UBAM Positive Impact Equity

UBAM Positive Impact Equity is an actively managed, concentrated, long-only European equity fund that invests in companies with products and / or services that aim to deliver positive social and environmental impact. The strategy makes it well positioned to capitalise upon the global commitment to achieving the United Nations’ 17 Sustainable Development Goals.

Overview

UBAM Positive Impact Equity is the first listed equity fund launched by UBP under an impact investment mandate – we have had an influence on the strategy’s development over the last 18M since its infancy.

It is a high-conviction, bottom up listed equity strategy focusing on the European market and targeting the ‘fixers’ to sustainability challenges, focusing on products/services impact. The strategy interprets the UN SDGs into actionable foci for investment, resulting in the six investable themes: Basic needs, Health and wellbeing, Inclusive & Fair economies, Healthy ecosystems, Climate stability, and Sustainable communities. The fund managers believe that only a strong, ambitious impact investment approach can help capitalise effectively on these pressing world needs and create superior returns while maximising positive impact. The fund’s investment process is market-leading through its emphasis on systematic engagement throughout, thorough impact assessments and focus on impact measurement. The team takes a long-term view on investment, as only this allows effective engagement and reaping the return benefits of the structural trends underlying the sustainable investment themes.

Fund type: Asset class: Sector:
OEIC Equities Europe
This fund is not currently listed in our model portfolios
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Fund Manager: Victoria Leggett & Rupert Welchman

Victoria Leggett (left): Victoria joined UBP in 2010 as an Equity portfolio manager and has 16 years of industry experience as a European equity portfolio manager and analyst. In February 2018 she was appointed UBP’s Head of Responsible Investment for Asset Management tasked with building UBP’s reputation and presence in the responsible investment space and working with the Bank’s investment teams to broaden and deepen their involvement in and understanding of this approach. Victoria began her career in corporate finance, before joining Threadneedle in 2004 as an equity analyst and sector specialist.

 

Rupert Welchman (right): Rupert joined UBP in 2010 as PM and now has 21 years’ investment experience. He used to be a UK Equities Fund Manager and Head of the Global Banks team at Threadneedle, and he has also worked as a Fund Manager at K.I. Asset Management and First State Asset Management.

Fund Group: UBP Asset Management

Union Bancaire Privée, UBP SA (UBP), headquartered in Geneva, is one of the leading Swiss private banks, and focuses on asset management for institutional clients and wealth management for private clients. As a signatory to the United Nations Principles for Responsible Investment (UN PRI) since March 2012, UBP is committed to integrating Environmental, Social and Corporate Governance (ESG) considerations into its investment activities. UBP has several collaborations, including with Swiss Sustainable Finance, Sustainable Finance Geneva and is a member of the Investment Leaders Group; a select network of pension funds, insurers and asset managers committed to advancing the practice of Responsible Investment facilitated by the University of Cambridge’s Institute for Sustainable Leadership (CISL).