Vontobel awarded ‘Prime’ status in the ISS-oekom sustainability rating

Vontobel achieved a particularly high score in the following areas:
-    Range of sustainable investment offerings
-    Volume of sustainable assets under management
-    Data and IT security
-    Adherence with compliance regulations
-    Shareholder structure

“One area of focus of our growth strategy is our sustainable investment offering. We are pleased that our broad range of products, which is based on the Vontobel multi-boutique model, has contributed positively to this rating,” stated Axel Schwarzer, Head of Vontobel Asset Management. “At the same time, this award will motivate us to further enhance our offering in the future,” he added.

“The methodology used by ISS-oekom in its assessment is one of the strictest worldwide. The ‘Prime’ rating awarded by ISS-oekom will make Vontobel and our solutions accessible to a new group of sustainably oriented investors for the first time,” explained Natalie Ernst, Corporate Sustainability Manager at Vontobel. She continued: “This rating also reaffirms our commitment to being a wealth and asset manager that offers sustainable investment solutions globally as part of its product range and whose approach to business is characterized by foresight and ownership.”

ISS-oekom is a leading rating agency for sustainability and sustainable investment. The agency uses an established rating methodology and is highly respected within the market.
At present, ISS-oekom covers around 6,200 issuers globally, of which 550 are currently rated as ‘Prime’ – thus constituting the ISS-oekom universe. After being awarded ‘Prime’ status, Vontobel is now part of that universe.

 

Vontobel
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 20 offices worldwide more than 1,700 employees service our clients.

Legal information
This media release 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.