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Vontobel Holding AG

PRI reporting framework 2017

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Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

12.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

12.3. Additional information. [OPTIONAL]


SG 13. Long term investment risks and opportunity (Private)


SG 14. Allocation of assets to environmental and social themed areas

New selection options have been added to this indicator. Please review your prefilled responses carefully.

14.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

14.2. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

% of AUM

Brief description and measures of investment

Vontobel invests in companies providing innovative solutions and technologies across the value chain of manufacturing, logistics and consumption. The fund has a global remit, as the clean technology theme applies across regions. Clean technology investing requires a hands-on active approach, as the companies within the theme are scattered across or joining from different traditional sectors and understanding their true value normally requires in-depth understanding of their business proposition and management quality.

Vontobel's investment approach is concentrated around groups of companies operating in the following areas:

  •  Resource-efficient industry
  •  Building technology
  •  Clean energy
  •  Low emission transportation
  •  Lifecycle management
  •  Clean water
% of AUM

Brief description and measures of investment

All properties are subject to our sustainability impact assessment. It comprises ESG evaluations for macro locations, micro locations and buildings. The criteria applied are energy and environment, comfort and well-being, quality of use and flexibility, mobility. All invested property must comply with our sustainability criteria.

The approach is based on guidelines of the Swiss Society of Engineers and Architects (SIA) and other organizations, sustainability labels such as BREEAM, LEED and DGNB other third party sources and Vontobel's own experience. Each location and each building has to pass the ESG check conducted by our in-house experts. If a building does not pass it cannot be bought.

% of AUM

Brief description and measures of investment

For details on the investment process see www.responsability.ch

% of AUM

Brief description and measures of investment

The fund focuses on the following investment areas: Water infrastructure; water technology; water quality; water efficiency; water supply.

 

14.3. Additional Information [Optional]

          
        

SG 15. ESG issues for internally managed assets not reported in framework (Not Applicable)


SG 16. ESG issues for externally managed assets not reported in framework

16.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - SSA

We assess the ESG investment process as well as the ESG experience of the external investment manager, using specific criteria. Our assessment criteria include:

  • ESG information base (which provider is being used)
  • Description of the sustainability process
  • Experience and size of the internal ESG team
  • Significance of the ESG offering within the company
Fixed income - Corporate (financial)

We assess the ESG investment process as well as the ESG experience of the external investment manager, using specific criteria. Our assessment criteria include:

  • ESG information base (which provider is being used)
  • Description of the sustainability process
  • Experience and size of the internal ESG team
  • Significance of the ESG offering within the company
Fixed income - Corporate (non-financial)

We assess the ESG investment process as well as the ESG experience of the external investment manager, using specific criteria. Our assessment criteria include:

  • ESG information base (which provider is being used)
  • Description of the sustainability process
  • Experience and size of the internal ESG team
  • Significance of the ESG offering within the company

16.2. Additional information.


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