Can your portfolio benefit from waste reduction?

Reducing waste can help boost companies’ profits while also lowering costs to consumers. What’s more, it can help make the world a better place, and give you a wide range of focused solutions to help capture long-term investment opportunities.

Our research partners’ recent report, “The future of waste (PDF),” outlines the issues at stake and specific opportunities that exist right now to help you make an impact on the world, and potentially generate competitive returns in this growing market.

In this report CIO lists the dedicated management companies in the waste sector, and flags the equities and bonds of companies that generate material levels of waste but manage it more proactively than peers. And CIO identifies the equities and bonds of companies that have made strides—or have the potential to—in tackling waste (including cases where shareholder or bondholder engagement could boost corporate and investment performance).

The following chapters analyze the main sources of waste and the impacts of that waste. CIO presents potential best practices to address waste that can prove profitable for businesses and investors. And finally, our research partners outline a wide range of investment approaches covering equities, fixed income and direct investments focused on waste reduction opportunities. 

Research from CIO Global Wealth Management is provided by UBS Financial Services Inc. UBS Financial Services Incorporated of Puerto Rico is a subsidiary of UBS Financial Services Inc. In Canada, research from CIO Global Wealth Management is provided by UBS Investment Management Canada Inc.

The views expressed in the research provided do not constitute a personal recommendation or take into account the particular investment objectives, investment strategies, financial situation and needs of any specific individuals. They are based on numerous assumptions. Different assumptions could result in materially different results. We recommend that you obtain financial and/or tax advice as to the implications (including tax) prior to investing.

ESG/Sustainable Investing Considerations: Sustainable investing strategies aim to consider and in some instances integrate the analysis of environmental, social and governance (ESG) factors into the investment process and portfolio. 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 ESG or sustainable investments may be lower or higher than a portfolio where such factors are not considered by the portfolio manager. Because sustainability criteria can exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.  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.

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