Sustainable Investing

By investing sustainably, you can make a positive impact on the environment and society while achieving similar returns to traditional investments.
We are proud to be the first asset manager to proactively sell World Bank bonds, which go toward funding social and economic development in disadvantaged markets.

The World Bank’s goals are to end poverty and promote shared prosperity. It achieves these objectives by supporting programs such as the construction of 20,000 new learning centers in Bangladesh, which has given 690,000 children from remote, rural regions access to education. The bonds are rated AAA and are backed by numerous governments.

Source: based on credit ratings by Moody’s and S&P

By engaging in sustainable investing, you are also supporting the UN’s 17 sustainable development goals, which are to be achieved by all UN member states by 2030. These goals include good healthcare provision, increasing the share of renewable energy and climate action.

There are three different approaches that you can choose in line with your values and wishes:

Exclusion method

Remove investments from your portfolio that do not align with your values, for example investments in the armaments or tobacco industry.

Invest based on ecological, social and governance (ESG) criteria

Invest in companies whose business model is based on protecting the environment, defending human rights or fighting corruption, for example.

Impact investing

Impact investing lets you make a quantifiable impact. For example, an impact investor can invest in bonds to fund specific social developments (such as research into diabetes treatment).

Our UBS Manage™ Advanced (Sustainable Investing) portfolio makes it easier to get started. We use a tried-and-trusted approach to manage this portfolio, taking all relevant sustainability factors into consideration in our choice of investments.

UBS is a strong partner who supports you and shares your values: the international research agency MSCI recently increased its ESG rating for UBS from A to AA, thus confirming our leading role in embedding sustainability goals in the finance sector.

We work with experts and organizations from across the world to promote sustainable projects. You can constantly rely on a team of specialists to help you do more – both for your finances and the world.

Swiss investors want to make a difference, but only a few invest in sustainable investments. Ambiguous terms and the unknown impact of sustainable investments act as a deterrent for many.