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UBS Asset Management

PRI reporting framework 2019

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

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the 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
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

We have incorporated the UBS Proprietary ESG Model in our equity research library platform and developed new tools to flag and share ESG research and track engagement. These tags are monitored on an on-going basis by the Sustainable and Impact Investing ('SI') team. In addition, the SI team fully supports our 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. Key issues covered include corporate governance, product quality, business ethics, climate change, human capital, supply chain and cybersecurity. These industry specific issues are assessed for their overall potential scale of impact on value drivers for financial performance.


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

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information.[Optional]

The Sustainable and Impact Investing team works closely with the investment teams to systematically integrate ESG factors into fundamental research. The collaboration includes working with equity analysts on identifying the most material sustainability factors per sector and providing research on individual company cases. SI Analysts have regular dialogue with their counterparts in equity research, and they participate in meetings with portfolio managers and in equity committee meetings. They also collaborate on corporate engagement activities.


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


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