Insights from Global Head of Sustainable and Impact Investing Michael Baldinger
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.
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.
Investing with a new set of eyes
Modern sustainable investing is all about that providing our clients with important new tools to help build stronger portfolios and generate better, more sustainable, investment strategies and products.
Why is this so?
Sustainable investing is about broadening the use of material, non-financial data in the investment analysis process to include ESG – or environmental, social and governance – metrics. By adding these metrics to the investment process, investors can get a broader view of the potential upside and downside of their investments.
Seeing more clearly
Sustainable investing provides a new kind of transparency into our investments – achieved through a set of metrics that give investors material, often quantitative, data into how well a business is run, where its real risks lie, and how sustainable its business model and practices really are. When fully embedded in the investment decision-making process.
At UBS, we believe that sustainable investing adds value to portfolios within the same risk-return profile. That is why UBS Asset Management integrates ESG information in the mainstream of our offering across all asset classes.
+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
Keep informed about new sustainable and impact solutions and thought leadership papers.
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.
In the year to 31st December 2018, UBS Asset Management gave instructions to vote on 97,881 separate resolutions at 10,024 shareholder meetings. Further details regarding our voting information can be found below, including fund specific disclosures where required.
UBS`s own commitment
UBS is firmly committed to corporate responsibility and actively strives to understand, assess, weigh and address the concerns and expectations of the firm's stakeholders.
Collaborative webcast with IPE and UBS Asset Management More
UBS Asset Management's Real Estate & Private Markets business's sustainability efforts continue to be recognized by the industry worldwide with one of our infrastructure assets being named 'Asset Sector Leader'. More
If you require further information please get in touch.
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