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Vontobel Holding AG

PRI reporting framework 2017

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You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements run internally

Process for engagements run internally

LEA 03. Process for identifying and prioritising engagement activities

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

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagement activities carried out by internal staff.

03.3. Additional information. [Optional]

In the mtx Global Leaders and SI boutiques, analysts are in contact with investments, as well as potential investments, in order to learn about their environmental, social and governance performance.

Building on this dialogue, we develop initial engagements where we encourage companies to improve their performance in areas which we consider to be material.


LEA 04. Objectives for engagement activities

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

04.1. Indicate if you define specific objectives for your engagement activities.

04.2. Indicate if you monitor the actions that companies take following your engagements.

04.3. Indicate whether your organisation defines milestones and goals for engagement activities carried out by internal staff.

04.5. Additional information. [Optional]

Our financial analysts hold meetings with the majority of the management teams of the companies they invest in. In the course of these conversations, they also address important ESG aspects.


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