Bruno Bertocci – UBS Senior Portfolio Manager Discusses Sustainable Investing

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  • Sustainable investing incorporates environmental, social and governance (ESG) research to identify sustainable companies that are expected to outperform over the long term.
  • Sustainable investing is becoming mainstream, providing exciting investment opportunities.
  • Sustainable investing does not impede investment performance.
  • UBS is a leader in sustainability.

One of the megatrends building across the financial landscape is focused on how investors can express their values in their financial decisions and have a positive impact on the world around them. The end goals are clear – improve risk-adjusted performance, make a positive social impact with capital allocation and incorporate one’s values – and to pursue these goals and drive their portfolios accordingly, investors are now evaluating a broader array of information and tools.

The show and the report is about incorporating sustainability considerations into investment decisions – information that has traditionally been viewed as external to the investment process but is increasingly seen as central. We argue that synthesizing material ESG factors together with other traditional fundamental data in the investment analysis and decision-making process has the potential to yield better performance outcomes and enables investors to express their values and make an impact through their investments.

Our goal with this edition of UBS Research Focus (the report) is to evaluate the evolution of sustainable investing, anticipate future developments and demonstrate why we believe a well-considered sustainability approach will add value to your portfolio.

Your invested assets are already having an impact on the recipients’ cost of capital. The question that now needs to be asked should be: “Is your money being invested in a way that reflects your values and serves your long-term financial interests and fully considers the welfare of future generations?”

To receive your personal copy of “Sustainable investing”; click the red “Request Report” box, click the message box once, type “Report”, enter some brief information above the security word below, and click “Submit”.

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