Investissement durable et à impact

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Matching our SI approaches to your needs

We know that there is no 'one size fits all' approach to sustainable investing. That's why we look at it across all of them.

Policies, reports and voting information

Our approach

We have a range of products across asset classes that have sustainability playing a significant role in the investment process. We also offer tailored solutions that span the sustainability spectrum, including ESG integration, tilt toward a specific E, S or G factor, thematic, positive screening, impact or exclusions. 

We integrate climate considerations into our investment process through our overall sustainability integration process. And we have a comprehensive engagement program in place that embraces our stewardship of capital to help our clients drive positive change in the industry.

+20 employees dedicated to SI1

Around 900 investment professionals1

USD 97bn SI-Focused
USD 441bn ESG Integrated assets under management1

20 years of SI business history

1 UBS Asset Management, 31 December 2020

Active equities & fixed income

We offer a broad range of sustainable and impact investing capabilities across equities and fixed income:

Active equities

  • Global Sustainable
  • Global Impact
  • International Sustainable
  • US Sustainable
  • Emerging Markets Sustainable
  • Long-Term Themes
  • European Opportunity Sustainable 
Learn more

Active fixed income

  • US Corporate Bond Sustainable
  • Euro Corporate Bond Sustainable
  • CH Aggregate Bonds Sustainable
Learn more

Rules-based and quants

We have several rules-based and quantitative products, including our award-winning Climate Aware strategy, as well as some market-specific quantitative sustainable solutions.

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Index strategies provide many opportunities for sustainable investors, but they also face unique challenges. Through a risk-based approach to integration and stewardship, we pursue a proactive approach to identify and mitigate risks across our index strategies.

Learn morepdf, 492 KB

Passive and ETFs

We are the largest provider of SI equity and fixed income ETFs in Europe, and our range includes:

Explore our offering

Passive equities

  • Global Gender Equality UCITS
  • MSCI ESG Universal-based indices
  • S&P 500 ESG-based indices
  • MSCI SRI-based indices
  • MSCI Paris Aligned climate indices

Passive fixed income

  • Solactive Global Multilateral Development Bank (MDB) Bond indices
  • Bloomberg Barclays MSCI Liquid Corporates Sustainable indices
  • J.P. Morgan Government ESG Liquid Bond Indices
  • J.P. Morgan USD EM IG ESG Diversified Bond indices

Real estate / Infrastructure

Climate change, energy needs and water scarcity are counted among the biggest challenges of our century. UBS Asset Management's Real Estate & Private Markets business (REPM), created by the consolidation of real estate and infrastructure, acknowledges that real assets such as properties and infrastructure contribute significantly to CO2 emissions and the consumption of natural resources.

UBS has established a comprehensive approach to environmental and social factors, and to corporate governance across each of the investment disciplines.

At REPM we are committed to acting as responsible investors.

Responsible ownership and operation of real property can have a significant positive impact on the environment and returns for our clients. REPM operates with this in mind while investing both directly and indirectly into real assets. While the financial objectives of our clients remain the primary focus of our investments, our responsible investment strategy also considers long-term resilience, climate change, environmental, social and governance aspects.

 

Real assets such as properties and infrastructure contribute significantly to CO2 emissions and the consumption of natural resources. We operate with this in mind while investing both directly and indirectly into real assets.

Related documents

Media

Green News & Views

Research documents

Climate Aware

We are committed to integrating sustainability research across our asset classes:

  • Active Equity Climate Aware
  • Active Fixed Income Climate Aware
  • Passive Equity Climate Aware
  • Passive Fixed Income Climate Aware
  • EUR Corporates Active Climate Aware
  • USD Corporates Active Climate Aware
Learn more

ESG Integration

We believe the integration of material sustainability information within our financial analysis and investment process provides unique insights into the long-term risks, opportunities and competitive advantages of companies.

Stewardship

We believe stewardship activities are an intrinsic part of long-term sustainable investing. As owners of companies we invest in, we have a fiduciary duty to monitor companies ESG performance, engage with management on identified risks/opportunities, influence business conduct and vote consistently at shareholder meetings.

Impact

Our approach to impact investing is based on 3 pillars:

Intentionality: We believe investing in companies that have impactful products and services for society

Additionality: Through stewardship, by influencing company behavior could lead to a combination of additional impact, reduced risk and/or enhanced alpha.

Measurement: Reporting on engagement activities, and progress thereof, helps clients understand how their assets have contributed to corporate change and driven solutions to global challenges.

Une nouvelle vision de l’investissement

L’investissement moderne et durable nous permet de fournir à nos clients de nouveaux outils importants pour construire des portefeuilles plus solides, ainsi que créer des stratégies et des produits de placement supérieurs et plus durables

Pourquoi?

L’investissement durable consiste à élargir l’utilisation de données matérielles et non financières dans le processus d’analyse de placement afin d’inclure des données ESG (environnementales, sociales et de gouvernance). En intégrant ces éléments dans le processus de placement, les investisseurs ont une vision plus large du potentiel haussier et baissier de leurs placements.

Une vision plus claire

L’investissement durable apporte un nouveau type de transparence à nos placements – grâce à un ensemble de mesures qui donnent aux investisseurs des informations matérielles, souvent quantitatives, sur la façon dont une entreprise est gérée, sur les domaines exposés aux risques réels et sur la durabilité de son modèle commercial et de ses pratiques – lorsque ces données sont totalement intégrées dans le processus de décision de placement.

Aucun compromis

Chez UBS, nous pensons que l’investissement durable ajoute de la valeur aux portefeuilles au sein d’un même profil de risque/rendement. C’est pourquoi UBS Asset Management intègre les informations ESG dans ses offres courantes sur toutes les classes d’actifs.

River Tungaà, Iceland

Boudewijn Kostelijk (Head Wholesale Business Benelux) over duurzaam beleggen

Chris Greenwald (Head Sustainable and Impact Investing Research and Stewarddship) sur l'investissement durable

Latest insights

 

Stratégies d’investissement

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