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Vontobel Holding AG

PRI reporting framework 2019

You are in Direct - Listed Equity Active Ownership » Overview


LEA 01. Description of approach to engagement

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

01.1. Indicate whether your organisation has an active ownership policy.

01.2. Attach or provide a URL to your active ownership policy.

01.3. Indicate what your active engagement policy covers:

General approach to active ownership



Please describe

          Focus on protecting and increasing shareholder value

01.4. Do you outsource any of your active ownership activities to service providers?

01.5. Where active ownership activities are conducted by service providers, indicate whether your active ownership policy covers any of the following.

01.6. Additional information [optional]

The link between engagement and voting with regard to our service providers Hermes EOS and Ethos:

The voting rights for all of Vontobel's sustainable investment funds and selected thematic funds are actively exercised and an active dialogue is conducted with the companies in which they invest. Vontobel works with Hermes EOS - a leading provider of voting and engagement services - to ensure the exercising of voting rights and the cultivation of a dialogue with these companies. (

Importantly, the decision-making authority remains with Vontobel. The proposals made by Hermes EOS with regard to voting rights and engagement are reviewed by Vontobel and can be modified or rejected. The voting and engagement guidelines followed by Hermes EOS and Ethos were also reviewed and approved by Vontobel. (