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Invest for good

Seek returns and drive change through impact investing
In celebration of Earth Day this month, we’re excited to showcase sustainable investing (SI), otherwise known as impact investing.
In a recent research piece titled UBS Investor Watch, Return on values, UBS surveyed more than 5,300 investors in 10 markets on
sustainable investing. While some understand the basic concept, confusion about its various approaches and impact is widespread.
Seventy-two percent of respondents noted that it’s difficult to gauge the impact of sustainable investing, but there are ways to measure
the difference SI makes. These include investing in instruments whose proceeds are earmarked for specific sustainable causes with
transparent reporting. Investing sustainably makes a measurable difference, and evidence suggests investors don’t need to sacrifice
returns while doing so.
Sustainable investors are focused on areas such as environmental impact, products companies produce, treatment
of employees and company ethics. The percentage of investors surveyed top priorities include:

73%

71%

70%

70%

Pollution and waste
(e.g., limit toxic
emissions)

Climate change
(e.g., manage carbon
footprint)

Water
(e.g., manage water
consumption)

Products and services
(e.g., source responsibly)

67%

66%

61%

Ethics
(e.g., avoid anticompetitive practices)

People
(e.g., develop their
employees)

Governance
(e.g., transparency
across executive pay)

Visit our website to
download your copy of
UBS Investor Watch, Return
on values at ubs.com/team/
burishgroup.

Andrew D. Burish, CIMA®
Managing Director
andrew.burish@ubs.com
The Burish Group
UBS Financial Services Inc.
8020 Excelsior Drive, Suite 400, Madison, WI 53717
608-831-4282 burishgroup@ubs.com
The Burish Group was founded by Andrew Burish, Wisconsin’s #1 Wealth
Advisor by Forbes, and has over $4.4 billion assets under management
(as of 4/1/2019).
ubs.com/team/burishgroup

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and
distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements
and disclosures that we provide to them about the products or services we offer. For more information, visit our website at ubs.com/workingwithus. CIMA® is a registered certification mark of the Investments & Wealth
Institute™ in the United States of America and worldwide. © UBS 2019. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. VIP_04052019-2 Exp.: 02/29/2020

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