UBS Asset Management: Powering performance in APAC
Background:
At MarketAxess, I was part of a team of two that developed a case study that featured the APAC arm of UBS Asset Management. This case study was the first for the APAC business and described how the firm leveraged MarketAxess' full suite of products to maximise its performance in the APAC region. I also developed and implemented a two-phase promotional strategy to amplify reach and lead generation efforts.
Format:
Case study, email copy, social copy, ad copy
Outcome:
This case study became the top downloaded gated asset for APAC and the third most downloaded gated asset globally within three days of launch. Leads generated from this campaign represented approximately 20% of global marketing leads in 2023.

Marketing Strategy: Phase 1
LinkedIn organic post #1 | View on LinkedIn
Copy: Agility and technology are key to executing innovative fixed income strategies that UBS Asset Management's clients require today. Find out how our suite of trading protocols and data analytics has helped UBS-AM unlock long-term potential across the #APAC region. Read the case study now: https://okt.to/8RzmTZ #ElectronicTrading
LinkedIn organic post #2 | View on LinkedIn
Copy: An adroit approach in APAC’s #FixedIncome markets requires a leading position on technology and UBS Asset Management has been leveraging MarketAxess to improve the efficiency of its trading desk. Find out how the partnership has provided the firm the agility it needs to navigate the diverse and fast-moving #APAC markets. https://okt.to/J0LdBTg
LinkedIn paid post
Headline: Unlocking the full potential of Asia’s bond markets
Copy:
From automation and AI to portfolio and all-to-all trading, UBS-AM has harnessed the full MarketAxess suite to trade both Asia hard currency and local market bonds. Find out how we have empowered UBS to deliver unparalleled service to its clients. Read the case study.
Promotional email #1

Marketing Strategy: Phase 2
LinkedIn organic post #3
Copy: With over 2000 active client and dealer firms connected globally via Open Trading, UBS Asset Management has been able to rely on MarketAxess' all-to-all marketplace to easily source #APAC liquidity, while strategically providing it during times of volatility. Read the case study to find out how.
LinkedIn organic post #4
Copy: All or none. Reliable execution. #PortfolioTrading allows for a holistic approach to best execution, a feature that @UBS Asset Management has leveraged to build and trade more efficiently in #APAC’s fixed income markets. Read the case study to learn more.
Promotional email #3:
Subject: Case study: Leveraging automation to do more with less in APAC bond markets
Preheader: Read the case study now
Headline: How is UBS Asset Management making every second count with automation?
Body: As opportunity expands across the APAC region, overcoming the limitations of time and headcount becomes paramount for UBS Asset Management. When it comes to the execution of their most routine Asia trades, the firm turns to MarketAxess’ Auto-X™ RFQ.
“We make a list. We select dealers. We send it out and get the trades done,” Khashayar Surti, APAC Head of Trading, UBS Asset Management
Find out how we are partnering with UBS Asset Management to build on their automated trading strategies and confidently transition from “low touch” to “no touch” trading.
READ THE CASE STUDY →