UBS Institutional Consulting Group Customized solutions that help address your organization’s unique needs The UBS Institutional Consulting Group provides customized consulting services and solutions for a wide range of institutional clients. We leverage the resources and expertise of our global financial services firm to offer objective advice and creative strategies to address complex situations. Complexity demands more Robust resources to support your Our focus than customized solutions investment needs With each of our clients, we hold With Institutional Consultants Our expansive intellectual capital ourselves to high standards of averaging more than two decades enables us to provide you with service. From the outset of our of financial services experience, we access to the latest updates and relationship, we will carefully have encountered many economic insights into today’s economy, define and formally document our environments. We can draw upon and in-depth analysis of capital consulting role including the extent this foundation to provide advice market trends. Our full suite of of our fiduciary responsibility with that takes into consideration sophisticated portfolio evaluation, respect to our contracted services. different market cycles and market research, manager/strategy Our services are designed to help conditions, and is customized analysis, and investment and support you in your fiduciary role. to your specific preferences. reporting tools delivers transparent information to help guide prudent investment decisions. Our disciplined and thorough process Investment policy Asset allocation Investment strategy Consulting and performance identification planning modeling measurement • Assess current situation • Asset allocation analysis • Investment manager • In-depth portfolio • Risk/reward profile • Overall portfolio design and strategy and manager review • Assistance with • Active vs. passive – Search and analysis investment policy management – Identification • Rebalancing development and review – Implementation • Committee education • Cost analysis The UBS Institutional Consulting Group offers a full range of institutional consulting services within UBS Financial Services Inc. and serves clients with approximately $150 billion in combined assets under advisement.* * As of 12/31/2019; Institutional and Retirement Plan Consulting programs. For Financial Advisor and institutional investor use only. Not for retail investor use. 1 of 2 Wealth management services in the United States are provided by UBS Financial Services Inc., a broker-dealer and investment adviser registered with the US Securities and Exchange Commission (SEC). We offer both investment advisory and brokerage services. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. While we strive to ensure the nature of our services is clear in the materials we publish, if at any time you seek clarification on the nature of your accounts or the services you receive, please speak with your Institutional Consultant. For more information, please review the PDF document at ubs.com/workingwithus. UBS Institutional Consulting Services are investment advisory services and clients should carefully read the UBS Institutional Consulting ADV Disclosure Document for important information regarding our consulting services, including fees and scope of services, before entering into a Consulting Services Agreement. © UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. 2020-247300, Exp.: 03/31/2021, IS2001519 For Financial Advisor and institutional investor use only. Not for retail investor use. 2 of 2.