All about sustainable investing

Learn what you need to know to make a difference

Nearly 70% of investors willingly pay more for goods and services from companies whose values align with theirs.1

Only 39% invest sustainably—largely because investors just aren’t clear about what it is, and how it can make a difference.1 Here, we break it down for you with what you need to know about sustainable investing to get started and make a difference.

Is your portfolio achieving the impact you want?

What is sustainable investing?

It’s a way to invest and seek returns you expect while staying true to your values. That’s whether you care about a cause, driving social change, or how a company or country conducts itself.

3 ways your portfolio can make a difference5


Choose to exclude investing in companies that don’t reflect your values.


Choose to integrate companies into your portfolio that reflect your values when it comes to the environment, social concerns or governance.


Make a measurable difference. Bona fide impact is part of the criteria for these investments.

Myth vs. reality


You sacrifice performance


Sustainable investment returns can be comparable to what you can expect from conventional ones.3,4 According to research, investing sustainably can improve returns or doesn't harm them.1 So it's little surprise the global sustainable investment market is growing.


You can’t measure the impact


Measured impact is a requirement of impact investing, so you can actually see the difference you're making. Even more promising, companies and funds are reporting their social and environmental impact.


You need to be an expert


A simple way to choose solutions that align with your values is to consider sustainable mutual funds, SMAs or ETFs.

Who’s investing sustainably?


39% of investors globally1

56% Ages 18-341

54% $50m+ in assets1

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 20214

We drive change

How UBS is making a difference in the world

Is your portfolio achieving the impact you want?

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