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本基金至少70%的净资產投资於產品及服务持续发展於全球各地之中型及小型规模公司 (创新者) 之股票或股权。当选择拟投资之公司及发行者时,本子基金不仅会考虑传统财务因素,亦会考量生态、社会及道德标準 (社会责任投资);并以其特色為公司策略、创新、公司治理及不同利益团体之需求之方面為选择。在可能投资之范围内,通常选择小型及中型规模之企业,其產品与服务高度有益於生态或社会 (主要在机动性、能源供给、水、食物及健康服务等领域),且具创新之特性者。瑞银环球资產管理旗下专门的社会责任投资团队藉助外部评等机构以完成此工
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Alix Foulonneau | - | 2017 | 2019 |
Bruno Bertocci | Co-Portfolio Manager | 2016 | 2019 |
背景介紹 | 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 |
背景介紹 | 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 |
背景介紹 | 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 |
背景介紹 | 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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