Duurzaam en impactbeleggen

Een andere manier van kijken naar duurzaam beleggen

The results are in!

A Responsible Investment Brand Index ‘Avant-Gardist’ leader
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Another grand year

2021 GRESB Real Estate and Infrastructure Assessments
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Hub for Sustainable Finance

Sustainable finance
Ten trends for 2021
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Driving change that matters

At UBS we are reshaping the financial landscape towards a more positive future.
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Looking to invest sustainably?

Sustainability is core to our investment decisions.
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Keep informed about new sustainable and impact solutions and thought leadership papers.

Matching our SI approaches to your needs

We know that there is no 'one size fits all' approach to sustainable investing. That's why we look at it across all of them.

Standard exclusions

Avoidance of investments which are deemed undesirable either by UBS or our clients.

UBS standard exclusions:

  • Controversial weapons
  • Thermal coal
Screening and SI Assessment (ESG profile)
  • Integration of ESG factors in the investment process alongside traditional financial metrics
  • ESG relevant risk analysis helps us look to the future, to identify long-term risks and opportunities, and invest accordingly
Stewardship

A fundamental element of sustainable investing is the role of stewardship. Acting as good stewards includes activities such as:

  • Monitoring companies' ESG performance
  • Engaging with management on identified risks and opportunities
  • Voting consistently at shareholder meetings
Sustainability focused strategies

Our sustainability focused strategies can be characterized by:

  • Extended criteria for exclusions (which go beyond the standard exclusions)
  • Positive sustainability characteristics
  • Engagement is prioritized with ESG improvers
  • Compliance with the EU-Taxonomy
  • Risk based screening to identify those higher risk issuers which are to be avoided in the investable universe
Impact (thematic) strategies

Our Impact strategies meet the minimum criteria of the sustainability focused strategies and additionally include a verifiable impact measurement. The UN Sustainable Development Goals (SDGs) create the framework for impact investing

Policies, reports and voting information

Our approach

We have a range of products across asset classes that have sustainability playing a significant role in the investment process. We also offer tailored solutions that span the sustainability spectrum, including ESG integration, tilt toward a specific E, S or G factor, thematic, positive screening, impact or exclusions. 

We integrate climate considerations into our investment process through our overall sustainability integration process. And we have a comprehensive engagement program in place that embraces our stewardship of capital to help our clients drive positive change in the industry.

+20 employees dedicated to SI1

Around 900 investment professionals1

USD 97bn SI-Focused
USD 441bn ESG Integrated assets under management1

20 years of SI business history

1 UBS Asset Management, 31 December 2020

Active equities & fixed income

We offer a broad range of sustainable and impact investing capabilities across equities and fixed income:

Active equities

  • Global Sustainable
  • Global Impact
  • International Sustainable
  • US Sustainable
  • Emerging Markets Sustainable
  • Long-Term Themes
  • European Opportunity Sustainable 
Learn more

Active fixed income

  • US Corporate Bond Sustainable
  • Euro Corporate Bond Sustainable
  • CH Aggregate Bonds Sustainable
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Rules-based and quants

We have several rules-based and quantitative products, including our award-winning Climate Aware strategy, as well as some market-specific quantitative sustainable solutions.

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Index strategies provide many opportunities for sustainable investors, but they also face unique challenges. Through a risk-based approach to integration and stewardship, we pursue a proactive approach to identify and mitigate risks across our index strategies.

Learn more pdf, 492 KB

Passive and ETFs

We are the largest provider of SI equity and fixed income ETFs in Europe, and our range includes:

Explore our offering

Passive equities

  • Global Gender Equality UCITS
  • MSCI ESG Universal-based indices
  • S&P 500 ESG-based indices
  • MSCI SRI-based indices
  • MSCI Paris Aligned climate indices

Passive fixed income

  • Solactive Global Multilateral Development Bank (MDB) Bond indices
  • Bloomberg Barclays MSCI Liquid Corporates Sustainable indices
  • J.P. Morgan Government ESG Liquid Bond Indices
  • J.P. Morgan USD EM IG ESG Diversified Bond indices

Real estate / Infrastructure

Climate change, energy needs and water scarcity are counted among the biggest challenges of our century. UBS Asset Management's Real Estate & Private Markets business (REPM), created by the consolidation of real estate and infrastructure, acknowledges that real assets such as properties and infrastructure contribute significantly to CO2 emissions and the consumption of natural resources.

UBS has established a comprehensive approach to environmental and social factors, and to corporate governance across each of the investment disciplines.

At REPM we are committed to acting as responsible investors.

Responsible ownership and operation of real property can have a significant positive impact on the environment and returns for our clients. REPM operates with this in mind while investing both directly and indirectly into real assets. While the financial objectives of our clients remain the primary focus of our investments, our responsible investment strategy also considers long-term resilience, climate change, environmental, social and governance aspects.

 

Real assets such as properties and infrastructure contribute significantly to CO2 emissions and the consumption of natural resources. We operate with this in mind while investing both directly and indirectly into real assets.

Related documents

Media

Green News & Views

Research documents

Climate Aware

We are committed to integrating sustainability research across our asset classes:

  • Active Equity Climate Aware
  • Active Fixed Income Climate Aware
  • Passive Equity Climate Aware
  • Passive Fixed Income Climate Aware
  • EUR Corporates Active Climate Aware
  • USD Corporates Active Climate Aware
Learn more

ESG Integration

We believe the integration of material sustainability information within our financial analysis and investment process provides unique insights into the long-term risks, opportunities and competitive advantages of companies.

Stewardship

We believe stewardship activities are an intrinsic part of long-term sustainable investing. As owners of companies we invest in, we have a fiduciary duty to monitor companies ESG performance, engage with management on identified risks/opportunities, influence business conduct and vote consistently at shareholder meetings.

Impact

Our approach to impact investing is based on 3 pillars:

Intentionality: We believe investing in companies that have impactful products and services for society

Additionality: Through stewardship, by influencing company behavior could lead to a combination of additional impact, reduced risk and/or enhanced alpha.

Measurement: Reporting on engagement activities, and progress thereof, helps clients understand how their assets have contributed to corporate change and driven solutions to global challenges.

Een nieuwe kijk op beleggen

Bij het moderne duurzame beleggen gaat het erom dat wij onze klanten belangrijke nieuwe tools aanreiken voor het samenstellen van sterkere portefeuilles en voor het genereren van betere, duurzamere beleggingsstrategieën en -producten.

Waarom is dat het geval?

Bij duurzaam beleggen is breder gebruik van niet-financiële gegevens in het beleggingsanalyseproces essentieel: cijfers over prestaties op het gebied van milieu, maatschappij en governance moeten worden meegenomen. Door deze gegevens bij het beleggingsproces te betrekken, krijgen beleggers breder zicht op het opwaartse en neerwaartse potentieel van hun beleggingen.

Transparantie

Duurzaam beleggen geeft een nieuw soort transparantie aan onze beleggingen. Dat is te danken aan cijfers die beleggers een materieel, en vaak kwantitatief, inzicht bieden in de wijze waarop een bedrijf wordt gerund, in de echte risicofactoren, en in de mate waarin bedrijfsmodellen en bedrijfsprocessen werkelijk duurzaam zijn. Deze cijfers moeten dan wel volledig zijn geïntegreerd in het besluitvormingsproces voor beleggingen.

Wij doen geen concessies

Bij UBS geloven wij dat duurzaam beleggen bij een gelijkblijvend risico-rendementsprofiel waarde toevoegt. Daarom integreert UBS Asset Management informatie over milieu, maatschappij en governance in zijn reguliere aanbod van alle vermogenscategorieën.

River Tungaà, Iceland

Boudewijn Kostelijk (Head Wholesale Business Benelux) over duurzaam beleggen

Chris Greenwald (Head Sustainable and Impact Investing Research and Stewardship) over Sustainable Investing

UBS Group policies

UBS Group is a founding signatory of the Operating Principles for Impact Management. Explore how we align with the Principles in our Disclosure Statement (PDF, 827 KB).

External Assessments

Strong results in the 2020 GRESB Assessment

Latest insights

 

Beleggingsstrategieën

UBS (Lux) Equity SICAV - Global Impact (USD) Q-acc

Factsheet

Nieuwste factsheet downloaden pdf

Documenten

UBS (Lux) Equity SICAV - Long Term Themes (USD) Q-acc

Factsheet

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Documenten

UBS (Lux) Equity Fund - Global Sustainable (USD) Q-acc

Factsheet

Nieuwste factsheet downloaden pdf

Documenten

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