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Vontobel Holding AG

PRI reporting framework 2017

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You are in Indirect – Manager Selection, Appointment and Monitoring » Overview

Overview

SAM 01. Role of investment consultants/fiduciary managers

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

01.1. Indicate whether your organisation uses investment consultants and/or fiduciary managers.

01.7. Additional information [Optional].


SAM 02. RI factors in selection, appointment and monitoring across asset classes

02.1. Indicate for which of the following externally managed asset classes your organisation, and/or your investment consultants, consider responsible investment factors in investment manager: (a) Selection, (b) Appointment (investment management agreements/contracts), and (c) Monitoring

Select all that apply

Asset classes

(a) Selection

(b) Appointment

(c) Monitoring

Listed equity

02.2. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

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

02.3. Additional information. [Optional]

Our assessment criteria include:

  • ESG information base (which provider is being used)
  • Description of the sustainability process: best-in-class, norms-based, exclusion or engagement?
  • Experience and size of the internal ESG team
  • Significance of the ESG offering within the company

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