Return on values

Most sustainable investors expect better performance, bigger impact

 

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

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

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


 

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.

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.