The UNPRI initiative
UBP has signed up to the United Nations Principles for Responsible Investment (UNPRI), demonstrating its commitment and determination to support the cause of socially-responsible investment. UBP's funds and a set of dedicated mandates integrate environmental, social and corporate governance considerations into their investment strategies, in line with UBP's Responsible Investment Policy.
In order to incorporate efficiently the ESG criteria into our investment process, UBP has developed a framework to perform an on-going screening for controversies on the investable universes. This screening is based on a systematic assessment of companies' compliance with international conventions (e.g. UN Global Compact, OECD Guidelines for Multinational Enterprises, etc.), with a view to align our investment decisions with the criteria for sustainable investment. Proxy voting is part of UBP's RI Policy, as we believe in voting rights as a way to preserve long term economic value through the promotion of corporate governance best practices
Global presence, local knowledge
We have offices and representatives in a large number of markets around the globe which allow us to understand the regional regulatory environment.
UBP has applied Solvency II requirements since 2014. Our reporting standards were adapted to meet the needs of our clients well before the directive came into effect on 1 January 2016.