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Vontobel Holding AG

PRI reporting framework 2017

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Process for engagements conducted with/on your behalf by service providers

LEA 07. Role in engagement process

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

07.1. Indicate if you play a role in the engagement process that your service provider conducts on your behalf.

07.2. Indicate the role(s) you play in engagements that your service provider conducts on your behalf.

07.3. Additional information. [Optional]

We actively monitor and review the activities of our service provider Hermes EOS through quarterly calls and regular reports. Hermes EOS provide a client facing portal which allows us to refer to the full history of engagement with each company and track progress. Furthermore, we give input on certain companies and issues we would like HEOS to engage on.


LEA 08. Monitor / discuss service provider information

08.1. Indicate whether you monitor and/or discuss the following information provided to you by your service provider

Please select all that apply

08.2. Additional information. [Optional]

Vontobel regularly receives reporting on the engagement activities from the service provider. Vontobel then checks the coverage of the engagement activities relative to its funds as well as the topics covered. Furthermore, Vontobel checks the progress on the different engagements.

Since 2015, the mtx Global Leaders boutique maintains an active database where engagement activities undertaken on our behalf by our service provider HEOS are tracked and monitored. This database supports analysts in better understanding the engagement activities undertaken for their investments, and supports their ESG evaluation of these investments.


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