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Vontobel Holding AG

PRI reporting framework 2017

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

Outputs and outcomes

SAM 11. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 12. Examples of ESG issues in selection, appointment and monitoring processes

12.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          AXA WF Planet Bonds
        
Conducted by
Asset class
Scope and process

We were looking at the investment philosphy, the SRI team, the integrated SRI approach (e.g. 2 degree scenario, Axa committed to the Montreal Carbon Pledge) as well as at the track record of this actively managed fund.

Outcomes

The fund is investing in a combination of "green bonds" and bonds with a strong sustainability character, especially on the environmental side.

We are convinced of the SRI team and their process. Therefore, since November 2016, the fund figures on our recommended fund list.

Topic or issue
          Candriam Equities L Sustainable Emerging Markets; LU0344046742 (previously Dexia)
        
Conducted by
Asset class
Scope and process

We were looking at the investment philosphy, the SRI teams (20yrs plus experience), the SRI approach (integrated) as well as at the track record of this actively managed fund.

Outcomes

The SRI approach of Candriam is very convincing and meets our requirements – financial performance, however, does clearly not. Therefore, this fund is not figuring on the recommended fund list of Vontobel.

12.2. Additional information.


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