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For marketing and information purposes by UBS. CNMV registration number (Comisión Nacional del Mercado de Valores): .  Representative in Spain for UBS funds established under foreign law: UBS Bank, S.A., MARÍA DE MOLINA, 4, E-28006 MADRID. Prospectuses, simplified prospectuses or Key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds are available free of charge from UBS, MARÍA DE MOLINA Nº 4, 28006 MADRID / AVENIDA DIAGONAL Nº 640, 2º A, E-08017 BARCELONA / FERNÁNDEZ Y GONZÁLEZ Nº 2, PLANTA PRINCIPAL, E-41001 SEVILLA / C/ROGER DE LAURIA Nº 7, 1ª PLANTA, 46002 VALENCIA / COSO Nº 33, 5º A, 50003 ZARAGOZA, CANTÓN PEQUEÑO 15, 4º, 15003 A CORUÑA. Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management

ETFs how you want them

ETFs for institutional investors on all key markets and asset classes: benefit from the expertise of UBS – Passive capital investments have been one of UBS Asset Management's core competencies for over 35 years.


February 2021: UBS MSCI SRI ETFs - now greener and cleaner

How does gender matter for today’s investing?

Gender Equality ETF, an impactful part of ESG investing
A long-term analysis reveals that gender-diversity within companies may have positive implications for their performance. For example, since 2012, the Solactive Equileap Global Gender Equality 100 Leaders Index, explicitly designed to track the leading companies from a sustainability and gender-diversity point of view, has outperformed MSCI World by 72 basis points per annum.

Moreover, as shown by McKinsey in 2015, companies in the bottom quartile for both gender and ethnic or cultural diversity were almost 30% less likely to achieve above-average profitability. Another independent study by the Peterson Institute (2016) has found a significant positive correlation between the presence of women on corporate boards and executive committees, and a company’s performance across key financial metrics.

Further analysis suggests several reasons for this. Achieving gender balance at all levels of an organization heightens a company's collective intelligence1 and its ability to effectively navigate a wide spectrum of complex situations. Competitiveness also depends on the ability to recruit and retain a diverse workforce in order to be able to meet the needs of a broad client base. A high degree of gender diversity is indicative of a well-run organization with the necessary policies in place that allow it to attract the right talent and create the conditions for higher productivity.

These findings suggest that the gender-diversity within companies may constitute a competitive advantage. Investors can now directly capture the potential of gender balance with the UBS Gender Equality ETF, tracking the Solactive Equileap Global Gender Equality 100 Leaders Index. The index includes the top 100 companies chosen on the basis of 19 gender criteria. It also filters according to liquidity and ESG criteria and ensures a geographical balance.

1Gender Aware, UBS Asset Management, 2019.


UBS MSCI Climate Paris Aligned ETFs

April 2021: UBS MSCI Climate Paris Aligned ETFs: the journey to a 1.5° C economy

Climate change has become a key priority for both investors and regulators. To meet the needs of investors seeking to address climate change risks and opportunities, UBS ETF has launched a suite of Paris-Aligned ETFs. These funds not only meet, but exceed the minimum standards for EU Paris-Aligned Benchmarks; they are aligned with the recommendations of the Task Force on Climate-related Financial Disclosures and are classified as Article 9(3) funds under the Sustainable Finance Disclosure Regulation.


February 2021: UBS MSCI SRI ETFs - now greener and cleaner

February 2021: UBS MSCI SRI ETFs - now greener and cleaner

Climate change remains a key priority within the sphere of socially responsible investing (SRI). As of December 2020, our SRI ETFs are tracking new MSCI Low Carbon Select Indexes that incorporate new features which consider the impact on climate change. Enhancements to the methodology include a ‘’highest emitter exclusion filter’ and a new climate change based screen to reduce the carbon footprint of a portfolio versus its parent index. In addition to that, the MSCI Low Carbon Select Indexes have historically exhibited stronger risk-adjusted returns when compared to both the parent benchmark and our previous SRI benchmark.


ETFs on all key markets and asset classes in Europe

215 ETFs: equities (142), bonds (37), commodities (14), precious metals (6), hedge funds (4), real estate (2), Multi Asset Portfolio (2)

Broad range of physically and synthetically replicated ETFs.

UBS's wide-ranging expertise

Passive capital investments have been one of UBS Asset Management's core competencies for more than 30 years now. Overall, the business area, which includes UBS ETFs, is responsible for EUR 188bn of passively managed client assets. The assets managed in UBS ETFs amount to around  EUR 25.7bn*. Given its strong net cash inflows, UBS is one of the fastest growing ETF providers in Europe**.

Full cost transparency

In the case of UBS ETFs, costs are measured by the total expense ratio (TER). 

Listings on multiple exchanges

UBS ETFs can be found wherever investors are, and so they are listed on SIX Swiss Exchange, Deutsche Börse (Xetra), Borsa Italiana and the London Stock Exchange (LSE). Due to their liquidity, UBS ETFs can be traded either on-exchange or over the counter (OTC) in a variety of currencies.

High-profile awards for UBS ETFs

  • ETF Express Global Awards: 2013 "Best Europe Equity ETF Manager" and 2014 "Best Mixed ETF Manager"
  • IAIR Awards 2013 and 2014: “ETF Provider of the year” and “Excellence in Asset Management”

News

April 2021

  1. News article | Tags: ETF France, ETF Netherlands, ETF Spain, ETF UK, ETF Denmark, ETF Norway, ETF Sweden, ETF Finland, ETF Italy, ETF Luxembourg, ETF Portugal

  2. News article | Tags: ETF France, ETF Netherlands, ETF Spain, ETF UK, ETF Denmark, ETF Norway, ETF Sweden, ETF Finland, ETF Italy, ETF Luxembourg, ETF Portugal

March 2021

  1. News article | Tags: ETF France, ETF Netherlands, ETF Spain, ETF UK, ETF Denmark, ETF Norway, ETF Sweden, ETF Finland, ETF Italy, ETF Luxembourg, ETF Portugal