Thematic engagement

Climate change
Our long-standing active ownership approach, and climate engagement program, aim to encourage companies in their transition into a Net Zero economy.
Natural capital
We seek to leverage our investments to preserve and restore the natural capital on our planet.
Our engagement aims to prioritize risks and opportunities across three areas: Forests, water, and the climate-diversity nexus.
Human capital
Our human capital engagements intend to help businesses promote diversity, equity and inclusion (DEI) and labor rights.
Human rights
UBS is committed to internationally recognized human rights; we want to share that purpose with our investee companies.
Health
Our commitment to health promotes businesses providing products and services that contribute to a healthier society. Examples include nutrition and safe chemicals.

We launched our thematic people engagement approach in 2022. Within our three main themes of human capital, human rights and health, we engage with investee companies on five sub-topics. With each sub-topic, we discuss our views with other investors, as we believe that we can have a more effective engagement if the company is aware that other investors share similar views.

Diversity, equity and inclusion (DEI)

Labor rights

Human rights

Nutrition

Safe and sustainable chemicals

We launched our first thematic planet engagement on climate change in 2018. In addition, we are engaging with investee companies on natural capital. In both cases, we interact with other investors, where we believe this brings further value to our engagements.

Climate change

The aim of our climate engagement program is to encourage companies to develop their transition plan and achieve emissions reductions aligning with a 1.5 °C net-zero pathway.

We are a member of the Climate Action 100+⁶engagement initiative. We are also a member of the Net Zero Asset Managers initiative⁷, the Institutional Investor Group on Climate Change⁸, and the Asian Investor Group on Climate Change⁹.��

Natural capital

Through our engagement program on natural capital, we work with investee companies to assist them in ensuring that natural capital is accounted for and included in their financial and economic decision making.
UBS AM is a member of the Nature Action 100¹⁰ engagement initiative and the PRI¹¹ Stewardship Initiative on Nature.��

6: Climate Action 100+,

7: Net Zero Asset Managers initiative,

8: Institutional Investor Group on Climate Change,

9: Asian Investor Group on Climate Change,

10: Nature Action 100,

11 : PRI, Principles for Responsible Investment,

What we expect from our investees

Through our Active Ownership activities, we aim to address some of the most pressing environmental, social and governance issues facing investors and investees.

For each of our sub-topics, we set out our expectations to the investee companies in order to encourage their development of best-in-class policies, practices and disclosures. Our expectations are based on industry standards and internationally recognized guidelines and principles. You can find links to these expectations below.��