| Fund Inception | 05/10/1993 |
| Name of Issuer | UBS Asset Management |
| Fund Advisor(s) | UBS Asset Management (Americas) Inc |
| Sub-Advisor(s) | -- |
Fund Managers for PWTAX
Evan Brown
Portfolio Manager since 06/23/2021
Evan Brown, CFA is a Portfolio Manager and Head of Multi-Asset Strategy in the Investment Solutions team at UBS Asset Management. He co-manages UBS’s Global Allocation Fund, US Allocation Fund and Multi-Asset Portfolios (MAPs). As Head of Multi-Asset Strategy, Evan drives macro research and tactical asset allocation investment process for over $160 billion in client portfolios.
Prior to joining Investment Solutions, Evan was a strategist and portfolio manager for macro hedge fund strategies at UBS O'Connor and Millennium. Previously, Evan co-ran US FX Strategy at Morgan Stanley, where he was top ranked in the All-Americas Institutional Investor poll for Currencies/Foreign Exchange.
Evan worked on the New York Fed's Open Markets Desk from 2006 to 2009, where he briefed senior policymakers on financial market developments and helped build policy responses during the Global Financial Crisis.
Evan holds an M.B.A. from the Stanford Graduate School of Business and a B.A. in economics from Brown University.
Jade Fu
Portfolio Manager since 01/27/2026
Jade is an investment manager in the Barings Multi-Asset investment team, she is responsible for managing a range of multi-asset strategies for Asian institutional clients. Before joining Barings in 2019, she worked at Credit Suisse as a portfolio manager in the Hong Kong Multi-Asset Class Solutions, where she managed both multi-asset and equity portfolios. Prior to that, Jade was an investment manager at a boutique asset management house in London, managing global multi-asset funds. Jade graduated with a BSc in Mathematics and a MSc in Finance, both from Imperial College London. She is a charter holder of CFA.
