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本基金至少70%的淨資產投資於產品及服務持續發展於全球各地之中型及小型規模公司 (創新者) 之股票或股權。當選擇擬投資之公司及發行者時,本子基金不僅會考慮傳統財務因素,亦會考量生態、社會及道德標準 (社會責任投資);並以其特色為公司策略、創新、公司治理及不同利益團體之需求之方面為選擇。在可能投資之範圍內,通常選擇小型及中型規模之企業,其產品與服務高度有益於生態或社會 (主要在機動性、能源供給、水、食物及健康服務等領域),且具創新之特性者。瑞銀環球資產管理旗下專門的社會責任投資團隊藉助外部評等機構以完成此工作。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Alix Foulonneau | - | 2017 | 2019 |
Bruno Bertocci | Co-Portfolio Manager | 2016 | 2019 |
自傳 | Bruno Bertocci is the Team Head of the Sustainable Investors team and is the lead Portfolio Manager of the Global Sustainable Equity Portfolio and the Global Sustainable Impact Equity Portfolio at UBS Asset Management. Prior to joining UBS Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham. Bruno began his career at T.Rowe Price Associates as a US equity analyst. Bruno represents UBS on committees such as the US SIF (Social Investment Forum) and the Metrics Committee for SASB (Sustainability Accounting Standards Board). | ||
Joseph R. Elegante | Senior Portfolio Manager | 2015 | 2019 |
自傳 | Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
Shari Gilfillan | - | 2013 | 2017 |
Jay Eisenhardt | - | 2015 | 2016 |
Bruno Bertocci | Co-Portfolio Manager | 2015 | 2015 |
自傳 | Bruno Bertocci is the Team Head of the Sustainable Investors team and is the lead Portfolio Manager of the Global Sustainable Equity Portfolio and the Global Sustainable Impact Equity Portfolio at UBS Asset Management. Prior to joining UBS Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham. Bruno began his career at T.Rowe Price Associates as a US equity analyst. Bruno represents UBS on committees such as the US SIF (Social Investment Forum) and the Metrics Committee for SASB (Sustainability Accounting Standards Board). | ||
Michael G. Riley | - | 2013 | 2015 |
自傳 | Michael G. Riley traded on the floors of the Amex, PHLX, NYSE, and CBOE for 22 years. During that time he served as Floor Official and Exchange Official and as chair and member of various committees and disciplinary panels. Mr. Riley became managing director of TD Options, with over 200 employees reporting to him. He graduated from the University of Connecticut. | ||
Jan Peterhans | - | 2007 | 2013 |
Gerhard Wagner | - | 2005 | 2007 |
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