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UBS Asset Management Runs Major OPEB Equity Mandates

Will County logoWill County
Document date
Jun 25, 2025

The 30-second brief

What it covers

Will County’s OPEB trust employs UBS Asset Management to run its Dividend Ruler and QGARP equity strategies, representing over $17.5 million and more than half of the portfolio. These mandates, active since 2016, target current income and capital appreciation for the OPEB fund.

Who holds it

Ubs Asset Management holds this financial services contract with Will County. Its other public contracts on record include work for City of Clayton and Town of Custer.

What happens next

Term as filed: Since March 7, 2016 for Dividend Ruler; since June 24, 2016 for QGARP (as of June 24, 2025).

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Contract details

Contract type
Financial Services
Document date
June 25, 2025
Term
Since March 7, 2016 for Dividend Ruler; since June 24, 2016 for QGARP (as of June 24, 2025)
Vendor
Ubs Asset Management
Agency
Will County
Source document
will_county_opeb_committee_investment_report.pdf (Report)

Ubs Asset Management's other public contracts

City of Clayton, CaliforniaClayton Report Identifies UBS Asset Management Holding · Oct 19, 2026UndisclosedWill County, IllinoisUBS Asset Management Continues Will County OPEB Strategy · Oct 6, 2026UndisclosedWill County, IllinoisUBS Asset Management Manages Will County QGARP Portfolio · Oct 6, 2026UndisclosedWill County, IllinoisUBS Asset Management Continues OPEB Portfolio Oversight · Jan 6, 2026UndisclosedTown of Custer, IllinoisQ-GARP Portfolio February 2025 Update · Apr 1, 2025UndisclosedAll Ubs Asset Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Will County?

Ubs Asset Management was awarded this financial services contract by Will County, as recorded on June 25, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in will_county_opeb_committee_investment_report.pdf (Report), dated June 25, 2025 from Will County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Asset Management hold?

Ubs Asset Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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