Rated for the first time and immediately awarded "Prime" status
In terms of sustainability, Vontobel is one of the top 6% in the reference group of 44 asset managers worldwide. This was the result of the international sustainability rating of the ISS-oekom agency in 2018, in which Vontobel was awarded "Prime" status. Vontobel did particularly well in the following topics: Range of sustainable investment offerings; volume of sustainable assets under management; data and IT security; adherence with compliance regulations and our shareholder structure.
Vontobel receives excellent rating in “Principles for Responsible Investing”
The UN initiative “Principles for Responsible Investment” also awarded Vontobel an excellent rating for sustainable investment strategies in 2018: Vontobel outperformed the benchmark for six out of seven of the modules assessed.
Pioneer in sustainability expertise. For over 20 years
The volume of sustainable assets under management continued to rise in 2018: As at December 31, 2018, Vontobel managed CHF 23.3 billion in sustainable assets, which corresponds to an increase of almost 70 percent. Sustainably managed assets account for more than 13% of total assets under management. This trend confirms our sustainable investment expertise, which Vontobel has continuously developed since the 1990s.
Vontobel actively deals with climate risks and opportunities
Climate change harbors risks and opportunities for the financial sector. For this reason, Vontobel will begin a scenario analysis in 2019 based on the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD). Vontobel will use this analysis to derive recommendations for action for the future. Our customers will also benefit from this.
Sustainable innovations at Vontobel
Our thematic investments and funds bundle Vontobel's know-how into selected investment strategies, e.g. around resource-saving technologies.