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Responsible Investment

Responsible Investment

Responsible Investment, which began as a niche some years ago, is now at the forefront of many of our clients’ minds and increasingly embedded in our approach. At UBP we firmly believe that long-term risk adjusted returns can be enhanced through ESG integration, active ownership (engagement and voting) and a focus on the impact our investments make.



UBP’s commitment

UBP’s commitment to sustainable wealth management for our clients led us to become a signatory of the United Nations Principles for Responsible Investment (UN PRI) in March 2012. Since then, the world of responsible investment has evolved substantially, as has our approach.

As part of our continued commitment to upholding the principles of the UNPRI, we have recently both expanded and enhanced our Responsible Investment Policy to provide a robust foundation across the full range of our products and mandates within the Bank.

The financial rationale is clear – that a comprehensive approach to ESG considerations can support both risk management and alpha-generation. However, we are also firmly of the view that finance has a key role to play in creating a sustainable economy.

In order to tackle the world’s biggest challenges; governments, the corporate world and the financial sector must work together and it is this aim which has led to our collaboration with the Cambridge Institute for Sustainability Leadership. In 2018, we became a member of their ‘Investment Leaders Group’, a select network of pension funds, insurers and asset managers committed to advancing the practise of responsible investment.

Investment philosophy

The ESG approach of our investment philosophy is fourfold – positive and negative screening, engagement and thought leadership.

  • Positive screening: a firm-wide ‘inclusion list’, populated by names which we regard as ‘ESG Champions’ – companies which either contribute to solving the world’s societal and climate challenges or which are being innovative in their efforts to improve their ESG practices. Investment centres both contribute to and draw from this list.
  • Negative screening: A firm-wide exclusion list, which encompasses a number of controversial business areas in which we feel it is inappropriate to invest.
  • Engagement: as part of our strategy to be active managers of capital, we encourage fund managers to engage with company management where possible, with the aim to support best practice and encourage change where necessary.
  • Thought Leadership: keeping pace with the change is not sufficient – we are committed to our role as responsible investors and aim to shape industry developments rather than follow them. We promote and participate in responsible investment within the investment community through our active involvement in the Cambridge Institute for Sustainability Leadership’s ‘Investment Leaders Group’.

Investment Manager

Denis Girault

Head of Emerging Markets Fixed Income. Denis has over 25 years of professional experience within the investment banking and financial industry, including 15 as emerging markets fixed income specialist.
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Investment Manager

Victoria Legget

Head of Responsible Investment. Victoria joined UBP in 2010 as a portfolio manager and has 15 years of investment experience. She previously worked as a European Equity Analyst at Threadneedle having started her career in Corporate Finance.
Expertise

Value creation through responsible investment

UBP continues on its way to enhanced ESG investment standards

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Investment Manager

Jean-Edouard Reymond

Head of Convertible Bonds. Jean-Edouard has more than 20 years’ experience in the management of convertible bonds funds, and 27 years’ experience in portfolio management with convex profile.
Expertise

Sustainable EM corporate debt

A new asset class for responsible investors
Read the white paper

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With a team of more than 200 people, UBP Asset Management has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

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