Invest for good

Seek returns and drive change through sustainable investing

We're making Sustainable Investments a priority

For the first time, UBS is making sustainable investments its preferred solution for wealth management clients wishing to invest globally1. Because sustainable investments aren't just good for the planet – they can be good for investors too.

As the world's leading sustainable investment manager with nearly 25 years' experience in sustainable investing2, we managed approximately half a trillion ($488 billion) in core sustainable assets under management at the end of 2019.3  So it's only natural we're putting sustainable investing where it belongs: at the heart of what we do. 

What is sustainable investing? Learn more

70% of US investors surveyed are interested in sustainable investing4

Consider what matters when you invest

It’s a myth that you will give up performance when you invest sustainably. Returns can be comparable to conventional investments.5 And with companies and funds beginning to report on their social and environmental contribution, it’s getting easier to consider sustainability issues that impact companies, your portfolio and the world.

Is your portfolio achieving the impact you want?

Contact a UBS Financial Advisor

Sustainable solutions

You have more choices than you think. Virtually your entire portfolio can be
sustainable.

How can we help?

Sustainable investing insights

Take a closer look at the world of sustainable investments – and discover the difference it could make for you.

Sustainable Investing Perspectives

Each month, our UBS Global Wealth Management Chief Investment Office (CIO) brings you UBS Sustainable Investing Perspectives. It contains news and information that may be relevant to the way you invest.

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Sustainable investing: A private investor perspective

Sustainability matters for all investors.

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Sustainable investing after COVID-19

Explore the five trends arising as a consequence of the COVID-19 pandemic and global mitigation measures.

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93% of sustainable investors expect same or better returns4

Return on values

Most sustainable investors expect better performance and bigger impact. For a recent UBS Investor Watch, we surveyed more than 5,300 investors in 10 countries about sustainable investing. Explore the key findings.

Go to the report

Sustainability in action

People

A scientist designs microscopes that virtually anyone, anywhere - can build.

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Climate change

Survival situation: Rob and Barney Swan risk their lives to spur action on climate change.

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Pollution and waste

How one company turns plastic into a basic human need: shelter.

Read more

Water

How some organizations are investing in every last drop.

Read more

Governance

Investing in a fair society by supporting ethical companies.

Read more

Products and services

How one organization is putting some of the most neglected parts of the world on the map again.

Read more

How do I get started?

Check your portfolio

Are you ready to consider sustainable investing solutions?

There are many opportunities to add sustainable investments to your portfolio. Ask your UBS Financial Advisor how you can do more.

Sustainable investing solutions

Tell us what matters

So what matters to you?

What factors will make a difference in your portfolio? Climate change risk? Supply chain management or well-being of employees? Board independence?

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.3 Those who already invest according to their values dedicate nearly 36% of their portfolio to sustainable investments.1

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.

As the world’s leading wealth manager, 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 announced our intention to raise USD 5 billion in client assets over the next five years to help plug funding gaps needed to reach the 17 UN Sustainable Development Goals (SDGs). As of 2019, we have raised $3.9 billion raised toward our commitment to direct at least $5 billion of client assets in SDG-related impact investments by 2021.6

We drive change

How UBS is making a difference in the world

Learn more

Is your portfolio achieving the impact you want?

Contact a UBS Financial Advisor
 

Past performance not indicative of future results.

Information About Sustainable Investing Strategies: Sustainable investing strategies aim to consider and incorporate environmental, social and governance (ESG) factors into investment process and portfolio construction. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. Incorporating ESG factors or Sustainable Investing considerations may inhibit the portfolio manager’s ability to participate in certain investment opportunities that otherwise would be consistent with its investment objective and other principal investment strategies. The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than portfolios where ESG factors, exclusions, or other sustainability issues are not considered by the portfolio manager, and the investment opportunities available to such portfolios may also differ. Companies may not necessarily meet high performance standards on all aspects of ESG or sustainable investing issues; there is also no guarantee that any company will meet expectations in connection with corporate responsibility, sustainability, and/or impact performance.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/relationshipsummary.

UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

1 This will be considered in the context of what is in a client’s best interest, taking into account individual circumstances, goals, needs, interests and investment objectives.

2 For UBS Group AG; 2020 Euromoney Private Banking and Wealth Management Survey for Best Bank for ESG/Social Impact Investing.

3 For UBS Group AG; UBS Sustainability Report 2019, as of 31 December 2019.

4 Investor Watch "Decisions, decisions" November 2019; For this edition of UBS Investor Watch, we surveyed more than 3,400 high net worth investors (with at least $1 million in investable assets). The global sample was split across 13 markets: Brazil, mainland China, Germany, Hong Kong, Italy, Japan, Mexico, Singapore, Switzerland, Taiwan, UAE, the UK and the US. The research was conducted between August 2019 and October 2019.

5 Bloomberg UBS, as of August 31, 2018.

6 For UBS Group AG; Strategies where the investment has the intention of generating measurable environmental and social impact alongside a financial return; UBS Sustainability Report 2019, as of 31 December 2019.

IS2005264, 9/30/2021