by ubtiinc | Sep 25, 2023 | Blog Post
Introduction In today’s rapidly evolving world, integrating Environmental, Social, and Governance (ESG) factors into investment decision-making is gaining significant momentum. This blog post explores the growing importance of ESG integration in investment...
by ubtiinc | Jul 12, 2023 | Case Studies
The Client The client is a leading global asset management firm with over $210 billion in assets under management and five decades of investment experience. They offer a broad range of products across fixed-income, equities, emerging markets, and alternative...
by ubtiinc | Jun 29, 2023 | Case Studies
The Client Our client is a prominent financial solution provider, offering a wide range of services to individuals and businesses. With a large customer base and a focus on delivering personalized experiences, the client heavily relies on their CRM system for managing...
by ubtiinc | May 19, 2023 | Case Studies
The Client As a leading global asset management firm worth 20+ Billion USD, our client employs a deep value, credit-intensive approach across its investment platform. They specialize in value-oriented special situation investments. However, the client’s current...
by ubtiinc | Dec 6, 2022 | Case Studies
The Client Our client mainly focus on trading and planning as their top priorities and aim to maximize the investment portfolio’s value through stocks, bonds, real estate, master limited portfolios, and more. Challenges Faced by the Client Our client initially used...
