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    Union Bancaire Privée (UBP)

    Fund Manager Page

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    Facts & Figures

    Inception of sustainability strategy2014
    Total AUM (USD)127 billion
    (CHF 126.8 billion
    as of December 2018)
    AUM Responsible Strategies (USD)3 billion
    % screened>90
    % ESG integration>90
    % engagement>90
    % proxy voting>90
    Responsible Investment teamexperts

    Ticking Boxes

    Firm-wide ESG integration
    Impact investingselected strategies
    PRI Signatorysince 2012
    UN Global Compact
    CDP Signatory
    UNEPFI Signatory
    IIGCC Signatory
    SWESIF
    Funds in Hållbarhetsprofilen
    Other membershipsCambridge Investment Leaders Group, Sustainable Finance Geneva, Swiss Sustainable Finance

    Exclusions

    Firm-wide
    International norm violations
    Fossil fuel (all)
    Thermal coal(>20% revenue)
    Anti-personnel landmines & Cluster munitions
    Weapons of mass destruction (nuclear, biological & chemical)
    Weapons (all)
    Tobacco
    Alcohol
    Gambling
    Pornography
    Fur
    GMOs

    IN BRIEF

    Union Bancaire Privée, UBP SA (“UBP”), headquartered in Geneva, is one of the leading Swiss private banks, and focuses on asset management for institutional clients and wealth management for private clients. UBP offers an extensive range of long-only and alternative products, both absolute and relative return strategies, which aim to grow client assets while applying a rigorous and disciplined risk management approach.

    SRI HIGHLIGHTS

    Firm-wide ESG integration
    Qualitative screening
    • Negative: exclusion list
    • Positive: inclusion list
    • Watch list
    Engagement

    Supported by engagement specialists from Sustainalytics (formerly GES International)

    Particular focus on companies deemed to be failing in ESG factors (such as constituents of the Watch List)

    Proxy voting

    Supported by International Shareholder Services (ISS)

    Sustainable Products & Strategies

    Core / Impact

    Active SRI

    Screened

    Source & Resources