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UBS Asset Management

PRI reporting framework 2018

Export Public Responses

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG issues

(C) Implementation: Integration of ESG issues

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate which ESG factors you systematically research as part of your investment analysis and the proportion of actively managed listed equity portfolios that is impacted by this analysis.

ESG issues

Proportion impacted by analysis




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

The UBS Factor Model includes 81 sustainability factors across 24 MSCI GICS industries. The architectural framework for our database parallels the SASB Materiality Map ™, with customised KPIs for different industries.

In 2017, we incorporated the ESG score in our equity research library platform and developed new tools to flag ESG research and track engagement. These tags are monitored on an on-going basis by the Sustainable and Impact Investing Research team and, where needed, the team provides support to the equity analysts on ESG risks and opportunities for individual company cases or across an entire sector. This feedback loop allows for a comprehensive assessment of companies.

LEI 09. Processes to ensure integration is based on robust analysis (Private)

LEI 10. Aspects of analysis ESG information is integrated into (Private)