Sustainable investing solutions

How UBS can help you invest for good

A better place for future generations is everyone’s responsibility.

In 2017, we pledged to support our clients in investing USD 5 billion in impact investments. That led us to develop a wide and innovative bench of solutions that align with not just your values, but also your goals. Here are a few ways we can help you do good for everyone.

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. 72% 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 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? 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

Changing the world is about more than investing sustainably. It's about giving your time and energy to solving issues you're passionate about. For example, you can help put smiles on the faces of children worldwide through the UBS Optimus Foundation, which supports global projects focusing on young people. Our philanthropy experts can also help put your wealth and ideas to work in the best-possible way.


Fresh perspectives

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 pledged to invest USD 5 billion of our clients’ assets into impact investments over the next five years. 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?