Sustainable investing services

How UBS can help you invest for good

A better world for future generations is everyone’s responsibility. Sustainable investing can play a big role in this. We’re confident that it will soon become the world's most widely accepted way of investing.1,2

As the world's leading wealth manager3, we feel responsible for helping change things for the better. We have the capital, solutions and expertise to make a big difference globally. Leveraging our sustainable investing and impact investing portfolio, we'll help you align your values and goals.

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Together, we can help you invest in doing good.

100% sustainable. 100% preferred.

For the first time, UBS is making sustainable investments its preferred recommendation for private clients wishing to invest globally. Because sustainable investments aren't just good for the planet and for society – they can be good for investors too. 1, 2

As the world's leading sustainable investment manager with nearly 25 years' experience in the field, we held $488 billion in sustainable invested assets at the end of 2019. And we are the first truly global wealth manager to make 100% sustainable portfolios our preferred recommendation above traditional investments. So it's only natural we're putting sustainable investing where it belongs: at the heart of all we do.

How do I get started?

1. Check your portfolio

How sustainable is your portfolio?

Many investors don't realise they have sustainable investments. Ask your advisor if you do, and how you can do more.

2. Choose your values

What do you care about?

You can choose more than one way to make a difference. Do you want to wipe out pollution? Combat climate change? Help educate children? We’ll help you get started.

3. Invest for good

Decide if you want to:

  • Exclude companies with different values than yours
  • Integrate companies that reflect your values
  • Select investments that make an impact you can see

Your benefits

Do well, do good

It’s a myth that you give up performance when you invest sustainably.We’ll show you how to get the best of both worlds.

By you, for you

We'll discuss your needs and goals, set everything up and support you every step of the way.

Expertise on hand

Our experts have the know-how to help you choose your sustainable investments.

Everything covered

We'll recommend sustainable investments across all assets, including global and local markets. We'll monitor your portfolio so that we can react quickly to risks and capitalise on opportunities.


What do we include in our sustainable investing portfolio?

Our sustainable investing portfolio mirrors our award-winning portfolio approach.4

The difference is that it replaces conventional assets with sustainable ones.You can relax knowing that we’re managing your portfolio and helping you get the most from your investments.

Please click on the different assets in the graph to get more information.

Learn why ESG factors matter for financial performance, why it accelerated as a consequence of the COVID-19 pandemic and why we expect this trend to continue going forwards.

Learn how you can incorporate sustainability into your investments.

Is your portfolio creating the impact you want?

What other ways can I invest sustainably?

To best reflect your values and increase your impact, we offer many sustainable investing choices and opportunities.

Our advised service portfolio lets you choose from sustainable investments, such as green bonds and environmental, social and governance (ESG) funds. You can also choose from our impact investing options, which clearly measure how well organisations deliver on their promises.


We help you make a difference

Changing the world is about more than investing sustainably. It's about giving your time and energy to solving issues you're passionate about. UBS Optimus Foundation helps you put smiles on the faces of children worldwide by supporting global projects that focus on young people. Our philanthropy experts can advise you on how to put your wealth to work in the best possible way.


Sustainable investing insights

Take a closer look at the world of sustainable investments – and discover the difference it could make for you.

Why UBS is your right partner?

We want to shape the future of sustainable investing. We are also confident that sustainable investing will soon become the world's most widely accepted way of investing.1, 2

Furthermore, as the world's leading wealth manager,3 we feel responsible for helping change things for the better. We have the capital, solutions and expertise to make a big difference globally.

These aren’t just words. We walk the talk. In 2017, we pledge to support our clients in investing USD 5 billion into impact investments over the next five years to help plug funding gaps needed to reach the 17 UN Sustainable Development Goals (SDGs). And you’ll always have a team of sustainable investing experts helping you do more for your finances and the world.

We drive change

How UBS is making a difference in the world.

We support global visionaries

Insights from thought leaders whose work is shaping our future.

Everyone wins

Wealth Manager of the Year in the Environmental Finance IMPACT Awards 2020.

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The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.