrawal rate
 When should you claim Social Security? There are several factors to consider.
UBS · 2024 · framework_other
When should you claim Social Security? There are several factors to consider.
84 — Breakeven age
 What should spouses consider when claiming Social Security?
UBS · 2024 · recommendation
What should spouses consider when claiming Social Security?
24% — Percentage of increase or decrease in benefits
 Use the marginal income tax breakpoints to your advantage
UBS · 2024 · financial_analysis
Use the marginal income tax breakpoints to your advantage
 Four reasons to consider partial Roth conversions in early retirement
UBS · 2024 · strategic_options
Four reasons to consider partial Roth conversions in early retirement
 How to manage taxes when refilling the Liquidity strategy
UBS · 2024 · process_diagram
How to manage taxes when refilling the Liquidity strategy
 Consider annuities as a solution to cover your "Needs" with guaranteed income
UBS · 2024 · framework_other
Consider annuities as a solution to cover your "Needs" with guaranteed income
 Annuities can boost your safe spending potential in retirement
UBS · 2024 · financial_analysis
Annuities can boost your safe spending potential in retirement
28% — Annual spending
 Social Security's COLA is intended to protect retirees' purchasing power
UBS · 2024 · key_messages
Social Security's COLA is intended to protect retirees' purchasing power
 Include potential long-term care costs into your plan
UBS · 2024 · problem_statement
Include potential long-term care costs into your plan
33% — Probability of LTC spending
 Planning your legacy
UBS · 2024 · section_divider
Planning your legacy
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