With respect to our Global Sustainable Impact Equity strategy, we aim to invest in companies that provide solutions to significant global challenges, honing in on climate change, air pollution, clean water and water scarcity, treatment of disease, alleviation of poverty and food security through the impact of their products and services. We have developed over 100 impact measurement models for individual technologies, e.g. insulation, rail transport, diabetes drugs, water meters, energy meters, car components and fertilizers that fall within the impact categories we are focused on: climate change/air pollution, water, health and food security. These are applied to companies that have identifiable revenue to any one or more of these 100 technologies. Our impact framework was developed by UBS AM's Global Sustainable Equities team in collaboration with leading scientists from Harvard, City University of New York (CUNY), and the University of Wageningen.
Impact is measured in absolutes. For example: CO2 avoided (M metric tons), air pollution avoided (PM2.5 tons), lives extended (#), sick days avoided (#), water treated (m3).
In addition, our Long Term Themes Equity strategy seizes thematic opportunities by investing in companies whose products and services are solutions to megatrend challenges, defined as population growth, ageing and urbanization.