*Sustainable Investing: this terminology refers to definitions in the UBS AM Sustainable Investing Framework and does not refer or relate to any product specific regulatory labelling regime or naming conventions.
Our expertise
With over 20 years1 SI expertise we remain committed to providing our clients with an offering to meet their evolving sustainability needs. Our SI capabilities cover traditional and alternative, active and passive, and span across asset classes. There are a variety of ways clients may choose to incorporate sustainability considerations into portfolio risk and return objectives. This is why we offer a range of approaches, including exclusions, screening, dedicated net zero, impact and transition focused strategies, stewardship, ESG integration and customization. And by integrating data science into our SI processes, we aim to drive innovation and create more efficient alpha2. It's all about partnering with clients to enable choice.
What sets us apart
Long-term commitment
Sustainability means thinking and acting with the long term in mind. We launched our first sustainable strategy in 1997 and since then have expanded our SI capabilities. We cover traditional and alternative, active and passive and span across asset classes.
Choice and customization
We offer a wide range of SI strategies and customized solutions across asset classes. We innovate in product design, stewardship and ESG integration. We collaborate across UBS and with our clients to provide scale and unique thought leadership perspectives.
Active owners
Our active ownership approach leverages our strength as a global, diversified asset manager to drive financial value and encourage tangible progress towards sustainability commitments.
Key pillars of our approach
We are committed to bringing you the ideas, understanding and clarity to guide your choices, so you can deliver on your investment priorities and your values, without compromise.
Planet Tracker Report
Climate and nature are inextricably linked. And understanding the two-way relationship between biodiversity and portfolios will be key to managing risks, generating alpha and – ultimately – delivering investment value. We are therefore pleased to share our latest report produced in partnership with Planet Tracker.
Stewardship Annual Report 2023
Stewardship plays a central role within our investment approach; it helps us meet both client and regulatory expectations. The UBS Stewardship Report focuses on the outcomes we believe our activities have delivered in the past year on clients and society in general.
We take an active approach to stewardship through engagement, proxy voting and advocacy. This allows us the flexibility to address emerging sustainability issues that matter most to our clients and work with firms to achieve better outcomes. Active ownership covers all asset classes, and the mechanisms of driving change, timeframes and level of influence can differ, depending on the unique characteristics of each asset class. Download the report to get a look back across our Active ownership actions in 2023 and what we see in 2024.
Hear from our experts
Climate and impact investing
Watch Lucy Thomas, Head of Sustainable Investing at UBS Asset Management, explain about the climate challenge, Net Zero, stewardship and the opportunities transitioning to Net Zero offer investors.
Progress to Net Zero
Transitioning to Net Zero is a huge endeavor that requires action on many fronts: watch UBS Asset Management professionals discuss the issues in our Progress to Net Zero video.
Explore other pages
Third party reports and rankings
PRI | Principles for Responsible Investing
PRI | Principles for Responsible Investing
Important information
The Principles for Responsible Investing (“PRI”) is an investor initiative in partnership with UNEP Finance Initiative and UN Global Compact. The PRI is funded primarily via an annual membership fee payable by all signatories. The PRI’s six Principles for Responsible Investment offer a menu of possible actions for incorporating ESG issues into investment practice. This includes the requirement for PRI signatories to report publicly on their responsible investment activities each year. PRI assesses the responsible performance of its signatories to provide feedback to signatories and support ongoing learning and development.
The attached public transparency report, generated November 21, 2022, is an export of UBS AM’s responses to the PRI Reporting Framework, based upon calendar year 2021 data, and includes all public and mandatory indicators. The attached assessment report, issued August 18, 2022, shows year-on-year progress and broad scoring bands per module or per asset class/sub-strategy based on the PRI’s assessment. The PRI does not provide an overall organization score.
For more info about PRI, please consult the webpage here and learn more about PRI’s scoring methodology here. Like all signatories, UBS AM pays an annual membership fee to PRI and has paid no other compensation to PRI with respect to the assessment. Find out more about PRI’s membership requirements here. UBS-AM has been a signatory of PRI since 2009.
Additional information
UBS Blended ESG Score: the UBS Blended ESG Score represents an average of normalized ESG assessment data from UBS and two recognized external ESG data providers, MSCI and Sustainalytics. This blended score approach enhances the quality of the derived sustainability profile by integrating multiple independent ESG assessments, rather than depending solely on one single view. The UBS Blended ESG Score represents an entity’s sustainability profile assessing material environmental, social, and governance factors. These factors may include, but are not limited to, environmental footprint and operational efficiency, risk management, climate change response, natural resource utilization, pollution and waste management, employment standards, supply chain oversight, human capital development, board diversity, occupational health and safety, product safety, and anti-fraud and anti-corruption policies. Each assessed entity is assigned a UBS Blended ESG Score, which ranges from 0 to 10, with 10 indicating the best sustainability profile.
All investing involves risk including loss of principal.
