Key facts and history

30.8 CHF bn of assets under management in sustainable strategies* 28% of total assets under management in sustainable strategies* 20+ strategies that incorporate ESG criteria** 10+ investment professionals dedicated to ESG investing

1998 Vontobel’s first sustainable investment solution: a multi asset pension fund 2007 Vontobel defined ten sustainability principles 2008 Vontobel became a member of the Carbon Disclosure Project (CDP) 2009 Vontobel became carbon neutral in its own operations 2010 Vontobel became a signatory of the Principles for Responsible Investments (PRI) 2011 Groupwide exclusion of controversial weapons 2017 Alignment with UN Global Compact Principles 2019 Sustainable Investing and Advisory Policy Voting and Engagement policies 2021 Vontobel became a signatory of the UK Stewardship Code2022 Vontobel defined six Sustainability Commitments and four ESG Investment Principles2024 Publication of Climate and Nature statements

* Vontobel nomenclature, not necessarily aligned to any specific regulatory nomenclature. More information can be found in our ESG integration and stewardship report.
** More information about strategies that incorporate ESG criteria (including "sustainable" strategies) can be found in our ESG integration and stewardship report.