Fostering dialogue
UBS Asset Management | Stewardship Annual Report 2018 More
Redefining the way you think about sustainable investing
Insights from Global Head of Sustainable and Impact Investing Michael Baldinger
Keep informed about new sustainable and impact solutions and thought leadership papers.
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.
Definition Exclusion of certain sectors or companies based on ESG criteria
Key requirements Norms-based or values-based exclusions
Definition Integration of material ESG factors into the financial analysis used by Portfolio Managers
Key requirements Access to and consideration of material ESG information
Definition Strategies with sustainability playing a significant role in the investment process
Key requirements Tilts toward SI themes; typically, SI policy reflected in IIGs
Definition Investment in companies and projects with positive social and environmental impacts
Key requirements Measure and understand impacts of investments.
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 22.1bn SI-Focused
USD 231bn ESG Integrated assets under management1
20 years of SI business history
REPM achieves impressive results in the 2019 GRESB Assessments
UBS Asset Management | Stewardship Annual Report 2018 More
Chris Greenwald, Head of Sustainable and Impact Investing Research and Stewardship, discusses where he believes SI will be in five years. More
Bruno Bertocci, Head of the Global Sustainable Equities team and lead Portfolio Manager, talks about what's at the core of our SI focused strategies. More
UBS Asset Management | Stewardship Annual Report 2018 More
Large asset managers can lead the way in equities-based impact investing More
Celebrating a decade as a PRI signatory More
Rising risk, rising regulation | ESG regulation
More
UBS Asset Management's climate engagement progress one year in More
Permeating all levels of society, from private individuals, through business, to policy makers and governments, the effects of climate change will have an impact. More
Are the world’s asset owners thinking about long-term, sustainable finance? More
Responsible Investor’s 12th annual RI Europe conference in London on 11th-12th June 2019 More
Can working with the world’s top academics help improve investment outcomes? More
Interest in incorporating ESG considerations into investment decisions has increased substantially over recent years. More
The UBS approach to sustainable investing More
Incorporating sustainability factors in rules-based equity strategies More
Gender aware: Time's up for inequality More
We look into the importance of gender diversity, how it might improve investor returns, and outline our engagement approach to unlocking this long-term value. More
An investor's introduction to climate change More