How we support our clients Innovative. Impactful. Holistic.
As a financial institution, UBS plays an important role in the allocation of capital via investment products and services. Across all business divisions we support our clients with solutions ranging from sustainable investment products to targeted charitable giving.
Sustainable Investing (SI) is a broad set of investment strategies that incorporate environmental, social or governance (ESG) considerations into the investment process. SI consists of three distinct approaches that can be used individually or in combination: Exclusion, ESG-Integration, and Impact Investing.
We help our clients consider not only potential financial returns, but also potential societal impacts when making their financial decisions.
We have a global team of in-house experts in place who are specialized in all areas of philanthropy and strategic charitable giving.
Our UBS Optimus Foundation is an expert grant-making foundation that helps our clients use their wealth to drive positive and sustainable social change for children.
We have established a general approach and commitment to addressing environmental, social and governance factors across our traditional investment areas.
We provide capital raising and strategic advisory services globally to companies offering products and service that contribute positively to climate change mitigation and adaptation.
Our clients have access to appropriate products from our Asset Management and Wealth Management divisions and are participating in our Group-wide approach to sustainable investing
Facts and figures on Sustainable Investing at UBS
In 2016, sustainable investments (SI) increased to CHF 976 billion from CHF 934 billion at the end of 2015, representing 35% of our total invested assets.
Want to know more? Our research offers new insights.
We research the impact of environmental, social and governance issues on various sectors and companies. Our specialized teams regularly publish research on topics that will shape our future, including climate change, energy efficiency, resource scarcity, emerging technology and demographics.
Read our sustainability white paper for the World Economic Forum 2017 on "Mobilizing private wealth for the public good."