Invest for good

Invest for returns and drive change through sustainable investing

Invest for good

We can help your portfolio live up to your principles, without compromising performance.2, 3

You can do good without sacrificing returns

It’s a myth that you will give up performance when you invest sustainably. Returns are comparable to conventional investments.2, 3 And with companies and funds beginning to report on their social and environmental contribution, it’s getting easier to see how you’re making a difference.

What do you know about sustainable investing?

Take the sustainable investing quiz

Before you start…

There are some things to consider before beginning your sustainable investing journey

sustainable investing

What is sustainable investing?

If you aren’t sure, you’re not alone. We’ll break it down for you.

Learn more
Sustainable solutions

Sustainable investments. Our preferred recommendation.

At UBS, we've just made sustainable investments our preferred recommendation for private clients investing globally.

Find out why

How do I get started?

Check your portfolio

Check your portfolio

How sustainable is your portfolio?

Many investors don't even realize they have sustainable investments. Ask your UBS Advisor if you do, and how you can do more.

Choose your values

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 can help you get started.

Invest for good

Invest for good

Put your values in action

Decide if you want to:

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

You don't have to choose just one way to invest sustainably. Those who already invest according to their values dedicate over a third of their portfolio to sustainable investments.1

UBS Sustainable Investing Fund

Sustainable Investment & UBS Sustainable Investing Fund

(David Zylberberg, Investment specialist UBS)

Other ways UBS can help you make a difference

Here at UBS, we have a long tradition of giving back. Last year alone, the UBS Optimus reached 5.9 mln beneficiaries in 2022 and reached >13 million children since 2014. And it’s only one of the ways UBS can help you make the most of your giving.

 

Sustainable investing insights

Take a closer look at the world of sustainable investments – and discover the difference it could make for you.

Tackling the world's most critical problems together

Our WEF 2020 whitepaper focuses on ways in which investors can align their investments towards a climate smart future.

 
Lonely tree in concrete

Sustainable investing after COVID-19

Explore the five trends arising as a consequence of the COVID-19 pandemic and global mitigation measures.

Sustainability risk information

Under the 2019/2088 Regulation (EU) on sustainability‐related disclosures in the financial services sector (so-called "Disclosure" or "SFDR"), UBS (France) S.A. integrate sustainability risks in its investment advice or insurance advice. Additional information on UBS's (France) S.A. policies on the integration of sustainability risks is available with you Client Advisor and at www.ubs.com/SFDR.

Sustainability risks are financial risks that are defined as environmental, social or governance events or conditions that, if they occur, could cause an actual or a potential material negative impact on the value of the investment. Sustainability risk statements cover all investment management mandates and investment advice or insurance advice.

Can I find additional product-specific information online?

Additional information on investment management mandates and funds managed by UBS LA MAISON de Gestion is available with you Client Advisor and at www.lamaisondegestion.com/notre-demarche-responsable.

For information about life insurance contracts that promote environmental or social characteristics or have sustainable investment as its objective under the SFDR Regulations, please visit the insurer's website.

March 2021

 

Sustainability in action