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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. ポートフォリオレベルで将来のESGトレンドのリスクプロファイルを計算するシナリオ分析やモデリングを組織が実施しているかどうかについて明示してください。

12.2. 組織が戦略的な資産配分やセクターまたは地理的な市場間での資産の配分においてESG問題を考慮しているかどうかを記載してください。

12.3. 補足情報。 [任意]


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. 貴社にて、特定の環境および社会をテーマとする分野に基づいてファンドに資産を配分したり、ファンドを運用しているかどうかについて明示してください。

14.2. 貴社にて投資しているのはどのテーマ別分野かを明示のうえ、AUMに占める当該資産クラスのパーセンテージを記載するとともに、その内容を簡潔に説明してください。

分野

% of AUM

簡潔な説明および投資尺度

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

簡潔な説明および投資尺度

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

簡潔な説明および投資尺度

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

% of AUM

簡潔な説明および投資尺度

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. 組織外で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

債券 - 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
債券 - 社債(金融)

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
債券 - 社債(非金融)

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. 補足情報。


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