1. Newsroom
  2. Impact Report 2019: an eventful year
Menu
Analysen 22.04.2020

Impact Report 2019: an eventful year

Impact Report 2019: an eventful year

UBP is proud to release the second edition of its Impact Report.


Written by our experts Victoria Leggett and Rupert Welchman, who co-manage the Positive Impact Equity strategy, this document highlights the Bank’s key milestones and achievements in the field of impact investing in 2019, including a new state-of-the-art impact governance framework.

The foreword of the report is signed by Anne Rotman de Picciotto, Member of UBP’s Board of Directors, who stresses that,

“This second Impact Report is a great opportunity for us to take stock of what we have achieved and look to the future. We are firmly committed to improving and measuring responsible investments without compromising on performance for our clients.”

UBP’s second Impact Report highlights the five principles of our investment philosophy: transparency, accessibility, collaboration, measurement and value creation. 

This is a great opportunity for us to assess how our process has improved, our recent work with charities, and the strategy’s footprint.

Victoria Leggett and Rupert Welchman believe that,

“The ongoing COVID-19 pandemic is changing human behaviour in the short term, but it will also have long-term consequences. The vast amount of valuable data being collected in this unprecedented period of lockdown will add authority to the sustainability cause.”

Now more than ever, impact investing remains a key asset class to focus on to find solutions to the world’s problems while ensuring financial returns.


victoria-leggett-150x150.jpg
Victoria Leggett

Head of Impact investing

Rupert_Welchman_150x150.jpg
Rupert Welchman

Co-Manager of the Positive Impact Equity strategy

Expertise

Diskretionäres Portfolio-management: Sie haben die Zügel in der Hand

Ihre Ziele und Wünsche sind einzigartig – genauso wie unser Ansatz im diskretionären Portfoliomanagement
Mehr
Expertise

Swiss & Global Equities

Why Swiss equities now? This market offers equity investors the stability and agility they need to navigate this volatile period. 

Read more
Expertise

European Equities

European equities offer unrivalled opportunities in terms of breadth of sector and market exposure.

Read more

Meistgelesene News

Analysen 10.02.2021

COVID-19: Die UBP hält Sie auf dem Laufenden

Seit dem Ausbruch des Coronavirus begleiten und unterstützen wir unsere Kunden während dieser ungewöhnlichen Zeit einer weltweiten Gesundheitskrise. Die Bank informiert Sie regelmässig über die Anpassungen ihrer Massnahmen an die von den Gesundheitsbehörden vorgegebenen Vorsichtsregeln. Ausserdem kommen unsere Experten zu Wort, welche auf die Auswirkungen der Pandemie auf die Weltwirtschaft und die Finanzmärkte eingehen.

Analysen 17.12.2020

UBP Investment Outlook 2021

Schöne neue Welt

Analysen 24.11.2020

Perlen im SMID-Cap-Segment in Europa und der Schweiz

Unternehmen kleiner und mittlerer Kapitalisierung verzeichnen oftmals höhere Wachstumsraten und Renditen als Grosskonzerne. Es ist einfacher, ein kräftiges Wachstum von einer kleineren Basis aus zu generieren. Die sogenannten SMID Caps bieten Anlegern eine Positionierung in langfristigen Wachstumstrends.


Auch lesenswert

Analysen 06.05.2021

Why the Japanese market is performing well again

Japan’s equity markets have outpaced other major developed market equities in both 2020 and year-to-date in 2021 as the world seeks to transition to a post-pandemic recovery.

Analysen 04.05.2021

Positive performance defies volatile markets

The first quarter of 2021 was positive for most asset classes. However, financial markets were far from calm.

Analysen 29.04.2021

A defining moment for companies tackling climate change

The year 2021 may well turn out to be decisive for climate action.