Categories
Investing

Inclusive Investing: Empower your investment choices – UBS

At UBS, we are here to provide you with the opportunity to pursue investments that seek strong risk-adjusted returns while also demonstrating commitment to creating a more equitable world. As investors, we learn to diversify our inv…….

At UBS, we are here to provide you with the opportunity to pursue investments that seek strong risk-adjusted returns while also demonstrating commitment to creating a more equitable world. As investors, we learn to diversify our investments in order to minimize risks while pursuing returns. But it’s also important to acknowledge your individual preferences, and how they shape your investment decisions.

Whatever your priorities are around enhancing inclusion, your voice deserves to be heard. And that means your investments should align with your personal story, principles and passions.

What is inclusive investing?

Inclusive investing is an approach that empowers investors to support diversity, equity and inclusion through deliberate investment choices that align with their personal principles, promote inclusive social objectives, and seek competitive financial returns.

At UBS, we are starting by focusing on driving inclusive growth in three core ways:

  • Diversity-focused investment strategies
    Depending on what’s most important to you, you may choose to invest your capital into diversity-focused investment strategies. These are investments that focus on promoting equality, expanding opportunities, or improving outcomes for diverse groups or communities.

  • Diverse-owned asset management firms
    Another way to incorporate inclusive investing in your portfolio is to support diverse-owned asset management companies. For example, you may consider allocating a portion of your investments to a diverse-owned investment management firm where at least 25% of the firm is owned by individuals who identify as diverse.

  • Diverse portfolio managers
    An additional path to inclusivity could come through investments that are led by diverse portfolio managers. These are investment products that have at least one investment team member in a key decision-making role who identifies as diverse.

What do we mean by diverse?

We are expansive in our definition, including people who self-identify as women, racial or ethnic minorities, veterans, persons with disabilities and LGBTQ+ individuals.

How to start

If you are looking to incorporate inclusive investing, the first place to start is to identify what is important to you: the change you envision that could create a better world and offer you a solid investment opportunity. Your UBS financial advisor can help you evaluate the different ways you can embed your preferences into your investment portfolio.

At UBS, you have an array of investment opportunities to choose from that align with what’s important to you. To help you navigate these options, your UBS Financial Advisor can introduce you to inclusive investing and help determine the investment solutions that are best suited to your preferences and individual situation.

Whether you are passionate …….

Source: https://www.ubs.com/global/en/wealth-management/our-approach/marketnews/article.1563034.html

Leave a Reply

Your email address will not be published.