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Vontobel Holding AG

PRI reporting framework 2017

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Pre-investment (selection)

PR 07. Incorporating ESG issues when selecting investments

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

07.1. 組織が不動産投資先を選択する際、通常ESG問題を組み入れているかどうかを記載してください。

07.2. ESG問題を不動産投資の選択に組み入れる際のアプローチを説明してください。 [任意]

A specially developed sustainability selection process is used to select promising locations in Europe and in Switzerland.

Sustainability Analysis: energy efficiency and environmental aspects, comfort and well-being, use of quality and flexibility, mobility and, in addition, consideration of reputational risks (regarding the tenants in particular).

1. Macro location ESG rating for European Metropolitan Areas based on data provided by EUROSTAT and other sources. Criteria comprise:

a: On country level

  • Legal certainty
  • Government debt
  • Competitiveness
  • Transparency of the real estate market

b: Regional level

  • Economic aspects
  • Infrastructure
  • Demography
  • Quality of life

2. ESG criteria for micro location and building comprise:

  • Energy efficiency and environmental aspects (6 indicators)
  • Comfort and well-being (6)
  • Quality of use and flexibility (4)
  • Infrastructure and surrounding area (4)
  • Mobility (4)

3. Additional: consideration of individual cases, specific features of location and building (17 topics), reputational risks (regarding the tenants in particular)

07.3. 貴社の不動産投資選定プロセスにおいて、どのESG問題が主に考慮されているかを記載し、問題毎に事例を3つまで挙げてください。

ESG問題

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07.4. 補足情報。[任意]


PR 08. Types of ESG information considered in investment selection (Private)


PR 09. ESG issues impact in selection process

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

09.1. 報告年度において、ESG問題が不動産投資の選択プロセスに影響を及ぼしたかどうかを明示してください。

09.2. 報告年度に、ESG問題が不動産投資の取引構造化プロセスに影響したかどうかを記載してください。

          ESG issues led to not buying buildings that do not pass the ESG assessment.
        

09.3. 補足情報。

Since ESG is an integral part of our investment decisions, the impact of ESG cannot always separated from portfolio management considerations.


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