Thematic Investing

Explore the trends driving the global economy

The world is changing at a rapid pace and trends such as population growth, aging and urbanization, as well as technological advancement, resource scarcity and societal changes are all re-shaping the investing landscape. Our teams are focused on identifying industries and companies that are poised to gain from these secular trends so that investors can unlock important investment opportunities.

What sets us apart

Investing for tomorrow

We offer a suite of products across both single themes and combined thematic strategies. For example, providing investors the option to invest in the areas of climate and planet, people and health or digitalization and innovation.

Finding the right solution for you

Our team will take the time to understand your priorities and work towards building a customized solution. As a strategic partner, we provide a universe of ideas, insights and expertise to help achieve your goals.

Investing sustainably

Additionally, we incorporate a variety of approaches - whether that be exclusions, integrating ESG factors, engagement & stewardship, to more advanced solutions such as impact and transition focused approaches.

Thematic investing at UBS Asset Management

Sustainability

Sustainability, more broadly than climate, is the standardized incorporation of environmental, social and governance (ESG) criteria at different stages of the investment process. This strategy tries to create a lasting benefit to investors, the environment and society.

Climate and planet

The transition to a zero-carbon economy not only benefits the planet but also provides significant investment opportunities. UBS-AM is focused on unlocking this potential to help clients on the path toward a low-carbon economy across asset classes.

People and health

Aging population and rising healthcare costs put more pressure on the healthcare industry. Identifying companies which can transform this sector and solve these challenges will provide investment opportunities that potentially drive long-term performance.

Digitalization and innovation

Developing technology will change or enhance what people can do. UBS-AM explores advancements across themes and industries, from computer power, robotics, electrification, to autonomous driving, big data, AI, 5G and cloud, among others.

A selection of our thematic investment strategies

Climate and planet

Equities

Fixed income

People and health

Equities

Fixed income

Digitalization and innovation

Equities

Contact us

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Introducing our leadership team

Meet the members of the team responsible for UBS Asset Management’s strategic direction.

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