Sustainable investing services

How UBS can help you invest for good

A better world for future generations is everyone’s responsibility. Sustainable investing can play a big role in this. We’re confident that it will soon become the world's most widely accepted way of investing.1,2

As the world's leading wealth manager3, we feel responsible for helping change things for the better. We have the capital, solutions and expertise to make a big difference globally. Leveraging our sustainable investing and impact investing portfolio, we'll help you align your values and goals.

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Together, we can help you invest in doing good.

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How do I get started?

Video of Shona Baijal talking about sustainable investing
 

1. Check your portfolio

How sustainable is your portfolio?

Many investors don't realise they have sustainable investments. Ask your advisor if you do, and how you can do more.

2. Choose your values

What do you care about?

You can choose more than one way to make a difference. Do you want to wipe out pollution? Combat climate change? Help educate children? We’ll help you get started.

3. Invest for good

Decide if you want to:

  • Exclude companies with different values than yours
  • Integrate companies that reflect your values
  • Select investments that make an impact you can see

Your benefits

Do well, do good

It’s a myth that you give up performance when you invest sustainably.1 We’ll show you how to get the best of both worlds.

By you, for you

We'll discuss your needs and goals, set everything up and support you every step of the way.

Expertise on hand

Our experts have the know-how to help you choose your sustainable investments.

Everything covered

We'll recommend sustainable investments across all assets, including global and local markets. We'll monitor your portfolio so that we can react quickly to risks and capitalise on opportunities.

 

What do we include in our sustainable investing portfolio?

Our sustainable investing portfolio mirrors our award-winning portfolio approach.4

The difference is that it replaces conventional assets with sustainable ones.You can relax knowing that we’re managing your portfolio and helping you get the most from your investments.

Please click on the different assets in the graph to get more information.

Is your portfolio creating the impact you want?

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What other ways can I invest sustainably?

To best reflect your values and increase your impact, we offer many sustainable investing choices and opportunities.

Our advised service portfolio lets you choose from sustainable investments, such as green bonds and environmental, social and governance (ESG) funds. You can also choose from our impact investing options, which clearly measure how well organisations deliver on their promises.

We help you make a difference

Changing the world is about more than investing sustainably. It's about giving your time and energy to solving issues you're passionate about. UBS Optimus Foundation helps you put smiles on the faces of children worldwide by supporting global projects that focus on young people. Our philanthropy experts can advise you on how to put your wealth to work in the best possible way.

Why UBS is your right partner?

We want to shape the future of sustainable investing. We are also confident that sustainable investing will soon become the world's most widely accepted way of investing.1, 2

Furthermore, as the world's leading wealth manager,3 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 pledge 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.

We drive change

How UBS is making a difference in the world.

Read more

We support global visionaries

Insights from thought leaders whose work is shaping our future.

Read more

Everyone wins

Ranked first by our peers for our philanthropy and ESG/Impact Investing capabilities and services.

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Answering your questions

Have a question about our wealth management offering and services? We're here to help you.

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1 'ESG and financial performance: aggregated evidence from more than 2000 empirical studies', Journal of Sustainable Finance and Investment, Gunnar Friede, Timo Busch, Alexander Bassen, 2015
2 'Introducing the Impact Investing Benchmark', Global Impact Investing Network and Cambridge Associates, 2015
3 Euromoney Private Banking and Wealth Management Survey 2019: Global Results
4 The ability to implement these approaches will depend on the product or service selected; they are not available for all products, services or accounts offered through UBS

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.