Credit Suisse Asset Management (UBS Group)

Analyze current asset-liability profile.

Onboard via CSAM institutional portal.

Deploy AI-driven Private Credit and Infrastructure allocation.

Monitor real-time yield and duration via the dashboard.

Select specific impact targets (e.g., Net Zero 2040).

Enable ESG 360 Sentiment monitoring.

Automatic rebalancing occurs when sentiment thresholds are breached.

Generate automated impact reports for stakeholders.

Aggregate global holdings via API.

Apply CS IQ optimization to unified data.

Execute trades via integrated UBS global desk.

Consolidated reporting across tax jurisdictions.

Input geopolitical risk constraints into the Stress Architect.

Run 'what-if' scenarios for specific trade corridors.

Automated hedging via currency and commodity derivatives.

Real-time alerts on risk threshold breaches.

Filter for real-asset backed tokenized investments.

Select strategies with high correlation to CPI/PPI.

Deploy automated dynamic rebalancing across real estate and commodities.

Review inflation-adjusted return analytics.

Connect taxable account brokerage feed.

Enable systematic tax-loss harvesting engine.

Identify loss positions and swap with highly correlated substitutes.

Automated generation of Year-End tax documentation.

Browse the CSAM Digital Asset Bridge for listed properties.

Purchase fractional tokens representing ownership interest.

Manage distributions and voting rights via the blockchain portal.

Exit positions via the internal secondary market.