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Vontobel Holding AG

PRI reporting framework 2019

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ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation undertakes scenario analysis and/or modelling and provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe We execute scenario analysis which includes factors representing the investment impacts of future environmental trends.
Describe We consider scenario analysis that includes factors representing the investment impacts of future climate-related risks and opportunities.

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]

Our Head Sustainability Research participates in UN PRI’s working group on Incorporating Sustainable Development Goals in Asset Allocation.

SG 13 CC.

SG 14. Long term investment risks and opportunity (Private)

SG 14 CC.

SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

1 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

Asset class invested

95 % of AUM
5 % of AUM

Brief description and measures of investment

Vontobel invests in companies providing innovative solutions and technologies across the value chain of manufacturing, logistics and consumption. The fund has a global remit, as the clean technology theme applies across regions. Clean technology investing requires a hands-on active approach, as the companies within the theme are scattered across or joining from different traditional sectors and understanding their true value normally requires in-depth understanding of their business proposition and management quality.

Vontobel's investment approach is concentrated around groups of companies operating in the following areas:

  •  Resource-efficient industry
  •  Building technology
  •  Clean energy infrastructure
  •  Low emission transportation
  •  Lifecycle management
  •  Clean water

Asset class invested

Brief description and measures of investment

All properties are subject to our sustainability impact assessment. It comprises ESG evaluations for macro locations, micro locations and buildings. The criteria applied are energy and environment, comfort and well-being, quality of use and flexibility, mobility. All invested property must comply with our sustainability criteria.

The approach is based on guidelines of the Swiss Society of Engineers and Architects (SIA) and other organizations, sustainability labels such as BREEAM, LEED and DGNB other third party sources and Vontobel's own experience. Each location and each building has to pass the ESG check conducted by our in-house experts. If a building does not pass it cannot be bought.

Asset class invested

Brief description and measures of investment

For details on the investment processes see www.responsability.com, http://www.blueorchard.com/impact-investing/concept/

Asset class invested

100 % of AUM

Brief description and measures of investment

The fund focuses on the following investment areas: Water infrastructure; water technology; water quality; water efficiency; water supply.

 

15.4. Please attach any supporting information you wish to include. [OPTIONAL]


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