ESG Investing
Vontobel creates new opportunities for investors.
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.
ESG at Conviction Equities
ESG at Fixed Income
ESG at Quality Growth
ESG at Quantitative Investments
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.
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 Asset Management’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 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
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.
