Sustainable and Impact Investing

Becoming climate aware

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Strong results in the 2019 GRESB Assessments

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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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Insights from Global Head of Sustainable and Impact Investing Michael Baldinger

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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.

Exclusion

Definition

Exclusion of certain sectors or companies based on ESG criteria

Key requirements

Norms-based or values-based exclusions

ESG Integration

Definition

Integration of material ESG factors into the financial analysis used by Portfolio Managers

Key requirements

Access to and consideration of material ESG information

Sustainability Focus

Definition

Strategies with sustainability playing a significant role in the investment process

Key requirements

Tilts toward SI themes; typically, SI policy reflected in IIGs

Impact

Definition

Investment in companies and projects with positive social and environmental impacts

Key requirements

Measure and understand impacts of investments.

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.

+18 employees dedicated to SI¹

Around 900 investment professionals¹

USD 39bn SI-Focused
USD 243bn ESG Integrated assets under management¹

20 years of SI business history

¹UBS Asset Management, 31 December 2019

Active equities

We offer a number of sustainable and impact investing approaches, including:

Global Sustainable
Global Impact
International Sustainable
US Sustainable
Emerging Markets Sustainable
Long-Term Themes

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Active FI

Our sustainable fixed income products include:

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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Passive and ETFs

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

Global Gender Equality UCITS
MSCI ESG Universal-based indices
S&P 500 ESG-based indices
MSCI SRI indices-based indices
Multilateral Development Banks (MDB) Bonds

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Real Estate

REPM, serving as a leader in sustainable real estate solutions

Sustainability is central to how REPM actively manages its infrastructure investments

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.

In order to be able to maximize our results with regards to the implementation of our responsible investment strategy, an integrated approach is required. At UBS and REPM, sustainability plays a major role in corporate, fund and asset-level decisions.

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.

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.