Sustainable investing

Responsible, sustainable investing

Sustainable investment at a glance

Sustainability

A positive impact on the environment and society

Growth

One of the fastest-growing financial areas

Return

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:

Exclusion method

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

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.

How can I make a difference?

Invest sustainably with UBS and harmonize your returns with your values.

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.

Do you want to invest sustainably?

Find out more about our sustainable investment products.

The latest on sustainable investing

Brochure: Investing sustainably

Find out more about this investment philosophy and take your first steps towards a sustainable portfolio.

Investor Watch Report

In our latest study, find out how many Swiss investors are already committed to sustainable investing and why.

Tackling sustainability goals together

Read more about three potential approaches to reach the United Nations’ sustainability goals.

What else can I do?

Philanthropy with impact

For example, through the UBS Optimus Foundation, you can help give children in need a better life. Our philanthropy experts will be happy to show you the most effective ways to invest your wealth.

Uniting our forces to reach our goal

Together for sustainability, with 17 bands for 17 goals. With #TOGETHERBAND, we support the 17 United Nations Sustainable Development Goals. Get involved and be a part of the initiative.

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: