ESG Investing

As a global investment firm, Vontobel plays a responsible, active role in the sustainable transformation of our society and economy. We reflect this in our governance, investment philosophy and operational processes.

Many of our investment solutions focus on companies and industries that contribute to sustainable transformation and manage associated risks. In this way, Vontobel helps create new opportunities for investors.

How our boutiques approach ESG

Each of our boutiques draws on specialist investment talent, a strong performance culture, and robust risk management. Each boutique has therefore developed an ESG approach, detailed below, which is relevant to their asset class, beliefs and style of investing.

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

 

Our guidelines on cluster bombs and landmines

No investment in controversial weapons

Cluster bombs and landmines are banned by international convention. In 2012, Vontobel approved a Group-wide guideline that prohibits investment in companies that manufacture these types of arms.

Our guidelines on cluster bombs and landmines

 

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.

Voting policy statement

Engagement policy statement

 

Ratings and memberships

Vontobel leads development of sustainable finance approaches and plays an active role in relevant organizations.

Ratings and memberships

 

REPORTS
Sustainability report

Our Vontobel Group Sustainability Report forms an integral part of Vontobel's Annual Report and contains detailed information about our sustainability commitments.

Sustainability report

 

ESG integration and stewardship report

Information about Vontobel Asset Management’s ESG processes, resources and governance can be found in our ESG Integration and Stewardship report.

ESG integration and stewardship report 2020

ESG integration and stewardship report 2021

ESG integration and stewardship report 2022

 

Voting and engagement report

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 2020

 

Voting and engagement report 2021

Voting and engagement report 2022

Voting records 2021

Voting records 2022

 

UN PRI Transparency Report

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.

UN PRI Transparency Report

 

ESG product reports

We are committed to transparency through reporting at product level. For example, for our Promote ESG and Sustainable products, we integrate ESG information on the funds’ factsheets*. For more details, refer to the methodology document.

*subject to sufficient data coverage

ESG valuation methodology

 

 
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Key facts and history

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* “Sustainable strategies” are those classified as Article 8 or 9 that fulfill Vontobel Asset Management’s additional minimum criteria for the “Sustainable” product category. 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.

 

 

1998Vontobel’s first sustainable investment solution: a multi asset pension fund2007Vontobel defined ten sustainability principles2008Vontobel became a member of the Carbon Disclosure Project (CDP)2009Vontobel became carbon neutral in its own operations2010Vontobel became a signatory of the Principles for Responsible Investments (PRI)2011Groupwide exclusion of controversial weapons2017Alignment with UN Global Compact Principles2019Sustainable Investing and Advisory Policy Voting and Engagement policies2021Vontobel became a signatory of the UK Stewardship Code

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.