Redefining the way you think about sustainable investing

For 20 years our team has been implementing sustainable portfolio solutions for institutional investors across the globe. Backed by our distinguished expertise, proprietary sustainability data, and a diverse research platform, we build tailored strategies to meet your investment goals while focusing on the impact to society and the environment.

Latest insights

Creating a new calculus for sustainable investing

Today's investors are facing growing pressure from asset owners to invest sustainably and to show how their investments are making a positive difference for society and the environment. Read Dinah Koehler, executive director on Sustainable Investor's, view on sustainable investing and its impact on society and the environment.

Gender aware - Time's up for inequality

In this paper, we look into the importance of gender diversity, how it might improve investor returns, and outline our engagement approach to unlocking this long-term value.

Measure what matters: Expanding the scope of intrinsic value to include ESG

The key to successful active equity investing is having the ability to accurately determine a stock’s intrinsic value in order to generate excess returns by taking advantage of market mispricing. UBS Asset Management’s intrinsic value equity platform has a long and rich history of doing just that, starting with the foundation laid in 1989 by Brinson Partners, which was acquired by UBS (predecessor Swiss Bank Corporation) in 1994.

The sustainability imperative: Strategies to address critical challenges in a changing world

In this case study, we offer a look inside our innovative impact measurement framework – one which puts solid numbers on an investment portfolio's environmental and social impact. 

A new set of eyes: Interview with Michael Baldinger

In a Q&A session Michael Baldinger, Head of Sustainable and Impact Investing at UBS Asset Management, explains our perspective on the future of sustainable investing.

Up in the air on carbon: How investors can leverage carbon data

Much of the investment industry has begun incorporating carbon emissions data into investment decisions, but the way forward is complex and requires analysis that goes beyond standard carbon emissions data.

Measuring the social and environmental impact of public companies

Investors want to know how they can contribute to a sustainable world. UBS Asset Management's research on impact measurement is at the forefront of modern day sustainable investing. In partnership with leading scientists from academia and a large pension plan, we are developing methodologies to bring to light how global companies are helping to create a more sustainable world, and thereby helping scale-up impact investing.

Stranded assets: What lies beneath

As evidence of climate change mounts, investors are considering the stranded assets hypothesis, which argues that fossil fuel reserves cannot be safely burned without triggering runaway global warming. Dr. Dinah Koehler and Bruno Bertocci of the UBS Sustainable Investors team led an in-depth study on stranded assets.

A revolution in equity investing - A deeper dive into nonfinancial data

Equity investing and security analysis are undergoing a paradigm shift toward a sharper focus on evaluating intangible assets. In parallel, sustainable investing is transforming from an investment approach heavily reliant on exclusionary screens and haunted by questions about underperformance toward identifying outperforming companies using an extended mosaic of nonfinancial data.

Investment strategies

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