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Insight 31.01.2019

Measuring funds’ social and environmental impact

Measuring funds’ social and environmental impact

In 2018, UBP started a collaboration with the Cambridge Institute for Sustainability Leadership (CISL), a pioneering institution within the University of Cambridge working with influencers to build a sustainable economy.


Together with other members of the CISL’s ‘Investment Leaders Group’, a global network of pension funds, insurers and asset managers committed to advancing the practice of responsible investment, UBP has developed and tested simple measures to rate the sustainability of different funds. The Cambridge Impact Framework, published today in the report, “In search of impact: Measuring the full value of capital”, provides a dashboard to help the industry assess against outcomes such as “climate stability” and “decent work”. The research aims to help financial consumers – the investing public – choose the services they want based on a fuller understanding of the social and environmental impacts those choices will have.

Commenting on the report, Nicolas Faller, Co-CEO, Asset Management of Union Bancaire Privée (UBP) says:

“There is increasing demand, especially among millennials and the incoming Generation Z, for reporting social and environmental impact. However, the level of detail expected does not typically extend beyond that of an overview of the main environmental and social characteristics of a fund, with more in-depth information lacking.”

Read CISL’s press release
Download the report

University of Cambridge Institute for Sustainability Leadership

The University of Cambridge Institute for Sustainability Leadership (CISL) is a globally influential Institute developing leadership and solutions for a sustainable economy. We believe the economy can be ‘rewired’, through focused collaboration between business, government and finance institutions, to deliver positive outcomes for people and environment. For over three decades we have built the leadership capacity and capabilities of individuals and organisations, and created industry-leading collaborations, to catalyse change and accelerate the path to a sustainable economy. Our interdisciplinary research engagement builds the evidence base for practical action.

Investment Leaders Group

The Investment Leaders Group (ILG) is a global network of pension funds, insurers and asset managers committed to advancing the practice of responsible investment. It is a voluntary initiative, driven by its members, facilitated by the Cambridge Institute for Sustainability Leadership (CISL), and supported by academics in the University of Cambridge. The ILG´s vision is an investment chain in which economic, social and environmental sustainability are delivered as an outcome of the investment process as investors go about generating robust, long-term returns.

Value creation through responsible investment
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