Union Bancaire Privée (UBP)

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Latest News

UBP Launches New Impact EM Fund

Stockholm (NordSIP) -  Union Bancaire Privée (UBP) has announced the launch of the UBAM - Positive Impact Emerging Equity fund. The fund will complement...

Sustainable Food Start Up Explores Credit Lines to Cope with Coronavirus

Stockholm (NordSIP) - Among the many undesirable effects of the Coronavirus outbreak, the financial turmoil that follows on its heels is endangering businesses the...

New Long-Term Thematic Strategy at UBP

Stockholm (NordSIP) - On July 25, Geneva-headquartered private bank Union Bancaire Privée (UBP) announced the launch of a new Multifunds Secular Trends strategy, a...

Impact in Focus over Lunch in Copenhagen

NordSIP (Copenhagen) – On a dark and wet Thursday in November, NordSIP invited a group of influential Danish institutional investors to listen to four...

New Positive Impact Fund for UBP

Stockholm (NordSIP) – On Wednesday, Union Bancaire Privée (UBP) announced the launch of a new Positive Impact Equity strategy, as the demand for investment...

Research

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

UBP AM Positive Impact Equity

In Short   Strategy description The Fund seeks to grow your capital and generate income primarily by investing in equities issued, for at least 65% of its...

Active SRI

UBP – Global Equity Sustainable Growth

In Short Strategy description The Fund seeks to grow and generate income primarily by investing in equities with exposure to growth opportunities across the world, including...

UBP AM- EM Sustainable High Grade Corporate Bond

In Short Strategy description The Fund seeks to grow your capital and generate income primarily by investing in bonds whose issuer is a company domiciled in...

Screened

Source & Resources