Our world is complex and often unequal. Investing with a focus on inclusion can help you align your investment choices with the changes you want to see in the world. At UBS, we can help you pursue investments that seek competitive risk-adjusted returns while also focusing on a more equitable world.

I believe we are at the dawn of a new era where the financial services industry will become the nexus of equal financial access for all–as professionals, as clients and as contributing members of our communities.
Lynette Jefferson,
Head of Sustainable and Impact Investment Solutions

What is inclusive investing?

Invest in what matters

Inclusive investing empowers investors to support diversity, equity and inclusion through deliberate investment choices that align with their personal principles, promote inclusive social objectives and seek competitive financial returns.

What do we mean by diverse? At UBS Financial Services Inc. our definition includes people who self-identify as women, racial or ethnic minorities, veterans, persons with disabilities and LGBTQ+ individuals.*

Cover of the Empower your investment choices report

Expanding opportunity and access

If you are looking to incorporate inclusive investing, the first place to start is to identify what is important to you and then evaluate different ways you can align your preferences with your investments. At UBS, we focus on driving inclusive growth in three core ways.

Diversity-focused investment strategies

Investments that focus on promoting equality, expanding opportunities or improving outcomes for diverse groups or communities.

Diverse-owned asset management firms

Investment management or asset management firm where at least 25% of the firm is owned by individuals who identify as diverse.

Diverse portfolio managers

Investment products that have at least one investment team member in a key decision-making role who identifies as diverse.

Insights to guide you

Take a closer look at inclusive investing—and explore the difference it could make for your portfolio—and what matters to you


    Articles from our Chief Investment Office

    Longer Term Investments: Diversity and Equality White Paper

    Read more about taking a systems-level approach to investing for a more inclusive and equitable society.

    Longer Term Investment: Diversity and Equality Snapshot(PDF, 554 KB)

    Visually see how the systemic and complex nature of diversity and equality create opportunities for investors.

    Women and Investing: Planning for Your Legacy

    Read about the steps women can take to define their legacy and how to best allocate resources to meet their objectives and smoothly transfer their wealth through financial planning.

    Championing inclusive growth

    We are reimagining the power of people and capital to create a better world for all—a world that’s fair, sustainable and allows everyone the opportunity to thrive. We’ve built a robust ecosystem at UBS focused on making our society more sustainable and equitable—both within our firm and around the world.

    Notable Highlights

    UBS becomes Platinum Sponsor of NAIC

    The National Association of Investment Companies ("NAIC"), the largest network of diverse-owned alternative investment firms, and UBS announced an agreement whereby UBS will become a Platinum Sponsor of NAIC.

    Focusing our efforts as a global organization

    We draw on our global network of partners, clients and communities to share ideas, bring opportunities to life and make a real impact. And we believe in the power of diversity, equity and inclusion for our long-term success.

    Connect with a Financial Advisor

    Learn more about inclusive investing and how we can help uncover innovative investments that align with what’s most important to you.

    Photo of Lynette Jefferson, Managing Director, Head, Sustainable and Inclusive Investing, Wealth Management USA

    Lynette Jefferson

    Managing Director
    Head of Sustainable and Impact Investment Solutions
    Chief Investment Office Americas
    Global Wealth Management