Values-Based Investing

Invest for the future - optimize social good and your financial return

Positive change is no longer just about donating money, it is also about aligning investments with personal values.

Values-Based Investing (VBI) is an investment philosophy that considers criteria based on social and environmental values alongside financial returns when selecting an investment opportunity.

UBS offers knowledge, advisory and investment solutions for clients looking to invest all or part of their portfolio according to their values and investment objectives.

About VBI

Investing based on values is nothing new. Learn more about values-based investing, different approaches and their effect on portfolios and performance.


Products and Services

UBS can boast a range of products and services to support clients in aligning their portfolios with values and sustainability.




Research

UBS Wealth Management Research regularly publishes research to various themes relevant for Values-Based Investing (VBI) and Socially Responsible Investing (SRI).