ESG Investment
ESG investing with Vontobel
For generations, Vontobel has acted and invested for the long-term. As an active investment firm, the integration of environmental, social and governance (ESG) factors into our product and service offering is a key part of our sustainability strategy. We incorporate ESG criteria into investment decisions to empower our clients to reach their financial goals, while also building a better future.
As a pioneer in this field, we have been offering our clients a range of investment solutions that incorporate ESG criteria since the 1990s. We focus on active asset management based on a multi-boutique model with independent centers of competence, highly specialized investment teams and dedicated ESG analysts.
«Our four ESG-Investment principles1»
- We incorporate ESG considerations into our investment processes to enable our clients to better achieve their investment objectives.
- As active managers, we leverage the tools of engagement and voting.
- Our investment teams are accountable for the application of our ESG Investment Principles.
- We are committed to transparency through disciplined disclosure, reporting and dialogue with all our stakeholders.
1Our investment teams subscribe to these four common ESG Investment Principles because we believe that ESG consideration is part of our fiduciary duty, requires investment team accountability, and demands transparency. The implementation of these ESG Investment Principles in specific strategies and investment funds may differ. For further information please refer to ESG integration and stewardship
Solutions for all requirements
Vontobel has been committed to ESG investing for generations. As a pioneer in the field, we have offered you a wide range of sustainable investment solutions since the 1990s.
Our institutional and private clients can obtain a range of sustainable solutions from us. This includes various equity, fixed income and multi-asset funds in which sustainability aspects form an important criterion for the valuation and selection of companies. Other strategies focus on trends such as changes in the energy supply, scarce resources, new technologies and water. Investors can also participate in sustainability themes in the form of structured products. In addition, Vontobel manages individual, sustainable mandates.
We advise our private clients on the risk / return characteristics of ESG investments to help them build portfolios that meet their goals, and we want to offer them a comprehensive product shelf to choose from. This will entail the creation of sustainability profiles for clients, based on their investment needs, across different regions and jurisdictions.
Learn more about our ESG investment principles. The principle adverse impact statement (PAI) explains how we integrate sustainability factors at product and entity level in our investment process. Further disclosures under the Sustainable Finance Disclosure Regulation (SFDR) can be found here:
As a signatory of the Principles for Responsible Investment (PRI), Vontobel has committed itself to implement six principles for the broad integration of sustainability in investment processes and to encourage other market participants to observe them. This includes the active exercise of voting rights at general meetings and establishment of a constructive dialog with the management of other companies.
Vontobel PRI Transparency Report
We actively exercise voting rights for all Vontobel funds. Furthermore, we maintain an active dialog with companies in which the funds invest. In order to implement the exercise of voting rights and corporate dialog, Vontobel works with REO at Columbia Threadneedle, ISS and Ethos.
In our report on Voting & Engagement, we regularly disclose how the voting rights for the themed products are exercised. We also provide examples of the ongoing dialog with companies.
Vontobel prohibits investments in manufacturers / producers of controversial weapons. In addition, Vontobel will not provide any investment advice on the securities of these companies to clients.
Vontobel considers the following weapon types as controversial weapons:
- Anti-personnel mines,
- Cluster munitions (Convention on Cluster Munitions (2008)),
- Chemical weapons (Chemical Weapons Convention (1997)),
- Biological weapons (Biological Weapons Convention (1975)),
- Non-Detectable Fragments (Protocol I of the Convention on Certain Conventional Weapons (1980)),
- Incendiary Weapons (Protocol III of the Convention on Certain Conventional Weapons (1980)), and
- Blinding Laser weapons (Protocol IV of the Convention on Certain Conventional Weapons (1980)).
