Gaining traction: Impact Report 2023

Conviction Equities Boutique
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Key takeaways

  • Vontobel’s expert team has boosted efforts to finetune the way analysts provide their assessment of their portfolio holdings and continually engages in efforts to increase transparency.
  • The “regulatory tsunami” in sustainable finance is starting to show signs of affecting other major capital markets outside the European Union. Vontobel provides a deep dive into selected key developments from the epicenter of this modern regulatory phenomenon.
  • To make real progress in getting to a net-zero world, we will have to redouble the efforts we are already making. Professional and institutional impact investors with their considerable financial muscle are key for us to get a handle on developing clean energy, transitioning the whole sector to drastically reduced carbon emissions and thus laying the foundations for a low-carbon future that is better for everyone on our planet.

With a more serious and fundamental rethink of energy plans, supply chains, and geopolitics underway, as well as interest and investments in the energy transition gaining more traction, Vontobel’s experts in the Conviction Equities Boutique present their latest annual Impact Report for the Global Environmental Change strategy.

 

 

 

 

 

 

About the authors
dudle_pascal

Pascal Dudle

Head of Impact & Thematic Investing, Lead Portfolio Manager
Related strategies
About the authors
dudle_pascal

Pascal Dudle

Head of Impact & Thematic Investing, Lead Portfolio Manager
Topics:
Conviction Equities Boutique Equities Impact Investing White Paper
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Global Environmental Change strategy impact report 2022: Renewables with prospects in a gas-deprived world

The renewables industry looks set to benefit from tightening regulation in the European Union, or a recently signed US law aiming to decarbonize the US power sector. The nascent “clean energy” industry, which encompasses areas such as electric vehicles, batteries, or hydrogen produced in a sustainable manner, opens new opportunities for investors as well.

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