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Environmental Performance Indicators Socially Responsible Investments
Environmental Performance Indicators
Socially Responsible Investments

Invested assets subject to environmental and social screening.
Invested assets subject to environmental and social screening.

SRI invested assets increased by 116% (to CHF 38.9 billion) in 2007.

Socially responsible investments invested assetsFor the year ended% change from

CHF billion, except where indicated

GRI1

31.12.07

31.12.06

31.12.05

31.12.06

UBS

3,189

2,989

2,652

7

Socially Responsible Investments based on

Positive criteria

F9

5.42

1.84

1.05

194

Exclusion criteria

F9

32.06

16.17

10.73

98

Third-party

F9

1.38

N/A

0.61

N/A

Total SRI assets

F9

38.86

18.01

12.39

116

Proportion of invested assets (%)²

1.22%

0.60%

0.47%

Positive criteria: applies to the active selection of companies, focusing on how a company’s strategies, processes and products impact its financial success, the environment and society. This includes "best-in-class" or thematic investments.

Exclusion criteria: companies or sectors are excluded based on environmental, social or ethical criteria, e.g. companies involved in weapons, tobacco, gambling, or with high negative environmental impacts.

Third-party: UBS's open product platform gives clients access to SRI products from third-party providers. This includes both positive and exclusion critieria.

Page last updated: May 30, 2008, 5:30 PM

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