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Wenn sich die Marktführerschaft ändert: Warum Schweizer Aktien eine wertvolle Ergänzung für jedes Aktienportfolio sein können.

Durch Impact-Investing in börsennotierte Aktien können Pensionsfonds ihre langfristigen Renditen auf globale strukturelle Wandlungsprozesse ausrichten und dabei Größenvorteile, Liquidität und aktives Eignerengagement mit messbaren realen Ergebnissen verbinden.

Von Netzausbauten bis hin zu Kühlsystemen – Schweizer Unternehmen bieten ein breit gefächertes Engagement im Investitionszyklus der künstlichen Intelligenz.

Die Nahostkrise von 2026 hat das geschafft, was ein Jahrzehnt des Engagements nicht vermochte: Sie hat es geschafft, die Debatte über Nachhaltigkeit aus dem Schatten des reinen Klimathemas herauszuholen und sie direkt ins Rampenlicht der Resilienz zu rücken.

AI is reshaping not only what we compute, but how we build. As data centres scale up, constraints have shifted from chips to systems: power, cooling, grid capacity, and precision engineering.

UBP’s Impact investment franchise continues its growth trajectory, fuelled by the team’s conviction and dedication. The annual Impact Report gives an overview of their activities and achievements in 2025.

After several years dominated by a small group of mega-cap stocks, the market environment is changing.

Nicolas Faller, Co-CEO of UBP Asset Management, which oversees EUR 34 billion in AUM, expresses confidence in a swift resolution to the conflict with Iran.

Ten years on from the Paris Agreement, COP30 is being held at an extremely pivotal moment for climate change action, the global community, and the Earth itself. The COP30 President, Ambassador André Corrêa do Lago, has called for the accelerated implementation of the Paris Agreement at this critical time, hoping that COP30 will be a summit of solutions. As is tradition at UBP, we have put together our own wish list for what we hope can be achieved at this year’s COP summit.

Impact investing can generate competitive returns while addressing global challenges. Here, we set out our approach to this asset class, which brings great diversification benefits to a portfolio.

As an impact investing team operating in listed equities, we decided to cut through the noise and examine the facts behind the prevailing negative narratives. Here is a list of the myths and exaggerations that we have decided to bust.

ESMA’s recent guidance on fund naming has brought greater clarity and more concrete expectations for funds making sustainability or impact-related claims.