The world is changing rapidly and so are investors’ priorities.1
It’s becoming increasingly important to consider environmental, social and governance (ESG) factors with any investment. Why? Because companies that follow sustainability practices may see benefits to their businesses, making them potentially good investments—for your portfolio and for our future.2
We believe sustainability matters for all investors
In 2020, UBS made sustainable investments its preferred solution for wealth management clients wishing to invest globally.3 Whether you are primarily focused on financial returns or seeking to drive sustainable outcomes, ESG considerations can highlight risks and present new investment opportunities.2
As the world‘s leading sustainable investment manager, we‘re not new to sustainable investing.4 Having taken our first steps decades ago, we reached close to a trillion dollars in core sustainable investment assets at the end of 2020.5
Sustainability is central to our purpose, so it’s only natural that we’re putting sustainable investing where it belongs: at the heart of what we do.
Consider what matters when you invest
With any investment, it is important to understand the factors that can impact returns. Sustainable investing expands that set of considerations beyond financials to include ESG issues that can affect companies, cities and industries—and your returns.
Environmental
Includes water and waste management; ways of improving energy efficiency; and solutions to mitigate and adapt to climate change.
Social
Considers methods of ensuring better housing, education and health care; access to personal financing; and managing supply chains effectively.
Governance
Looks at issues of board diversity; and corporate transparency.
Will she always be this happy?
Live a good life on a healthy planet?
Can sustainable investing protect her future?

While sustainable investing is not new, it‘s still “new-to-me” for many investors
While sustainable investing is not new, it‘s still “new-to-me” for many investors
Growing acknowledgment of the interaction between social and environmental topics and corporate financial performance has strengthened the case for incorporating sustainability considerations into investment portfolios.
What is sustainable investing?
What is sustainable investing?
Sustainable investing is not an investment product, or an asset class. It’s an investment philosophy.
Investors increasingly show interest both in better understanding the positive and negative impacts of their investments on society and the environment, and in incorporating these considerations into how they construct and manage their portfolios.
3 ways you can incorporate sustainable investments in your portfolio
3 ways you can incorporate sustainable investments in your portfolio
Exclude individual companies or entire industries if their areas of activity conflict with your values.
Integrate ESG factors into traditional investment process to align with sustainability objectives while seeking to improve risk and return expectations.
Invest with the intent to generate measurable environmental and social impact alongside a financial return.
Myth vs. reality
Myth vs. reality
Myth
You give up returns with sustainable investments
Myth
You can’t measure the impact of a sustainable investment
Myth
Sustainable investing is only about protecting the environment
What we offer
What we offer
- Sustainable and thematic exchange traded funds, mutual funds and separately managed accounts5
- Tailored private investment opportunities
- Differentiated intellectual capital and investment framework driven by a dedicated research team
Approach sustainable investing your way
Approach sustainable investing your way
We can work with you so you will understand sustainable investing and related opportunities. Part of it is about finding the right starting point for you, based on your conviction and appetite to engage in sustainable investing.
One of the following approaches might be such a starting point for you. Whatever way, we are here to explore what works best for you:
What do we include in our sustainable investing asset allocation?7
What do we include in our sustainable investing asset allocation?7
Insights
Take a closer look at sustainable investing—and discover the difference it could make for your portfolio—and the world
Take a closer look at sustainable investing—and discover the difference it could make for your portfolio—and the world
Key findings
Key findings
59%
59%
of investors are more interested in sustainable investing as a result of COVID-198
69%
69%
of women are highly interested in sustainable investing as a result of COVID-198
76%
76%
of younger investors are highly interested in sustainable investing as a result of COVID-198
Research
Research
Get in touch
Together we can help you reach your goals.