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

SI in private markets

Climate change, energy needs and water scarcity are among the biggest challenges of our century. We recognize that real assets such as properties and infrastructure contribute significantly to CO2 emissions and the consumption of natural resources. Our investment strategy considers long term resilience, climate change, environmental, social and governance aspects.

Policies, reports and voting records

Sustainable exclusion policypdf, 818 KB
Global Stewardship policypdf, 1 MB
SI Classification Frameworkpdf, 490 KB
Proxy voting policy
UBS Sustainability Report
Proxy voting records
Our annual stewardship updatepdf, 4 MB
Sustainable investment policypdf, 1 MB
Credit Suisse ESG policy

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.