What sets us apart

  • Long-term commitment

    Sustainability means thinking and acting with the long term in mind. We launched our first sustainable strategy in 1997 and since then have expanded our SI capabilities. We cover traditional and alternative, active and passive and span across asset classes.

  • Choice and customization

    We offer a wide range of SI strategies and customized solutions across asset classes. We innovate in product design, stewardship and ESG integration. We collaborate across UBS and with our clients to provide scale and unique thought leadership perspectives.

  • Active owners

    Our active ownership approach leverages our strength as a global, diversified asset manager to drive financial value and encourage tangible progress towards sustainability commitments.

What sets us apart

  • Long-term commitment

    Sustainability means thinking and acting with the long term in mind. We launched our first sustainable strategy in 1997 and since then have expanded our SI capabilities. We cover traditional and alternative, active and passive and span across asset classes.

  • Choice and customization

    We offer a wide range of SI strategies and customized solutions across asset classes. We innovate in product design, stewardship and ESG integration. We collaborate across UBS and with our clients to provide scale and unique thought leadership perspectives.

  • Active owners

    Our active ownership approach leverages our strength as a global, diversified asset manager to drive financial value and encourage tangible progress towards sustainability commitments.

Key pillars of our approach

Policies, reports and voting records

Approach to exclusionspdf, 1 MB
UBS Sustainability Report
Proxy voting policypdf, 315 KB
Our annual stewardship updatepdf, 4 MB
Proxy voting records
Credit Suisse ESG policy
Approach to Sustainable Investingpdf, 1 MB

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.

Regulatory data and information

All investing involves risk including loss of principal.

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