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.
Find out more »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?
Listen to the podcasts now
Watch the highlights
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?
Listen to the podcasts now
Watch the highlights
Investing in the future
What is the current "state of the art" in climate change investing, and how will it look in 10 years?
Listen to the podcasts now
Watch the highlights
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.
Find out more »
Sustainable and impact investing approach
Exclusion
Screen and exclude companies or sectors that do not meet certain social, environmental or ethical criteria.
Integration
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
UBS Asset Management believes incorporating material sustainability factors improves our ability to capture the "elusive" aspects of intrinsic value.
As institutional investors face growing pressure to invest sustainably – UBS can help measure the positive environmental and social impacts of their portfolio.
UBS proposes an alternative approach for mainstream investors – understanding sustainability in terms of long-term investing.
Michael Baldinger explains UBS Assets Management’s ‘game-changing’ approach to sustainable investing.