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 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.

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 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 investors believing that sustainable investing will be mainstream by 2023, you have ample opportunity to invest for good.

If you're unsure about what to do, don't worry, help is at hand. Your UBS advisor can guide you through every step.


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. 79% 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. Virtually your entire portfolio can be sustainable.4


How do I get started?

Check your portfolio

How sustainable is your portfolio?

Many investors don't even realize they have sustainable investments. Ask your UBS Client 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? Whatever you want to do, 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. Those who already invest according to their values dedicate over a third of their portfolio to sustainable investments.1


Other ways UBS can help you make a difference

Here at UBS, we have a long tradition of giving back. Last year alone, the UBS Optimus improved the lives of 2 million of the world’s most vulnerable citizens: children. And it’s only one of the ways UBS can help you make the most of your giving.


 

Sustainable investing insights

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

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.

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 announced our intention to raise USD 5 billion in client assets 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 the world over is making a difference in the world

We support global visionaries

Insights from thought leaders whose work is shaping our future.

Meeting of global leaders

Insights from UBS Investment Summit Davos 2018


Is your portfolio having the impact you want?