Over the last 20 years1, we have established an industry leading SI platform which offers a wide range of strategies across various asset classes and investment styles, from active to passive to alternatives. Integrating ESG factors and leveraging expertise across teams to offer customized sustainable investment solutions.
We have a range of products across asset classes that have sustainable investing playing a significant role in the investment process.
years of experience*(a)
dedicated SI professionals*(a)
professionals from other teams*(b)
USD of ESG integrated AUM*(c)
USD of AUM in SI Focus and Impact Strategies*(c)
USD in climate aware strategies*(d)
Corporate issuers covered by ESG Risk Signal*(c)
Engagement meetings in 2021*(a)
meetings where we voted in 2021*(a)
SI Team is supported every day by around 60 professionals from 4 key teams:
- Quantitative Evidence & Data Science
- Analytics & Modelling
- Regulatory Management
- Group Chief Sustainability Office
We firmly believe that there is no ‘one size fits all’ for clients investing in sustainability, and that’s why we look at it across all facets – be that exclusion, screening, developing sustainability, impact / transition focused strategies and, or ESG integration. Read more about how we can help support your sustainable investment goals here.
Exclusion and ESG integration
Avoidance of investments which are deemed undesirable either by UBS or our clients. Integration of ESG factors in the investment process alongside traditional financial metrics, in conjunction with ESG relevant risk analysis that helps us look to the future to identify long-term risks and opportunities and invest accordingly.
Sustainability focused strategies
- Extended criteria for exclusions (which go beyond the standard exclusions)
- Positive sustainability characteristics
- Engagement is prioritized with ESG improvers
- Compliance with the EU-Taxonomy
- Risk based screening to identify those higher risk issuers which are to be avoided in the investable universe
Impact (thematic) strategies
Our Impact strategies meet the minimum criteria of the sustainability focused strategies and additionally include a verifiable impact measurement. The UN Sustainable Development Goals (SDGs) create the framework for impact investing.
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