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Vontobel Holding AG

PRI reporting framework 2017

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG issues

(C) Implementation: Integration of ESG issues

LEI 10. Review ESG issues while researching companies/sectors

10.1. Indicate if E, S and G issues are reviewed while researching companies and/or sectors in active strategies.

ESG issues

Coverage/extent of review on these issues

Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

10.2. Additional information. [Optional]

Within the integrated approach, we systematically review the potential significant of environmental, social and governance issues as part of the standard investment analysis. Within screened funds and thematic funds, research on E, S and G issues is targeted to areas of specific relevance.


LEI 11. Processes to ensure integration is based on robust analysis

11.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

          Assessment of all ESG minimum standard frameworks by an external ESG-specialist otherwise not involved in stock selection and portfolio construction processes
        

11.2. Describe how ESG information is held and used by your portfolio managers.

11.3. Additional information.[Optional]

In the Global Equities Team based in Zurich, the above procedures are fully integrated into the research process.

An internal ESG specialist otherwise not involved in the investment process checks all ESG minimum standard frameworks of the financial analysts. The person discusses potential gaps or rating differences with them and challenges their assessment. ESG minimum standard frameworks are then adapted by the financial analysts.


LEI 12. Aspects of analysis ESG information is integrated into (Private)


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