Doing well by doing good

Investing with impact

Bold and Innovative Sustainable Investment for Institutional Investors

Michael Baldinger, Global Head of Sustainable and Impact Investing at UBS Asset Management, calls his company's approach to Sustainable Investment ‘game-changing.’

They are at the forefront of developing new frameworks for managing ESG data to not only look at corporate performance, but to begin to quantify corporations' global environmental and social impact.

This new approach, with revolutionary metrics and analytics, gives a broader, more comprehensive vision of the investment landscape - with transparency at the heart.

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Our goal at UBS is to be the world’s leading sustainable investing asset manager; to be ahead of the curve and play a material role in the mainstreaming of this important new approach.

– Michael Baldinger

Head of Sustainable and Impact Investing,

UBS Asset Management

Investing with impact

In November, UBS brought together experts in how data can help improve sustainable investing. They were Dr Paul Cox, investment expert at The National Employment Savings Trust (NEST); Dr Richard Mattison, chief executive officer of data provider Trucost, a wholly-owned subsidiary of S&P Dow Jones Indices; UBS quantitative analyst Rodrigo Dupleich and Rachel Hill, CFA, from UBS Asset Management's UK institutional client coverage team. Watch highlights of their discussion on climate-aware investing and the importance of accurate data, the shortfalls of carbon disclosure and the value of engagement.

Dr. Rodrigo Dupleich

Senior Quantitative Analyst, UBS Asset Management

Rachel Hill, CFA

UK Institutional Client Coverage

UBS Asset Management

Dr. Paul Cox

Investment Expert, The National Employment Savings Trust (NEST)

Dr. Richard Mattison

Chief Executive Officer, Trucost, part of S&P Dow Jones Indices


Considering climate change

After the Paris Agreement, investors began to realize that climate change presents a key investment risk, as well as the obvious existential one. But what is the best approach — divestment or engagement?

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The nature of data

How do we measure the true carbon “footprint” of large corporations and where are the gaps in carbon disclosure across markets?

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Investing in the future

What is the current "state of the art" in climate change investing, and how will it look in 10 years?

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What's driving sustainable investing's growth?

Interpreting ESG: How is UBS using data to tell a new sustainability story?

Sustainable investing generally means the use of material, non-financial data in the investment analysis process. This is most commonly defined in terms of a set of ESG — or environmental, social and governance — criteria.

Recent years have seen an increase in the amount and type of ESG-related data available. A critical development is the global effort to reduce carbon emissions in order to slow global warming, which has led to new corporate reporting and carbon data estimates by specialists.

UBS Asset Management has been at the forefront of developing new frameworks for managing new sources of ESG data that not only look at corporate performance, but at their global environmental and social impact — and to provide transparent and forward-looking answers.

This approach relies on a variety of data sources, including publicly available data from companies, regulators, scientific publications and UBS Asset Management’s analytical resources.

The result? Never-before-seen tools and transparency, meaning investors can have real insight into the social impacts and financial returns on their portfolios.

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Sustainable and impact investing approach


Screen and exclude companies or sectors that do not meet certain social, environmental or ethical criteria.


Combine ESG factors with traditional finance considerations to make investment decisions.

Impact investing

Explicit intention to generate a measurable social and environmental impact alongside a financial return.


What institutional investors need to know

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