Impact Investing

We seek two equally important goals: attractive long-term returns, and a positive impact for the planet as well as society, by investing in companies that can help deliver solutions to address the most pressing global environmental and societal challenges.

How we can help you

Taking responsibility for our society and environment leads us into a better world. A growing awareness among investors, behavioral shifts among consumers, and innovative solutions in the corporate world, drive this transition. Asset owners can benefit and accelerate the change through so-called impact investing.

We aim to deliver competitive risk-adjusted equity returns over a full market cycle and to create a measurable positive effect on the environment. In our opinion, investing in listed companies focused on creating positive, measurable impact is not only about avoiding risks, but also taking advantage of the opportunities that come with the transition to a low-carbon economy. We believe our approach helps investors to achieve their objectives in terms of sustainability as well as financial returns

Of particular interest to us are companies capturing the opportunities arising from long-term structural shifts , e.g. population growth, urbanization, or rising inequalities, and whose innovative products and services provide scalable solutions to the world’s most pressing challenges such as resource scarcity, rising pollution, or hunger in some parts of the world. These companies have the potential to gain market share and outperform their peers, especially if they boast solid balance sheets and superior long-term profitability.

Our aim is to construct equity portfolios with a sound mix of established names and disruptive newcomers. Our process is based on extensive research, and we show in a transparent way what informs our investment decisions.

Why partner with us?

Outperformance over the cycle

Investing in problem solving companies creates long-term growth opportunities and strong financial returns.

Unconstrained

A concentrated portfolio of stocks selected bottom-up driven by conviction and purity.

Measurable impact

Driving positive change for people and the planet and delivering tangible benefits.

Meet the team

Insights

Sustainable Equities Boutique
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White Paper | Read | 12 min

Global impact equities report 2022: Solutions to sustainability challenges

Whether it’s potentially avoiding emissions of CO2, manufacturing affordable drugs, or providing liters of drinking water, the companies Vontobel Fund II - Global Impact Equities invest in have made real-world impacts on our planet and society. Every year, we assess how our holdings have helped provide solutions to sustainability challenges.

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Sustainable Equities Boutique
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Viewpoint | Read | 7 min

Meeting sustainability and investor goals by supporting biodiversity

Biodiversity loss often takes a backseat to climate change in global headlines but ignoring the preservation of natural ecosystems poses a threat to water, land, marine life, health, and can increase poverty. There is an urgent need for change. The upcoming COP 15 will address biodiversity solutions that will benefit companies, investors, and society.

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Sustainable Equities Boutique
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Viewpoint | Read | 4 min

Embracing net zero targets the right way

With Egypt’s Sharm el-Sheikh being the venue of this year’s United Nations Climate Change Conference (COP), it’s worth remembering that developing economies bear most of the negative effects of emissions mainly produced in industrialized nations. Therefore, the onus is on western companies to go “net zero carbon”, but how to measure their progress? One common yardstick for investors is the carbon footprint method – or the more encompassing “potential avoided emissions” method propagated by Vontobel’s impact investing team.

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