slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 22,891-22,920
Pages 3,679
Rows per page 30
Component
22,891-22,920 of 110,355
29
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
33
Includes detailed footnotes regarding IRS tables and specific retirement plan exceptions.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
34
The slide uses a pyramid framework to categorize retirement spending into three tiers.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
35
The table shows that increasing annuity allocation consistently improves annual spending potential across all probability-of-success tiers.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
38
The chart shows a clear downward trend in probability as the cost threshold increases, with a significant gap between couples and individuals.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
43
The slide uses a vertical arrow to represent a spectrum between Longevity and Legacy.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
47
The slide provides specific financial thresholds for US tax planning in 2024.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
04
The slide uses a line chart to show the decline of public companies as a context for the rise of private markets.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Situation & Context1 hit
05
The slide uses a line chart to show cumulative growth and a pie chart to break down the 30% alternatives allocation.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
The chart uses a dashed line to represent company value over time, with icons representing different investment stages.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
13
The slide uses a dual-line chart to illustrate the 'crossover' point where private equity-owned companies surpassed U.S. listed companies.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Pattern Hunter1 hit
14
Includes a conceptual diagram of value creation drivers and a stacked bar chart showing historical return sources.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Pattern Hunter1 hit
15
The slide uses a two-part chart structure to show returns vs risk-adjusted returns.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Pattern Hunter1 hit
16
The chart illustrates the efficient frontier concept, showing how private assets (Private equity, Private real estate, Direct lending) sit above the traditional risk-return curve.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Golden Circle1 hit
18
The chart demonstrates consistent outperformance of private equity over public market equivalents across various vintage years.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Golden Circle1 hit
19
Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Golden Circle1 hit
22
The slide uses a circular diagram to categorize the primary focus of each asset class (Growth, Income, Mix).Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Evidence & ProofLoop · Golden Circle1 hit
23
The chart uses a stacked area representation to define risk zones based on Monte Carlo simulations.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Evidence & ProofLoop · Golden Circle1 hit
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 public markets, and a bar chart comparing historical vs unsmoothed risk across asset classes.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Evidence & ProofLoop · Golden Circle1 hit
25
References Kelly Criterion for capital allocation.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Evidence & ProofLoop · Golden Circle1 hit
26
Includes both pie charts for visual allocation and a detailed data table for sub-asset classes and performance metrics.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Evidence & Proof1 hit
27
The slide uses two line charts to visualize performance and risk metrics over time.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Evidence & Proof1 hit
28
The table displays a breakdown of asset classes and sub-classes, with columns representing different risk tolerance levels.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Evidence & Proof1 hit
32
The charts illustrate the volatility of returns based on entry year, supporting the strategy of vintage diversification.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Impact & Next Steps1 hit
33
Includes charts for net cash flow, cumulative capital called, and cumulative distributions.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Impact & Next Steps1 hit
35
Uses the Takahashi Alexander cash flow model.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Impact & Next Steps1 hit
37
The chart uses color coding to distinguish between private (blue) and public (grey) asset classes.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Impact & Next Steps1 hit
38
The chart demonstrates the impact of applying an unsmoothing multiplier to reported return volatility, showing higher volatility in the unsmoothed data.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Impact & Next Steps1 hit
40
The chart uses a nested donut structure to show sub-categories within 'Traditional asset classes' and 'Alternative asset classes'.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Impact & Next Steps1 hit
42
The slide uses a process flow diagram to illustrate the lifecycle of a PE fund investment.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Impact & Next Steps1 hit