Sustainable investing solutions

How UBS can help you invest for good

100% sustainable. 100% preferred.

For the first time, UBS is making sustainable investments its preferred choice 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.

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 choice above traditional investments. So it's only natural we're putting sustainable investing where it belongs: at the heart of all we do.

How much should you invest in doing good?

On average, those who invest according to their values dedicate over a third of their portfolio to sustainable investments.1 But you could do even more. With so many options available today and the belief that sustainable investing will be mainstream by 2023, you have ample opportunity to invest for good.

Do good with our sustainable investment solutions

UBS Manage [Sustainable Investing]

Your wealth impacts the environment and society in a positive way. You benefit from partnerships with leading pioneers for sustainable investments.

You define what matters most to you across the six key topics climate change, water, pollution and waste, people, products and services, and governance. Your preferences define how much influence each dimension shall have on your portfolio.

Future of Earth Fund

This ESG integrated equity fund invests in global trends driven by population growth, aging, and urbanization.

It covers four thematic areas:

  • people, health, communities,
  • sustainable energy,
  • land,
  • water.

And focusses on investments balancing long-term planetary sustainability, economic development, corporate profitability and human needs.

GreenTech certificate

This certificate invests in companies that will play a key role in the global energy transition and ride a new wave of green investments.

It has exposure to a UBS CIO's careful selection of companies active in:

  • renewable energy,
  • transport,
  • batteries,
  • hydrogen,
  • digitalization, and
  • energy efficiency.

Wellington Global Impact

The fund invests primarily in companies addressing the world’s social and environmental problems through their core products and services.

Through the fund’s investments, we seek to improve access/quality of basic life essentials, reduce inequality and mitigate the effects of climate change.

Wellington Global Impact has been one of the first funds of its kind, live now for about 4 years.

Federated Hermes SDG Engagement HY Credit

The fund engages with companies generating positive impacts that support the Sustainable Development Goals.

Its investment objective is to provide total return, through a combination of income and capital growth.

The fund invests in high-yield bonds with attractive performance potential across global markets.

Want to have an impact?

See how you can make a difference.

Need to talk?

We’re here to guide you.

Before you start…

There are some things to consider before beginning your sustainable investing journey

What is sustainable investing?

If you aren’t sure, you’re not alone. 72% of investors say they don’t understand sustainable investing.1 We’ll break it down for you.

Sustainability in action

You have more choices than you think.

Get started

Check your portfolio

How sustainable is your portfolio?

Many investors don't even realize they have sustainable investments. Ask your UBS Advisor if you do, and how you can do more.

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 can help you get started.

Invest for good

Put your values in action

Decide if you want to:

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

You don't have to choose just one way to invest sustainably. In fact, you can make your portfolio 100% sustainable. Those who already invest according to their values dedicate over a third of their portfolio to sustainable investments.1

What do we include in our sustainable investing portfolio?

Our UBS Manage Advance (Sustainable Investing) portfolio makes it easy to get started. It mirrors our award-winning portfolio4 approach but replaces conventional assets with sustainable ones.

Every asset in your portfolio aims to give you great returns on your money. You can also relax knowing our experienced professionals are always managing your portfolio and helping you make the most from your investments.4

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, and make sure to align your portfolio to a trend that we only expect to accelerate in the coming years.

How will we build and manage your portfolio?

Your advisor will discuss your feelings about risk and whether the portfolio is right for you. From there, we'll build your sustainable portfolio. Rest assured, we'll always be working hard to help you achieve your goals.

Choosing the right assets:

We choose sustainable assets that can offer you similar returns to conventional assets. If we can't find a sustainable substitute for a traditional asset, we'll look for suitable alternatives.

Reducing risk:

To help reduce risk to your money, we'll diversify your portfolio across assets, regions and sectors. Over 200 analysts also monitor the markets continually, using the latest technologies to help ensure your investment always performs well.

Selecting successful fund managers:

We look for fund managers that invest sustainably and successfully. To help ensure they can deliver appealing returns on your money, we also challenge and question them on their investment choices.

Picking single stocks: 

Would you rather have single stocks (a minimum investment of CHF 1 million) in your portfolio than funds? To help you pick the right ones, more than 140 data analysts will examine stocks worldwide. We'll then use this data to build your portfolio.

What other ways can I invest?

To really reflect your values and help change the world, you can access many more sustainable investing choices and opportunities.

With our UBS Advice™ portfolio, you can choose from sustainable investments, such as green bonds and ESG funds. You can also choose from our impact investing options. Impact investments clearly measure how well organisations deliver on their promises.

Other ways UBS can 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. For example, you can help put smiles on the faces of children worldwide through the UBS Optimus Foundation, which supports global projects focusing on young people. Our philanthropy experts can also help put your wealth and ideas 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?

We want to shape the future of sustainable investing. Why? Because we believe these investments can deliver returns with less risk to your money. We are also confident that sustainable investing will soon become the world's most widely accepted way of investing.2, 3

Furthermore, as the world's leading wealth manager,4 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.

We bring people together

Insights from UBS Investment Summit Davos 2018

Is your portfolio having the impact you want?

Discover how we can help you