Strategy to invest in the world’s future
Strategy to invest in the world’s future
As one of the world's leading banks, UBS is laying the foundation for next generation opportunity and long-term prosperity. This means addressing and investing in global issues that affect regions and communities now. The world’s needs are our collective responsibility. Many investors want to do well by doing good which is fuelling demand for responsible investing. With $4.3T growth in Environmental, Social and Governance (ESG) focused investments since 1995, we now offer a compelling, unique strategy: Introducing The Global Sustainability Leaders Index.
The Global Sustainability Leaders Index
The Global Sustainability Leaders Index (GSLI) stems from the belief that companies that manage Environmental, Social and Governance (ESG) issues well can also yield superior risk-adjusted returns. The index is composed of 100 Global Compact signatories selected on the basis of Sustainalytics’ proprietary ESG Rating, which identifies the top sustainability performers within their respective sectors and regions. To be eligible for the index, companies must have a consistent base-line profitability and meet a set of stringent minimum sustainability criteria. For example, companies cannot be involved in tobacco or controversies that will significantly impact society or the environment and they have to comply with the Global Compact's 10 Principles relating to human rights, labor, the environment and anti-corruption.
A growing demand for responsible investments
More than ever before, investors care about how their investments are impacting our world. Even more so, they want to use their investing power to make the world a better place – now and for future generations. This has led to an interest in investing in sustainable and responsible companies becoming more mainstream. As a result, environmental, social and governance (ESG) focused investments have grown rapidly.
Source: US SIF Foundation, Report on US Sustainable, Responsible and Impact Investing Trends 2014. Includes mutual funds, variable annuity funds, closed-end funds, exchange-traded funds, alternative investment funds and other pooled products, but excludes separate account vehicles and community investing institutions.
The Global Sustainability Leaders Index – methodology and monitoring
Stock selection methodology
The Sustainability Leaders are selected based on Sustainalytics' ESG Rating.
Testing and monitoring performance
With backtesting since 2011, we closely monitor performance of the Index.
Stock selection methodology
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