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UBS Asset Management

PRI reporting framework 2018

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Fundraising of property funds

PR 02. Fund placement documents and RI

02.1. Indicate if your most recent fund placement documents (private placement memorandums (PPMs) or similar) refer to responsible investment aspects of your organisation.

02.2. Indicate how your fund placement documents (PPMs or similar) refer to the following responsible investment aspects of your organisation:

02.3. Describe how your organisation refers to responsible investment for property funds in fund placement documents (PPMs or similar). [Optional]

Marketing stage

Marketing material for new funds contain details of our RI approach, and draw attention to existing ESG programs we have initiated on a global basis. This includes our regular participation in the annual GRESB benchmarking study, as well as publishing individual case studies of ESG initiatives implemented at individual assets.

We provide an overview of our Sustainability Workgroup which was established to develop a global Responsible Investment Policy and further implement the resulting strategies.

In addition we detail our investment processes for the lifecycle of assets from acquisition selection and due diligence through to eventual sale, of which ESG  initiatives are an integral part.

Subscription stage

During the subscription stage we work with investors to identify specific ESG areas they would like to see addressed within the fund documentation. For example, we may agree with investors that the fund will participate in the annual GRESB benchmarking study, making this part of our fund investor commitments.

Post investment

We provide our investors with regular reporting on sustainability developments within the fund, including GRESB scores if applicable, and details on individual asset initiatives

02.5. Additional information. [Optional]

PR 03. Formal commitments to RI (Private)