Sustainable investing solutions

How UBS can help you invest for good

How can I build a better world for my children?

And make a difference with my investments?

A better world for future generations is everyone’s responsibility. Sustainable investing can play a big role in this. We’re confident that it will soon become the world's most widely accepted way of investing.1,2

As the world's leading wealth manager3, we feel responsible for helping change things for the better. We have the capital, solutions and expertise to make a big difference globally. Leveraging our sustainable investing and impact investing portfolio, we'll help you align your values and goals.

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100% sustainable. 100% preferred.

For the first time, UBS is making sustainable investments its preferred solution for private clients wishing to invest globally. Because sustainable investments aren't just good for the planet and for society – they can be good for investors too. 

As the world's leading sustainable investment manager with nearly 25 years' experience in the field, we held $488 billion in sustainable invested assets at the end of 2019. And we are the first truly global wealth manager to make 100% sustainable portfolios our preferred solution above traditional investments. So it's only natural we're putting sustainable investing where it belongs: at the heart of all we do.

The shift in preferences toward sustainable products and services is only just beginning. We believe sustainable investments will prove to be one of the most exciting and durable opportunities for private clients in the years and decades ahead.

Iqbal Khan, Co-President of UBS Global Wealth Management

COVID-19 has put the exclamation point on one of the most important shifts in financial services in a generation. The pandemic has brought the vulnerability and interconnected nature of our societies and industries to the forefront of investors’ minds and shown that sustainability considerations cannot be ignored.

Tom Naratil, Co-President of UBS Global Wealth Management and President of UBS Americas.

Read more about it in the media

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.4 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.4 We’ll break it down for you.

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Sustainability in action

You have more choices than you think. Virtually your entire portfolio can be sustainable.5

Learn more

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.4

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.

 

Sustainable investing insights

Take a closer look at the world of sustainable investments – and discover the difference it could make for you.

Learn why ESG factors matter for financial performance, why it accelerated as a consequence of the COVID-19 pandemic and why we expect this trend to continue going forwards.

Learn how you can incorporate sustainability into your investments, and make sure to align your portfolio to a trend that we only expect to accelerate in the coming years.

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.1, 2

Furthermore, as the world's leading wealth manager,3 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 is making a difference in the world

Read more

We support global visionaries

Insights from thought leaders whose work is shaping our future.

Read article

Meeting of global leaders

Insights from UBS Investment Summit Davos 2018

Watch video

Is your portfolio having the impact you want?

Discover how we can help you

1 'ESG and financial performance: aggregated evidence from more than 2000 empirical studies', Journal of Sustainable Finance and Investment, Gunnar Friede, Timo Busch, Alexander Bassen, 2015
2 'Introducing the Impact Investing Benchmark', Global Impact Investing Network and Cambridge Associates, 2015
3 Euromoney Private Banking and Wealth Management Survey 2019: Global Results
4 Based on UBS Investor Watch global results 2018. For further information visit our website.
5 The ability to implement these approaches will depend on the product or service selected; they are not available for all products, services or accounts offered through UBS

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.