Sustainability

We believe that strategies for sustainable real estate investments and long-term returns are directly related. Our company policy therefore focuses on increasing the value of our investments for our investors and landlords and ensuring that our funds will be able to generate an appropriate return in future.

Philosophy

We strive to make sure that everything we do benefits future generations.

Daniel Brüllmann
Head of Real Estate Switzerland

At a time of climate change and steadily tightening regulation we see a need for strategically based sustainability management.

Based on the Brundtland definition of sustainability, we organize our activities so we are already thinking today about tomorrow and about future generations. By anchoring sustainability at a normative, strategic and operational level, it plays a key role in all our decisions – regardless of whether in relation to the properties, the funds or the further development of the organization.

Dimensions

Environmental responsibility

We protect and preserve our environment by acting in a way that is environmentally friendly. Our sustainability strategy concentrates on making careful use of resources and expanding renewable energies. We have already implemented selected projects in this area. We measure our progress using sustainability scorecards and consistent targets out to 2025.

Environmental responsibility

Our sustainability is helping to make our real estate portfolio fit for the future and creating long-term value. We concentrate on good locations, optimized lifecycle costs and building structures that are in long-term demand.

Social responsibility

As a company we impinge on peoples’ lives every day: investors, contractors, tenants and employees. We are therefore particularly aware of our social responsibility.

Sustainability goal matrix

Since 2012, we have implemented a sustainabilitystrategy featuring ten strategic sustainability targets encompassing not only environmental, but also economic and social aspects. This integrated approach enables us to align financial targets with environmental issues and social challenges.

Success stories

Grossmatte, Lucerne

Built in accordance with the criteria for a 2000-watt society. Certified with Lucerne’s first 2000-watt label.

Ilôt Sud, Morges
Grossmatte, Lucerne

Video including Ilôt Sud in Morges (UBS «Foncipars») and Grossmatte in Lucerne (UBS AST Real Estate Switzerland)

Benchmarking GRESB

GRESB is a global sustainability platform for real estate. It evaluates and compares the annual performance of real estate investment vehicles based on environmental, social and governance (ESG) criteria. Every year GRESB reviews participants’ energy and resource efficiency and sustainability strategy and monitoring measures. GRESB has certified the extraordinary performance of the sustainability strategy of Real Estate Switzerland, which is implemented equally by all eight real estate products. All products have Real Estate Switzerland have been awarded Green Stars.

  • In 2019 six of the eight products have the highest award of five Green Stars, while the other two were close behind with four green Stars
  • UBS «Anfos»: Ranked first in peer group Residential in Switzerland and highest overall GRESB score in Switzerland
  • UBS Direct Urban: Ranked first in peer group Diversified in Switzerland

Product

Product

Rating

Rating

Product

UBS «Anfos»

Rating

*****

Product

UBS «Sima»

Rating

*****

Product

UBS «Foncipars»

Rating

*****

Product

UBS «Swissreal»

Rating

****

Product

UBS Direct Urban

Rating

*****

Product

UBS Direct Residential

Rating

*****

Product

UBS AST-IS

Rating

*****

Product

UBS AST-KIS

Rating

****

 

Reporting and publications

Real Estate Switzerland breaks new ground in communications about sustainability. Real Estate Switzerland’s comprehensive sustainability report meets the standards of the Global Reporting Initiative (GRI), a framework for transparent sustainability reporting (www.globalreporting.org). In addition to the sustainability report from Real Estate Switzerland the individual real estate funds also publish separate annual sustainability reports covering their respective financial years.

2018
2017

General publications

Thinking beyond tomorrow pdf, 2 MB
UBS logo, to home page

Distribution Partners

In order to proceed, you must confirm that you are a qualified investor based in Switzerland or a professional investor in Liechtenstein.

Disclaimer

For marketing and information purposes by UBS.

For qualified investors only. The information and opinions contained in this document have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith, but is not guaranteed as being accurate, nor is it a complete statement or summary of the securities, markets or developments referred to in the document. UBS Asset Management Switzerland AG and / or other members of the UBS Group may have a position in and may make a purchase and / or sale of any of the securities or other financial instruments mentioned in this document.

UBS funds under Swiss, Luxembourg, German, Irish law.

Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS Asset Management Switzerland AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management

This document contains statements that constitute “forward-looking statements”, including, but not limited to, statements relating to our future business development. While these forward-looking statements represent our judgments and future expectations concerning the development of our business, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations.

Representative in Switzerland for UBS funds established under foreign law: UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel. Paying agent: UBS Switzerland AG, Bahnhofstrasse 45, CH-8001 Zurich. Prospectuses, simplified prospectuses or key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds are available free of charge from UBS Asset Management Switzerland AG, P.O. Box, CH-4002 Basel or from UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel.

The representative and paying agent in Liechtenstein for UBS Funds under foreign law is Liechtensteinische Landesbank Aktiengesellschaft, Städtle 44, FL-9490 Vaduz. Prospectuses, simplified prospectuses or key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds in German are available in a language required by the local applicable law free of charge from Liechtensteinische Landesbank Aktiengesellschaft.

More explanations of financial terms can be found at ubs.com/glossary

© UBS 2019. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved.