---
title: UBS Prefers Sustainable Funds For Private Clients
description: UBS said it is the first major global financial institution to make this recommendation.
image: https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/grass-lawn-spring-green-grow-money-540345-pxhere_com_-May-12-2022-09-34-03-20-AM.jpg
---

![websites-group](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/new-MMG-01.svg)

[![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-new-marketsmedia-logo.svg)](https://www.marketsmedia.com/)

[![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-traders-redlogo.svg)](https://www.tradersmagazine.com/)

[![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-bestexe-logo.svg)](https://www.bestexecution.net/)

[![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-fidesk-logo.svg)](https://www.fixglobal.com/)

[![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-fixglobal-new-logo.svg)](https://www.fixglobal.com/)

- [*Facebook*](https://www.facebook.com/MarketsMedia/)
- [*Twitter*](https://twitter.com/marketsmedia)
- [*Linkedin*](https://www.linkedin.com/company/markets-media-llc)
- [Newsletter](https://articles.marketsmedia.com/ubs-prefers-sustainable-funds-for-private-clients#popup-newsletter)

#### Want the latest news on securities markets -- FREE?

Sign up to receive exclusive articles on topics including:

- Equity market structure
- Profiles of buy-side investment firms
- The evolution of multi-asset-class trading
- Regulation and its implications for markets
- The search for liquidity in fixed income markets
- The convergence of fintech and capital markets

Select one or more newsletters you would like to receive:

menu

[![Markerts media](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/header%20logo.svg "Markerts media")](https://articles.marketsmedia.com/)

- [Banks](https://articles.marketsmedia.com/tag/banks)
- Banks
- UBS Prefers Sustainable Funds For Private Clients

Search

- [Home](https://articles.marketsmedia.com/)
- [Trending](https://articles.marketsmedia.com/tag/trending)
- [Featured](https://articles.marketsmedia.com/tag/daily-email-feature)
- [Sectors](https://articles.marketsmedia.com/tag/sectors)
- [From The Markets](https://articles.marketsmedia.com/tag/from-the-markets)
- [AWARDS](https://articles.marketsmedia.com/tag/events)
- [Newsletter](https://awards.marketsmedia.com/newsletter-sign-up)
- [Newsletter](https://articles.marketsmedia.com/ubs-prefers-sustainable-funds-for-private-clients#popup-newsletter)

Hide search

Search

- NewsLetter

![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/trading-up-occ-iex-select-board-members-citadel-lands-lieblich-573x379-Jul-07-2022-09-34-11-57-AM.jpg)

[ON THE MOVE: Citi Hires Artie Ambrose;...](https://articles.marketsmedia.com/on-the-move-citi-hires-artie-ambrose-natalie-a-brown-to-mesirow)

![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/Depositphotos_445735906_L.jpg)

[Trading Adapts to ESG and Sustainable...](https://articles.marketsmedia.com/trading-adapts-to-esg-and-sustainable-investing)

![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/iStock-917493152-Jul-07-2022-09-34-19-09-AM.jpg)

[Focus on FX Execution Connectivity](https://articles.marketsmedia.com/focus-on-fx-execution-connectivity)

![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/Depositphotos_333839538_L.jpg)

[TRACE Turns 20](https://articles.marketsmedia.com/trace-turns-20)

 09.11.2020

 By Shanny Basar

 Banks

# UBS Prefers Sustainable Funds For Private Clients

 09.11.2020 By Shanny Basar

![UBS Prefers Sustainable Funds For Private Clients](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/grass-lawn-spring-green-grow-money-540345-pxhere_com_-May-12-2022-09-34-03-20-AM.jpg)

[Share](https://www.facebook.com/share.php?u=https://articles.marketsmedia.com/ubs-prefers-sustainable-funds-for-private-clients)

[Tweet](https://twitter.com/intent/tweet?text=US+ETFs+Have+Record+Net+Inflows&url=https://articles.marketsmedia.com/ubs-prefers-sustainable-funds-for-private-clients)

[Share](https://www.linkedin.com/cws/share?url=https://articles.marketsmedia.com/ubs-prefers-sustainable-funds-for-private-clients)

**UBS is the first major global financial institution to recommend sustainable over traditional solutions for private clients investing globally**

**Managing approximately half a trillion US dollars in core sustainable assets, this reinforces UBS’s nearly 25-year track-record in sustainable investing across all its business divisions**

UBS, the world’s leading wealth manager and sustainable investment manager, announced that sustainable investments are now the firm’s preferred solution for private clients investing globally. Managing USD 488 billion in core sustainable assets, UBS is the first major global financial institution to make this recommendation.

While traditional investments will remain most suitable in some circumstances, UBS believes a 100% sustainable portfolio can deliver similar or potentially higher returns compared to traditional investment portfolios and offer strong diversification for clients investing globally. Year to date, major sustainable indices have performed better than traditional equivalents.

“The shift in preferences toward sustainable products and services is only just beginning,” said Iqbal Khan, Co-President of UBS Global Wealth Management. “We believe sustainable investments will prove to be one of the most exciting and durable opportunities for private clients in the years and decades ahead.”

“COVID-19 has put the exclamation point on one of the most important shifts in financial services in a generation,” said Tom Naratil, Co-President of UBS Global Wealth Management and President of UBS Americas. “The pandemic has brought the vulnerability and interconnected nature of our societies and industries to the forefront of investors’ minds and shown that sustainability considerations cannot be ignored.”

With a nearly 25-year track-record in sustainable investing, UBS’s award-winning team2 was the first to develop fully diversified sustainable portfolios for private clients, which have now been tested through both bull and bear markets.

“Not all sustainable investments are created equal,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management. “Investors need a properly diversified sustainable portfolio that has the flexibility to source new opportunities and consider new risks. A well-designed sustainable portfolio can adapt to evolving market and economic environments, and help clients weather the kind of volatility that we expect to persist throughout much of the decade ahead.”

“Sustainable finance is a firm-wide priority for UBS and our aim is to help clients take advantage of new opportunities and manage 21st century risks more smartly,” said Huw van Steenis, Chair of UBS’s Sustainable Finance Committee and Senior Advisor to the CEO. “As sustainable finance has moved into the mainstream, it is a critical component for clients and a strategic growth opportunity for UBS.”

Source: UBS

[Share](https://www.facebook.com/share.php?u=https://articles.marketsmedia.com/ubs-prefers-sustainable-funds-for-private-clients)

[Tweet](https://twitter.com/intent/tweet?text=US+ETFs+Have+Record+Net+Inflows&url=https://articles.marketsmedia.com/ubs-prefers-sustainable-funds-for-private-clients)

[Share](https://www.linkedin.com/cws/share?url=https://articles.marketsmedia.com/ubs-prefers-sustainable-funds-for-private-clients)

![email](https://articles.marketsmedia.com/hubfs/Markets%20Media/email.svg)

### NEWSLETTER SIGN UP

And receive exclusive articles on securities markets

<https://twitter.com/marketsmedia?ref_src=twsrc%5Etfw>

### Related articles

1. [![](https://articles.marketsmedia.com/hs-fs/hubfs/Imported_Blog_Media/trading-across-the-pond-Jul-07-2022-09-33-17-07-AM.png?width=376&height=250&name=trading-across-the-pond-Jul-07-2022-09-33-17-07-AM.png)](https://articles.marketsmedia.com/eu-achieves-electronic-trading-of-standardized-otc-derivatives)
   
    Regulation
   
   ## [EU Achieves Electronic Trading of Standard OTC Derivatives](https://articles.marketsmedia.com/eu-achieves-electronic-trading-of-standardized-otc-derivatives)
   
   
   
   ISDA warns on proposed changes to post-trade deferrals regime.
   
   
   
   07.07.2022 By Shanny Basar
2. [![](https://articles.marketsmedia.com/hs-fs/hubfs/Imported_Blog_Media/iStock-522304914-Jul-07-2022-09-33-41-28-AM.jpg?width=376&height=250&name=iStock-522304914-Jul-07-2022-09-33-41-28-AM.jpg)](https://articles.marketsmedia.com/six-digital-exchange-collaborates-with-fireblocks)
   
    Fintech
   
   ## [SIX Digital Exchange Collaborates with Fireblocks](https://articles.marketsmedia.com/six-digital-exchange-collaborates-with-fireblocks)
   
   
   
   The partnership will focus on delivering an institutional custody solution for digital assets.
   
   
   
   07.07.2022 By Shanny Basar
3. [![](https://articles.marketsmedia.com/hs-fs/hubfs/Imported_Blog_Media/Depositphotos_103566932_L-2.jpg?width=376&height=250&name=Depositphotos_103566932_L-2.jpg)](https://articles.marketsmedia.com/iosco-publishes-crypto-asset-roadmap)
   
    Regulators
   
   ## [IOSCO Publishes Crypto-Asset Roadmap](https://articles.marketsmedia.com/iosco-publishes-crypto-asset-roadmap)
   
   
   
   The IOSCO Fintech Task Force will collaborate closely with other international bodies.
   
   
   
   07.07.2022 By Shanny Basar

[![MarketsMedia](https://articles.marketsmedia.com/hubfs/MarketsMedia.svg "MarketsMedia")](http://marketsmedia.com)

- [About us](https://www.marketsmedia.com/about-us)
- [Careers](https://www.marketsmediagroup.com/careers)
- [Contact](https://www.marketsmediagroup.com/contact)
- [Advertise](https://www.marketsmediagroup.com/advertise)
- [Newsletter](https://awards.marketsmedia.com/newsletter-sign-up)
- [Corporate Site](https://marketsmediagroup.com)

<https://www.facebook.com/MarketsMedia/> <https://twitter.com/marketsmedia> <https://www.linkedin.com/company/markets-media-llc> <https://vimeo.com/marketsmedia>

- © 2026 Markets Media Holdings LLC
- - Terms & Conditions
    - Privacy Policy

 {{ standard\_footer\_includes }}