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Vontobel Holding AG

PRI reporting framework 2019

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Vontobel's Head Sustainable Research takes part in UN PRI's working group on incorporating Sustainable Development Goals in Asset Allocation.

We also hosted a PRI event on climate change in Zurich in December 2018 and Vontobel representatives took part in panel discussions.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Vontobel is signatory of CDP and takes part in the reporting process. We also attend meetings and/or webinars organised by CDP.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Vontobel is signatory of CDP and takes part in the reporting process. We also attend meetings and/or webinars organised by CDP.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Vontobel is signatory of CDP and takes part in the reporting process. We also attend meetings and/or webinars organised by CDP.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Vontobel signed the statement of the IIGCC on climate targets in Summer 2014.

          Swiss Sustainable Finance (SSF), Forum per la Finanza Sostenibile, Sustainable Finance Geneva (SFG), Spainsif - Foro de Inversión Sostenible de España
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Vontobel considers it important to promote a sustainable approach to finance and to actively participate in a dialogue on this topic. Reflecting this commitment, Vontobel representatives gave presentations or took part in panel discussions at the following events in 2018:

“Nachhaltige Anlagestrategien leicht gemacht? Neue Instrumente der PRI für institutionelle Anleger”, Swiss Sustainable Finance, Zurich; Impact Forum, Salzburg.

Vontobel also hosted the launch event for Swiss Sustainable Finance (SSF) education tools for financial professionals in Zurich.

Italian Staff takes part in work groups of Forum per la Finanza Sostenibile.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Vontobel signed the UN Global Compact in 2017.

          Climate Foundation Switzerland, öbu, Energy Agency for the Economy (EnAW), SASB (Sustainability Accounting Standards Board), Access to medicine index, Swiss Network for sustainable economies
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

As a founding member of the Swiss Climate Foundation, we donate a significant proportion of our refunded CO2 levy to the Foundation, which then uses these funds to support projects to improve the energy efficiency of SMEs. The projects supported by the Climate Foundation in 2018 included the development of palm oil-free detergents and a project to protect bees.

Vontobel's Corporate Sustainability Manager is member of the Advisory Board of the Climate Foundation Switzerland of and the Head of Corporate Responsibility & Sponsoring is a member of the Board of Trustees.

The head of the Vontobel Sustainable & Thematic Boutique is a board member of öbu.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Supporting a major client in integrating an exclusion policy for controversial weapons. Ongoing support for clients to enhance their responsible investment policies and implementation their values into their investment portfolios.
        

Frequency of contribution

Description

          In 2018, Vontobel financially supported the preparation of the Swiss Sustainable Investment Market Survey 2019.
        

Frequency of contribution

Description

          Vontobel supported a master thesis on profitability ESG implementation as well as various other academic projects with insights from practice.
        

Frequency of contribution

Description

          Continued to present Potential Avoided Emissions (PAE) at various events
        

Frequency of contribution

Description

          Vontobel representatives gave presentations or took part in panel discussions at the following events in 2018: “Nachhaltige Anlagestrategien leicht gemacht? Neue Instrumente der PRI für institutionelle Anleger”, Swiss Sustainable Finance, Zurich; Impact Forum, Salzburg; ...
        

Frequency of contribution

Description

          Research papers and shorter viewpoints
-	ESG Study for the Nordics
-	Viewpoints around various UN Days, such as World Cities Day, World Toilet Day, Catowice Climate Conference
-	Other viewpoints such as EM and ESG, rationale of saving water, Impact Investing, Avoided CO2 emissions
-	ESG – Navigating the maze (publication only in March 2019)
-	Sustainability real estate paper

Two papers on methods regarding the rating of companies and countries.
        

Frequency of contribution

Description

          We communicated openly about being a PRI signatory when interacting with our clients and offered explanations at RfPs. We also hosted a PRI event on climate change in Zurich in December 2018 and Vontobel representatives took part in panel discussions.
        

Frequency of contribution

Description

          Our wealth management clients' magazine promoted RI in three articles in 2018, three blog articles were published on impact investing. In various international publications, we published nearly thirty articles on RI topics, which included a letter to the editor in the FT.
        

Frequency of contribution

Description

          Our Head Sustainability Research takes part in UN PRI's working group on incorporating Sustainable Development Goals in Asset Allocation.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

Vontobel employees regularly present at conferences and in university or business school courses on sustainable investments. The activities carried out as members of Swiss Sustainable Finance, Sustainable Finance Geneva or Forum per la Finanza Sostenibile include all aspects mentioned above.

Our engagement service provider, Hermes EOS, is involved in the following key networks on our behalf.

  • Asian Corporate Governance Association (ACGA)
  • Assogestioni (Italy)
  • Canadian Coalition of Good Governance (CCGG)
  • Carbon Disclosure Project & Water Disclosure Project
  • Council of Institutional Investors (USA)
  • Dansif (Denmark)
  • DSW (German Shareholder Association)
  • Eumedion (Netherlands)
  • European Investors’ Working Group
  • Eurosif (Europe)
  • FIR (French Social Investment Forum)
  • International Corporate Governance Network (ICGN)
  • International Investors Group on Climate Change (IIGCC)
  • National Association of Pension Funds (UK)
  • UKSIF
  • UN Environment Finance Initiative (UNEP FI)

SG 11. Dialogue with public policy makers or standard setters (Private)


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