Sustainable investing

What do you believe in?

We at Vontobel Asset Management want to help you make informed and active choices when it comes to ESG investing. But before you make a decision, you need to know what exactly your needs and beliefs are, and what investment approaches are available.

We start the discussion with a question: What do you believe in?

Environmental, social, and governance (ESG) standards can serve multiple purposes. Do you look for ESG to improve financial performance? Does ESG stand for investments in line with your values and convictions? Or both of the above?

 

infograph-esg-approaches_en

Whatever your goals are, the ESG approach you choose will affect your portfolio. We have defined six categories which we use to describe ESG investments: impact investing, thematic, best-in-class, integration, engagement, and exclusion, categorizing them according to the motivation and the resulting effect.

The six approaches can be explained as follows:

Impact Investing

Investing in activities with a positive impact on the environment or society. The main focus here is “doing good”, rather than investment performance.

Thematic

Investment focused on opportunities related to a single theme or megatrend. Results in a concentrated portfolio that should perform if the trend develops as expected.

Best in class

Only invests in companies with excellent ESG performance relative to others in their sector, often based on external database information. The focus is not on companies with moderate ESG scores with other attractive characteristics.

Integration

Includes ESG as a fully integrated element of the investment process, with ESG scorings combined with other factors to support investment decisions. The aim is a portfolio blending ESG and other characteristics. It requires a purpose-built investment process and portfolio management staff able to conduct ESG alongside other types of investment analysis.

Engagement

Investors aim to influence company management to improve business practices. A wide range of engagement levels exist, ranging from proxy voting through to public engagement as practiced by prominent activist funds.

Exclusion

Filtering out undesirable companies or sectors, either based on convictions or on international norms e.g. regarding weapons. Typically applied at the start of the investment process. While the companies in the portfolio meet ESG minimum standards, other factors are more important for the shares.

How ESG adds value

One of the old myths about investing is that ESG and performance don’t go together. Actually, they do, according to a review of more than 2,000 academic studies (“ESG and financial performance: aggregated evidence from more than 2,000 empirical studies,” Friede, Busch and Bassen, December 2015). There are three core ways in which ESG can improve investment results.

infograph-esg-navigating_en

There is no “one size fits all”

We believe there is no “one size fits all” ESG approach. There are simply too many investment styles, investor objectives, geographies, and asset classes. Being an active asset manager, we develop specialized ESG strategies covering a wide range of client needs in a targeted manner. We are convinced this leads to better results than standardized products, such as passive ESG exchange traded funds (ETFs).

Looking for the “right” ESG approach already puts you on the path towards active investing. If you are ready to invest independently of a benchmark, we can help you start your journey. Here is an overview of our ESG product range and our processes.

ESG at Vontobel Asset Management is managed on three levels:

  • The Vontobel Sustainability Committee works at Group level, chaired by the CEO and sets specific sustainability targets
  • Within Vontobel AM, the ESG Investment Governance Committee is responsible for coordinating ESG investment approaches across investment teams
  • The ESG Competence Center delivers research to support investment teams

 

Our commitment to active ownership

We exercise voting rights at the annual meetings of companies whose shares we hold in our sustainable and thematic portfolios, and engage in active dialogue with them. To be able to do this efficiently, we work with leading service providers in the field of voting rights and corporate dialogue. Read our engagement policy. Read our voting policy.

Examples of how we exercise our voting rights and how we engage with companies can be found here. Vontobel Asset Management - Voting & Engagement Report

Key facts

Vontobel's heritage and strategic focus on sustainability help make us one of the leading asset managers for sustainable investing in Europe and Switzerland.

30 38% 24.7% 24 35  2001

Vontobel has a long tradition of corporate responsibility and sustainability. We are a founding member of Swiss Sustainable Finance, and have received numerous awards for our sustainable investment funds.

The sustainability rating agency ISS-oekom awarded Vontobel the rare "prime" status, and we received an above-average score “A+” for the implementation of the U.N. Principles for Responsible Investment (PRI).

logo-iss-oekom
Vontobel
  • PRI signatory since 2010
  • Founding member of SSF, established in 2014
  • Climate-neutral since 2009
  • Participant of the United Nations Global Compact charter
Vontobel Asset Management

We launched our first equity fund with an ESG focus in 2001. Ever since, our sustainable equity offering has grown significantly in volume and importance. On the multi asset side, we gained substantial ESG expertise through the acquisition of Vescore in 2017. The transaction enabled us to harness the skills of some of the industry’s original pioneers and advocates. The year of 2018 saw the launch of a bond fund with a sustainability angle, an offering we plan to expand soon with similar fixed income products.

ESG options available in most asset classes

ESG approaches are now possible in most asset classes. However, there are limitations. For instance, if US issuers of high-yield bonds are mostly energy companies, it is impractical to build a well-diversified ESG portfolio in this segment. To include ESG in your portfolio, you need to consider your objective, asset class and geography.

 

Our approaches and to which asset classes they apply

 

Equities Multi asset Fixed income
Best-in-class Global
European
Switzerland
Global Global
Emerging markets
Switzerland
Integration Global
Emerging markets
Asian
Solutions available on request
Thematic
Clean technology
 

Our offering

15 funds found

Hide all share classes Show all share classes

Vontobel Fund (CH) - Ethos Equities Swiss Mid & Small

Sustainable Equities Boutique Swiss Equities

View 1 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0023568022 2356802 431.37 -3.39% Jul 15 2020
Vontobel Fund (CH) - Pension Invest Balanced

Moderate Allocation

View 3 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0281017506 28101750 108.92 -1.82% Jul 15 2020
I CHF CH0294813149 29481314 111.56 -1.80% Jul 15 2020
NV CHF CH0281018538 28101853 116.68 -1.50% Jul 15 2020
Vontobel Fund (CH) - Pension Invest Yield

Cautious Allocation

View 3 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0281016474 28101647 105.90 -0.39% Jul 15 2020
I CHF CH0294813131 29481313 107.96 -0.41% Jul 15 2020
NV CHF CH0281016656 28101665 111.96 -0.12% Jul 15 2020
Vontobel Fund (CH) - Sustainable Balanced Allocation CHF

Multi Asset Boutique

View 4 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0230779404 23077940 122.94 -0.75% Jul 15 2020
AN CHF CH0381682647 38168264 107.06 -0.57% Jul 15 2020
IA CHF CH0259492939 25949293 116.57 -0.56% Jul 15 2020
S CHF CH0230779438 23077943 126.20 -0.16% Jul 15 2020
Vontobel Fund (CH) - Sustainable Bond CHF Concept

Fixed Income Boutique Swiss Bonds

View 4 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0229323123 22932312 104.22 -1.62% Jul 15 2020
AN CHF CH0381682654 38168265 99.96 -1.36% Jul 15 2020
IA CHF CH0259052691 25905269 101.09 -1.36% Jul 15 2020
S CHF CH0229324717 22932471 104.24 -1.31% Jul 15 2020
Vontobel Fund (CH) - Sustainable Global Equity ex Switzerland Concept

Sustainable Equities Boutique Global Equities

View 1 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
S CHF CH0248079227 24807922 138.74 1.31% Jul 15 2020
Vontobel Fund (CH) - Sustainable Swiss Equity

Sustainable Equities Boutique Swiss Equities

View 5 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0046922354 4692235 247.93 -1.29% Jul 15 2020
AN CHF CH0294647554 29464755 136.21 -0.91% Jul 15 2020
I CHF CH0381683991 38168399 116.70 -1.36% Jul 15 2020
IA CHF CH0046964547 4696454 265.21 -0.91% Jul 15 2020
S CHF CH0414998804 41499880 146.72 -0.44% Jul 15 2020
Vontobel Fund - Clean Technology

Sustainable Equities Boutique Thematic Equities

View 16 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A EUR LU0384405519 4513009 365.95 3.50% Jul 15 2020
A CHF LU1407930350 32492448 249.89 2.61% Jul 15 2020
AN EUR LU1683485178 38261404 121.37 3.97% Jul 15 2020
AN CHF LU1683484874 38261395 113.42 3.08% Jul 15 2020
B EUR LU0384405600 4513015 370.41 3.50% Jul 15 2020
B CHF LU1407930780 32492550 252.50 2.61% Jul 15 2020
C USD LU1956006941 47375662 177.95 4.95% Jul 15 2020
C EUR LU1651443175 37575398 124.54 3.17% Jul 15 2020
H (hedged) CHF LU1407930947 32499576 138.56 3.42% Jul 15 2020
H (hedged) USD LU1618348079 36844119 128.35 4.42% Jul 15 2020
HN (hedged) CHF LU1683485095 38261401 119.96 3.86% Jul 15 2020
HN (hedged) USD LU1683485251 38261407 129.15 4.92% Jul 15 2020
I EUR LU0384405949 4513022 409.90 3.99% Jul 15 2020
N EUR LU1598842364 36446865 124.25 3.97% Jul 15 2020
N CHF LU1683484957 38261399 113.84 3.07% Jul 15 2020
N GBP LU1618348236 36844166 128.67 11.13% Jul 15 2020
Vontobel Fund - European Mid And Small Cap Equity

Sustainable Equities Boutique European Equities

View 6 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A EUR LU0120692511 1128461 204.55 -17.28% Jul 15 2020
AN EUR LU1683485335 38261416 88.16 -16.92% Jul 15 2020
B EUR LU0120694483 1128462 220.59 -17.28% Jul 15 2020
C EUR LU0137005756 1301568 191.70 -17.55% Jul 15 2020
I EUR LU0278089486 2870663 172.30 -16.89% Jul 15 2020
N EUR LU1683480880 38261495 89.51 -16.91% Jul 15 2020
Vontobel Fund - mtx Sustainable Asian Leaders (ex Japan)

Sustainable Equities Boutique Asia Pacific Equities

View 10 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0384409180 4514032 380.31 4.71% Jul 15 2020
AN USD LU1683484361 38261477 107.56 5.18% Jul 15 2020
B USD LU0384409263 4514037 397.42 4.71% Jul 15 2020
H (hedged) EUR LU0384409693 4514046 346.00 3.54% Jul 15 2020
HI (hedged) EUR LU0384409933 4514053 379.90 4.06% Jul 15 2020
HN (hedged) EUR LU1683482589 38261481 101.93 4.03% Jul 15 2020
I USD LU0384410279 4514057 440.10 5.20% Jul 15 2020
N USD LU1683484445 38261488 109.90 5.18% Jul 15 2020
N GBP LU2019989305 48633832 112.37 9.85% Jul 15 2020
S USD LU2146184358 53721716 118.25 - Jul 15 2020
Vontobel Fund - mtx Sustainable Emerging Markets Leaders

Sustainable Equities Boutique Emerging Markets Equities

View 17 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0571085330 12236105 153.34 0.34% Jul 15 2020
AH (hedged) EUR LU1725744087 39290530 97.00 -0.69% Jul 15 2020
AI USD LU1609308298 36643668 126.76 0.80% Jul 15 2020
AN USD LU1683485681 38261784 105.57 0.78% Jul 15 2020
AN GBP LU1717118191 39078906 108.27 5.89% Jul 15 2020
ASX EUR LU1964740309 46974193 109.51 -0.68% Jul 15 2020
B USD LU0571085413 12236106 160.57 0.34% Jul 15 2020
G USD LU1767066605 40236190 100.29 1.03% Jul 15 2020
H (hedged) EUR LU1646585114 37470435 108.43 -0.77% Jul 15 2020
HI (hedged) EUR LU1650589762 37574631 108.23 -0.29% Jul 15 2020
HI (hedged) CHF LU1550202615 35324235 127.37 -0.45% Jul 15 2020
HN (hedged) CHF LU1725744830 39290546 99.53 -0.37% Jul 15 2020
I EUR LU1626216888 37012594 126.61 -0.89% Jul 15 2020
I USD LU0571085686 12236113 173.61 0.80% Jul 15 2020
N USD LU1626216961 37012602 128.95 0.79% Jul 15 2020
N GBP LU1618348582 36844873 131.55 5.90% Jul 15 2020
S USD LU1572142096 35836106 145.68 1.33% Jul 15 2020
Vontobel Fund - Multi Asset Income

Moderate Allocation

View 7 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A EUR LU1687388899 38348031 76.82 -12.52% Jul 15 2020
B EUR LU1687388972 38348032 83.04 -12.52% Jul 15 2020
H (hedged) USD LU1687389350 38348036 90.58 -11.61% Jul 15 2020
H (hedged) CHF LU1687389277 38348035 80.32 -12.63% Jul 15 2020
HI (hedged) CHF LU2118212641 52516003 94.37 - Jul 15 2020
I EUR LU1515106984 34540089 100.92 -12.21% Jul 15 2020
N EUR LU1734078824 39472020 92.95 -12.23% Jul 15 2020
Vontobel Fund - Smart Data Equity

Sustainable Equities Boutique Global Equities

View 12 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0848325295 19879634 146.84 -2.28% Jul 15 2020
AN USD LU1683487547 38261790 102.16 -1.87% Jul 15 2020
B USD LU0848325378 19879674 151.57 -2.28% Jul 15 2020
H (hedged) CHF LU0848326186 19885583 130.90 -3.42% Jul 15 2020
H (hedged) EUR LU0848326269 19885633 134.18 -3.43% Jul 15 2020
HI (hedged) EUR LU0848326855 19885713 117.41 -2.90% Jul 15 2020
HI (hedged) CHF LU0848326772 19885684 114.18 -3.04% Jul 15 2020
HN (hedged) CHF LU1683482233 38261788 97.26 -3.02% Jul 15 2020
HN (hedged) GBP LU1179465338 26920784 109.27 -3.03% Jul 15 2020
HN (hedged) EUR LU1179465684 26920792 105.36 -3.06% Jul 15 2020
I USD LU0848325618 19879675 160.94 -1.86% Jul 15 2020
N USD LU0848325709 19884402 117.73 -1.88% Jul 15 2020
Vontobel Fund - Sustainable Emerging Markets Local Currency Bond

Fixed Income Boutique Emerging Markets Bonds

View 15 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0563307551 12061798 59.01 -3.44% Jul 15 2020
AM USD LU0563307635 12061799 50.71 -3.64% Jul 15 2020
AN USD LU1683487208 38261516 88.00 -3.12% Jul 15 2020
B EUR LU0752071745 18059822 102.66 -5.08% Jul 15 2020
B CHF LU0752070267 18059927 91.75 -5.89% Jul 15 2020
B USD LU0563307718 12061801 93.99 -3.44% Jul 15 2020
C USD LU0563307809 12061803 135.73 -3.66% Jul 15 2020
H (hedged) CHF LU0563308369 12061825 77.16 -4.76% Jul 15 2020
H (hedged) EUR LU0563308443 12061827 81.58 -4.51% Jul 15 2020
HI (hedged) CHF LU0563308799 12061834 81.92 -4.52% Jul 15 2020
HI (hedged) EUR LU0563308872 12061836 82.80 -4.45% Jul 15 2020
HN (hedged) CHF LU1683483470 38261533 90.03 -4.54% Jul 15 2020
HN (hedged) EUR LU1683487380 38261546 91.29 -4.37% Jul 15 2020
I USD LU0563307981 12061804 99.86 -3.10% Jul 15 2020
N USD LU1683483124 38261758 98.62 -3.12% Jul 15 2020
Vontobel Fund - Sustainable Global Bond

Fixed Income Boutique Global Bonds

View 4 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
HI (hedged) USD LU1246874462 28531605 121.73 4.75% Jul 15 2020
HI (hedged) CHF LU1246874892 28531627 107.81 3.53% Jul 15 2020
HS (hedged) CHF LU1246875196 28531631 108.81 3.77% Jul 15 2020
I EUR LU1246874629 28531625 110.10 3.77% Jul 15 2020

ESG library

Learn more about your regional ESG market.

 

Insights

Quality Growth Boutique
2019-09-09_ts_qg_esg-why-purpose-drives-returns-not-the-opposite_teaser
Turning Stones Blog
Sustainable Investing

ESG: Why purpose drives returns - not the opposite

What is the purpose of your company? Not what it does, but its purpose. Its goals. Its compass. A meaningful answer is usually pretty short, understood by a layman, and can provide a light to follow through tough decisions. The pressure for companies to rethink their purpose, and the sharing of rewards across a company’s stakeholders, has risen sharply.

Read more

Quality Growth Boutique
2019-08-12_TS_QG_esg-can-social-and-short-term-investors-co-exist_teaser
Turning Stones Blog
Emerging Markets Sustainable Investing

ESG: Can social and short-term investors co-exist?

Get Social, ‘S’ from ESG, wrong and a company stands to lose customers and employee loyalty, and damage value of the business. The priority of owners in how socially responsible investments are made, and the expected returns, are key. Liquid markets can deliver rapid change in ownership. Can the two coexist? Owners are as much part of the solution as part of the problem.

Read more

Sustainable Equities Boutique
Outlook
Emerging Markets Sustainable Investing

Emerging market equities: Outlook Q3 2019

Are emerging and developed markets increasingly correlated due to the trade war? Roger Merz, Head of mtx Portfolio Management, explains what declining correlations over the last couple of years mean for investors. Marc Bindschädler, Client Portfolio Manager, reviews Q2 and explains why he believes emerging market equities will remain attractive in Q3.

Read more

Quality Growth Boutique
2019-06-26_ts_qg_controlling-the-darkside_teaser
Turning Stones Blog
Sustainable Investing

Controlling the Darkside of Network Effects

Dominant technology companies protected by awesome ‘network effects’ can benefit society and investors. But monopoly control of communications or private information can have unexpected consequences for users. How bad it can get depends on who’s running the company and who runs the regulators. What is ‘network effect’ and how can it be controlled?

Read more