Our approach to responsible investment Pursuing shared value

As a responsible investor, you expect us to take into account environmental, social and governance (ESG) factors where appropriate. At UBS Asset Management we are committed to acting as responsible investors on your behalf.


Responsible and sustainable investment

Across our traditional investment areas we have established a general approach and commitment to addressing environmental, social and corporate governance factors.

One example of this commitment is the work our Sustainable Equities team are doing in developing novel systems for use across their SRI investment strategies. These include a leading-edge database of fundamental sustainability data at the company and industry group level that is used alongside our analysts' valuation data to rank the investment universe on both fundamental and sustainability attractiveness. This sustainability data allows investors to measure not just their portfolio's financial gains but also the wider effects of their investments on society.

Sustainable or responsible property investment (RPI) is also a key part of our real estate process. Although our clients' financial objectives are our primary focus, by considering long-term ESG aspects, RPI can also have significant positive effects on the environment.

Discover the range of broad thematic SRI funds and strategies offered by our Sustainable Equities team

Principles for Responsible Investment (PRI)

In 2009, UBS Asset Management became an Investment Manager signatory to the Principles for Responsible Investment (PRI). This global investor initiative is designed to provide a framework for the better integration of ESG considerations into mainstream investment practice.

We recognize the growing importance of ESG investments on the dynamics of the asset management  industry. Increasingly, we see our clients and their consultants focusing on this important aspect of their investments.

Specific information

In the year to 31 December 2016, UBS Asset Management gave instructions to vote on 97,670 separate resolutions at 9,895 company meetings. Further details regarding our voting information can be found below, including fund specific disclosures where required.

UBS`s own commitment

UBS is firmly committed to corporate responsibility and actively strives to understand, assess, weigh and address the concerns and expectations of the firm's stakeholders.