Sustainability
Your investment objectives, your ESG choices
As stewards of your assets, we are guided by your ESG preferences and believe in the power of choice when it comes to ESG investing.
As part of our six Sustainability Commitments, we are committed to advising you on the benefits, risks, and opportunities associated with ESG investments and to incorporate ESG considerations into our investment decisions.
As active investors, our investment teams subscribe to four ESG Investment Principles that underpin the consistency, tools, transparency, and accountability we apply in managing client portfolios.
We believe that, over time, the incorporation of ESG considerations may help you better achieve your investment objectives.
"Our core focus is to manage capital with discipline and select investments that do not involve non-rewarded financial risks. Beyond that, for clients with specific considerations, we offer innovative solutions that both contribute to and benefit from the transformation of the global economy towards a more sustainable model. "
Key facts and history
* 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.
Sustainability Insights
Leveraging our expertise, we aim to guide you in navigating the macro and micro themes across the broad universe of sustainability and active ESG investing.
Impact Report 2025: Staying the course
Cooling our heated world – harmonious adaptation and mitigation
One Big Beautiful Transition
Is the energy transition gridlocked?
Time to adapt?
Trump dunks on the NZBA with Wall Street exodus
Your ESG library
POLICIES & GUIDELINES
ESG investing and advisory policy
Learn more about our principles around ESG investing. The policy explains more about how we integrate sustainability risks and how we consider principal adverse impacts in our investment processes.
ESG investing and advisory policy
We have defined an Exclusion Framework which is structured around three levels. More information about these levels and their scope of application can be found in our framework:
No investment in controversial weapons
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.
More information can be found in our ESG Investing and Advisory Policy.
Voting and engagement policies
Where authorized to do so, we actively exercise voting rights for strategies that consider ESG factors. Furthermore, we maintain an active dialog with companies in which we invest. Vontobel works with leading service providers to exercise voting rights and engage in stakeholder dialogue.
Vontobel leads development of sustainable finance approaches and plays an active role in relevant organizations.
Our position statements assert why we care about these topics, what our beliefs are, and how we support our beliefs with actions. Find out more below:
REPORTS
Our Vontobel Group Sustainability Report forms an integral part of Vontobel's Annual Report and contains detailed information about our sustainability commitments.
ESG integration and stewardship report
Information about Vontobel’s ESG processes, resources and governance can be found in our ESG Integration and Stewardship report.
ESG integration and stewardship report 2024
ESG integration and stewardship report 2023
ESG integration and stewardship report 2022
ESG integration and stewardship report 2021
ESG integration and stewardship report 2020
Vontobel’s voting and engagement reports disclose how we exercise our voting rights and engage with companies. We also provide examples of the ongoing dialogue with companies.
Voting and engagement report 2024
Voting and engagement report 2023
Voting and engagement report 2022
Voting and engagement report 2021
Voting and engagement report 2020
Through signature of the Principles for Responsible Investments, Vontobel has committed itself to gradual implementation of six principles for the broad integration of sustainability in investment processes. Our transparency report can be found under this link.
We are committed to transparency through reporting at product level. For example, for our Participate and Contribute products, we integrate ESG information on the funds’ factsheets*. For more details, refer to the methodology document.
*subject to sufficient data coverage
Additionally, we provide the European ESG Template (for the funds in scope) through the FEFundinfo platform, which includes, among others, periodic SFDR disclosure information and all Principal Adverse Sustainability Impact indicators as defined by the SFDR RTS.
Diversity & inclusion
At Vontobel, we value the many voices within our teams. In all our business units, we strive to engage and promote talent of varying age and gender, with a diverse range of experience, from various cultural backgrounds.
