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UBS launches the KLD Dividend Achievers Social Investing Series 2007A
UBS AG today announced that it has launched the KLD Dividend Achievers Social Investing Series 2007A, a unique unit investment trust ["UIT"] designed to meet the needs of UBS Wealth Management US clients who are seeking socially responsible investments with a track record of increasing dividends.
The UIT, part of the UBS Equity Opportunity Trust, has a lifespan of approximately 15 months and is the result of UBS's partnership with KLD Research & Analytics, Inc., the foremost authority on social research and indexes for institutional investors, and Mergent, Inc., a leading provider of business and financial data on global publicly listed companies.
"Each stock chosen for the portfolio has at least 10 consecutive years of dividend growth and has been screened for its social, environmental and governance record," said Richard A. Stewart, CFA, Director and UIT Product Manager, UBS Wealth Management US. "By selecting only stocks common to both Mergent's Dividend Achievers Index and KLD's Domini 400 Social Index, the portfolio invests in companies that are deemed to be socially responsible as well as focused on providing shareholder value."
"The shared vision that Mergent and KLD Research & Analytics have in the creation of this Index Series exemplifies Mergent's mission to work in true partnership with others to satisfy the needs of today's investors", said Jonathan Worrall, CEO of Mergent Inc. "The launch of this fund by UBS AG once again displays their commitment to bring the right products to their clients and further highlights their position as the leading provider of Wealth Management Services."
"We are delighted UBS has selected KLD and Mergent as its partners on this compelling investment option for social investors," said Peter D. Kinder, president of KLD. "The Equity Opportunity Trust fills a critical diversification gap for socially responsible investors. It promises to find a broad audience among retail and institutional investors."
UBS is one of the world's leading financial firms, serving a discerning global client base. As an organization, it combines financial strength with an international culture that embraces change. As an integrated firm, UBS creates added value for clients by drawing on the combined resources and expertise of all its businesses.
UBS is the leading global wealth manager, a top tier investment banking and securities firm, and one of the largest global asset managers. In Switzerland, UBS is the market leader in retail and commercial banking.
UBS is present in all major financial centers worldwide. It has offices in 50 countries, with about 39% of its employees working in the Americas, 35% in Switzerland, 16% in the rest of Europe and 10% in Asia Pacific. UBS's financial businesses employ some 78,000 people around the world. Its shares are listed on the SWX Swiss Stock Exchange, the New York Stock Exchange (NYSE) and the Tokyo Stock Exchange (TSE).
Mergent, Inc., a Xinhua Finance company (TSE Mothers: 9399; OTC ADRs: XHFNY) is the preferred provider of business and financial data on global publicly listed companies. Currently headquartered in Charlotte, NC and New York City, with sales offices in key North American cities, Mergent also has a strong global presence, with offices in London, Shanghai, Tokyo, Toronto and Sydney. Mergent's databases contain detailed equity, debt and corporate action information on over 15,000 U.S. public companies, 20,000 non-U.S. public companies and all U.S. municipal bonds.
For more than a century Mergent has been providing solutions to clients in the investment management, academic, research and corporate information fields. Today, that unique experience is combined with leading-edge technology to form a robust, diverse product line that operates under Mergent's umbrella. These include; Mergent's Dividend Achievers Indices - the premier benchmark for long-term returns; Ford Equity Research - a leading independent investment research firm; Mergent Online - a powerful webbased research portal that provides critical business information to support daily research and analysis; Mergent Manuals, Handbooks and Investment Guides; in-depth municipal and corporate fixed-income data, as well as end-of-day evaluation pricing; EventsData - providing real-time information on corporate actions, dividend payouts, news and updates directly to clients desktops. For more information, visit our websites, www.mergent.com and www.dividendachievers.com.
About KLD Indexes
KLD Indexes provides indexes that are accepted as the standard for defining strategies and benchmarking investments that integrate environmental, social and governance factors. Investors, trustees, and consultants depend on the quality and integrity of KLD indexes, which are designed to be transparent, representative and investable. Since launching the Domini 400 SocialSM Index in 1990, the first SRI index, more than $9.5 billion is now invested in funds based on KLD's family of six indexes. KLD Indexes is a division of KLD Research & Analytics, Inc. For more information, visit www.KLDIndexes.com.
About KLD Research & Analytics, Inc.
KLD Research & Analytics, Inc. is an independent investment research firm providing investment management tools used by professionals to serve clients requiring investment strategies based on social and environmental responsibility.
Since 1988, institutional investors, managers, trustees, consultants and advisors have depended on the quality and expertise of KLD. Institutional money managers worldwide use KLD's research to integrate environmental, social and governance factors into their investment decisions. Thirty-three of the top 50 asset managers worldwide use KLD services.
KLD products and services, including SOCRATES, a web-based research tool, are used for screening, compliance and asset gathering. For more information, visit www.KLD.com.
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New York, March, 27, 2007
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