UBS Innovative Balanced Index
Mar 20, 2023
The UBS Innovative Balanced Index leverages unique signals to provide an early read into the U.S. macro-environment and inform an all-weather tactical allocation to equities, commodities and bonds.
The signals include inflation expectations and a Nowcast of US economic growth, generated using key data sets from UBS Evidence Lab, the largest sell-side alternative data offering of its kind.
- Uses forward-looking indicators, updated on a monthly basis, representing early reads in US economic growth and inflation
- Designed to produce less correlated returns while using simple components such as US equity sector indices, commodity futures and 10-year US Treasury futures
- Risk budgets are allocated every month across three asset classes depending on the growth and inflation regime combinations
- Targets a volatility of 7% with the goal of providing smooth and stable returns over the long run
† Data sources listed below
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