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 PWTYX
Nicole Goldberger
Portfolio Manager since 12/29/2020
Nicole is a Portfolio Manager and Head of Growth Portfolios within the Investment Solutions team, based in New York. She is responsible for the management and investment oversight of all growth portfolios globally.
In January 2020, Nicole joined UBS Asset Management from JPMorgan Asset Management's Multi-Asset Solutions team, where she was the lead portfolio manager responsible for managing Global Tactical Asset Allocation (GTAA) and balanced portfolios for institutional and retail clients. Prior to that, Nicole was a portfolio manager for a range of different multi-asset class solutions, including flexible total return portfolios with private markets, diversified benchmark-aware mandates, 529 age-based portfolios, inflation aware multi-strategy funds, liability-driven investment (LDI) portfolios and target date funds. Having spent over 16 years at JPMorgan, Nicole also focused on manager selection and portfolio construction across both traditional and alternative asset classes.
Nicole is a CFA charterholder. In 2019, Nicole was named by Citywire as one of the best 30 female fund managers in the world.
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.