slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 22,891-22,920
Pages 3,680
Rows per page 30
Component
22,891-22,920 of 110,387
25
Includes a specific example calculation for a $10M portfolio over 40 years.modern retirement monthly report en · UBS
Consulting deck Equity research Beat · Market Size1 hit
26
Includes a table of benefit percentages by age, an earnings test impact summary, and a breakeven age heatmap.modern retirement monthly report en · UBS
Consulting deck Equity research Beat · Competition1 hit
27
The chart shows the percentage increase or decrease in benefits relative to full retirement age (FRA) for a retiree and spouse born in 1960.modern retirement monthly report en · UBS
Consulting deck Equity research Beat · Competition1 hit
28
The slide uses a step chart to illustrate marginal tax brackets and a curve for effective tax rates.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
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