Our industry leading SI platform

​Over the last 20 years1, we have established an industry leading SI platform which offers a wide range of strategies across various asset classes and investment styles, from active to passive to alternatives. Integrating ESG factors and leveraging expertise across teams to offer customized sustainable investment solutions.​

1 UBS-AM (Americas) Inc. started its first sustainability strategy in 1997. Please see Sustainability Report for more information.

Our sustainable strategies

We have a range of products across asset classes that have sustainable investing playing a significant role in the investment process.

Our platform in numbers

  • 0

    years of experience*(a)

  • 0

    dedicated SI professionals*(a)

  • 0

    professionals from other teams*(b)

  • 0bn

    USD of ESG integrated AUM*(c)

  • 0bn

    USD of AUM in SI Focus and Impact Strategies*(c)

  • 0bn

    USD in climate aware strategies*(d)

  • 0

    Corporate issuers covered by ESG Risk Signal*(c)

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    Engagement meetings in 2021*(a)

  • 0

    meetings where we voted in 2021​*(a)

*(a) Source: Sustainable and impact investing” UBS Asset Management, as of September 2022

*(b) Source: UBS Asset Management, as of September 2022

*(c) Source: “Stewardship report 2021” UBS Asset Management, as of 31 December 2021

*(d) Source: UBS Asset Management, as of 30 June 2022

Note:The above numbers are aggregated from multiple legal entities within UBS AM, a division of UBS AG. These legal entities provide services globally.

SI Team is supported every day by around 60 professionals from 4 key teams:

  • Quantitative Evidence & Data Science
  • Analytics & Modelling
  • Regulatory Management
  • Group Chief Sustainability Office

Our ESG approach

We firmly believe that there is no ‘one size fits all’ for clients investing in sustainability, and that’s why we look at it across all facets – be that exclusion, screening, developing sustainability, impact / transition focused strategies and, or ESG integration. Read more about how we can help support your sustainable investment goals here.

Exclusion and ESG integration

Avoidance of investments which are deemed undesirable either by UBS or our clients. Integration of ESG factors in the investment process alongside traditional financial metrics, in conjunction with ESG relevant risk analysis that helps us look to the future to identify long-term risks and opportunities and invest accordingly.

Sustainability focused strategies

  • Extended criteria for exclusions (which go beyond the standard exclusions)
  • Positive sustainability characteristics
  • Engagement is prioritized with ESG improvers
  • Compliance with the EU-Taxonomy
  • Risk based screening to identify those higher risk issuers which are to be avoided in the investable universe

Impact (thematic) strategies

Our Impact strategies meet the minimum criteria of the sustainability focused strategies and additionally include a verifiable impact measurement. The UN Sustainable Development Goals (SDGs) create the framework for impact investing.

Explore the other pages

Our climate ambition

Stewardship

Our Group Commitment

SI Quant Analytics

ESG integration

Sustainable investing strategies aim to incorporate environmental, social and governance (ESG) considerations into investment process and portfolio construction. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. The returns on portfolios consisting primarily of sustainable investments may be lower or higher than portfolios where ESG factors, exclusions, or other sustainability issues are not considered, and the investment opportunities available to such portfolios may also differ.