Sustainability at UBS Asset Management

Committed to sustainable outcomes, without compromise

With over 20 years'1 Sustainable Investing (SI) expertise at UBS Asset Management, a division of UBS AG, we continue to cultivate a range of strategies that are aimed at helping drive positive change, beyond just financial returns. In this dynamic space, we firmly believe that there is no ‘one size fits all’ for clients—which is why we incorporate a variety of approaches be that exclusions, screening, developing sustainability, impact, transition focused strategies, engagement or through ESG integration.

1 UBS-AM (Americas) Inc. started its first sustainability strategy in 1997. Please see Sustainability Report for more information.

"The consequences of climate change can no longer be ignored. We firmly believe that investors have the ability to effect real change without sacrificing positive returns."

Lucy Thomas, Head of Sustainable Investing and Impact at UBS Asset Management, 2022

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    To avoid irreversible damage to the planet global temperature increase needs to be limited to 1.5°C by the end of this century

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    To limit the global temperature increase to 1.5°C, we need to achieve Net Zero carbon dioxide emissions globally in the early 2050s

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    To support the goal of Net Zero by 2050, 291 asset managers, with USD 66 trillion in AUM, have signed the Net Zero Asset Managers Initiative

Source: The Net Zero Asset Mangers initiative, as of 9 November 2022 https://www.netzeroassetmanagers.org/

Sustainable Investing at UBS Asset Management

At UBS Asset Management sustainability means thinking and acting with the long term in mind. It’s an integral part of our business, from the products, services and advice we offer, to the way we work and operate in society. Learn about the key components of our Sustainable Investing approach below.

Our sustainable strategies

As an experienced asset manager, we offer a broad range of sustainable investing strategies, traditional and alternative, active and passive, across asset classes.

Invest in Progress

Discover sustainable index investing and find out how we can help you invest in progress with confidence.

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Latest insights

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Introducing our Sustainable Investing leadership team

Our dedicated team of sustainability experts includes specialists in corporate governance, stewardship, thematic engagement, impact engagement and impact investing, as well as a team of data science experts. Learn more about some of our key sustainability leaders below.

Lucy Thomas

Head of Sustainable Investing and Impact at UBS Asset Management

LinkedIn

Third party reports and rankings

PRI | Principles for Responsible Investing

PRI Assessment reportpdf, 790 KB
PRI Transparency reportpdf, 10 MB

Important information
The Principles for Responsible Investing (“PRI”) is an investor initiative in partnership with UNEP Finance Initiative and UN Global Compact.  The PRI is funded primarily via an annual membership fee payable by all signatories. The PRI’s six Principles for Responsible Investment offer a menu of possible actions for incorporating ESG issues into investment practice. This includes the requirement for PRI signatories to report publicly on their responsible investment activities each year.  PRI assesses the responsible performance of its signatories to provide feedback to signatories and support ongoing learning and development.

The attached public transparency report, generated November 21, 2022, is an export of UBS AM’s responses to the PRI Reporting Framework, based upon calendar year 2021 data, and includes all public and mandatory indicators. The attached assessment report, issued August 18, 2022, shows year-on-year progress and broad scoring bands per module or per asset class/sub-strategy based on the PRI’s assessment.  The PRI does not provide an overall organization score.

For more info about PRI, please consult the webpage here and learn more about PRI’s scoring methodology here.  Like all signatories, UBS AM pays an annual membership fee to PRI and has paid no other compensation to PRI with respect to the assessment.  Find out more about PRI’s membership requirements here.  UBS-AM has been a signatory of PRI since 2009.

Sustainable investing strategies aim to incorporate environmental, social and governance (ESG) considerations into investment process and portfolio construction. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. The returns on portfolios consisting primarily of sustainable investments may be lower or higher than portfolios where ESG factors, exclusions, or other sustainability issues are not considered, and the investment opportunities available to such portfolios may also differ.

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