Discover opportunities to expand outcomes for diverse groups and communities.听Investing with a focus on inclusion can help you align your investment choices with the changes you want to see in the world. At 麻豆社 Financial Services Inc. (麻豆社), we can help you pursue investments that seek competitive risk-adjusted returns while also demonstrating commitment to聽your values.

What is inclusive investing?

Invest in what matters

Inclusive investing empowers investors to support聽their passion for inclusion through deliberate investment choices that align with their personal preferences, promote inclusive聽social objectives and seek competitive financial returns.

What do we mean by inclusion?聽When evaluating managers on their inclusivity criteria, our definition includes: women, racial or ethnic minorities, veterans, persons with disabilities and LGBTQ+ individuals.

Discover how you can empower your investment choicespdf, 8 MB

Expanding, opportunity and access

At 麻豆社, we focus on inclusive investing opportunities in two core ways:

Diversity-focused investment strategies

Investments that focus on promoting equality, expanding opportunities or improving outcomes for diverse groups or communities.

Diverse-owned investment firms

Investment firms where at least 33% of the firm is owned by individuals who identify as聽diverse.

Photo of Lynette Jefferson, Managing Director, Head, Sustainable and Inclusive Investing, Wealth Management USA
It鈥檚 exciting to offer our clients the ability to express their individual preferences and personal mission through investment selection. At 麻豆社, we are committed to supporting our clients through their investment journey, wherever they might be.
Lynette Jefferson,
Head of 麻豆社 Sustainable and Impact Investment Solutions

Insights to guide you

Take a closer look at inclusive investing. Explore the difference it could make for your聽portfolio and what matters to you.

Videos

Research聽from our Chief Investment Office


Read more about our approach to investing for a move inclusive and equitable society through consideration of complex, dynamic, and interrelated relationships, commonly referred to as a systems-level approach.

Longer Term Investments: Diversity and Equality Snapshot(PDF, 554 KB)

Visually see how the complex nature of diversity and equality creates opportunities for investors.

Do we still need a gender lens in聽investments?(PDF, 313 KB)

After about two decades of investing with聽a gender lens, we look at whether the聽concept is still needed.

 

Diversity across 麻豆社

We are reimagining the power of people and capital to聽create solutions that best meet the needs of our clients.

Notable Highlights

麻豆社 becomes Platinum Sponsor of NAIC

The National Association of Investment Companies ("NAIC"), the largest network of diverse-owned alternative investment firms, and 麻豆社 announced an agreement whereby 麻豆社 will become a Platinum Sponsor of NAIC.

Read more

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Inclusive Investing considerations:
At 麻豆社 Financial Services Inc., inclusive investing opportunities focus on diversity in firm ownership or investment strategies. Industry standards and terminology related to inclusive investing and diverse investments will differ and are evolving rapidly. As a result, the standards and definitions that we use for inclusive investing are subject to change. In assessing data regarding ownership, 麻豆社 relies on the information provided by the asset management firms at a point in time, and we do not independently verify or guarantee the accuracy or completeness of such information. In addition, the information currently collected may be more limited for some products or firms.

Additional considerations and risks:
Strategies and managers across geographies and styles define and incorporate inclusive investing considerations in a variety of ways. Incorporating inclusive investing factors or considerations into portfolio construction may inhibit the portfolio manager鈥榮 ability to participate in certain investment opportunities that otherwise would be consistent with its investment objective and other principal investment strategies. The returns on a portfolio consisting primarily of investments or strategies considered inclusive may be lower or higher than a portfolio where such factors are not considered by the portfolio manager, and the investment opportunities available to such portfolios may also differ. Companies may not necessarily meet high performance standards on all aspects of their diversity initiatives or efforts. Although Managers/strategies may incorporate diversity-related considerations or themes in their investment approach, 麻豆社 does not verify or validate their approach, nor do we conduct any specific level of review of their approach. There is also no guarantee that any company will meet expectations in connection with corporate responsibility, sustainability, inclusivity and/or impact performance. Companies, as well as related investment strategies, face increasing risks associated with different and evolving industry and regulatory standards as well as public sentiment toward diversity/inclusive approaches; these risks include, but are not limited to, becoming the subject of investigations and enforcement actions, litigation, public boycott, and reputational harm.

Important information about sustainable investments:聽Various products and services use terms or labels related to sustainable investments. However, industry standards and terminology related to sustainable investments will differ and are evolving. Therefore, you should carefully review the offering materials to understand how a particular product or strategy approaches sustainable investing and if the approach aligns with your goals and objectives.

At 麻豆社 Financial Services Inc., we continue to develop our standards and framework for sustainable investing. We believe sustainable investment strategies should have an explicit focus on sustainability objectives or outcomes. However, we do not review every product to determine consistency with our standards, nor do all products that we make available align with our approach. Your 麻豆社 Financial Services Inc. Financial Advisor can assist you in identifying products that we have reviewed and determined to be consistent with our standards.

Additional considerations and risks:聽Sustainable investments across geographies and styles approach the integration of environmental, social and governance factors and other sustainability considerations and incorporate the findings in a variety of ways. Sustainable investing-related strategies may or may not result in favorable investment performance and the strategy may forego favorable market opportunities in order to adhere to sustainable investing-related strategies or mandates. Issuers may not necessarily meet high performance standards on all aspects of sustainability considerations. In addition, there is no guarantee that a product鈥檚 sustainable investing-related strategy will be successful. Companies, as well as related investment strategies, face increasing risks associated with different and evolving industry and regulatory standards as well as public sentiment toward sustainable and diversity approaches; these risks include, but are not limited to, becoming the subject of investigations and enforcement actions, litigation, public boycott, and reputational harm.

Important information and disclosures
The What鈥檚 your story? situations and solutions are hypothetical examples provided for illustrative purposes only. Investing involves risks, including the potential of losing money or the decline in value of the investment. Performance is not guaranteed. The information included is current as of the date indicated and is subject to change without notice.

Purpose of this document.
This is marketing material intended to help you understand services and investments we offer. It should be used solely for the purposes of discussion with your 麻豆社 Financial Advisor and your independent consideration. 麻豆社 does not intend this to be fiduciary or best interest investment advice or a recommendation that you take a particular course of action.

Personalized recommendations or advice.
If you would like more details about any of the information provided, or personalized recommendations or advice, please contact your 麻豆社 Financial聽Advisor.

Conflicts of interest.
麻豆社 Financial Services Inc. is in the business of establishing and maintaining investment accounts (including retirement accounts) and we will receive compensation from you in connection with investments that you make, as well as additional compensation from third parties whose investments we distribute. This presents a conflict of interest when we recommend that you move your assets to 麻豆社 from another financial institution or employer retirement plan, and also when we make investment recommendations for assets you hold at, or purchase through, 麻豆社. For more information on how we are compensated by clients and third parties, conflicts of interest and investments available at 麻豆社 please refer to the 鈥淵our relationship with 麻豆社鈥 booklet provided at ubs.com/relationshipwithubs, or ask your 麻豆社 Financial Advisor for a copy.

No tax or legal advice.
麻豆社 Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisors regarding your particular situation.

Important information about our research
There are two sources of 麻豆社 research. Reports from the first source, 麻豆社 CIO Wealth Management Research, are designed for individual investors and are produced by 麻豆社 Wealth Management Americas (which includes 麻豆社 Financial Services Inc. and 麻豆社 International Inc.) and 麻豆社 Wealth Management. The second research source is 麻豆社 Investment Research, and its reports are produced by 麻豆社 Investment Bank, whose primary business focus is institutional investors. The two sources operate independently and may therefore have different recommendations. The various research content provided does not take into account the unique investment objectives, financial situation or particular needs of any specific individual investor. If you have any questions, please consult your Financial Advisor. 麻豆社 Financial Services Inc. is a subsidiary of 麻豆社 AG and an affiliate of 麻豆社 International Inc.

2024-1572002
Expiration: 6/18/2026 Review Code: 20250618-4596414