Sustainable investing solutions

How UBS can help you invest for good

Sustainable Visual Globe

100% sustainable. 100% preferred.

For the first time, UBS is making sustainable investments its preferred choice 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.2, 3

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. So it's only natural we're putting sustainable investing where it belongs: at the heart of all we do.

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

sustainable investing

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.

Sustainable investing in action

Sustainability in action

You have more choices than you think.

How do I get started?

Check your portfolio

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

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

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. In fact, you can make your portfolio 100% sustainable.4 Those who already invest according to their values dedicate over a third of their portfolio to sustainable investments.1

What do we include in our sustainable investing portfolio?

UBS Sustainable Investing aims at promoting sustainable development by considering environmental, social and governance (ESG) characteristics alongside financial criteria when selecting an investment opportunity. UBS has defined a set of SI approaches with specific ESG attributes. All funds selected and all single security selection portfolios constructed must follow one of these approaches to be included in UBS Sustainable Investing.

For more information on how UBS integrates sustainability risk in their policies and investment decision making and advisory processes please click on the headers below:

Our UBS Sustainable Investing portfolio makes it easy to get started. It mirrors our award-winning managed service portfolio5 approach but replaces conventional assets with sustainable ones.

Every asset in your portfolio aims to give you positive returns on your money. You can also relax knowing our experienced professionals are managing your portfolio and helping you make the most from your investments.4

What do we include in our sustainable investing portfolio?

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.

How will we build and manage your portfolio?

Your advisor will discuss your feelings about risk and whether the portfolio is right for you. From there, we'll build your sustainable portfolio. Rest assured, we'll always be working hard to help you achieve your goals.

Choosing the right assets:

We choose sustainable assets that aim to to offer you similar returns to conventional assets. If we can't find a sustainable substitute for a traditional asset, we'll look for suitable alternatives.

Reducing risk:

To help reduce risk to your money, we'll diversify your portfolio across assets, regions and sectors. Over 200 analysts also monitor the markets continually, using the latest technologies to give your investments the best possible opportunity to perform in line with your investment expectations.

Selecting successful fund managers:

We look for fund managers that have a good sustainable investment track record. To help ensure they can deliver appealing returns on your money, we also challenge and question them on their investment choices.

Picking single stocks: 

Would you rather have single stocks (a minimum investment of CHF 1 million) in your portfolio than funds? To help you pick the right ones, more than 140 data analysts will examine stocks worldwide. We'll then use this data to build your portfolio.

What other ways can I invest?

To really reflect your values and help change the world, you can access many more sustainable investing choices and opportunities.

With our UBS advised service, you can choose from sustainable investments, such as green bonds and ESG funds. You can also choose from our impact investing options. Impact investments clearly measure how well organisations deliver on their promises.

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 have shown to comparably perform to conventional investments. We are also confident that sustainable investing will soon become one of the world's most widely accepted way of investing. 2, 3

Furthermore, as the world's leading wealth manager,5 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

We drive change

How UBS is making a difference in the world

We support global visionaries

We support global visionaries

Insights from thought leaders whose work is shaping our future.

We bring people together

We bring people together

Insights from UBS Investment Summit Davos 2018

Is your portfolio having the impact you want?

Discover how we can help you