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Asset Classes and Strategy

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Section in Focus

Using VTAR to identify ideas

Our award-winning framework focuses on analysing large volumes of financial data in the four components of Value, Trend, Activity and Risk (known as VTAR). This framework provides a holistic view of financial markets and identifies investment opportunities across asset classes, sectors, geographical regions, and time periods. The UOB Personal Financial Services Investment Committee examines these insights, in tandem with key risks, and comes to a consensus to determine the attractiveness of each potential investment idea.

Value
Trend
Activity
Risk
VTAR Framework: Value VTAR Framework: Trend VTAR Framework: Activity VTAR Framework: Risk

Value

Purpose

Identifying investments with attractive valuations and earnings potential.

Common Indicators
  • Price-to-Earnings Ratio (P/E Ratio)
  • Earnings Growth (EPS Growth)
  • Option-Adjusted Spreads (OAS)

Trend

Purpose

Understanding the trend of the investment.

Common indicators
  • Simple Moving Averages (MAs)
  • Relative Strength Indicator (RSI)
  • Fund flows

Activity

Purpose

Understanding the macro environment and business activities that may affect performance.

Common indicators
  • Central bank policies
  • Composite Purchasing Managers Index (PMI)
  • Industrial Production (IP) and Retail Sales

Risk

Purpose

Identifying key markets risks and potential mitigating factors.

Common indicators
  • Geopolitical events
  • Industry- or region-specific events
  • News flows
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