Our expertise
Climate change is transforming the way we live, work and invest. Forward-thinking investors know that sustainability isn’t just a responsibility – it’s a source of opportunity. We are committed to partnering with our clients to incorporate climate goals into their portfolios.
We deliver solutions across all major asset classes, offering tailored strategies to meet diverse client objectives, such as climate-aware investments, net-zero aligned strategies, climate index solutions, and customized rules-based portfolio approaches.1
Our climate engagement program, created in 2018, is well-established. Through an outcomes-driven approach, we have delivered significant progress toward our engagement objectives.
What sets us apart
Customization
UBS AM manages 22 distinct climate-aware portfolios. They are designed to provide climate investing solutions across all major asset classes, including active equities, fixed income, rules-based and index strategies, alternatives, and private markets.
Innovation
We developed a model to assess transition risk, contributed to the first net-zero progress index for sovereigns in collaboration with Bloomberg, and have invested in climate tech ventures since 2019.
Proprietary methodologies and scores
We are committed to providing investment solutions aligned with our clients’ climate objectives and net zero targets. To achieve this, we have developed proprietary methodologies and scoring frameworks that integrate datasets into our own optimization tools.
How we contributed to the design of a net zero progress index2 for sovereigns in partnership with Bloomberg
How we contributed to the design of a net zero progress index2 for sovereigns in partnership with Bloomberg
Client problem: Investors needed a clear and consistent way to evaluate sovereign progress toward net zero targets.
UBS solution: Partnered with major index provider to design an innovative Net Zero Progress Index for sovereigns, using comprehensive climate data and proprietary methodologies .
Outcome: A transparent benchmark that enables investors to integrate carbon metrics and country-specific indicators into sovereign debt strategies
2 Download the index methodology document here: Bloomberg Methodology
Dive deeper: Our approach to climate-driven investing
Our clients are increasingly interested in incorporating climate considerations into their investment strategies. This report outlines how we enable this integration through a range of approaches designed to suit diverse client preferences.
Three key takeaways
- Climate insight is integrated across the full investment process
We can combine physical and transition-risk indicators, carbon-intensity metrics, forward-looking consideration and issuer alignment tools to inform research, portfolio design, and ongoing monitoring. Climate factors are an integral part of the process. - Portfolio outcomes target both risk reduction and value creation
For clients seeking to incorporate climate-aware tilts, we can position portfolios toward issuers prepared for the transition and away from those misaligned with decarbonization pathways. - Engagement and proxy voting reinforce financial and climate objectives
Stewardship focuses on material transition levers (governance, disclosure, and credible targets) helping companies progress along their pathways while strengthening the long-term value proposition for clients.
