Welcome to the Sustainable Investing Exchange, a podcast series dedicated to sharing industry insights on implementing a sustainable strategy. Each episode will feature a UBS leader in sustainability alongside an industry authority from one of our leading asset management partners. The series will build progressively, with each episode going a bit deeper than the previous. For Part 3 of this series, we are discussing gender lens investing. What is it? What are some of the changes that have taken place in this arena in the past few years? How much work is there left to be done. Guests: Elizabeth Levy, Senior Vice President, Portfolio Manager, and Research Analyst at Trillium Asset Management and Laura Kane, the Head of Thematic Investing for the Chief Investment Office Americas at UBS. Host: Anthony Pastore.
Trillium Asset Management and UBS Financial Services Inc. are not affiliated.
Developmental Impact Bonds are not financial products.
ESG/Sustainable Investing Considerations: Sustainable investing strategies aim to consider and in some instances integrate the analysis of environmental, social and governance (ESG) factors into the investment process and portfolio. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. Incorporating ESG factors or Sustainable Investing considerations may inhibit the portfolio manager's ability to participate in certain investment opportunities that otherwise would be consistent with its investment objective and other principal investment strategies. The returns on a portfolio consisting primarily of ESG or sustainable investments may be lower or higher than a portfolio where such factors are not considered by the portfolio manager. Because sustainability criteria can exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Companies may not necessarily meet high performance standards on all aspects of ESG or sustainable investing issues; there is also no guarantee that any company will meet expectations in connection with corporate responsibility, sustainability, and/or impact performance.
This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented.
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