Towards positive change: Impact Report 2023

Conviction Equities Boutique
White Paper
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Key takeaways

  • With at least half of the world’s population unable to obtain essential health services, Vontobel’s expert team looks for companies that can make healthcare more efficient and affordable. Similarly, many people in developing nations have no access to credit, especially on fair terms, making it crucial to invest in banks that seek to meet these needs.
  • Calculate the potential impact of a EUR 1 million investment. The process of creating an impact occurs in two distinct steps: Investors allocate funds to companies they perceive as impactful. These companies' products and services generate the intended real-world effects.
  • One area of possible confusion to investors is the complex regulatory environment in sustainable finance. Vontobel has compiled an explainer of selected key developments to be aware of.

In the third annual Impact Report for our Global Impact Equities strategy, Vontobel’s Conviction Equities Boutique examines the challenges the world faces on an environmental and a social level, assesses its holdings and provides case studies to better portray the potential impact investors can have in the world.

 

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About the authors
dudle_pascal

Pascal Dudle

Head of Impact & Thematic Investing, Lead Portfolio Manager
Meet Pascal
Related strategies
Global Impact Equities
About the authors
dudle_pascal

Pascal Dudle

Head of Impact & Thematic Investing, Lead Portfolio Manager
Meet Pascal
Topics:
Conviction Equities Boutique Equities Impact Investing White Paper
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The environmental crisis is undeniable, and the world needs an urgent plan. Investment firms have an important role to play. In the latest Impact Report for Vontobel’s Global Environmental Change strategy, the Impact Investing team assesses how its holdings have helped mitigate sustainability challenges, but also delves a bit deeper: find an overview of the sustainable-finance landscape and an in-depth examination of the regulatory environment into selected key developments.
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