HOLT Energy & Materials

Research evidence excerpt

HOLT Energy & Materials

third-party data to generate quantitative

measures. The HBRD consistently assigns scores using a transparent combination of metrics

and weights across financial, environmental and governance inputs. Individual companies

can be scored on a global-size and/or region-size relative basis. The HBRD is also translated

into five textual assessments (e.g. “Highest” or “Lowest”) based on their quintile percentile

rank. For further details on the HBRD methodology HOLT Business Resilience Primer please

contact UBS Securities LLC, 11 Madison Avenue, New York, NY 10010, USA, Attention:

Investment Research. The HBRD does not constitute or imply any endorsement or

recommendation of any individual company. UBS has not sought to independently verify

information obtained from public and third-party sources and makes no representations or

warranties as to accuracy, completeness or reliability of such information due to inconsistent

reporting of data by companies. Additionally, as global laws, guidelines and regulations in

relation to the tracking and provision of such data are evolving, all such disclosures are made

on a non-reliance basis and are subject to change. Any figures, values or other data published

in this report are neither designed nor administered in line with the standards of the IOSCO

Principles for Financial Benchmarks or the EU Benchmarks Regulation (EU) 2016/1011 or any

other benchmark related regulatory guidelines and as such you are prohibited from using

those figures, values or data in a way which would amount to use of a financial benchmark

under those regimes (or any equivalent rules or regulations in any global jurisdiction).

HOLT transferred to UBS on October 1, 2024 – renamed as UBS HOLT. The UBS HOLT Lens