UBS Asset Management

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Latest News

UBS Launches Climate Aware Strategies Suite

Stockholm (NordSIP) - UBS Asset Management (UBS AM) unveiled a new Climate Aware suite of strategies based on the asset manager'’s Climate Aware framework....

UBS to Adds Dollar-Hedge Class to Sustainable ETF

Stockholm (NordSIP) - UBS has launched the new Euro Area Liquid Corporate Sustainable UCITS ETF – USD-Hedged, a new currency-hedged share class for its...

UBS Launches Global Corporate Bond ESG ETF

Stockholm (NordSIP) - On the heels of last year’s the successful launch of the Global Government ESG ETF, and in response to regulatory and...

UBS AM’s ESG ETFs Break New Threshold

Stockholm (NordSIP) - In a sign of continued demand for sustainable investment products, UBS Asset Management’s portfolio of ESG ETF offerings has recently surpassed...

UBS and BlackRock Launch MDB Debt ETF

Stockholm (NordSIP) - UBS has announced it has seeded BlackRock's multilateral development bank (MDB) debt ETF, the iShares USD Development Bank Bonds UCITS ETF. The ETF...

Research

Facts & Figures

Inception of sustainability strategy1997
Total AUM (USD)800 billion
(CHF 815 billion)
AUM Responsible Strategies (USD)N/A
% screened>90
% ESG integration>90
% engagement>90
% proxy voting>90
Responsible Investment team# experts

Ticking Boxes

Firm-wide ESG integration
Impact investing
PRI Signatorysince
UN Global Compactsince
CDP Signatorysince
UNEPFI Signatorysince
IIGCC Signatorysince
SWESIFsince
Funds in Hållbarhetsprofilen
Other memberships

Exclusions

All RI StrategiesFirmwide
International norm violations
Fossil fuel (all)
Thermal coal
Anti-personnel landmines & Cluster munitions
Weapons of mass destruction (nuclear, biological & chemical)
Weapons (all)
Tobacco
Alcohol
Gambling
Pornography
Fur
GMOs

IN BRIEF

UBS Asset Management is a large scale investment manager with a presence in 23 countries. We offer investment capabilities and investment styles across all major traditional and alternative asset classes.

Our goal is to provide you with access to the best investment ideas and superior investment performance. We serve institutions, wholesale intermediaries and wealth management clients.

Across each of our traditional investment areas we have established a general approach to environmental, social and corporate governance. We are signatories to initiatives such as the Principles for Responsible Investment and the UK Stewardship Code.

Sustainable Products & Strategies

Core / Impact

Active SRI

UBS (Lux) Equity SICAV – Emerging Markets Sustainable

  Fund manager page Hållbarhets­profilen Fund Profile Morningstar Exclusions Nuclear weapons Biological weapons Weapons and war materials Cluster bombs and anti-personal mines Tobacco Alcohol Gaming Pornography

UBS (Lux) Equity Fund – Global Sustainable Innovators

  Fund manager page Fund Profile Hållbarhets­profilen Morningstar Exclusions Nuclear weapons Biological weapons Weapons and war materials Cluster bombs and anti-personal mines Tobacco Alcohol Gaming Pornography

UBS (Lux) Equity Fund – Global Sustainable

    Exclusions Nuclear weapons Biological weapons Weapons and war materials Cluster bombs and anti-personal mines Tobacco Alcohol Gaming Pornography

Screened

Source & Resources