Vontobel achieves very good score for the Principles for Responsible Investment
The Principles for Responsible Investment (PRI) – an initiative launched by the United Nations – now has 1,961 signatories globally, primarily from the financial world. In 2018, Vontobel received an above-average score with its sustainable investment strategies. A signatory to the PRI since 2010, Vontobel outperformed the benchmark in six of the seven modules assessed in this year’s reporting.
"Our PRI score, which far exceeds the average rating, is confirmation of our expertise in the field of sustainable investing, which Vontobel has been building and continuously expanding since the 1990s. This great score is all the more relevant since the Principles for Responsible Investment have grown increasingly important in recent years when it comes to awarding mandates to asset managers. More and more frequently, clients are asking specifically about PRI ratings," explained Axel Schwarzer, Head of Vontobel Asset Management.
The PRI assesses signatories based on their implementation of the six Principles for Responsible Investment:
- We will incorporate ESG issues into investment analysis and decision-making processes.
- We will be active owners and incorporate ESG issues into our ownership policies and practices.
- We will seek appropriate disclosure on ESG issues by the entities in which we invest.
- We will promote acceptance and implementation of the Principles within the investment industry.
- We will work together to enhance our effectiveness in implementing the Principles.
- We will each report on our activities and progress towards implementing the Principles.
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead. As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We empower our colleagues to take ownership of their work and bring opportunities to life. Because we are convinced that successful investing starts with assuming personal responsibility. We relentlessly question the achieved, striving to exceed the goals and expectations of our clients. The registered shares of the Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families’ close ties to the company guarantee our entrepreneurial independence. We consider the resulting freedom an obligation to assume social responsibility as well. As of December 31, 2017 Vontobel held over CHF 247 billion of client assets. Throughout our 19 offices worldwide more than 1,700 employees service our clients.
This document is for information purposes only and does not constitute an offer of any kind. The services described in the document are supplied under the agreement signed with the service recipient. The nature, scope and prices of services and products may vary from one country to another and may change without notice at any time. Certain services and products are not available worldwide or from all companies of Vontobel. In addition, they may be subject to legal restrictions in certain countries.