Sustainable investing

Incorporating sustainable investing in your investment journey

Disrupt the status quo. Innovate for future success. Transform industries. Leave a lasting legacy.

Are you ready to invest in solutions that seek to capture these opportunities?

At UBS, we strive to help you cut through the noise and stay ahead of the curve, identifying important trends and new opportunities as they arise.

Why UBS for investing sustainably

We can help you navigate a rapidly evolving landscape with global research insights and education.

You can learn more about:

Our long-standing sustainable investing framework and approach developed and maintained by our Chief Investment Office
Sustainable investing views, including monthly and quarterly reports, podcasts and videos
What sustainable investing is at UBS coupled with actionable insights and takeaways for investors

Woman doing sustainable grocery shopping

We have a comprehensive range of sustainable investing solutions you can choose from.

Your UBS client advisor and specialists can help you identify:

Solutions with a clear sustainability objective, such as those that invest in best-in-class or up-and-coming companies
Solutions that seek to generate measurable, verifiable and positive outcomes for the environment and society
Options that include discretionary mandates, mutual and exchange-traded funds, separately managed accounts and alternative investments

Architectural model on construction site

Your client advisor has access to resources to help you create a customized portfolio that meets your needs and reflects what’s important to you.

You’ll have access to:

Teams of investment professionals that help guide you every step of the way.
Dedicated specialists to help you build or fine-tune your portfolio
Investment solutions that can be tailored to your needs

What is sustainable investing?

UBS Chief Investment Office’s approach to sustainable investing

Sustainable investing is an investment philosophy that can be applied across asset classes. It aims to deliver competitive risk-return characteristics similar to traditional investments while also generating positive environmental and societal impacts, or aligning with investors' personal goals and values.

Sustainable investing perspectives

ESG and beyond

Learn more about sustainable investing in our video

Why sustainable investing: the opportunities

Invest in innovation

You can tap into the power of change. Invest in companies that are harnessing new technologies, responding to societal trends and propelling their industries forward.

sport runner feet running on sunset lake closeup on shoe

Pursue investment goals

You can have it both ways. Pursue your sustainability objectives as well as financial returns with more investment choices.

Father and daughter playing together on sunny day

Make an impact

You can be part of the solution. Your investments can help address global sustainability challenges and advance your personal mission.

hand of businessman pulling out or placing wood block on the tower in modern office.

Improve portfolio risk-return

Your sustainable portfolio may enhance long-term risk-adjusted returns as sustainability issues are increasingly viewed as financially material by both investors and corporates.

Why sustainable investing: tailoring to your needs

Do these questions sound familiar?

Keep it in the family
Whether you have generations following in your footsteps or are charting a new course, every family is unique. Read how we can help families find new ground together.
Are your children passionate about topics like tackling climate change, health and wellbeing or empowering women, for example?
Are you looking to find common ground with your children when discussing the future of your family wealth or family office?
Engaging children in the conversation
By working with the UBS Sustainable & Impact Investing team, UBS client advisors can help you explore
How your family wealth or family office could help generate positive environmental outcomes
Ways to align investments with themes, such as clean air and carbon reduction, water scarcity and the energy transition
Investments with a focus on diversity and equality
Level up your mission
Whether you lead an organization, run a business or donate frequently to causes you care about, your investments may not reflect your mission. See how we can help you align various aspects of your financial picture.
Are you an avid philanthropist? Do you have a foundation dedicated to a specific cause, such as cancer research and treatment?
Do you want to do more to support this cause, outside of your foundation's charitable distributions?
Have you considered if your investments align with your mission?
Connecting philanthropy and investing
Together with the UBS Sustainable & Impact Investing team, UBS client advisors can help you:
Tilt investments toward specific themes of interest, like oncology or genetic therapies
Invest in innovators and disruptors that are creating new technologies or improving access to solutions
Pursue competitive financial returns in line with your investment objectives
What’s your next chapter?
Life changes can bring opportunities, whether you’re starting a new venture, selling a business or entering retirement. See how UBS can help support you through these changes.
Have you recently become empty-nesters, for example?
Are you looking to downsize and make some new investments with your extra cash?
While you may be hearing about sustainability in other aspects of your life, have you considered sustainable investing?
Stepping into sustainable investing
By working with your UBS client advisor and the UBS Sustainable & Impact Investing team, you can:
Access new investment opportunities while continuing to manage risk
Focus on growing their wealth while actively contributing to positive change
Stay up-to-date on emerging trends with timely research from our Chief Investment Office