Invest in progress

Discover how our Sustainable Index Solutions can help you

We strive to be your financial provider of choice to mobilize your capital – or your clients’ capital – towards a more sustainable world. At UBS Asset Management, we have been committed to driving positive change for over two decades, and today we offer a wide range of solutions, both customized and off-the-shelf, aimed at providing broad access in just one transaction.

Our industry-leading stewardship and regulatory engagement programs keep us and our clients close to the key risks and opportunities that arise. We empower our clients with the insight and innovative solutions they need to invest in progress with confidence.

  • 0bn USD

    in ESG AuM

  • 0%

    in customized mandates

  • 0bn USD

    in sustainable ETFs

Source: UBS Asset Management September 2022

There are so many ways to invest sustainably that the choice can sometimes be overwhelming. Let us help you invest in progress and capture the opportunities of a sustainable future.

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

What sets us apart?

We bring you three distinct benefits.

Choice

We can help you meet your sustainable objectives via a wide range of sustainable Exchange Traded Funds (ETFs):

  • Across equities and fixed income
  • Aligned to UN Sustainable Development Goal (UN SDGs) and Paris-Aligned Benchmarks
  • From climate aware to gender equality
  • With currency hedged options as standard

Customization

If you are looking for a more bespoke sustainability approach, we can build tailored solutions that reflect factors such as:

  • Specific carbon target reduction targets
  • UN Sustainable Development Goal
  • Paris-Aligned weightings
  • While maintaining benchmark-like tracking error (where that’s a focus)

Commitment

We have a strong commitment to helping our clients achieve their decarbonization goals

  • We’re a founding member of the Net Zero Asset Managers initiative
  • We have committed to reaching net zero across all our activities by 2050
  • This includes clear interim targets
  • And covers net-zero scope 1, 2 and 3 emissions

Make passive investing an active choice

We believe that passive investing can be an active choice. Let us help you invest in progress.

Exchange Traded Funds

Sustainable investing has also been a key focus for UBS ETFs for more than a decade, and today, we are one of the largest providers of sustainable ETFs in Europe (source: etfbook.com, as of 30 June 2022). We have been among the first to bring pioneering sustainable solutions to the market, and will continue to innovate for our clients.

 

ETFs have grown in popularity among institutional investors in recent years, and sustainable strategies in particular have expanded to become a crucial part of their asset allocation. We engage with our clients to exchange ideas and feedback. This helps drive our product innovation and efforts to provide a diverse ESG offering for our clients.

Indexed and rules-based

We bring more than 10 years’ experience of managing index portfolios tracking sustainable indices. We have ESG standard and custom indices, low carbon indices and rules-based strategies, we replicate third party indices and we construct custom indices in collaboration with both clients and index providers. 

 

We have a proprietary rules-based / self-indexing offering and we can apply screening/tilts based on client specified metrics. 

We source fundamental and ESG data from a range of third party databases and our portfolio management system allows us to construct efficient portfolios that benefit from our extensive research and back-testing experience. We utilize a range of in-house research and best-in-class data, collaborating between index, sustainable, active and quantitative teams to deliver for our clients. 

Customization

While we offer a range of index and rules-based strategies across asset classes, we specialize in providing customized solutions, with more than 50% of our index accounts being tailored to suit clients’ specific objectives. We have a highly experienced team that will work with you to find and deliver a solution to meet your specific needs.

 

We offer an extensive choice of tailoring solutions – from tilting to achieve a higher ESG score than a defined benchmark, to increasing a portfolio’s exposure to set ESG factors, from aligning to particular UN SDGs to reducing a portfolio’s carbon emissions or carbon intensity compared to a benchmark, from reducing volatility and carbon footprint simultaneously in a global rules-based strategy to constructing research-based custom indices incorporating risk-premia and sustainability factors to clients’ specifications.

Discover more sustainable investing insights

Discover more

Our commitment to sustainability

Want to understand our commitment to sustainable investing and how we’re helping our clients achieve net zero? 

Our stewardship and engagement program

Learn about our stewardship and regulatory engagement programs that are aimed at keeping us and our clients close to the key risks and opportunities that arise.

Our active sustainable solutions

Interested to find out how we can help with active solutions as well? Read on for our broad range of SI strategies across asset classes.

Contact us

Make an inquiry

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Introducing our team

Meet the members of the team responsible for UBS Asset Management’s strategic direction.

Find our offices

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