Sustainable and Impact Investing - strategies

Invests globally in attractively valued companies that are well-positioned for a climate-friendly economy. Aims to achieve a below benchmark temperature alignment score and a combined weighted Scope 1 and 2 average carbon intensity additionally a higher `green to brown` ratio as the benchmark. A proprietary climate aware methodology and ESG data collection provide information on a company's climate characteristics.

An innovative, cost-effective, rules-based equity solution designed to capitalize on the long-term transition to a low greenhouse gas emissions economy. Has the flexibility to increase or decrease exposures to constituents of the index based on their expected contributions towards climate change. An innovative approach with four key building blocks combining a multi-dimensional group of metrics.

Actively-managed strategy providing access to companies with a focus on sustainability that are mainly domiciled in emerging markets. These companies often manufacture innovative products or offer services which, by their especially high environmental and social benefit, contribute to the sustainable development of emerging markets. Invests in global leaders diversified across sectors and countries.

We have a wide variety of ETFs linked to both global and regional benchmarks such as MSCI ACWI ESG Universal Low Carbon Select, MSCI ACWI Socially Responsible UCITS, S&P 500 ESG etc. Our sustainable ETFs offer broad diversification in sustainably managed companies and aim to encourage responsible business practices, allocating capital for ESG gains across the economy.

Providing access to a portfolio of our best ideas in Europe, this Sustainable-focused strategy actively invests in attractive risk-reward companies with strong ESG profiles. We believe the combination of material sustainability factors and bottom-up research can lead to better informed investment decisions and competitive risk-adjusted returns. 

Invests in the Solactive Equileap Global Gender Equality 100 Leaders Net Total Return Index. The relative weightings of the companies correspond to their weightings in the index. The Index has been designed to track the top companies leading the field internationally in terms of gender equality. In-depth gender equality screening (as defined by Equileap) is carried out. Controversial weapons, gambling, tobacco or coal extraction and power generation industries are excluded.

The strategy invests worldwide in companies that generate above-average environmental, social and governance performance and integrate sustainability factors in the business model to build a competitive advantage. The portfolio's structure may deviate sharply from the reference index in order to increase potential outperformance.

Managed actively, the strategy invests globally in developed and emerging market companies that provide solutions to significant global challenges such as climate change, air pollution, clean water and food security. It aims to invest in attractively valued companies with a strong sustainability profile, allocating to multiple impact categories whilst diversifying across countries and sectors.

Actively managed strategy investing globally in companies exposed to long term investment themes related to the three mega trends: population growth, increasing urbanization and aging population. Investing in attractively valued companies with a strong sustainability profile, the portfolio holds around 40-80 stocks and is diversified across countries and sectors.

Actively managed equity strategy investing in selected US companies with a strong sustainability profile. Investments are focused on growth style companies i.e. companies which enjoy a competitive advantage or above average earnings potential. We categorize this as Sustainability Focus which promotes ESG characteristics. Investments are primarily made in large-cap companies.

Invests in US companies that have a strong ESG profile and are attractively valued. Investment decisions are based on disciplined bottom-up analysis of companies that rank highly in the UBS ESG dashboard. Actively managed strategy based on a concentrated portfolio of our highest conviction US stocks.