Return on values

For our latest UBS Investor Watch, we surveyed more than 5,300 investors in 10 markets on sustainable investing. We found that, while some investors understand the basic concept, confusion about sustainable investing terms, its various approaches and even its impact, is widespread.


Swiss investors want to make a difference, however, only a minority invest sustainably

Schweizer Anleger wollen etwas bewirken, aber in nachhaltige Anlagen investieren nur wenige

What is sustainable investing?
Daniel Kalt, UBS Chief Economist Switzerland

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      Confusion and uncertain impact hold Swiss investors back

      Unklare Begrifflichkeit und die unbekannte Wirkung von nachhaltigen Anlagen schrecken Schweizer Anleger ab

      "How can I invest sustainbly?"
      Daniel Kalt, UBS Chief Economist Switzerland

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          "Are concerns about sustainable investing justified?"
          Daniel Kalt, UBS Chief Economist Switzerland

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              Female investors drive momentum for sustainable investments in the future

              Weibliche Anleger werden in Zukunft eine nachhaltige Anlagendynamik antreiben

              "Sustainable investing: what are the trends and focus areas?"
              Daniel Kalt, UBS Chief Economist Switzerland

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                  Are you interested in Sustainable Investing?

                  Find out how you can align your investments with your values.

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                  Glossary

                  Sustainable investing: integrates societal concerns, personal values or an institutional mission into investment decisions.

                  Three main ways to invest sustainably:

                  Exclusion

                  Excludes companies or industries from portfolios where they are not aligned with an investor’s values.

                  Integration

                  Integrates environmental, social and corporate governance (ESG) factors into traditional investment processes, seeking to improve portfolio risk and return.

                  Impact Investing

                  Invests with the intention to generate measurable environmental and social (E&S) impact alongside a financial return.

                  About the survey

                  For this edition of UBS Investor Watch, we surveyed more than 5,300 high net worth investors (with at least $1 million in investable assets). The global sample was split across 10 markets: Brazil, China, Germany, Hong Kong, Italy, Singapore, Switzerland, UAE, the UK and the US. The research was conducted between June 2018 and August 2018.