National Leader in Sustainable Investing to Speak in Hanover, NH May 19 and Burlington May 20
UBS Global Asset Management’s Bruno Bertocci, Head of Sustainable Equity Investors and Senior Portfolio Manager, will be speaking at the Hanover Inn in Hanover, NH on May 19 and the Hotel Vermont in Burlington on May 20 to discuss Sustainable Investing and how this values-based approach is yielding tangible results.
Bertocci is one of the leading figures in the field of Sustainable Investing and during his 33 years of investment industry experience, has seen the demand for socially responsible investing evolve into this more comprehensive strategy. Today’s approach evaluates sustainability criteria across a wide range of assets – stocks, bonds, commodities and non-traditional ones – and selects the investments that align best with an investor’s values, goals and financial objectives.
Once a niche segment, sustainable investing has entered the mainstream. From 2010 to 2012, sustainable and responsible investing enjoyed a growth rate of more than 22 percent, increasing from $3.07 trillion in 2010, according to US SIF, the Forum for Sustainable and Responsible Investment. Today more than one out of every nine dollars under professional management in the United States—11% of the $33.3 trillion in total assets under management tracked by Thomson Reuters Nelson—is involved in this type of investing.
Bertocci’s visit is made possible by Financial Advisors David Carris and Neil Kvasnak of UBS Financial Services in South Burlington. “At a time of increasing concerns about global economic and environmental crises and global health and poverty concerns, people are searching for investments that can address these challenges,” explains Carris. “We felt Bertocci would be a great resource to explain how sustainable investing works.”
By incorporating environmental, social and governance research, investors can identify sustainable companies that are expected to outperform market averages over the long term. For investors this means they can direct their assets to make a positive impact and express their values while achieving competitive results.
The talks are free, but a reservation is required due to limited seating. For more information or to reserve a spot, contact David Carris or Neil Kvasnak at UBS, 802-860-5792 or [email protected].
About UBS
UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its leading universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified Global Asset Management business, UBS will expand its premier wealth management franchise and drive further growth across the Group.
Headquartered in Zurich and Basel, Switzerland, UBS has offices in more than 50 countries, including all major financial centers, and approximately 60,000 employees. UBS AG is the parent company of the UBS Group (Group). Under Swiss company law, UBS AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors. The operational structure of the Group comprises the Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, the Investment Bank, Global Asset Management and Retail & Corporate.
UBS Global Asset Management
Global Asset Management is a large-scale asset manager with businesses diversified across regions, capabilities and distribution channels. It offers investment capabilities and styles across all major traditional and alternative asset classes including equities, fixed income, currencies, hedge funds, real estate, infrastructure and private equity that can also be combined into multi-asset strategies. The fund services unit provides professional services including fund set-up, accounting and reporting for both traditional investment funds and alternative funds.
Local UBS Offices
UBS serves individuals, families, businesses, and institutions through its network of UBS Financial Advisors and Wealth Management specialists located in 6 branch offices in Vermont and New Hampshire. In Vermont these offices are in South Burlington, Rutland, and Chester. In New Hampshire they are found in Concord, Manchester, and Portsmouth. Check www.ubs.com for details.
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