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Sustainable and impact investing Innovative products. Societal concerns. Driving change.

Supporting a positive social or environmental impact as well as achieving compelling financial returns is at the heart of sustainable and impact investing (SII). On this website we want to share with you our vision and insights, including what we see as the major trends and developments in SII and the risks and opportunities for investors. We will provide regular updates and features written by some of our leading analysts and experts.

Partners for a better future

Simon Smiles, 2 February 2018

At UBS, we have forged over 30 new partnerships to support the creation of the first 100% sustainable investment offering for our private clients. Simon Smiles, Chief Investment Officer Ultra High Net Worth Clients, UBS Wealth Management tells us more.

The DIB comes of age with the 'Utkrisht' bond

Phyllis Costanza, 18 January 2018

Following the launch of the groundbreaking Educate Girls Development Impact Bond (DIB), the UBS Optimus Foundation has harnessed the experience gained to launch one of the largest DIBs to date this time in maternal and child health.

Five things you probably didn't know about venture philanthropy

Anna-Marie Harling, 10 January 2018

In certain circles venture philanthropy has been described as matching the soul of philanthropy with the spirit of investing. But what is it really, and how does it work in practice? Read on to gather insight from Anna-Marie Harling, Head Global UHNW Philanthropy Center, UBS Wealth Management.

DIB - The new kid on the development block

Phyllis Costanza, 13 November 2017

The Development Impact Bond (DIB) has come a long way in a short time. In this blog, Phyllis Constanza, CEO of the UBS Optimus Foundation dispels some of the myths surrounding this innovative finance vehicle, and explains why she thinks the new kid has a bright future ahead of it.

Demonstrating positive impact for mainstream investment strategies

Christopher Greenwald, 25 September 2017

The UN Sustainable Development Goals take center stage at this year's UN Principles of Responsible Investing conference in Berlin. Chris Greenwald, Head of Research Sustainable and Impact Investing, Asset Management, represents UBS at the event. Here he explores some innovative approaches to expand UN SDG-aligned impact investing opportunities to a wider range of asset classes and investors

Unlocking value with corporate governance

Stephen Freedman, 29 August 2017

Today ESG is the buzzword most commonly cited when asked to characterize modern sustainable investing. Corporate governance, the G in ESG, is a natural way to start thinking about corporate sustainability. In this blog, SF highlights why governance considerations such as board composition and independence or management incentives are so important.

Why sustainability shouldn't reduce returns

Nick Baltas, 19 June 2017

There are several misconceptions around the value-add of ESG criteria in investment decisions. With their recent paper at the Journal of Applied Corporate Finance, "ESG Integration in Investment Management: Myths and Realities", Sakis Kotsantonis, Chris Pinney and George Serafeim highlight six myths about ESG investing and subsequently refute them. For the purposes of this article, we review the first, and in our assessment the most important, of these six myths.

Exploring the Next Frontier in Banking: Sustainability Regulation

Christian Leitz, 7 June 2017

How times change! Ten years ago, when someone asked me, "so where does government fit into all this stakeholder management work on corporate responsibility you do?" I was hard pressed to give much of an answer. And today? I am equally hard pressed to condense the topic of governments, regulators and sustainability in finance into a short text such as this.

Gender-lens investing: What's next?

Rina Kupferschmid-Rojas, 23 May 2017

Gender-lens investors - those who treat female empowerment as a key criterion when committing capital - have attracted growing interest in recent years. In particular, listed companies with a greater number of women on their boards have on average delivered bigger returns to shareholders. However, mainstreaming gender-lens investing may present a quandary.

Three ways to invest towards the UN's SDGs

28 February 2017

While there is significant interest in the SDGs from investors, there is little understanding of exactly how to invest in these themes in ways that can generate real impact. While investment in listed companies that contribute to the SDGs is relatively straightforward, investment in private markets is more challenging.

Why impact investing needs Silicon Valley

Andrew Lee, 9 February 2017

Last week I was in Silicon Valley at a private gathering of members of UBS's Industry Leader Network - executives and entrepreneurs at privately held companies worldwide. Our discussions focused on artificial intelligence and machine learning and their potential implications for business operations and investment.

Why sustainable investing is a game-changer for all investors

Michael Baldinger, 30 January 2017

No sensible decision can be made any longer without taking into account not only the world as it is, but the world as it will be.
- Isaac Asimov