Return on values

 

For our latest UBS Investor Watch, we surveyed more than 5,300 investors in 10 markets on sustainable investing. We found that, while some investors understand the basic concept, confusion about sustainable investing terms, its various approaches and even its impact, is widespread. For example, investors make little distinction among the three major sustainable investment approaches: exclusion, integration and impact investing (to make this easier, we included a glossary here).

Better education often leads to higher adoption. Sustainable investors, for example, were influenced by multiple sources, including professional Advisors, family, friends and media. Nine in 10 cite an Advisor’s impact on their decision to invest sustainably.

Adoption of sustainable investing varies dramatically across markets. For example, the emerging markets of China and Brazil indicate they have the highest rates of adoption, while only 12% of US investors have any sustainable investments (defined as at least 1% of assets allocated to sustainable investments).

Few investors expect to sacrifice returns when investing sustainably. In fact, 82% believe the returns of sustainable investments will match or surpass those of traditional investments. Investors view sustainable companies as responsible, well-managed and forward-thinking – thus, good investments.

Should investors prove to be right, more companies will likely adopt sustainable practices. Perhaps then, the world will be a better place indeed.

For more detail download the full report

Are you interested in Sustainable Investing?

Find out how you can align your investments with your values.

Glossary

Sustainable investing integrates societal concerns, personal values or an institutional mission into investment decisions.

Three main ways to invest sustainably:

Exclusion

Excludes companies or industries from portfolios where they are not aligned with an investor’s values.

Integration

Integrates environmental, social and corporate governance (ESG) factors into traditional investment processes, seeking to improve portfolio risk and return.

Impact investing

Invests with the intention to generate measurable environmental and social (E&S) impact alongside a financial return.


UK investors make major choices based on their values, but not their investments


The UK lags behind on sustainable investing


Percentage of investors who say they have at least 1% of investable assets in sustainable investments


Barriers to adoption in the UK are prevalent



Yet the future for sustainable investing in the UK looks bright


Allocations to sustainable investments


Millennials and women lead the charge on sustainable investing in the UK


Allocations to sustainable investments

Women are driving engagement with sustainable investments

Millennials in the UK lead the charge on sustainable investing


Is your portfolio having the impact you want? Talk to your UBS Client Advisor.

How much available money would you have to invest?

Please choose one out of 4 options

What kind of institution are you?

Please choose one out of 4 options

Please choose one out of 2 options

Where do you live?

Where would you like to bank with us?

How would you like us to get in touch with you?

Please choose one out of 2 options

Please fill out the form, so we can contact you.

MESSAGE GOES HERE
Please enter a valid input
Please enter a valid input
Please enter a valid input
Please enter a valid input
Please enter a valid e-mail address
Please enter the phone number without any interspace (e.g. +41442221133)
MESSAGE GOES HERE

The data entered into this form is transmitted encrypted to UBS Switzerland AG via the internet and distributed to local UBS offices appropriately. Nevertheless, in order to maintain discretion, please do not include any confidential data such as account numbers. Via this form UBS does not accept any instructions for business transactions such as the opening of accounts, payment orders, trading orders, revocations of orders or authorizations, blocking of credit cards, changes of address, etc. Please contact the appropriate office or your client advisor for such transactions.

By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail.

Please note: The use of e-mail can involve substantial risks such as lack of confidentiality, potential manipulation of contents or sender's address, wrong recipient, viruses etc. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail.

MESSAGE GOES HERE

Thank you for submitting your enquiry.

We are processing your information. This may take up to 10 seconds. Please do not close this window while your information is being processed.

Thank you for contacting us.

One of our client advisors will contact you soon.

Something went wrong.

Your enquiry could not be submitted.

If you continue to experience problems, please reload the page and try again.

Let's talk

To help us put you in touch with the right advisor or team, please answer the following questions.
What would you like to know more about?

Please choose one out of 5 options

Find out more

Find your local branch

We have offices in various regions across the UK.

Find your nearest UBS office

Answering your questions

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

Find the answers

About the survey

For this edition of UBS Investor Watch, we surveyed more than 5,300 high net worth investors (with at least $1 million in investable assets). The global sample was split across 10 markets: Brazil, China, Germany, Hong Kong, Italy, Singapore, Switzerland, UAE, the UK and the US. The research was conducted between June 2018 and August 2018.