The rating system, which aims to help clients and advisors evaluate in-house and third-party funds on the wirehouse’s platform, was developed by UBS Global Wealth Management’s Chief Investment Office and manager research team.
UBS plans ESG ratings for 150 funds on select list
#ESG,#CSR,#SRI,#ImpactInvesting,#BSCH
Bay Street Capital Holdings is a subsidiary of Maridea Global Capital Management. Maridea refers to Maridea Global Capital Management and all of its subsidiaries and affiliates. Maridea Wealth Management LLC, a subsidiary, is a registered investment advisor and may also conduct business under the names of Huckleberry Capital Management and/or Bay Street Capital Holdings.
Maridea Wealth Management LLC provides investment advisory and related services for clients nationally. Gagni Wealth Management LLC, also a subsidiary, is a registered investment advisor providing investment advisory and related services to clients nationally. Maridea will maintain all applicable registration and licenses as required by the various states in which Maridea conducts business, as applicable. Maridea Wealth Management LLC is an SEC registered investment advisor and Gagni Wealth Management LLC is a Texas state registered investment advisor. For additional information, please click here for our disclosures page.