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Matching slides 10,656
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2,131-2,160 of 10,656
04
The slide uses a Heart-Mind-Wallet framework to guide client discovery.modern retirement monthly report en · UBS
Consulting deck Equity research Loop · Golden Circle1 hit
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The framework is explicitly named 'Liquidity. Longevity. Legacy.' and is a proprietary UBS wealth management approach.modern retirement monthly report en · UBS
Consulting deck Equity research Loop · Golden Circle1 hit
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The slide uses a stacked bar chart to show total wealth growth over time, overlaid with donut charts representing asset allocation at specific life stages.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
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The slide uses a circular process diagram to categorize financial planning activities by season.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
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The slide uses a hub-and-spoke diagram to categorize financial assets by tax treatment.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
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Includes footnotes regarding age/blindness adjustments and net investment income tax (NIIT).modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
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The slide uses a waterfall diagram to represent a sequential savings strategy.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
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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
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The slide uses a custom 'spending waterfall' framework to prioritize asset liquidation based on tax efficiency.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
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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
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The slide uses a chevron-based timeline to categorize legislative changes by effective date.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
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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
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Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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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
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Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Impact & Next Steps1 hit
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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
11
The slide outlines the governance and risk management processes for sustainable finance products.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Loop · Golden Circle1 hit
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The slide uses a process flow diagram to illustrate the five-step approach, followed by a detailed text explanation of the first step.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Loop · Golden Circle1 hit
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The slide details specific PCAF-aligned methodologies and references IEA NZE and Swiss Energy Perspectives 2050+ scenarios.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Loop · Golden Circle1 hit
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The slide uses a matrix structure to map risk management processes against specific risk types (Credit, Market, NFR, Reputational, Liquidity).sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Golden Circle1 hit
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The slide details the integration of climate risk across credit, market, non-financial, reputational, and liquidity risk categories.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Golden Circle1 hit
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This slide details the internal classification process for sustainable investing (SI) assets, including specific criteria for sustainability focus and impact investing.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Impact & Next StepsLoop · Golden Circle1 hit
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This slide provides the definitions and reporting methodology for sustainability-related metrics in the UBS Group Sustainability Report 2024.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Impact & Next StepsLoop · Golden Circle1 hit
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This slide details the methodology for calculating financed emissions and physical intensity for UBS's lending portfolio.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Impact & Next StepsLoop · Golden Circle1 hit
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This slide details the technical methodology for calculating financed emissions and physical intensities for specific carbon-intensive sectors.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Impact & Next StepsLoop · Golden Circle1 hit
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This slide details the technical approach for calculating financed emissions and data quality scores as per PCAF standards.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Impact & Next StepsLoop · Golden Circle1 hit
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Includes formulas for economic intensity and real estate economic intensity.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Impact & Next StepsLoop · Golden Circle1 hit
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This slide details the scope, metrics, and calculation methodology for Poseidon Principles compliance.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Impact & Next StepsLoop · Golden Circle1 hit
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This slide details the methodology for calculating financed emissions specifically for capital markets activities, referencing PCAF standards.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Impact & Next StepsLoop · Golden Circle1 hit
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The slide provides technical definitions and formulas for PCAF-aligned reporting.sustainability investor presentation mar 24 · UBS
Consulting deck Equity research Beat · Impact & Next StepsLoop · Golden Circle1 hit