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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. アクティブ戦略において企業やセクターを調査する際、ESG問題を見直しているかどうかについて記載してください。

ESG問題

これらの問題の見直しの対象および程度​

E(環境)

Environmental

S(社会)

Social

コーポレートガバナンス

Corporate Governance

10.2. 補足情報。 [任意]

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. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

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

11.2. ポートフォリオマネージャーがどのようにESG情報を保管・使用しているかについて説明してください。

11.3. 補足情報。[任意]

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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