UBS launches US equity-focused Climate Aware Equity Index to help investors achieve their environmental and financial goals


NEW YORK–(BUSINESS WIRE)–UBS today announced the launch of the U.S. version of the UBS Climate Aware Equity Index, a rules-based strategy that aims to provide investment exposure to the long-term theme of transitioning to a low-carbon and resilient to climate change.

The index aims to meet the growing demand for investment and retirement products that not only help investors achieve their investment goals, but also mitigate climate-related risks in their portfolios and integrate environmental objectives. in the investment philosophy.

Presented by Global Atlantic in a Registered Indexed Annuity (RILA), the UBS Climate Aware Equity Index is a pioneer of climate-focused indexes in the US RILA market. The index includes equity securities of large and mid-sized US companies, while steering the allocation towards companies that are expected to succeed in a low-carbon economy.

The index applies a systematic, rules-based approach to selecting and weighting index components based on climate scores. Current and forward-looking data is used to assess a company’s carbon footprint and assess its projected carbon emissions profile. The UBS Climate Aware Equity Index scoring aims to capture key climate change risks and opportunities using six climate scores; carbon emissions, coal power, fossil fuel reserves, renewables, emissions trajectories and severe weather.

Ghali El Boukfaoui, Head of Insurance Solutions at UBS Investment Bank, said: “We are proud to partner with Global Atlantic around the UBS Climate Aware Equity Index which provides investors with access to the theme of a climate-aware economy. low-carbon and climate-resilient, exclusively within inaugural Global Atlantic We are pleased to offer savers unique access to a proven investment strategy and hope this can help Global Atlantic clients build a portfolio pension that is both efficient and climate-conscious.

“Indexed registered annuities are the fastest growing category of retirement products,” said Rob Arena, Co-President and Head of Individual Markets at Global Atlantic. “The inclusion of climate-focused index options in RILAs can be a meaningful way for environmentally conscious clients to link their savings strategy to sustainability principles and values.”

The index is managed by a third-party benchmark administrator and uses ESG rating information provided by a recognized market data provider.

Notes to Editors

About UBS Investment Banking

The Investment Bank offers businesses, institutions and wealth managers expert advice, innovative solutions, execution and full access to international capital markets. It offers advisory services and provides in-depth research on all assets, as well as access to equities, currencies, precious metals and certain rates and credit markets, through its business units, Global Banking and Global Markets. The Investment Bank is actively involved in capital markets flow activities, including selling, trading and market making in a range of securities.

About UBS

UBS provides advice and financial solutions to high net worth, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS is the largest truly global wealth manager and one of Switzerland’s leading retail and business banks, with a broad-based, diversified global asset manager and focused investment bank. The bank focuses on businesses that have a strong competitive position in their target markets, are capital efficient, and have attractive long-term structural growth or profitability prospects.

UBS is present in all the major financial centers of the world. It has offices in more than 50 regions and sites, with approximately 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).


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