Sustainable investing

Investing responsibly

What sustainable investing means

The sustainability of a product often plays an important role in everyday consumption and purchasing decisions. The same principle can also be applied to financial investments. Sustainable investing aims to make a positive impact on the environment and society, thereby combining ecological and social aspects with your investment strategy. This allows you to be financially successful while doing something good at the same time.

Sustainable, responsible investing

Structure your portfolio according to ecological, social and corporate ethics factors.

"How can I invest sustainbly?"
Daniel Kalt, UBS Chief Economist Switzerland

Here’s how sustainable investing works

Apply the following three investment approaches to shape your portfolio according to your values and ideas:

Exclusion

Exclude controversial companies from your portfolio, such as those in the tobacco or armaments industry.

Integration

Invest in companies whose business model is based on high ecological, social and corporate ethics standards.

Impact investing

Choose investments that will make a quantifiable, positive impact on the environment or society, such as health-related research.

"Are concerns about sustainable investing justified?"
Daniel Kalt, UBS Chief Economist Switzerland

What investors can expect

Sustainable investing opens up new investment options for your portfolio. The following factors confirm the trend:

Returns

Sustainable investments offer the same potential returns as traditional investments.

Growth

Sustainable investing is one of the fastest growing financial sectors.

Transparency

The comparability of sustainable investment products increases over time.

What sustainable investing can achieve

Every day you make small or big decisions that can help make the world a better place. You can also incorporate social concerns, personal values and institutional objectives into your investment decisions.

Find out more about the options available for meeting your financial goal while doing something good at the same time. Obtain advice from a UBS investment expert in person.

 

What Swiss investors are concerned about

The findings of the latest Investor Watch Study

For our latest UBS Investor Watch, we surveyed more than 5,300 investors in 10 markets on sustainable investing. We found that, while some investors understand the basic concept, confusion about sustainable investing terms, its various approaches and even its impact, is widespread.


 

Swiss investors want to make a difference, however, only a minority invest sustainably

What is sustainable investing?
Daniel Kalt, UBS Chief Economist Switzerland


 

Confusion and uncertain impact hold Swiss investors back


 

Female investors drive momentum for sustainable investments in the future

"Sustainable investing: what are the trends and focus areas?"
Daniel Kalt, UBS Chief Economist Switzerland

For all details download the global report now

The most important on Switzerland at a glance?

Are you interested in Sustainable Investing?

Find out how you can align your investments with your values.

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Glossary

Sustainable investing: integrates societal concerns, personal values or an institutional mission into investment decisions.

Three main ways to invest sustainably:

Exclusion

Excludes companies or industries from portfolios where they are not aligned with an investor’s values.

Integration

Integrates environmental, social and corporate governance (ESG) factors into traditional investment processes, seeking to improve portfolio risk and return.

Impact Investing

Invests with the intention to generate measurable environmental and social (E&S) impact alongside a financial return.

About the survey

For this edition of UBS Investor Watch, we surveyed more than 5,300 high net worth investors (with at least $1 million in investable assets). The global sample was split across 10 markets: Brazil, China, Germany, Hong Kong, Italy, Singapore, Switzerland, UAE, the UK and the US. The research was conducted between June 2018 and August 2018.