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UBS · consulting-deck

Private Markets Asset Allocation Guide May 2023 002

45 pages · 5 arc beats · 2 loops

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Private Markets Asset Allocation Guide May 2023 002

UBS
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 45 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 18 hits
— 0/4 slides
— 0/4 slides
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100% 4/4 slides
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Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 38 hits
— 0/6 slides
83.3% 5/6 slides 33.3% 2/6 slides 100% 6/6 slides 100% 6/6 slides Solution & Approach 10 slides 100% 10/10 slides 100% 10/10 slides · 60 hits
— 0/10 slides
60% 6/10 slides 30% 3/10 slides 100% 10/10 slides 100% 10/10 slides · 15 hits Evidence & Proof 10 slides 100% 10/10 slides 100% 10/10 slides · 59 hits
— 0/10 slides
60% 6/10 slides 50% 5/10 slides 100% 10/10 slides 50% 5/10 slides Impact & Next Steps 15 slides 100% 15/15 slides 100% 15/15 slides · 79 hits
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26.7% 4/15 slides 33.3% 5/15 slides 100% 15/15 slides
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Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
03
transition
Open slide detailBeat · Situation & Context
04
The slide uses a line chart to show the decline of public companies as a context for the rise of private markets.establish_context
Open slide detailBeat · Situation & Context
05
The slide uses a line chart to show cumulative growth and a pie chart to break down the 30% alternatives allocation.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
06
The chart illustrates the 'cushioning' effect of private assets during market stress periods (e.g., 2008, 2020).quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
07
The chart uses a dashed line to represent company value over time, with icons representing different investment stages.present_framework
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
08
establish_context
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
09
establish_context
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
10
present_framework
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
11
transition
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
12
Uses a vertical timeline-style connector to link three key value propositions.summarize
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
13
The slide uses a dual-line chart to illustrate the 'crossover' point where private equity-owned companies surpassed U.S. listed companies.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
14
Includes a conceptual diagram of value creation drivers and a stacked bar chart showing historical return sources.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
15
The slide uses a two-part chart structure to show returns vs risk-adjusted returns.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
16
The chart illustrates the efficient frontier concept, showing how private assets (Private equity, Private real estate, Direct lending) sit above the traditionalcompare_options
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
17
The chart uses a multi-line format to compare performance over time. The legend is positioned below the chart.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
18
The chart demonstrates consistent outperformance of private equity over public market equivalents across various vintage years.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
19
establish_context
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
20
transition
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
21
The slide uses a visual path metaphor to represent a sequential process, mapped to detailed bullet points.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
22
The slide uses a circular diagram to categorize the primary focus of each asset class (Growth, Income, Mix).present_framework
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
23
The chart uses a stacked area representation to define risk zones based on Monte Carlo simulations.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
24
The slide uses two charts to demonstrate the effect of return smoothing: a time-series bar chart showing the impact of the 2008 crisis on private equity vs publdiagnose
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
25
References Kelly Criterion for capital allocation.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
26
Includes both pie charts for visual allocation and a detailed data table for sub-asset classes and performance metrics.analyze_data
Open slide detailBeat · Evidence & Proof
27
The slide uses two line charts to visualize performance and risk metrics over time.analyze_data
Open slide detailBeat · Evidence & Proof
28
The table displays a breakdown of asset classes and sub-classes, with columns representing different risk tolerance levels.analyze_data
Open slide detailBeat · Evidence & Proof
29
The chart uses donut charts as data points to show asset allocation composition (Fixed Income, Equities, Alternatives).compare_options
Open slide detailBeat · Evidence & Proof
30
The table provides a granular breakdown of portfolio composition by asset class and sub-asset class, alongside performance expectations.analyze_data
Open slide detailBeat · Evidence & Proof
31
The chart uses a stacked bar format to show quartiles and median returns, with a vertical line indicating the dispersion range.compare_peers
Open slide detailBeat · Impact & Next Steps
32
The charts illustrate the volatility of returns based on entry year, supporting the strategy of vintage diversification.analyze_data
Open slide detailBeat · Impact & Next Steps
33
Includes charts for net cash flow, cumulative capital called, and cumulative distributions.analyze_data
Open slide detailBeat · Impact & Next Steps
34
Uses the Takahashi Alexander cash flow model.quantify_impact
Open slide detailBeat · Impact & Next Steps
35
Uses the Takahashi Alexander cash flow model.analyze_data
Open slide detailBeat · Impact & Next Steps
36
appendix
Open slide detailBeat · Impact & Next Steps
37
The chart uses color coding to distinguish between private (blue) and public (grey) asset classes.quantify_impact
Open slide detailBeat · Impact & Next Steps
38
The chart demonstrates the impact of applying an unsmoothing multiplier to reported return volatility, showing higher volatility in the unsmoothed data.analyze_data
Open slide detailBeat · Impact & Next Steps
39
The table is presented as a lower triangular matrix.analyze_data
Open slide detailBeat · Impact & Next Steps
40
The chart uses a nested donut structure to show sub-categories within 'Traditional asset classes' and 'Alternative asset classes'.analyze_data
Open slide detailBeat · Impact & Next Steps
41
present_framework
Open slide detailBeat · Impact & Next Steps
42
The slide uses a process flow diagram to illustrate the lifecycle of a PE fund investment.present_framework
Open slide detailBeat · Impact & Next Steps
43
Standard financial industry legal disclosure slide.other
Open slide detailBeat · Impact & Next Steps
44
other
Open slide detailBeat · Impact & Next Steps
45
Includes specific disclaimers for UBS entities and US distribution.other
Open slide detailBeat · Impact & Next Steps