A better place for future generations is everyone’s responsibility.
In 2017, we pledged to support our clients in investing USD 5 billion in impact investments. That led us to develop a wide and innovative bench of solutions that align with not just your values, but also your goals. Here are a few ways we can help you do good for everyone.
How much should you invest in doing good?
On average, those who invest according to their values dedicate over a third of their portfolio to sustainable investments.1 But you could do even more. With so many options available today and investors believing that sustainable investing will be mainstream by 2023, you have ample opportunity to invest for good.
If you're unsure about what to do, don't worry, help is at hand. Your UBS advisor can guide you through every step.
How do I get started?
What do we include in our sustainable investing portfolio?
Our UBS Manage Advance (Sustainable Investing) portfolio makes it easy to get started. It mirrors our award-winning portfolio4 approach, but replaces conventional assets with sustainable ones.
Every asset in your Sustainable Investing portfolio aims to give you great returns on your money. You can also relax knowing our experienced professionals are always managing your portfolio and helping you make the most from your investments.
Equity shares in companies that sell products and services tackling environmental or social challenges, and/or whose businesses are good at managing a single ESG factor, such as gender equality.
Equity shares in companies that are getting better at managing various critical ESG issues and opportunities.
Equity shares in companies that manage various critical ESG issues and seize ESG opportunities better than their competitors.
Bonds that finance environmental projects. Issuers include corporations, municipalities and development banks.
Bonds issued by companies that manage various critical ESG issues and seize ESG opportunities better than their competitors.
An approach where fund managers take active equity stakes. They do this to encourage company management to improve their performance on ESG issues and opportunities. This approach has the most potential with smaller companies.
Bonds issued by the World Bank, a multilateral development bank (MDB). Multiple governments back MDBs, which aim to finance sustainable economic development.
How will we build and manage your portfolio?
Your advisor will discuss your feelings about risk and whether the portfolio is right for you. From there, we'll build your sustainable portfolio. Rest assured, we'll always be working hard to help you achieve your goals.
Choosing the right assets:
We choose sustainable assets that can offer you similar returns to conventional assets. If we can't find a sustainable substitute for a traditional asset, we'll look for suitable alternatives.
To help reduce risk to your money, we'll diversify your portfolio across assets, regions and sectors. Over 200 analysts also monitor the markets continually, using the latest technologies to help ensure your investment always performs well.
Selecting successful fund managers:
We look for fund managers that invest sustainably and successfully. To help ensure they can deliver appealing returns on your money, we also challenge and question them on their investment choices.
Picking single stocks:
Would you rather have single stocks (a minimum investment of CHF 1 million) in your portfolio than funds? To help you pick the right ones, more than 140 data analysts will examine stocks worldwide. We'll then use this data to build your portfolio.
What other ways can I invest?
To really reflect your values and help change the world, you can access many more sustainable investing choices and opportunities.
From innovative green bonds to ESG and thematic funds, you will have access to a wide range of sustainable investments that will truly reflect your values. We also have a shelf of impact investing options, which make sure organizations continue to engage in their ESG pledges.
Is impact investing one of the most vibrant and innovative segments of financial markets?
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.2, 3
Furthermore, as the world's leading wealth manager,4 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 pledged to support our clients in investing USD 5 billion into impact investments over the next ﬁve years to help plug funding gaps needed to reach the 17 UN Sustainable Development Goals (SDGs). And you’ll always have a team of sustainable investing experts helping you do more for your ﬁnances and the world.