Sustainable investing solutions

How UBS can help you invest for good

Will she always be this happy?

Live a good life on a healthy planet?
Can sustainable investing protect her future?

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.

 

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.

Contact a UBS advisor

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.

Learn more

Sustainability in action

You have more choices than you think.

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.

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 support our clients in investing USD 5 billion into impact investments over the next five years to help plug funding gaps needed to reach the 17 UN Sustainable Development Goals (SDGs). 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 more

We bring people together

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