Sustainable Finance Disclosure Regulation

An overview of our approach

Vontobel has a Sustainable Investing and Advisory Policy which describes how Vontobel integrates sustainability risks and principal adverse sustainability impacts in its investment decisions and advisory services. In particular, the policy explains our rationale, objectives, governance structure and how we implement these across our business divisions. The policy already addresses the level 1 expectations, and during 2021, Vontobel will evaluate how subsequent regulatory technical standards (RTS) can be integrated. This policy was issued in 2019 and updated in March 2021 to be in conformity with Article 3 and Article 4 of the Regulation (EU) 2019/2088.

 

Sustainable Investing and Advisory Policy

Learn more about our principles around sustainable investing. The policy explains more about how we integrate sustainability risks and how we consider principal adverse impacts in our investment processes.

SUSTAINABLE INVESTING AND ADVISORY POLICY

Remuneration Policy

Find out how we integrate sustainability considerations into our remuneration policy.

Vontobel's Group-Wide Remuneration Policy
Vontobel Asset Management's Remuneration Policy

 

More details regarding regional remuneration policies can be found here:

BVED Remuneration Policy (Germany)
SIM Remuneration Policy (Italy)

 

ESG at our Boutiques

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture, and robust risk management. Each boutique has therefore developed an ESG approach which is relevant to their asset class, beliefs and style of investing. Find out more below.

 

Sustainability Disclosures for Customized Products

Additional information regarding products promoting environmental or social characteristics or products having a sustainable investment objective that are negotiated with and customized for the client are provided to the client before entering into the applicable agreement; Vontobel will notify such clients in writing shall any relevant changes of such information occurs.

Periodic reports regarding products promoting environmental or social characteristics or products having a sustainable investment objective that are negotiated with and customized for the client are provided on a regular basis to the client.

 

Fund Classification

Please find below the SFDR classification for our funds available in your selected country. Read more about how we manage sustainability risks, how we consider social or environmental characteristics and how we apply sustainability objectives on the fund pages under the Risks & Disclosures tab.