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UBS Asset Management

PRI reporting framework 2018

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Promoting responsible investment

SG 09. Collaborative organisations / initiatives

New selection options have been added to this indicator. Please review your prefilled responses carefully.

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We joined the working group on "SDGs and engagement", the collaborative engagement "Climate Action 100+" and sponsored the PRI Annual event in Berlin, 2017.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We regularly participated in their quarterly calls and joined collaborative efforts on a case by case basis.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have accessed research and data through the CDP portal.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We joined a collaboration on  dialogue with policy makers coordinated by CII.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

UBS AM is part of GRESB's advisory board, the benchmark committee and the real estate debt advisory board.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We monitored regular communications.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We monitored regular communications, attended their conference and contributed to discussions regarding shareholder rights in the EU.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We monitored regular communications and joined some webinars organised by IIRC. UBS as a group is currently working on producing the first UBS integrated report.

          US SIF
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We monitored regular communications. Representatives from UBS attended the USSIF annual conference.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

UBS has been a member since 1992 and UBS bank has actively participated in Pilot Project on Implementing the TCFD Recommendations.

          SASB (Sustainable Accounting Standard Board)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Our Head of Sustainable Investors represents UBS AM on the SASB Institutional Advisory Group. In addition, we contributed material to SASB including a case study that will be published in 2018.

          UK Investor Forum
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Participated in collaborative engagements and provided funding to the Forum.

          US Green Building Council
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have been members and participated in developing industry knowledge and best practice.

          NAREIM (National Association of Real Estate Investment Managers) Sustainability and Investment Management
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have been members and participated in developing industry knowledge and best practices.


SG 09.2. Assets managed by PRI signatories (Private)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          We have organised a number of client seminars during which we have provided an overview of our various ESG initiatives.
        

Frequency of contribution

Description

          UBS AM is collaborating with Harvard School of Public Health, City University of New York and University of Wageningen on the development of science-based impact measurement methodologies for listed equities. UBS AM is funding the research and is working closely together with the academics on development of the methodologies. The research was launched in February 2016 and will continue until March 2019.
        

Frequency of contribution

Description

          The research on impact measurement methodologies with Harvard School of Public Health, City University of New York and University of Wageningen is ongoing with frequent interactions between UBS AM Sustainable Investors team throughout the project (2016-2019).
        

Frequency of contribution

Description

          We are working closely on the integration of ESG across all of UBS AM and all asset-classes, and collaborate with our colleagues in UBS WM and UBS corporate level initiative (UBS and Society). We publish papers that describe our investment philosophy and approach, including a paper in Science on our impact measurement research.
        

Frequency of contribution

Description

          Members of the Sustainable and Impact Investing and the Sustainable Investors team regularly speak at conferences and events, either dedicated to responsible investment or mainstream investment conferences. Examples are the Responsible Investment Conferences in London and N.Y., a Chicago CFA Society event and a Pension Conference in San Francisco.
        

Frequency of contribution

Description

          We have published a number of white papers on the subject of responsible investment, including: "Up in the air on carbon" (April 2017), "Stranded Assets - What lies beneath" (December 2017).
        

Frequency of contribution

Description

          Bruno Bertocci (Head of Sustainable Investors team) was involved in the TCFD Taskforce, and continues to be involved in SASB. We interact with various RI groups, including IEN, academic institutions, and GRI.
        

Frequency of contribution

Description

          We publish ad-hoc articles in relevant magazines. For example: In March 2017, we published an article ("Changing finance, financing change") in the IPE Magazine.
        

Frequency of contribution

Description

          UBS is part of the PRI working group on SDGs and engagement.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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