You make choices every day to help make the world be a better place. Did you know your investing can live up to your values too? It’s through sustainable investing. More investors are interested in it than ever before. And that’s a good thing. For the planet—and your portfolio. Because sustainable investing typically performs as well as traditional investments, sometimes even better.1,2 As a leader in sustainable investing, we’re here to help you do good, and do well.
1 "ESG and financial performance: aggregated evidence from more than 2000 empirical studies’," Journal of Sustainable Finance and Investment, Gunnar Friede, Timo Busch, Alexander Bassen, 2015.
2 "’Introducing the Impact Investing Benchmark’," Global Impact Investing Network and Cambridge Associates, 2015
3UBS Investor Watch global results 2018
4UBS Investor Watch global results 2020
5 “ESG Investing Shines in Market Turmoil, With Help From Big Tech,”
WSJ. 12 May 2020. Data from Morningstar Direct.
6 Euromoney has presented awards to outstanding
ESG/Sustainable Investing Considerations: Sustainable investing strategies aim to consider and in some instances integrate the analysis of environmental, social and governance (ESG) factors into the investment process and portfolio. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. Incorporating ESG factors or Sustainable Investing considerations may inhibit the portfolio manager’s ability to participate in certain investment opportunities that otherwise would be consistent with its investment objective and other principal investment strategies. The returns on a portfolio consisting primarily of ESG or sustainable investments may be lower or higher than a portfolio where such factors are not considered by the portfolio manager. Because sustainability criteria can exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Companies may not necessarily meet high performance standards on all aspects of ESG or sustainable investing issues; there is also no guarantee that any company will meet expectations in connection with corporate responsibility, sustainability, and/or impact performance.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at
ubs.com/relationshipsummary.
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