Sustainable investment at a glance
A positive impact on the environment and society
One of the fastest-growing financial areas
Similar returns as with conventional investments
By investing sustainably, you can make a positive impact on the environment and society while achieving similar returns to traditional investments.
We are proud to be the first asset manager to proactively sell World Bank bonds, which go toward funding social and economic development in disadvantaged markets.
By engaging in sustainable investing, you are also supporting the UN’s 17 sustainable development goals, which all UN member states are committed to achieving by 2030. These goals include good healthcare provision, increasing the share of renewable energy and climate action.
There are three different approaches that you can choose in line with your values and wishes:
Remove investments from your portfolio that do not align with your values, for example investments in the armaments or tobacco industry.
Invest based on ecological, social and governance (ESG) criteria
Invest in companies whose business model is based on protecting the environment, defending human rights or fighting corruption, for example.
Impact investing lets you make a quantifiable impact. For example, an impact investor can invest in bonds to fund specific social developments (such as research into diabetes treatment).
We set up your UBS Manage Advanced [Sustainable Investing] Portfolio based on your risk profile:
- Selecting the right investments: We select sustainable investments that we expect to generate similar returns to traditional investments.
- Reducing risk: We diversify the portfolio based on assets, region and sector.
- Choosing successful fund managers: Candidates complete an in-depth survey about their investment decisions.
- Selecting individual equities: Over 140 data analysts assess equities from across the world so you can find ones that are right for you.
Our UBS Manage Advanced [Sustainable Investing] portfolio makes it easier to get started. We use a tried-and-trusted approach to manage this portfolio, taking all relevant sustainability factors into consideration in our choice of investments.
UBS is a strong partner who supports you and shares your values: We work with experts and organizations from around the world to promote sustainable projects. And you can always rely on our team of professionals to help you do more – for your finances and for the world.
Swiss investors want to make a difference, but only a few invest in sustainable investments. Ambiguous terms and the unknown impact of sustainable investments act as a deterrent for many.
Still not convinced? Below we answer the most frequent questions.
No. Many studies show that you can expect similar returns from sustainable investments as from a traditional portfolio.
Yes. Impact investing means choosing investments with a measurable positive impact for the environment or society, e.g., health research.
No. Sustainable investment funds and mandate solutions are a straightforward way to reflect your values.
The latest on sustainable investing
What else can I do?
Philanthropy with impact
Uniting our forces to reach our goal
Because a personal conversation is worth a lot
What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: